CHAPTER 04 · TEAM VIEW
One System, a View Built for Each Role
What each role sees on day one. Same network data, a different lens for each. Click a role to switch.
WHAT EACH ROLE SEES ON DAY ONE
WHAT AGENTS HANDLED FOR YOU TODAY
DATA VIEW142
Reorder recommendations generated
121
Recommendations accepted
5
Supplier risk flags reviewed
8
Slow-mover alerts carried forward
The reorder list used to be rebuilt from a spreadsheet every morning. Now it opens with the numbers already there.
6 items need your judgment
SR-063 lead time extended 40% — reorder quantity needs your call
Recommendation ready to accept or adjust
SR-204 sanctions name-match resolved as false positive
Sign-off required for the audit trail
Slow-mover review: 14 SKUs flagged for markdown
Awaiting category manager approval
WHAT AGENTS HANDLED FOR YOU TODAY
DATA VIEW3
Reorder sets reviewed
4
Receiving exceptions handled
2
Cycle-count variances flagged
~8 min
Prep time for morning huddle
You used to spend 40 minutes reconciling yesterday's receiving against the ERP by hand. Now it's an 8-minute review of what the system already found.
3 items need your sign-off
DC2 cycle-count variance on fastener bin 4-C exceeds threshold
Recount confirmation needed before it's logged
Re-slotting pilot ready for DC2 review
Worked example attached, awaiting your read
WHAT AGENTS HANDLED FOR YOU TODAY
DATA VIEW3 / 3
DCs reporting
~$210K
Working capital freed this week
96.4%
Fill rate
85%
Reorder-recommendation acceptance
The weekly ops review used to start with 'whose spreadsheet do we trust.' Now it starts with one number, and a cause.
1 item needs your approval
Wave 2 scoping ready — warehouse slotting & pick-path
Budget and timeline for sign-off before kickoff
THE FULL REPORT
A Full Day's Report
We feed the agent your company's own goals and priorities — not just floor data — so the report reads like it was written by someone who knows what leadership cares about this quarter.
Morning Reorder & Risk Report
Network-wide · 3 distribution centers · Auto-generated 5:40 AM · Reviewed by Category Buyer 6:15 AM
Headline Metrics
The same core metrics on every report, every day.
Fill Rate
96.4%
Target 97%
+0.6 pts vs. last week
Inventory Turns
6.8x
Target 7.5x
+0.2x — reorder tuning
Stockout Rate
1.8%
Target < 1.5%
-0.4 pts, still above target
Gross Margin / Line
24.1%
Target 25%
Flat vs. last week
Executive Summary
All three DCs reported on time. SR-063's lead-time trend and a slow-mover markdown batch are the two items that need a decision before the buying window closes today — everything else is inside normal range, including the finance signals below.
3 / 3
DCs reporting
3
Open items
0
Escalations
Normal
Finance signals
Aligned to Your Strategic Priorities
Protect gross margin — the network's #1 goal this year
Every item below is ranked by margin impact, not just stockout risk.
Free up working capital tied up in slow movers
Today's markdown batch gets logged against the working-capital target, not just cleared from the shelf.
Make fill-rate improvement repeatable, not a mystery
Every accepted recommendation is logged against a metric, so an improvement can be traced to a cause instead of a guess.
Floor Strategy
Every issue, broken the same way every time — what happened, why, and what to do about it.
Supplier SR-063 — Lead Time
SIGNAL
Lead time extended 40% over the trailing quarter, no communicated cause.
INSIGHT
Matches an early-stage capacity-constraint pattern seen with two other bearings suppliers last year — not a one-off delay.
ASK
Increase safety stock on SR-063's top 5 SKUs and open a lead-time conversation before the next PO cycle.
Source: SR-063 delivery-performance log, trailing 4 quarters
Slow-Mover Batch — 14 SKUs
SIGNAL
14 SKUs across all three DCs have carried zero movement for 18+ months.
INSIGHT
Combined carrying cost exceeds the margin they'd return if sold at full price today — markdown recovers more value than holding.
ASK
Approve the markdown batch this week; working capital freed feeds directly into fast-mover reorder capacity.
Source: Slow-mover aging report, all 3 DCs
DC2 Fill Rate Gap
SIGNAL
DC2's fill rate is running 1.2 points below the other two DCs on the same SKU set.
INSIGHT
Matches a reorder-timing lag specific to DC2's Tuesday receiving schedule, not a demand difference.
ASK
Shift DC2's reorder trigger one day earlier to align with the Tuesday receiving window.
Source: DC2 vs. network fill-rate comparison, trailing 8 weeks
SR-204 — Sanctions Name Match
SIGNAL
Automated sanctions screen flagged a partial name match on Supplier SR-204.
INSIGHT
Manual review confirmed false positive — different entity, same common surname — but the flag paused an open PO until cleared.
ASK
Sign off the resolution today so the paused PO releases before it affects DC1 availability.
Source: OFAC screen log + manual resolution note
Everything monitored, at a glance
DC1
East region · 97.1% fill rate
DC2
Central region · 95.9% fill rate
DC3
West region · 96.8% fill rate
SR-063
Bearings supplier · +40% lead time
Front-Office Signals
The report doesn't stop at the floor — same daily cadence, further up the business.
Freight cost variance
+0.8% vs. standard
Inside normal range.
Rebate capture rate
91%
Slightly below the 95% target — flagged for category management, not urgent.
AR aging (>60 days)
$340K
Trending flat week over week.
How This Compares
| Metric | This operation | Peer benchmark | Source |
|---|---|---|---|
| Fill rate | 96.4% | 94.1% | MDM industrial-distribution benchmark |
| Inventory turns | 6.8x | 5.9x | NAW wholesaler-distributor cohort |
Recommended Actions Today
Every line above cites its source — a specific log, screen result, or benchmark table, not a summary of a summary. If we can't show where a number came from, we consider that a bug.
UP NEXT · RUN & IMPROVE