DR
Good morning, David

Executive Dashboard

Live view across Finance, People, Sales, Supply Chain, and Inventory — Q3 2026.

Cash on hand
$18.4M
+12.4%vs last quarter
Monthly revenue
$4.9M
+8.1%MoM
Headcount
482
+2.3%+11 this month
Inventory turns
6.2x
-1.4%vs target 6.5

Cash flow · Trailing 8 months

Revenue mix

SaaS42%
Services26%
Hardware18%
Support14%

AI insights · 5 new

Open assistant
Cash shortfall risk in 47 days
Projected AR delays from top 3 customers may pull cash below $12M covenant. Suggested: accelerate collections on invoices INV-2847, 2851, 2860.
Reorder SKU MFG-A290 — 6 days of stock left
Demand outpacing forecast 18%. Suggested PO: 4,200 units to Vendor Meridian Steel.
12 duplicate invoices auto-matched
Saved 4.2 hours this week. Continue enabling AI reconciliation for AP.
Q4 revenue forecast raised to $16.8M
Pipeline velocity in Enterprise segment up 22%. Confidence: 84%.

Approvals inbox

7 pending
PO-4482 · Meridian Steel
Ops · needs your review
$48,200
Over budget
Expense · Salesforce Ann.
Finance · needs your review
$18,900
Renewal
Hire · Sr. Data Engineer
HR · needs your review
Level 5
Backfill
Invoice · Northwind Corp.
AR · needs your review
$132,410
On time
Credit Memo · Acme Ltd.
AR · needs your review
$4,200
Adj.

Departmental spend · This month vs last

Under budget 3.2%

Live activity

  1. Sales order SO-9042 confirmed
    Alicia · Sales · 2m ago
  2. Shipment SH-2210 en route
    Ops · 18m ago
  3. Payment received · $84,300
    AR bot · 1h ago
  4. New hire onboarded
    HR · 3h ago
  5. AI matched 47 bank txns
    System · 5h ago
  6. Month-end close: T-3 days
    Finance · 6h ago

Jump to a module

Financial
Close in 3 days
GL · AP · AR · Recon
People & HR
482 employees
Payroll due Fri
Supply Chain
38 open POs
2 vendors flagged
CRM & Sales
$18.4M pipeline
Weighted forecast
Inventory
12,481 SKUs
6 reorder alerts
Business Intel
42 dashboards
3 shared today
Forecasting
Confidence 84%
Cash · Demand · Churn
AI Assistant
Ask anything
NLP reports · actions
Board pack due Friday
Praxis will assemble the deck from live data. Review before send.