Business Overview

Last 30 days · vs previous period

ERP synced · 2m ago

Auto insights — — — —

Revenue Trend

Monthly volume — last 12 months

Top 10 Accounts

By total revenue

Tier Distribution

Classified by revenue

Consumables vs Equipment

Category mix

Top Brands

By total revenue

Business Insights — Auto-detected alerts & opportunities

MONTHLY REVENUE

—

AVG ORDER VALUE (AOV)

—

per order line

NEW ACCOUNTS

—

last 30 days

ORDERS NEEDING FOLLOW-UP

—

orders in last 14d · brand-level

Onboarding — New Accounts Pipeline

First 90 days · owned by onboarding lead (new hire)

Onboarding

—

accounts <90d

First Reorder

—

2nd order rate

Time to 2nd Order

—

median days

Account Management — Verticals & Size Tiers

AM focus on specific verticals & business size — owner: JJ

AM Book

—

accounts ≥90d

Tier A/B

—

priority verticals

At-Risk

—

>60d no order

Top 10 Accounts by Revenue

Revenue by City

Order Follow-ups — last 14 days

Recent orders with brand-level summary for CS & AM follow-up (NPS, reorder prompts, tech check-ins)

0 orders

Account Performance

Sorted by total revenue · 30 / 60 / 90 / 365-day windows

Plan ahead — HubSpot Custom Properties (Starter plan)

The HubSpot Starter plan allows custom properties on contacts / deals / companies and exposes them via the Private App API (polling ≤ 100 req / 10s). Confirmed fields to pre-wire so this hub can fill automatically: account_role (onboarding / AM), vertical_focus, business_size_tier, affiliate_source, holding_group, last_followup_at, followup_outcome. Create them in HubSpot first so the polling worker can map 1-to-1 without schema drift.

Revenue by Brand

All-time total

Brand Penetration

Unique accounts per brand

Brand Trend — Top 5

Last 12 months

Repeat Purchase Rate by Brand

% of accounts with 2+ orders

Brand Mix by Vertical

% of vertical revenue

Cross-Sell Opportunities

Accounts buying A but not B

Sales HUB — Pipeline & Deals

Two HubSpot pipelines · one manual B2B deals flow · one automated e-commerce flow

HubSpot · Demo

B2B Sales Pipeline (manual)

Deals created & managed by sales — only pipeline I maintain manually today

Open Deals

—

Weighted €

—

Win Rate

—

E-commerce Pipeline (automated)

Auto-created deals from every B2B-side purchase via HubSpot workflow — dated at order creation

Deals (MTD)

—

Revenue (MTD)

—

Avg Deal

—

B2B Deals — Kanban by Stage

Drag in HubSpot — mirrored here read-only

Close-Date Forecast (next 90d)

Reason Lost Breakdown

Planned Deal Properties (HubSpot custom) — CDC context

• vertical_focus — Coffee Shop / Roaster / HoReCa / Chain / Brunch / Prosumer

• equipment_vs_consumables — deal composition split

• brands_in_deal — multi-select of Hario, Cafetto, Acaia, Mahlkönig, etc.

• estimated_monthly_reorder — projected consumables run-rate (€)

• source_channel — Inbound / Affiliate / Trade Show / Reactivation

• affiliate_partner — links to Referrals hub

• holding_group — parent chain / grupo

• payment_terms — prepay / net15 / net30 / net45 / net60

• demo_scheduled — Y/N, equipment demos (Moccamaster, Mahlkönig, etc.)

• training_required — Y/N, barista / technical training commitment

Rationale: these map onto how CDC actually sells — equipment is consultative (demo + training), consumables are subscription-like (reorder cadence). Filtering the pipeline by vertical + brand + reorder projection tells us where to invest AM time vs onboarding time.

AI Chat — CDC Intelligence

No data loaded

Claude can make mistakes — verify important information before acting.

Account	Tier	Vertical	Last Order	Days Inactive	Revenue	Brands

Account	Vertical	Last Consumable	Days Since	Product	Revenue

Cuenta	Tier	Vertical	Group / Source	Revenue	Orders	AOV	Último pedido	Estado	Top marcas

Group / Source flags — chips shown per row: CHAIN part of a multi-location group or holding (e.g. Grupo Hostelero BCN). AFFILIATE brought in by a P2B affiliate — partner name shown on hover (e.g. Innefable). DIRECT inbound / self-sourced. Links to the Referrals HUB for ROI attribution.

Marketing HUB — HubSpot

Email marketing · forms & landing pages · workflows & lists

Demo

EMAILS SENT

—

all campaigns

AVG OPEN RATE

—

% open rate

AVG CTR

—

click-through rate

ACTIVE PIPELINE

—

total deals value

Campaign Performance — Opens vs Clicks

Contact Funnel

Pipeline by Stage (€)

Contact Activity — Views · Cart · Orders

Campaign Details

Sorted by date — latest campaigns

Browsed but Didn't Buy

HubSpot contacts who viewed products but didn't place a B2B order

REQUIERE TRACKING CODE

✨ Análisis IA — Email Marketing

Claude analyses campaigns and behaviour to surface priority actions

Google Analytics 4

Web traffic, acquisition sources and user behaviour

Load GA4 CSV

SESSIONS

—

GA4 total

USERS

—

GA4 total

Sessions & Users (last 90 days)

Traffic Sources

Top Landing Pages

New vs Returning

🐊 Crocodile Effect — Impressions vs Clicks gap

Jaws widening = AI Overviews / zero-click searches eating traffic. Critical for complementosdelcafe.com (D2C) in a rising-AI-SERP market.

Gap Δ (30d)

—

Status

WATCH

Tracks the divergence between organic impressions (GSC) and on-site sessions (GA4) on complementosdelcafe.com (D2C — the only property with GSC). A growing gap means users see us in results but don't click — commonly caused by AI Overview answers, featured snippets, or brand-only queries.

Coffee & Specialty Retail — Industry Benchmarks

Benchmarks tuned for complementosdelcafe.com (D2C equipment & consumables)

Add-to-cart rate

—

industry 6–10%

Checkout conversion

—

industry 1.5–2.5%

Consumables reorder rate

—

60-day window

Equipment AOV

—

grinders · brewers

Search → Product CTR

—

internal site search

Direct / brand share

vs paid / referral

✨ Análisis IA — Google Analytics 4

Claude analyses your GA4 data and identifies trends, opportunities and alerts

Google Search Console

Rendimiento orgánico — consultas, impresiones y posicionamiento

Load GSC CSV

TOTAL CLICKS

—

GSC total

IMPRESSIONS

—

GSC total

AVG CTR

—

click-through rate

AVG POSITION

—

organic ranking

Clicks & Impressions (last 90 days)

Devices

Top 10 Queries by Clicks

Top Countries

Query Performance Detail

Sorted by clicks — last 90 days

🤖 AI Crawlability & GEO Impact

How LLM & AI-Overview traffic touches complementosdelcafe.com (D2C, GSC-tracked) — bots visiting + SERP position stolen by AI answers

GEO · GSC + SERVER LOGS

AI Overview exposure

—

% queries with AIO shown

CTR on AIO queries

—

vs CTR baseline

Zero-click share

—

impressions w/o clicks

AI-bot hits (30d)

—

GPTBot · ClaudeBot · PerplexityBot

AI-bot crawl volume — last 30 days

Bot share

What to watch. If AIO exposure rises and CTR falls on the same queries, complementosdelcafe.com is being summarised away. Counter-moves: tighten product schema (Offer / Product / Review), add FAQ & HowTo markup on the PrestaShop theme, and keep robots.txt open to GPTBot, ClaudeBot, PerplexityBot, Google-Extended so the brand appears in AI answers. Bot hits are pulled from PrestaShop / host access logs — no extra tooling needed.

✨ Análisis IA — Search Console

Claude analyses queries, rankings and SEO opportunities for your B2B store

Operations HUB — Returns & Incidents

Returns on one tab · technical service on the other · credit status & total cost on both

Google Sheet · Demo

AMOUNT REFUNDED

—

€ refunded · all returns

RETURN RATE

—

% of revenue

AVG TIME TO RESOLVE

—

open → closed

CREDIT OPEN

—

customer refunds pending

BRAND COVERED

—

% cost absorbed by brand

Returns by Brand (€ refunded)

Most Returned Products

Returns Log

Status · credit status · brand coverage · total cost per case

0 returns

Operations HUB — Stock Alerts

Unified feed of out-of-stock pings — site form submissions + manually-added items

Google Sheet · Demo

OPEN ALERTS

—

waiting on restock

FROM SITE FORM

—

complementosdelcafe.com submissions

MANUALLY ADDED

—

CS / warehouse entries

OLDEST OPEN

—

days since request

Created	Product / SKU	Brand	Customer	Source	Qty	Status	Notes

📋 Setting up the automation — Google Sheet → this dashboard

Step 1 — Google Sheet columns. Create a sheet with:

created_at · product_name · sku · brand · customer_email · customer_name · qty_requested · source · status · notes

. The source column must be exactly form or manual.

Step 2 — Site form (PrestaShop, both sites). Wire the "Notify when back in stock" module on complementosdelcafe.com and b2bcomplementosdelcafe.com to post to a Google Apps Script webhook with source=form and a site field. Use the built-in PrestaShop Stock Alert / Mail Alerts hook, or a small custom module.

Step 3 — Manual entries. CS / warehouse staff add rows directly on the sheet with source=manual. Use Data Validation on the status column: open · notified · restocked · closed.

Step 4 — Publish to the dashboard. File → Share → Publish to web as CSV. Paste the published CSV URL in Settings → Google Sheets → "Stock Alerts Sheet URL". The dashboard polls every 5 minutes.

Step 5 — Downstream automation (optional). Add an Apps Script trigger: on edit, if status changes to "restocked" → send templated email to customer_email and flip status to "notified". One-click close later.

Once ERP inventory is wired, this same table can auto-match by SKU and auto-trigger when inventory > 0 — the sheet becomes the single source of truth until then.

Operations HUB

Open & closed cases · time to resolve · status tracking

Demo

OPEN CASES

—

currently unresolved

CLOSED · LAST 30D

—

resolved cases

HIGH PRIORITY OPEN

—

requires attention

AVG TIME TO RESOLVE

—

hours · closed cases

Open Cases — SLA health

Within SLA · Breached · Closed last 30d

Cases by Supplier

Open + closed · all priorities

Issue Types

Courier · equipment · defect · calibration · late

Case Volume Trend

Opened vs closed · last 12 weeks

SLA Compliance by Priority

% of closed cases resolved within SLA target

Priority	SLA target	Met	Compliance

Avg Resolution Time vs SLA

Actual hours vs SLA target, per priority

Cases by Brand

Which brands drive the most after-sale work

Top Accounts — case volume

Open cases only · who calls us the most

Case	Account	Brand / Supplier	Priority / SLA	Issue	Opened	Next Action

Closed	Case	Order	Issue Type	Brand	Supplier	Priority	Resolution

Purchases HUB

Purchase orders, supplier reliability and cost trends

PURCHASES (YTD)

—

cost accumulated

ACTIVE POs

—

open purchase orders

AVG LEAD TIME

—

days · weighted by cost

ON-TIME RATE

—

last 60d deliveries

Purchases by Supplier

Cost accumulated · YTD

Purchases by Brand

Cost share · YTD

Cost Trend

Monthly spend · last 12 months

Estimated Margin by Brand

Sale price minus cost · last 90d

High-Demand Brands with Supply Risk

Fast-moving × late deliveries

Supplier	POs (YTD)	Cost	Lead Time (d)	On-Time %	Defect %	Late Deliveries	Reliability

📎 Drop PO PDF — Auto-Import

Drop the supplier PO PDF. Claude extracts lines → brand, SKU, qty, cost, ETA, carrier — merges into the Purchase Orders table below.

PO	Supplier	Brand	Items	Cost	Ordered	ETA	Carrier	Tracking	Status	Next Follow-up

Purchasing Manager — scheduled follow-ups

Auto-created 3 / 7 / 14 days before ETA · also on brand "no-reply" streaks

Carrier Performance — on-time vs delay

DB Schenker (pallets) · UPS · DHL · manual pickups

Built for the whole team. CS reps can search any PO by brand / SKU / supplier above to answer "when is this coming?" without pinging the purchasing manager. The manager closes the loop by tagging Confirmed · Shipped · Delayed, uploading the supplier PDF (auto-imports items + ETA), and adding tracking numbers per carrier (DB Schenker, UPS, DHL, manual pickup). The old Teams card lives on — this is the structured layer on top.

Referrals HUB — Partners & Commissions

Google Sheets back-end · monthly partner report → pre-tax order total × agreement rate

Google Sheet · Demo

💬 Commission Report Intake

Drop the monthly supplier Excel here. It matches orders → affiliates → agreements and computes commissions on pre-tax totals automatically.

Ready. Expected columns: order_ref · account · pre_tax_total · affiliate_code · period. Drop an Excel or paste a conversation below — the chat will ask follow-ups if anything is missing.

Channel comparison — D2C vs B2B

D2C Affiliates

Revenue

—

Commission

—

Partners

—

B2B Affiliates

Revenue

—

Commission

—

Partners

—

REFERRED REVENUE

—

YTD · all partners

COMMISSIONS DUE

—

unpaid balance

COMMISSIONS PAID

—

YTD · closed payments

ACTIVE PARTNERS

—

with sales this year

Top Partners by Sales Generated

YTD · referred revenue

ROI by Partner

Sales ÷ commissions paid

Partner	Referred Account	Rate	Period	Sales	Commission	Status	Agreement

Payout Alerts

Missing payouts, duplicates and mismatches

Commission Mix by Agreement Type

YTD · commission-weighted

Partner	Code	Type	Rate	Base	Start	End	Status	Doc
Sample row — Innefable (family affiliate) · code `INN-2025` · %-of-pre-tax · base: order total ex VAT · drop the signed PDF to auto-extract.

Shared tool, not a silo. CS reps can look up any affiliate-sourced account here (chip says AFFILIATE) to answer partner questions. Monthly flow: upload Excel → reconcile against agreements → approve → export PDF → send to each partner. No next-step tracking, no deal management — just clean monthly reporting.

Admin HUB — Data Control

Sync freshness, data quality and pending cleanup

SOURCES HEALTHY

—

of 0 sources

QUALITY ISSUES

—

open records

DUPLICATES

—

detected records

UNMAPPED

—

brands · categories · accounts

Source	Type	Last Sync	Cadence	Rows (last run)	Rejected	Duration	Status

Type	Source	Count	Severity

Task	Owner	Due	Priority

When	Source	File / Endpoint	Row / Ref	Error	Status

ERP Import

Drop your ERP export here. The dashboard automatically filters B2B series and discards the rest.

No ERP data

B2B Series (comma-separated)

📂 Drop your ERP file here or click to select

CSV · Excel export · any comma-delimited format

Google Analytics 4 + Search Console

Direct OAuth connection — two GA4 properties (D2C + B2B), one GSC (D2C only). No CSV exports needed.

Not connected

Client ID (Google Cloud)

GA4 Property ID — D2C (complementosdelcafe.com)

GA4 Property ID — B2B (b2bcomplementosdelcafe.com)

GSC Site URL — D2C only

Note

Search Console is only configured for the D2C site. The B2B site is GA4-only (typical for account-gated B2B stores).

How to get your Client ID (10 min, one-time setup)

Go to console.cloud.google.com → Create a new project
Left menu → APIs & Services → Library → enable Google Analytics Data API and Google Search Console API
Go to Credentials → Create credential → OAuth 2.0 Client ID
Type: Web application · Authorized JS origins: https://cdc-intelligence-demo.netlify.app
Copy the Client ID and paste it above

HubSpot CRM + Marketing (B2B only)

HubSpot is connected only to the B2B account (b2bcomplementosdelcafe.com). D2C customers are not in HubSpot. Private App token — campaigns, pipeline, contacts and browse behaviour.

Not connected

Private App Token

How to get your token (5 min)

Go to your HubSpot portal → Settings → Integrations → Private Apps
Create a new app → give it a name (e.g. CDC Dashboard)
Minimum scopes: crm.objects.contacts.read · crm.objects.deals.read · marketing.email.read
Copy the pat-eu1-… token and paste it above

AI Assistant — Anthropic API

Claude API key for the AI chat. Stored locally in your browser only.

Not configured

API Key

Business Overview

Business Overview

Revenue Trend

Top 10 Accounts

Tier Distribution

Consumables vs Equipment

Top Brands

Order Follow-ups — last 14 days

Account Performance

Revenue by Brand

Brand Penetration

Brand Trend — Top 5

Repeat Purchase Rate by Brand

Brand Mix by Vertical

Cross-Sell Opportunities

AI Chat — CDC Intelligence

Dormant Accounts

Replenishment Opportunities — Consumables ≥45 days

Campaign Details

Browsed but Didn't Buy

✨ Análisis IA — Email Marketing

Top Forms

Key Workflows — onboarding, reactivation, abandoned cart, VIP

Browsed but Didn't Buy

✨ Análisis IA — Google Analytics 4

Query Performance Detail

✨ Análisis IA — Search Console

Returns Log

Technical Service Log

Stock Alert Feed

Open Cases — SLA health

Cases by Supplier

Issue Types

Case Volume Trend

SLA Compliance by Priority

Avg Resolution Time vs SLA

Cases by Brand

Top Accounts — case volume

Open Cases

Closed Cases Log

Purchases by Supplier

Purchases by Brand

Cost Trend

Estimated Margin by Brand

High-Demand Brands with Supply Risk

Supplier Reliability

Purchase Orders — open & incoming

Top Partners by Sales Generated

ROI by Partner

Commissions Ledger

Payout Alerts

Commission Mix by Agreement Type

Agreements Ledger

Data Source Sync Status

Data Quality Issues

Pending Cleanup Tasks

Import Error Log

ERP Import

Google Analytics 4 + Search Console

HubSpot CRM + Marketing (B2B only)

AI Assistant — Anthropic API

—