Past-cancel windows click a tile to filter · click breakout rows to drill
All past cancel total
—·—units
— SOs · — customers · top —
1–90d past most urgent
—·—units
— SOs · top —
Draft / EDI / TBC—
Confirmed risk—
Stale >90d cancel candidates
—·—units
— SOs · review & purge
Draft / EDI / TBC—
Confirmed risk—
By customer
click a row to filter the table · click again to clear
Customer
Open value
Units
SOs
1–90d
>90d
% of total
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—
—
SO #
Customer
Import PO #
Status
Cancel date
Days past ▼
Open value
Open units
Bucket
PO arrived
On‑hand
Action
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Logistics — coming soon
Customer portal routing, trucks booked, appointments. Needs new collector for customer portals.
Inventory — coming soon
On-hand, allocated, aged inventory. Will need WMS / 3PL data source.
Team access admin only
—
User
Role
Last login
Status
Actions
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Add user
Style images · WorkDrive sync admin only
Daily 3 AM TKS · on-demand below
Looks up the Zoho CRM Deal, tries Link_to_CAD → Link_to_Sketch → Link_to_Artwork in order, takes the first JPG/PNG. Falls back to Deal Record_Image. Each style is one CRM call + one WorkDrive call.