Dashboard

One dashboard for your whole operation

Guided setup to get you selling, then orders, quotes, customers and sales trends across every location, in one real-time view.

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DashboardDemo data
Demo Lumber Co.
Search Anything
1SRSam RiveraAdmin

General

Dashboard
Orders
Quotes
Payments
Products
Catalogs
Discounts
Marketing
Content

Analysis

Reports & Analytics
Reviews

Customer

Companies
Customers
Messages

Sales Channels

Store Locations

Integrations

Integrations
Settings
Logout

Dashboard

Website and POS sales, across all locations

DayMonthYear

Total sales

$48,210

Orders

186

Site visits

4,320

Conversion

3.4%

Website and POS sales

Recent orders

#20851Online store$1,204
#20850Counter$86
#20849Mobile app$471
#20848Accepted quote$2,208

From setup to a running store

  1. 1

    Guided setup

    Add products, set shipping rates and turn on payment options.

  2. 2

    Test it

    Run the full buying experience before you go live.

  3. 3

    Go live

    Customers order online, in the app and at the counter.

  4. 4

    Watch it run

    Sales, quotes, orders, payments and shipping, in real time.

Guided setup

Launch your B2B store faster

Guided setup walks you through everything a dealer needs to start selling online, so your team spends less time configuring and more time taking orders. Our team handles ERP setup.

  • Add your products in minutes instead of days.
  • Set shipping rates that fit the way you deliver.
  • Turn on fast payment options your customers already trust.
  • Test the full buying experience before you go live.
admin.toolswift.caDemo data
Demo Lumber Co.
Search Anything
1SRSam RiveraAdmin

General

Dashboard
Orders
Quotes
Payments
Products
Catalogs
Discounts
Marketing
Content

Analysis

Reports & Analytics
Reviews

Customer

Companies
Customers
Messages

Sales Channels

Store Locations

Integrations

Integrations
Settings
Logout

Guided setup

Get ready to sell online

3 of 4 done
✓

Add your products

Add by hand, upload a CSV or connect your POS

✓

Set shipping rates

Zones and rates that fit how you deliver

✓

Turn on payment options

Cards, ACH, net terms and more

Test the buying experience

Place a test order before you go live

Start test

Real-time performance

Track sales, traffic and conversions in real time

See how the business is performing as it happens, across the counter and online, without waiting on a weekly report.

  • Monitor website and POS sales together in one place.
  • Review performance by day, month or year to spot trends early.
  • See total orders, site visits and conversion rates at a glance.
admin.toolswift.caDemo data
Demo Lumber Co.
Search Anything
1SRSam RiveraAdmin

General

Dashboard
Orders
Quotes
Payments
Products
Catalogs
Discounts
Marketing
Content

Analysis

Reports & Analytics
Reviews

Customer

Companies
Customers
Messages

Sales Channels

Store Locations

Integrations

Integrations
Settings
Logout

Dashboard

Website and POS sales, across all locations

DayMonthYear

Total sales

$48,210

Orders

186

Site visits

4,320

Conversion

3.4%

Website and POS sales

Recent orders

#20851Online store$1,204
#20850Counter$86
#20849Mobile app$471
#20848Accepted quote$2,208

Your day at a glance

Start the day knowing where everything stands

Owners and ops managers get a single view of what is moving through the business, from the first quote to the final delivery.

Operations

Stay on top of your B2B operations

Give owners and ops managers a single view of what is moving through the business, from the first quote to the final delivery.

  • View every B2B customer quote and its current status.
  • Track orders from placement all the way to delivery.
  • Monitor payments and shipping updates in real time.
admin.toolswift.caDemo data
Demo Lumber Co.
Search Anything
1SRSam RiveraAdmin

General

Dashboard
Orders
Quotes
Payments
Products
Catalogs
Discounts
Marketing
Content

Analysis

Reports & Analytics
Reviews

Customer

Companies
Customers
Messages

Sales Channels

Store Locations

Integrations

Integrations
Settings
Logout

Operations

Quotes, orders, payments and shipping

All locations

Quotes

#20884Demo BuildersSent
#20881Demo FramingNew
#20876Demo DecksAccepted

Orders

#20851Picking & Packing
#20849Out for Delivery
#20846Delivered

Payments

Demo Builders$4,812.60Paid
Demo Framing$1,000.00Partial
Demo Roofing$6,940.00Paid

Shipping updates

TS-4410-2291Out for Delivery
1Z999AA1012In transit
SH-77120934Delivered

Works with

Common questions

Can I see POS and online sales together?

Yes. The dashboard tracks website and POS sales together, by day, month or year, with total orders, site visits and conversion rates.

Do you help us get set up?

Yes. Guided setup covers adding products, shipping rates and payment options, and you can test before going live. Our team handles ERP setup.

Can I see quotes and orders in the dashboard?

Yes. View every B2B customer quote and its status, and track orders from placement all the way to delivery.

Does it show payments and shipping?

Yes. Monitor payments and shipping updates in real time.

Does it cover every location?

Yes. The dashboard shows orders, quotes, customers and sales trends across every location.

How is the dashboard different from analytics?

The dashboard shows what is happening now. Analytics covers trends, comparisons, margins and forecasts.

Run Your B2B Store with Total Confidence, Powered by ToolSwift

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