| Customer | Used / Limit | % | Status |
|---|---|---|---|
| Cargando datos de crédito... | |||
| Rep | 2025 Full Year | % of Team | 2026 YTD | Rank | Avg Invoice | Status |
|---|---|---|---|---|---|---|
| Luis Ocque (VP Sales) | $3,822,882 | 32.6% | $1,659K | #1 | $179 | ✓ On Track |
| Kary Fernandez | $2,094,216 | 17.8% | $905K | #2 | $156 | ✓ On Track |
| Arturo Aleman | $1,913,674 | 16.3% | $830K | #3 | $143 | ⚡ Watch Pace |
| Oswaldo Herrera | $1,507,473 | 12.8% | $655K | #4 | $138 | ⚡ Watch Pace |
| Arturo Patino | $610,967 | 5.2% | $264K | #5 | $112 | ⚠ Monitor |
| Sergio Gutierrez | $477,191 | 4.1% | $207K | #6 | $108 | ⚠ Monitor |
| Camilo Betancur | $391,407 | 3.3% | $170K | #7 | $104 | ⚠ Monitor |
| Daniel Parra | $361,895 | 3.1% | $157K | #8 | $98 | ↓ Behind |
| Anibal Garcia | $359,624 | 3.1% | $156K | #9 | $96 | ↓ Behind |
| Product | Age | Boxes | Value | Action |
|---|---|---|---|---|
| Bouquet Mixed — Combo A | 14d | 38 | $1,140 | Push Now |
| Poms — White Standard | 13d | 29 | $870 | Push Now |
| Hydrangea — Blue Mix | 12d | 24 | $720 | Push Now |
| Mums — Yellow Large | 12d | 21 | $630 | Push Now |
| Alstroemeria — Mixed | 11d | 18 | $540 | Discount |
| Roses — Red Classic | 10d | 12 | $439 | Discount |
| # | Category | Total Sales | Mix |
|---|---|---|---|
| 1 | Bouquet Mixed | $12,847,860 | 25.8% |
| 2 | Poms | $12,044,620 | 24.2% |
| 3 | Arrangement | $5,911,582 | 11.9% |
| 4 | Roses | $2,856,912 | 5.7% |
| 5 | Mums | $2,228,842 | 4.5% |
| 6 | Hydrangea | $2,130,775 | 4.3% |
| 7 | Combo Box | $1,841,393 | 3.7% |
| 8 | Carnation | $1,342,572 | 2.7% |
| 9 | Alstroemeria | $843,013 | 1.7% |
| 10 | Gypsophilia | $782,285 | 1.6% |
| # | Client | Total Revenue | Share |
|---|---|---|---|
| 1 | FLORANATION 5845 | $6,417,521 | 12.9% |
| 2 | WALMART INC. — Global Floral | $2,459,139 | 4.9% |
| 3 | KR FLORAL 478 | $1,951,901 | 3.9% |
| 4 | KEY FLORAL INC. 5745 | $1,852,930 | 3.7% |
| 5 | PYRAMID FLOWERS 5780 | $1,766,109 | 3.5% |
| 6 | ROSE EXPRESS INC. | $1,367,042 | 2.7% |
| 7 | SCHNUCK MARKETS INC. | $1,076,394 | 2.2% |
| 8 | WEIS MARKETS INC. | $1,003,888 | 2.0% |
| 9 | OCEAN BREEZE INTL | $943,680 | 1.9% |
| 10 | M&M FLOWER MARKET CORP. | $882,690 | 1.8% |
| Rank | 2024 Client | Sales | 2025 Client | Sales | 2026 YTD Client | Sales |
|---|---|---|---|---|---|---|
| #1 | FLORANATION 5845 | $1,047,094 | FLORANATION 5845 | $1,281,905 | WALMART INC. | $739,453 |
| #2 | PYRAMID FLOWERS | $946,721 | WALMART INC. | $629,549 | FLORANATION 5845 | $360,535 |
| #3 | KR FLORAL 478 | $507,386 | PYRAMID FLOWERS | $549,921 | KEY FLORAL INC. | $251,285 |
| #4 | KEY FLORAL INC. | $430,874 | KEY FLORAL INC. | $466,161 | OCEAN BREEZE INTL | $195,165 |
| #5 | ROSE EXPRESS INC. | $405,871 | KR FLORAL 478 | $404,961 | PYRAMID FLOWERS | $161,555 |
| Year | Invoices | Total Sales | COGS | Gross Profit | GPM % | Avg Invoice | Stems | YoY |
|---|---|---|---|---|---|---|---|---|
| 2022 | 14,975 | $11,465,840 | $6,874,741 | $4,591,100 | 40.0% | $765 | 34.8M | — |
| 2023 | 16,797 | $10,367,270 | $6,082,269 | $4,285,001 | 41.3% | $617 | 32.4M | ▼ −9.6% |
| 2024 | 18,807 | $11,123,333 | $6,474,678 | $4,648,656 | 41.8% | $591 | 35.0M | ▲ +7.3% |
| 2025 | 21,321 | $11,743,970 | $6,786,529 | $4,957,442 | 42.2% | $551 | 36.1M | ▲ +5.6% |
| 2026 YTD | 8,271 | $5,086,802 | $2,798,633 | $2,288,169 | 45.0% ✓ | $615 | 14.5M | ▲ +7.1% |
| Client | Rep | Lifetime Value | 2026 YTD | Avg Order | Orders/Month | Avg Days Pay | Credit Used | YoY | Health | Segment |
|---|
| Value Driver | Monthly |
|---|---|
| Labor hours replaced (96h × $50) | $4,800 |
| Credit holds prevented (est.) | $2,400 |
| Inventory loss prevention | $1,200 |
| Management time saved | $1,100 |
| Total Monthly Value | $9,500 |
| Minda Setup Fee (one-time) | −$1,250 |
| Net Monthly ROI | $8,250 (~4×) |