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Executive Overview

Unified real-time pulse of sales, inventory, operations, and AI intelligence.

Total Revenue → $0 Live Database Calculation
Active Orders → 0 Live Order Pipeline
Pipeline Value → $0 Active CRM Opportunities
Inventory Health → -- Catalog Safety Level

Revenue & Net Profit Trend

Trailing 6 Months

Sales by Category

Active

Recent Customer Orders

OrderCustomerDateTotalStatus
No orders recorded yet. Click "+ Create Order" to begin.

✨ Real-Time AI Business Signals

Automated
Real-time AI business signals synthesize here dynamically from your database records.

CRM & Sales Pipeline

Track leads, deals, account activities, and revenue forecasting.

Pipeline Value $0 0 Open Deals
Won Revenue (Q3) $0 Closed Won Deals
Win Rate -- Pipeline Conversion Rate
Sales Cycle -- Average Days to Close
● New $0 (0)
No deals in this stage
● Qualified $0 (0)
No deals in this stage
● Proposal $0 (0)
No deals in this stage
● Negotiation $0 (0)
No deals in this stage
● Won $0 (0)
No deals in this stage
● Lost $0 (0)
No deals in this stage

Products & Inventory

Catalog management, stock levels, warehouse tracking, and automated reorder alerts.

Total SKUs 0 Catalog items
Inventory Valuation $0 Asset cost basis
Low Stock Alerts 0 SKUs Below safety buffer
Health Score -- Catalog fulfillment capacity
SKUProduct NameCategoryWarehouseAvailableReservedReorder PtPrice / CostStatusActions
No inventory products found. Click "+ Add Product" to populate your catalog.

Sales Orders & Fulfillment

Fulfill customer orders, track shipping timelines, and reconcile balances.

Total Orders 0 All-time transactions
Active / Pending 0 Draft, Confirmed, Shipped
Completed 0 Delivered orders
Order Sales Value $0 Gross order revenue
Order ID Customer Date Items Total Status Payment Actions
No orders found. Click "+ Create Order" to begin recording transactions.

Invoicing & Billing

Global, country-neutral billing with configurable currency and tax rates.

Total Invoiced $0 Billing ledger
Collected $0 Settled payments
Outstanding $0 Pending settlement
Overdue $0 Follow-up balance
Invoice # Client Issue Date Due Date Total Paid Balance Status Actions
No invoices found. Click "+ Create Invoice" to issue billing to clients.

Business Analytics & Intelligence

Deep enterprise analytics across margins, acquisition channels, and regional cohorts.

🤖 Flowprise AI Data Analyst & CFO Advisory Engine
Access live Plotly charts, ARIMA/Holt forecasting, CFO Strategic Action Roadmaps, IQR anomaly audits, and board presentation decks.
Collected Revenue $0.00 Settled payments in period
Invoiced Billings $0.00 0 active invoices
Sales Orders 0 0 completed, 0 active
CRM Pipeline Value $0.00 0 open opportunities
Gross Margin 0.0% Awaiting live transactions
Avg Order Value (AOV) $0.00 0 recorded orders
Outstanding Receivables $0.00 $0.00 overdue
Inventory Valuation $0.00 0 catalog products

Revenue vs Target Plan

Awaiting Data
📈
No Transaction History Recorded Yet
Ingest a dataset or create orders to generate revenue vs target analytics.

Customer Acquisition by Channel

Awaiting Data
🎯
No Acquisition Channels Recorded
Add CRM contacts, leads, or deals to track customer acquisition attribution.

Top Performing Products

By Sales Volume
Product SKU Qty Sold Revenue
Awaiting sales order transactions

Top Transacting Accounts

By Total Spent
Customer Name Orders Total Spent
Awaiting customer order records

✨ Flowprise Business Copilot

Conversational business reasoning grounded 100% in your live financial, inventory, CRM, and order records.

Deterministic Grounding Active
⚡ Authoritative Business Health Signals (Zero LLM Hallucination)
Derived from your live business records
System Status Loading Signals... Analyzing your live business records...
Live Business Conversation
Context: Authenticated Workspace • Multi-Tenant Isolated
Flowprise Copilot Authoritative Financial & Operations Assistant
Hello! I am your Flowprise Business Copilot. I analyze your live financial ledgers, catalog stock, customer sales orders, and CRM pipeline. Ask me any question about your revenue, overdue invoices, stockout risks, or what to prioritize today.
Suggested:

AI Business Agents

Sales Agent Ready

Scores incoming leads, monitors deal staleness, and drafts personalized follow-up outreach.

Capability: Real-time lead scoring & deal tracking
Inventory Agent Ready

Analyzes burn rate, predicts stockouts 14 days ahead, and prepares vendor PO drafts for approval.

Capability: Stockout forecasting & PO reordering
Reporting Agent Ready

Assembles weekly executive briefs, flags margin variances, and exports audit-ready ledgers.

Capability: Executive briefings & ledger audits
Customer Agent Ready

Tracks customer order cadences, detects inactivity signals, and alerts account managers.

Capability: Churn risk detection & cadence monitoring

Workflow Automation

Visual trigger-action business automations, live webhook listeners, and background task triggers.

🔗

Inbound Webhook Gateway

Gateway Active • HTTP 200

Stream live external events from Shopify, Stripe, Google Ads, or custom endpoints into Flowprise.

Webhook Listener URL
https://www.flowprise.tech/api/webhooks/incoming/flowprise-default
Webhook Authentication • Header
X-Flowprise-Signature: HMAC-SHA256 (Protected Signature)

Visual Workflow Engine: Deterministic Triggers & Actions

Trigger
Business Event Occurs
CRM • Inventory • Orders • Billing
→
Condition Engine
Deterministic Evaluation
Strict Whitelisted Operators
→
Execution Action
Approved Flowprise Action
Task • Note • Email • Status Update
→
Audit Log
PostgreSQL Source of Truth
Real Execution Records • Idempotency

Active & Configured Workflows

PostgreSQL-backed automated business rules with deterministic triggers & actions.

Workflow Name Trigger Action Executions Last Run Status Toggle / Actions
Loading automations...

Live Execution History & Audit Log

Real-time audit trace of triggered workflows, evaluated conditions, and recorded outcomes.

Timestamp (UTC) Workflow Name Trigger Event Status Action Result Error Details
Loading execution logs...

Integrations & Marketplace

Connect external services to automate business operations. Honest connectivity statuses backed by PostgreSQL.

Connected Integrations

Active connectors available for dispatching automation triggers and business alerts.

0 Connected

No integrations connected yet

Connect an integration below to use external services in your Flowprise automations.

Outbound Webhooks

Cryptographically signed JSON event dispatches with HMAC-SHA256 signatures.

Endpoint URL Status Events Last Sync Actions
Loading outbound webhooks...

Integration Catalog

Connectors available for configuration and roadmap connectors. Statuses are strictly honest.

Transactional Email
Communication • Workflow Alerts
Available Now

Dispatch business alerts, client communications, and threshold alerts via Flowprise's email delivery engine.

Outbound Webhooks
Developer • Event Dispatches
Available Now

Real-time outbound JSON dispatches to your internal servers or custom endpoints with HMAC-SHA256 verification.

Google Ads & Conversions
Marketing • Lead Gen & Attribution
Available Now

Ingest Search and YouTube lead forms in real time, track GCLID attribution, and sync closed revenue back via Offline Conversions.

Google Sheets
Data • Spreadsheet Sync
Available Now

Two-way sync of leads, deals, and daily order summaries directly into Google Sheets workbooks.

Google Drive
Storage • Document Archiving
Available Now

Automated invoice PDF archiving and AI financial executive brief exports to team Drive folders.

Shopify Store
Commerce • Orders & Inventory
Available Now

Two-way sync of storefront orders, checkout customer leads, inventory stock levels, and real-time webhook ingestion.

Meta Ads (FB & IG)
Marketing • Lead Gen & CAPI
Available Now

Instant CRM ingestion for Meta Instant Lead Forms, real-time Graph API v21.0 webhooks, and Conversions API (CAPI) offline tracking.

Razorpay Payments
Payments • Checkout & Invoices
Available Now

Accept UPI, credit/debit cards, and NetBanking. Ingest real-time payment capture webhooks, sync customer invoices, and auto-record sales revenue.

Slack Workspace
Communication • ChatOps
Available Now

Broadcast high-value deal alerts, inventory stockout warnings, and eCommerce checkout notifications to Slack channels in real time.

Stripe Payments
Finance • Online Checkout
Available Now

Real-time webhook ingestion for Stripe checkout sessions, customer payment intents, invoices, and automated CRM customer revenue.

QuickBooks Online
Accounting • General Ledger
Available Now

Real-time webhook sync for invoices, accounts receivable, payments, and general ledger reconciliation with Intuit QuickBooks.

WooCommerce
Commerce • WordPress
Available Now

Real-time webhook ingestion for WooCommerce customer orders, sales fulfillment, and CRM customer revenue sync.

📊 AI Data Analyst & CFO

Conversational financial analyst, dynamic multi-metric charts, CFO briefing memo, and statistical anomaly detection.

📂

Dataset

Active business dataset powering AI forecasts, Pareto audits, and CFO briefs.

📂

No dataset loaded

Upload a CSV or Excel file to start analyzing your business data.

Accepted files: .csv, .xlsx, .xls • Up to 50MB (5MB Free • 25MB Growth • 50MB Scale • 100MB Enterprise • Large CSVs auto-optimized)
💼

AI Executive Business Brief

Synthesized across CRM Deals, Customer Transactions, and Margin Distributions

👍 Core Revenue Driver
Awaiting dataset ingestion. Upload a CSV/Excel file or load an industry preset to synthesize revenue drivers.
⚠ Anomaly & Downside Risk
Awaiting dataset ingestion. Upload a dataset to detect account concentration risks and margin variances.
🎯 Strategic Action Item
Awaiting dataset ingestion. Upload a dataset to generate CFO strategic action roadmaps.
Pareto 80/20 Concentration: Awaiting dataset (0 accounts)
Inspect Formula & Accounts ▾
✨

Ask Your Business Data Anything

Suggestions:
Slide 1 of 4

Executive Performance Summary

Revenue trends, gross margin expansion, and transactional velocity.

1 / 4
Key Analytical Takeaways
🛡

Statistical Outlier & Anomaly Detection (IQR Method)

Flags records exceeding 1.5 × Interquartile Range to prevent skew in forecasts.

No statistical anomalies detected in workspace. AI intelligence automatically scans real incoming transactions and product stock levels.

📥 Data Import & Export

Production ETL Engine

Safely move business data between external files and Flowprise with schema mapping, validation, duplicate handling, and tenant isolation.

📥 Import Data

Move your existing business data into Flowprise.

CSV • XLSX • XLS
📂
Upload CSV or Excel File
Drag & drop or click to browse (Max 20MB, up to 10,000 rows)

📤 Export Data

Download your Flowprise business data from PostgreSQL.

Formula Sanitized

📥 Recent Imports

0 Jobs
File Entity Status Records Date Action
No imports yet.

📤 Recent Exports

0 Jobs
Entity Format Status Records Date Action
No exports yet.
🔬 Exploratory Data Analysis (EDA) & Dataset Hygiene Lab (Optional)
📥

Drag and Drop CSV or Excel File Here

Dataset hygiene inspection and statistical distribution profiling

Data Completeness Score

0% (No Dataset Loaded)
Awaiting dataset upload. Drop a CSV/Excel file above to inspect data completeness and missing cells.

Cleaning Transformations

0 Rules Applied
Awaiting dataset ingestion. Upload a dataset to automatically apply median imputation, entity deduplication, whitespace trimming, and ISO timestamp normalization.

Exploratory Data Analysis (EDA) & Schema Summary

Statistical distribution, data types, and null value breakdown.

Metric / ColumnMeanStd DevMinMedian (50%)MaxType
No dataset loaded yet. Upload a CSV/Excel file or choose an industry preset above to inspect statistical distributions.

📋 Live Dataset Spreadsheet Inspector

Awaiting dataset. No records to preview.

#DateCustomerCategoryRevenueCostStatus
No dataset loaded yet. Upload a CSV/Excel file or choose a data source above to preview records.

Reports & Intelligence

Authoritative business analytics, pipeline valuations, inventory audits, and financial statements generated from live PostgreSQL data.

Last 30 Days 0 live records
Total Volume
—
Loading live data...
Count / Fulfilled
—
Calculating metrics...
Average / Rate
—
Evaluating trends...
Health Indicator
—
PostgreSQL live ledger

Visual Breakdown & Distribution

Segment distribution across active workspace records.

Live Analytics
Loading distribution segments...

Detailed Transaction Records

Paginated live records from PostgreSQL
Rows per page:
Showing 0 to 0 of 0 records
Page 1 of 1

Team & Permissions

Manage workspace members, role assignments, pending invitations, and RBAC governance.

Active Members
1
PostgreSQL Authoritative
Pending Invitations
0
Single-use Cryptographic
Configured Roles
5
Owner, Admin, Mgr, Mem, View
Access Control
Enforced
Multi-Tenant RBAC
Role Filter:
Member Role Department Status Joined Date Actions

Settings & Workspace Configuration

Manage your personal profile, workspace business parameters, regional defaults, and account security.

Personal Profile

Manage your display name and review account verification status.

Verified
Email is bound to your authentication identity. Contact workspace administration to request credential reassignment.
Active
-
Notifications
0 Unread
Showing all
🔔
Loading notifications...
Deal Details
Value
$0

Activity Timeline

No activities logged yet.
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Quick Jump
📊 Go to Overview Dashboard
👥 Open CRM & Deals Pipeline
📦 View Inventory & Stock Levels
📑 Manage Sales Orders
🧾 Open Invoicing & Billing
✨ Ask Business AI Conversational Assistant
🧹 Data Import & EDA Engine
Quick Actions
+ Create New Deal in CRM
+ Create New Company in CRM
+ Create New Contact in CRM
+ Place New Sales Order
+ Register New Inventory SKU