Team wide
Daily Dashboard
Today's sales, margin and orders against target for Astro and Berica, plus DIFOTIS
AI Charter
How Astro uses AI: the rules, the tools, what data goes where, and how ideas get built
CX Dashboard
Customer experience metrics and tracking
Sales Activity
Calls, meetings and deals by rep — week vs week and month vs month
Deal Calculator
Annualise a NetSuite proposal: revenue, cost, GP and trading margin
Warehouse Transfers
Netstock report → reviewed Blenheim ↔ Auckland transfer list and import CSV
Freight
Freight cost analysis and carrier comparison
Freight Review
Retrospective audit of freight spend by carrier
Kanban Reorder
Scan a Kanban card to reorder, or print a new batch of cards
Your book
Rep Dashboard
Your book: customers, category gaps, low-margin lines, credit, visits and who to contact. Signing in shows your own customers — ask Geoff if it doesn't
Catalogue Review draft
The full AP20 priced catalogue, page by page. Click a page to pin a comment on a wrong code, price or photo. Draft prices, internal only
Sales Settings
Room benchmarks (the $/room/year each category should reach, by motel and star level) and the categories each hotel group cannot buy from us. One copy, used by the Rep Dashboard and any new tool. Sales management and directors can edit
Project quoting
Management info
FY27 Forecast live
Budget vs actuals dashboard, elapsed months replaced with posted actuals as each month closes
Monthly Accounts by period
The management report for each closed month: P&L vs budget, balance sheet, cash flow and owner action items
FY27 Original Budget reference
The budget-only forecast as it was set at the start of the year, kept as a baseline to compare against
Budget Tracker preview
Expense budgets per GL account, tracked vs actuals. Shows before month-end which accounts are budgeted and which still need an owner.
Trading Margin & Growth
NZ-wide Astro + Berica: spend, margin, share-of-wallet gaps and where to grow
Market Spend
NZ-wide hotel & motel market by category: size, gettable and current share by hotel group
Auckland Margin deep-dive
Astro Auckland only: cost-waterfall margin, winnable hotels, hotel groups and top targets
AI ROI Tracker
Track return on investment for AI initiatives
Reference
Triage Lanes & Tags
How operations@ emails are categorised — the 6 action lanes and 8 content tags (v1 draft, pending Anton)
Email System Guide
Every automated customer email — what triggers each one, how delivery dates are worked out, and how we catch slipping backorders
AP Bill Capture Guide
How supplier bills get from email to an approved NetSuite Bill — the daily review routine, what to do when a bill looks wrong, FAQ, and the support handbook
Website Staff Guide
How the new website works — giving customers a login, putting products online, prices, pictures, web orders, checking logins, and the support handbook
Playbook new
How we do things at Astro — every procedure as step-by-step cards, search or ask a question, print with a QR code, and onboarding checklists. Replacing Way We Do
Website Build Progress live doc
Where the website rebuild is up to — milestones shipped, what’s in flight and what’s next. Updated as we go
Website Tech Stack live doc
What the new site is built on and how the NetSuite-fed pieces fit together