Data Source Tags
HubSpot
Warehouse
Manual Input
AI-Generated
Survey
Postgres CRM
(01) Overview
Executive Snapshot
The first thing a client sees after login
A high-level overview of brand health across sales, fulfillment, and marketing. Designed to feel board-ready — the kind of page a founder sends to investors. Contains summary modules that link into deeper sub-pages within each section.
A composite 1–10 score prominently displayed. The signature metric of the portal. Factors in growth trajectory, cash conversion cycle, retail expansion pace, inventory efficiency, and margin protection. Benchmarked against other Crème clients (shown as percentile). Rolling 12-month trend.
Data Points
- Composite score (1–10) AI
- Score breakdown by factor (5 sub-scores)
- Percentile rank vs. all Crème clients
- Rolling 12-month trend
- Month-over-month change
Visualizations
- Large score dial / gauge (hero element)
- Radar chart with 5 factor axes
- Sparkline showing 12-month trend
- Benchmark bar (your score vs. client average)
Top-line financial summary. Net sales across three timeframes, sell-in vs. sell-through comparison, margin snapshot, A/R aging, open POs, and commission earned.
Data Points
- Net sales MTD / QTD / YTD HubSpot
- Sell-in vs. sell-through comparison
- Gross margin snapshot
- A/R aging summary
- Open POs + expected ship dates
- Forecast vs. plan variance (% and $)
- Commission earned / accrued
Visualizations
- Big number cards (MTD, QTD, YTD)
- Bar chart: sell-in vs. sell-through
- Forecast vs. actual variance chart
- A/R aging horizontal stacked bar
Consistent monthly visual. Each KPI shows target, actual, trend direction, and status. On the overview this appears as a compact table; clicking opens a full-page view with historical charts.
Data Points
- Door growth (target vs. actual)
- Sell-through rate (%)
- Gross margin (%)
- Forecast accuracy (%)
- Fill rate (%) Warehouse
- Custom KPIs per brand
Visualizations
- Table: KPI / Target / Actual / Trend / Status
- Trend arrows (↑ ↓ →) with color coding
- Status pills (On Track / Watch / Improve)
- Full page: line charts per KPI over time
Strategic Watchlist (risks) and Acceleration Opportunities in a compact card layout on the overview. Each item is tagged by category and severity.
Strategic Watchlist
- Retailer at risk
- SKU at risk / underperforming
- Margin pressure alerts
- Channel conflict flags
- Competitive threats
Acceleration Opportunities
- Door expansion opportunities
- Bundle strategy suggestions
- Limited edition timing windows
- Retailer exclusive proposals
- Holiday entry windows
Cultural and relationship health between the brand and Crème team. Based on quarterly automated surveys sent to both the Crème team and the client team. Benchmarked across all clients. Trend direction matters more than absolute score.
Data Points
- Brand responsiveness score Survey
- Cross-functional alignment score
- Quarterly trend (improving / declining)
- Benchmark vs. all clients
Visualizations
- Score + trend arrow (compact card)
- Quarterly trend sparkline
- Benchmark comparison bar
(02) Sales
Reports & Accounts
Monthly sales data, account intelligence, pipeline & distribution
The sales section is the Phase 1 priority. It houses the monthly sales report (driven by HubSpot data), individual account dashboards per retailer, the interactive distribution map, and the pipeline probability model. This is what Tyler and Darcy are asking for.
The core monthly deliverable — Phase 1 priority. A compiled report for the current month pulling from HubSpot. Browsable by month (archive of past reports). Includes AI-generated executive summary. 90–95% automated.
Report Contents
- Executive summary AI
- Sales by account / retailer HubSpot
- Sales by product / SKU
- Top performing SKUs
- Month-over-month and YoY comparison
- Key account narratives Manual
- Market insights & recommendations
Visualizations
- Sales trend line chart (12-month)
- Top SKUs horizontal bar chart
- Account breakdown table with sparklines
- MoM / YoY comparison bars
- Month selector / archive browser
Per-retailer detail pages. Click any account to drill into its full performance view. Shows sales velocity by SKU, category ranking, promo recap, margin performance, replenishment status, and expansion probability.
Per-Account Data
- Sales velocity by SKU HubSpot
- Ranking within category (if available)
- Promo performance recap
- Margin performance
- Replenishment status
- Expansion probability (%)
Visualizations
- Account list / table with status indicators
- Per-account: SKU velocity bar chart
- Promo lift comparison chart
- Expansion probability gauge
Interactive map with pins showing retail locations. Filterable by channel (specialty, prestige, mass, spa, resort, DTC). Shows current doors vs. target opportunity. Jeremy and Leilah both loved this concept — especially for international brand founders unfamiliar with US geography.
Data Points
- Doors by channel type HubSpot
- Doors by geographic territory
- Net door growth (period over period)
- Weighted door quality score (A/B/C tier)
- Target categories & doors-in vs. could-enter
Visualizations
- Interactive US map with location pins
- Channel filter toggles
- Door count summary cards by channel
- Growth trend indicator
- Account list by category (table)
Sales pipeline from HubSpot with probability modeling. Instead of just listing opportunities, shows weighted pipeline value, close probability, and expected timeline. Feeds into the expansion opportunities on the overview.
Data Points
- Opportunity size (annualized) HubSpot
- Stage (intro / buyer follow-up / sample / planogram)
- % close probability
- Expected close quarter
- Revenue-weighted pipeline value
Visualizations
- Pipeline funnel chart (stages)
- Weighted value summary card
- Opportunity table with probability bars
- Expected close timeline
(03) Fulfillment
Inventory & Operations
For fulfillment clients — toggleable for sales-only clients
Inventory and operations intelligence for brands using Crème Fulfillment (formerly Sage Distribution). For sales-only clients, this section is visible but shows a prompt that this data becomes available when using Crème Fulfillment services.
Real-time visibility into inventory status. Weeks of supply by SKU, out-of-stock risk alerts, slow-moving inventory flags, and forecasted reorder timing.
Data Points
- Weeks of supply by SKU Warehouse
- Out-of-stock risk alerts
- Slow-moving inventory flags
- Forecasted reorder timing AI
- Upcoming production needs
- Inventory health by key account
Visualizations
- SKU inventory table with weeks-of-supply bars
- OOS risk alert cards (red/yellow/green)
- Reorder timeline (Gantt-style)
- Slow-mover flagged list
A single at-a-glance indicator of operational health. Green (smooth), Yellow (forecast gaps), Red (potential OOS within 60 days). Drives urgency and prioritization.
Data Points
- Overall operational status Warehouse
- SKUs at risk of OOS within 60 days
- Forecast gap alerts
- Production lead time status
Visualizations
- Traffic light indicator (hero element)
- Risk breakdown cards by category
- 60-day OOS countdown list
Fill rate performance by retailer and backorder summary. Critical for understanding fulfillment quality and identifying problem areas.
Data Points
- Fill rate by retailer (%) Warehouse
- Backorder summary (units, value)
- Backorder aging
- Trend vs. prior months
Visualizations
- Fill rate bar chart by retailer
- Backorder table with aging columns
- Fill rate trend sparklines
(04) Marketing
Retail Activation
Campaigns, promos, retailer sentiment & product feedback
Marketing and retail activation data. Some of this is anecdotal and requires manual input from the Crème team — the portal provides structured templates to capture it efficiently. Not required for Phase 1 launch.
Calendar view of upcoming retailer campaigns, promo performance recaps, in-store events, and Beauty Advisor metrics where applicable.
Data Points
- Upcoming retailer campaigns Manual
- Promo calendar & performance
- In-store events recap
- Beauty Advisor metrics (if applicable)
- Retail merchandising feedback
Visualizations
- Calendar / timeline view of promos
- Promo lift comparison chart
- Event recap cards with photos
Structured retailer feedback and the “Retailer Mood Index” — a quick Bullish / Neutral / Concerned sentiment indicator per account.
Data Points
- Retailer feedback summary Manual
- Retailer Mood Index per account
- Meeting notes highlights AI
Visualizations
- Mood index cards (emoji/icon per retailer)
- Feedback theme summary
- AI-summarized meeting highlights
Structured product feedback from the field: packaging, pricing, competitive positioning, consumer response themes, and SKU rationalization insights.
Data Points
- Packaging feedback Manual
- Pricing feedback
- Competitive positioning notes
- Consumer response themes
- SKU rationalization insights
Visualizations
- Categorized feedback cards
- Theme word cloud or tag summary
- Trend over time (recurring themes)
(05) Insights
Strategy & Intelligence
Industry intelligence, forecasting, competitive analysis & strategic updates
This is where Crème positions itself as a beauty intelligence company, not just a sales agency. AI-curated industry news, competitive analysis, scenario planning, and Leilah's quarterly strategic perspective.
AI-curated beauty industry intelligence pulled from BeautyMatter, Business of Fashion, Beauty Independent, and Women's Wear Daily. Not just raw news — curated with Crème's editorial voice and strategic take. Updated monthly.
Content
- 3 headlines that matter AI
- Why they matter (analysis)
- What action it implies
- Crème's editorial take
Visualizations
- Editorial-style article cards
- Source attribution links
- Action implication callout boxes
Snapshot of the competitive landscape: 3 brands gaining traction, 3 SKUs driving velocity in comparable sets, and retail category trends (clean reformulation, multi-use oils, hybrid skincare-makeup, etc.).
Data Points
- 3 brands gaining traction AI
- 3 SKUs driving velocity in comparable sets
- Retail trends (category-level)
Visualizations
- Competitor brand cards with trend indicators
- Category trend tags / badges
- Velocity comparison chart
Scenario planning tool: base case, upside, and conservative forecasts with cash flow and inventory implications. Answers questions like “If retailer X expands by 100 doors, here's what it requires operationally.” Moves Crème from reporting to strategic planning partner.
Data Points
- Base case forecast AI
- Upside case
- Conservative case
- Cash flow implications per scenario
- Inventory implications per scenario
Visualizations
- 3-scenario fan chart
- Scenario toggle / selector
- Operational impact table per scenario
- "What if" expansion calculator
Leilah's quarterly letter to clients — stays the same for all 3 months of the quarter. Covers agency wins, strategic risks, bold recommendations, macro industry observations, and overall Crème growth. Positions Crème as a thought partner, not just a vendor.
Content
- 3 wins this month Manual
- 2 strategic risks
- 1 bold recommendation
- 1 macro industry observation
- Overall Crème growth update
Format
- Editorial letter layout (long-form text)
- Pull-quote callouts for key points
- Quarter label (e.g., "Q1 2026 Strategic Update")
- Optional: embedded video from Leilah
(06) Documents
File Library
Secure, brand-specific document repository
Secure document library scoped to each brand. Clients can access published reports, financial documents, and brand materials. Crème team manages what gets published to each client's folder. Per Jeremy: “we have client folders for everybody — there's a published folder that has reports and whatever's in there, that's what you grab.”
Archive of published monthly reports, financial documents, spreadsheets, and analysis exports. Organized by date with download capability.
Content Types
- Monthly sales reports (PDF / web)
- Financial spreadsheets
- Demand planning documents
- Custom analysis exports
UI Elements
- File list with type icons & dates
- Search / filter by type and date
- Download buttons
- Preview capability
Brand-specific documents: contracts, agreements, onboarding materials, and reference docs. Secure and scoped to the brand.
Content Types
- Contracts & agreements
- Onboarding materials
- Brand guidelines (from client)
- Reference documents
UI Elements
- Folder-style organization
- Upload date & version tracking
- Secure download
(07) CRM
Customer Relationship Management
Internal only — replaces HubSpot for store & contact management
The CRM section is the primary internal tool for managing retail relationships across all 20+ brand clients. It consolidates store directories, contact management, pipeline tracking, and activity logging into a single view. Data migrated from HubSpot (17K stores, 23K contacts, 7.9K relationships, 58K activities).
Overview page with stats cards, pipeline breakdown by stage, recent activity feed, and a “My View” section showing the current user’s relationships and activity.
Data Sources
- Total stores, relationships, contacts, pipeline value Postgres CRM
- Pipeline breakdown by stage
- Recent activity feed (last 20)
- Current user’s stats & relationships
API Endpoints
- GET /api/crm/stats?brand_id=X
- GET /api/crm/activities/feed?brand_id=X&limit=20
- GET /api/crm/my/stats
- GET /api/crm/my/relationships
- GET /api/crm/my/activities
Core matrix view showing brand-store relationships with stage indicators. Filterable by brand, stage, owner. Click any row to navigate to the Relationship Detail page.
Data Sources
- Relationships with brand, store, stage, owner Postgres CRM
- Filters: brand_id, stage_id, owner_id, search
- Paginated (50 per page)
API Endpoints
- GET /api/crm/relationships?brand_id=X&stage_id=Y&owner_id=Z&search=...&page=1&page_size=50
Drag-and-drop Kanban board grouped by pipeline stage (Qualified → Closed Won/Lost). Cards show deal name, store, amount, owner. Drag between columns to update stage. Supports multiple pipelines (7 in DB).
Data Sources
- Relationships grouped by stage Postgres CRM
- Pipeline & stage definitions
- Stage change creates activity automatically
API Endpoints
- GET /api/crm/relationships/kanban?pipeline_id=X&brand_id=Y
- GET /api/crm/pipelines
- PATCH /api/crm/relationships/{id}/stage
Searchable store list with type filtering. Detail page shows store info, linked relationships (with brand/stage), contacts at the store, and activity timeline.
Data Sources
- Store list with search, type filter, pagination Postgres CRM
- Store detail with relationship & contact counts
- Linked relationships and activities
API Endpoints
- GET /api/crm/stores?search=X&store_type=Y&page=1
- GET /api/crm/stores/{id}
- GET /api/crm/relationships?store_id=X
Contact list with search and owner filtering. Detail page shows contact info, linked stores with roles, and activity timeline.
Data Sources
- Contact list with search, owner filter, pagination Postgres CRM
- Contact detail with linked stores
API Endpoints
- GET /api/crm/contacts?search=X&owner_id=Y&page=1
- GET /api/crm/contacts/{id}
Global activity feed filterable by brand, owner, and type (note, email, meeting, task, call, stage_change). Includes a reusable “Log Activity” dialog and activity timeline component shared across CRM detail pages.
Data Sources
- Activities with type, brand, owner filters Postgres CRM
- Activity creation (type, subject, body, relationship_id, contact_id)
API Endpoints
- GET /api/crm/activities?brand_id=X&owner_id=Y&activity_type=Z&page=1
- GET /api/crm/activities/feed
- POST /api/crm/activities
Brand × Store relationship page. Overview with deal name, amount, stage, owner, close date, priority. Stage change action, linked contacts, and full activity timeline with log activity button.
Data Sources
- Relationship detail with last 20 activities Postgres CRM
- Stage update (auto-creates activity)
API Endpoints
- GET /api/crm/relationships/{id}
- PATCH /api/crm/relationships/{id}/stage
- POST /api/crm/activities
(08) Report Management
Monthly Report Workflow
Internal only — create, edit, preview, and publish monthly brand reports
The report management section handles the full lifecycle of monthly brand reports: draft creation, content editing, preview (as client sees it), and publishing. Reports flow through Draft → Review → Published status.
Master list of all reports across brands with status filters (draft/review/published), brand filter from context switcher, and actions to create, edit, or preview reports.
Data Sources
- Reports list with brand, month, status Postgres CRM
- Brand filter from BrandContext
API Endpoints
- GET /api/brands/{id}/reports
- POST /api/brands/{id}/reports
Multi-tab editor for report content: Overview, Key Accounts, Brand Highlights, History, and Review tabs. Existing component embedded inside the new InternalLayout shell.
Data Sources
- Report detail with metrics, narratives, key accounts Warehouse
- AI-generated executive summary AI
- Key account narratives Manual
API Endpoints
- GET /api/reports/{id}
- PATCH /api/reports/{id}
- GET /api/reports/{id}/metrics
Read-only preview of the report exactly as the client will see it. Used for final review before publishing.
Data Sources
- Same as Report Editor (read-only rendering)
API Endpoints
- GET /api/reports/{id}
- GET /api/reports/{id}/metrics
(09) Internal Analytics
Cross-Brand Intelligence
Internal only — portfolio-level analytics and operational dashboards
Analytics dashboards for the Crème team to understand portfolio-wide trends, inventory planning, and team productivity. These are internal tools that clients never see.
Migrated from Tableau. Interactive inventory planning dashboard with brand-level supply projections, reorder triggers, and weeks-of-supply calculations.
Data Sources
- Inventory supply data Warehouse
- Weeks of supply calculations
- Reorder point triggers
Key Components
- SupplyPlanHeader — brand selector, date range
- SupplyPlanTable — interactive data grid
- ECharts visualizations (lazy-loaded)
Comparative analytics across all brand partners. Portfolio-wide revenue trends, brand ranking, and performance benchmarking.
Data Sources
- Aggregated sales across all brands Warehouse
- Brand-level KPIs and rankings
Planned Visualizations
- Brand ranking table
- Revenue comparison charts
- Growth trajectory overlays
(10) Administration
System Settings & User Management
Admin only — portal configuration and access control
Administrative pages for managing portal users, brand configurations, and system settings. User management is restricted to admin role only.
General portal settings including notification preferences and profile management. Existing page embedded in the new InternalLayout.
Data Sources
- User profile data
- Notification preferences
API Endpoints
- GET /api/auth/me
- PATCH /api/auth/me
Create, edit, and deactivate portal users. Assign roles (admin, user, client) and brand scoping for client accounts.
Data Sources
- User list with roles and brand assignments Postgres CRM
API Endpoints
- GET /api/admin/users
- POST /api/admin/users
- PATCH /api/admin/users/{id}
Manage brand tenants — add new brands, configure brand-specific settings, and manage brand metadata.
Data Sources
- Brand list with configuration Postgres CRM
API Endpoints
- GET /api/brands
- POST /api/brands
- PATCH /api/brands/{id}