Crux Cigars — Admin Portal Admin Portal Live AA Adam Altman ◈ Leadership ◳ Operations ◉ VP of Sales ⚙ Tools & Permissions Monday, June 2, 2026 · 11:42 AM CT Overview ◈ KPI Dashboard $ Revenue & Margin ⇌ Cash Flow & AR/AP Intelligence ◫ Product Performance + Hiring Impact Orders ◳ Order Queue 4 ✓ Confirmed Today 8 Inventory ▣ Boca Warehouse Access 👤 Users & Roles 🔐 Permissions Matrix Settings 🔔 Notifications Sales ◉ Rep Performance ◫ Accounts Due 4 ◈ Territory Overview Leadership View KPI Dashboard Live business performance · All channels · Updated in real time MTD Revenue $64,200 ↑ 18% vs last month Orders This Month 42 ↑ 6 more than May Pending Payment $8,400 3 orders awaiting Gross Margin 51.4% ↑ 1.2pts vs last month Monthly Revenue — Last 6 Months $44K Jan $51K Feb $47K Mar $53K Apr $54K May $64K Jun Orders by Channel Sales Rep Orders 31 Customer Portal Orders 11 Avg Order Value $1,529 Largest Order MTD $28,000 Smallest Order MTD $150 Top SKU This Month Bull & Bear Toro 18 boxes sold · $6,120 revenue Margin: 53.2% Inventory Alert ⚠ Limitada — 8 boxes left Est. 12 days of stock at current velocity Nicaragua reorder lead time: ~90 days Today's Activity Orders placed 6 Revenue today $7,840 Pending confirmation 4 Leadership View Revenue & Margin Profitability by product · Blended gross margin · YTD performance YTD Revenue $317,400 ↑ 22% vs same period last year Blended Gross Margin 51.4% ↑ 1.2pts — on track for 54% Net Margin 10.2% Growth investment in progress Profitability by Product — MTD Product Boxes Sold Revenue Gross Margin Margin % Bull & Bear Toro 18 $6,120 $3,258 53% Du Connoisseur No. 4 9 $3,780 $2,079 55% Epicure Habano 11 $3,190 $1,659 52% Limitada 4 $2,320 $1,392 60% Guild 7 $1,820 $873 48% Epicure Maduro 5 $1,550 $775 50% Passport 6 $1,170 $480 41% Leadership View Cash Flow & AR/AP Real-time financial visibility · No more operating on intuition Cash Collected MTD $55,800 All upfront at order placement Outstanding AR $8,400 3 orders — legacy pre-system Outstanding AP $42,000 Nicaragua inventory order Net Cash Position $13,800 ↑ vs ($4,200) last month Accounts Receivable Cigars International — #CRX-0408 $5,200 · 8 days The Leaf Room — #CRX-0410 $1,800 · 5 days Fox Cigar Bar — #CRX-0411 $1,400 · 2 days ✓ All new orders collected upfront via system — AR limited to pre-system legacy orders Accounts Payable Nicaragua Manufacturing — June Order $32,000 · Due Jul 15 Nicaragua Freight — Shipment #44 $8,200 · Due Jun 20 Boca Warehouse — June Rent $1,800 · Due Jun 30 Software Licenses $1,667 · Monthly Leadership View Product Performance Which cigars make the most money · Velocity · Margin by SKU SKU Performance — YTD Ranked by Margin Rank Product YTD Revenue Gross Margin % Boxes Sold Velocity 1 Limitada $18,560 60% 32 High 2 Du Connoisseur No. 4 $31,920 55% 76 Very High 3 Bull & Bear Toro $52,360 53% 154 Very High 4 Epicure Habano $26,680 52% 92 Growing 5 Epicure Maduro $13,020 50% 42 Steady 6 Guild $15,860 48% 61 Steady 7 Passport $9,750 41% 50 Low Leadership View Hiring Impact Modeling Data-driven headcount decisions — not intuition Current Monthly Revenue $64,200 6-month avg: $52,300 Total Payroll / Month $48,000 6 reps + admin + ops Revenue per Rep $8,700 ↑ 14% since Jan hires ramp Hiring Scenarios ✓ Positive Impact — 7th Sales Rep Adding a 7th rep at $72K/year ($6,000/mo) in the Northeast territory — based on current rep avg of $8,700 MTD revenue — projects +$2,700/month net cash flow positive once territory is ramped (est. 4–6 months). Break-even at month 3 based on current velocity. ⚠ Break-Even — Warehouse Manager Hiring a warehouse manager at $55K/year ($4,583/mo) for the expanded Boca space does not directly generate revenue but enables inventory capacity to support $1.2M+ annual revenue without operational bottlenecks. Net cash flow neutral in year 1 — positive in year 2 as volume grows into the expanded warehouse. ✗ Negative Impact — 2nd Admin Hire Adding a second Minnesota admin at $52K/year ($4,333/mo) — with current order volume automating most of the manual queue work — projects cash flow negative by $4,333/month with no corresponding revenue uplift. Recommend revisiting after order volume exceeds 80/month. Operations View Order Queue All incoming orders — sales portal + customer portal · Review and release to Florida Pending Review 4 Action required Confirmed Today 8 In Florida queue Today's Revenue $7,840 All upfront collected Portal Orders Today 3 Self-service channel Pending Review — 4 Orders CRX-0416 Rep Order Cigars International — Tampa, FL Marcus Reynolds · Southeast · Placed 10:42 AM Sales Rep $28,000 ⚡ Shipping $0 (free tier) Pending ✓ Confirm → Florida Review Bull & Bear Toro × 40 boxes Du Connoisseur No. 4 × 12 boxes Limitada × 4 boxes ✓ All inventory confirmed in Boca · Ships in 1 box configuration (large pallet) CRX-0415 Portal Order The Smoking Gentleman — Miami, FL Customer Portal · Self-service · Placed 10:18 AM Customer Portal $1,100 ⚡ Shipping FREE (preferred) Pending ✓ Confirm → Florida Review Bull & Bear Toro × 2 boxes Du Connoisseur No. 4 × 1 box ✓ Inventory confirmed · Shipping calc: 1 large box · UPS Ground · Est. $0 (preferred account perk) CRX-0414 Rep Order Havana Republic — Coral Gables, FL Marcus Reynolds · Southeast · Placed 9:55 AM Sales Rep $950 ⚡ Shipping $42 Pending ✓ Confirm → Florida Review Bull & Bear Toro × 2 boxes Epicure Habano × 1 box ✓ New account — first order · Inventory confirmed · Shipping: 1 medium box CRX-0413 Portal Order Brickell Smoke Club — Miami, FL Customer Portal · Self-service · Placed 9:12 AM Customer Portal $1,740 ⚡ Shipping $58 Pending ✓ Confirm → Florida Review Bull & Bear Toro × 3 boxes Limitada × 1 box Guild × 1 box ✓ Inventory confirmed · Shipping: 1 large box · UPS Ground Confirmed Today — Released to Florida CRX-0412 Rep Order Churchill's Cigar Lounge — Miami, FL Confirmed 9:05 AM · Florida fulfilling Sales Rep $1,850 Shipping $48 In Florida Queue View Operations View Confirmed Today 8 orders released to Florida fulfillment queue · All shipping labels generating Confirmed & Sent to FL 8 All before 11 AM Total Value $38,140 All collected upfront Shipping Cost Total $312 Calculated at order time Orders in Florida Fulfillment Queue Order Store Items Value Confirmed At Status CRX-0412 Churchill's Cigar Lounge 3 items $1,850 9:05 AM Packing CRX-0408 Cigars International 5 items $28,000 8:42 AM Shipped CRX-0409 El Cielo Lounge 2 items $980 8:58 AM Shipped CRX-0410 The Leaf Room 4 items $1,800 9:14 AM Packing Operations View Boca Warehouse Real-time inventory levels · Nicaragua lead time awareness · Reorder alerts Current Inventory — All SKUs Product Boxes in Stock Est. Days Remaining Lead Time (NI) Status Bull & Bear Toro 48 ~54 days ~90 days Healthy Du Connoisseur No. 4 22 ~44 days ~90 days Healthy Epicure Habano 35 ~57 days ~90 days Healthy Guild 41 ~96 days ~90 days Healthy Epicure Maduro 29 ~83 days ~90 days Monitor Passport 55 ~132 days ~90 days Healthy Limitada 8 ~12 days ~90 days ⚠ Reorder Now VP of Sales View Rep Performance 6 reps · MTD revenue · Visits logged · Orders placed Total MTD Revenue $64,200 ↑ 18% vs May Total Orders Placed 39 By sales reps this month Visits Logged 84 14 visits avg per rep Conversion Rate 46% Visits that resulted in order Rep Performance — MTD Ranked by Revenue Rep Revenue Orders Visits vs Target MR Marcus Reynolds Southeast — FL $18,400 9 18 92% of target JW Jennifer Walsh Northeast — NY/NJ $14,200 7 16 84% of target DK David Kim Midwest — IL/OH $11,800 8 14 70% of target SR Sofia Ramirez Southwest — TX/AZ $9,400 6 12 56% of target TM Thomas Moore West Coast — CA $7,200 5 14 43% of target — coaching needed AL Ashley Lopez Southeast — GA/SC $3,200 4 10 Ramping — hired Apr VP of Sales View Accounts Due for Reorder 4 accounts overdue · 3 approaching · Assign follow-up to reps Reorder Status — All Active Accounts Account Days Since Order LTV Rep Brickell Smoke Club Marcus Reynolds · Miami, FL 62 days — Overdue $9,800 Assign Visit The Leaf Room Marcus Reynolds · Fort Lauderdale, FL 38 days — Overdue $11,400 Assign Visit Chicago Smoke Society David Kim · Chicago, IL 45 days — Overdue $6,200 Assign Visit Austin Cigar Club Sofia Ramirez · Austin, TX 28 days — Due Soon $4,800 Assign Visit The Smoking Gentleman Marcus Reynolds · Miami, FL 47 days — Due Soon $7,600 Assign Visit Churchill's Cigar Lounge Marcus Reynolds · Miami, FL Ordered Today $14,200 View VP of Sales View Territory Overview 6 territories · 28 active accounts · Coverage and performance by region Active Territories 6 SE, NE, MW, SW, WC, SE-GA Active Accounts 28 ↑ 4 new this quarter Dormant Accounts 3 No order in 90+ days Territory Performance — MTD Territory Rep Accounts MTD Revenue Orders Trend Southeast — FL Marcus Reynolds 8 $18,400 9 ↑ Strong Northeast — NY/NJ Jennifer Walsh 6 $14,200 7 ↑ Growing Midwest — IL/OH David Kim 5 $11,800 8 → Steady Southwest — TX/AZ Sofia Ramirez 4 $9,400 6 → Developing West Coast — CA Thomas Moore 3 $7,200 5 ↓ Underperforming Southeast — GA/SC Ashley Lopez 2 $3,200 4 Ramping Tools & Permissions Users & Roles Control who has access to what · Add users · Assign roles Add New User Full Name Email Role Leadership Operations (Minnesota) VP of Sales Sales Rep Warehouse (Florida) + Add User Current Users — 11 Active User Role Access Level Last Active Status Actions AA Adam Altman Super Admin Full access — all portals Today, 11:42 AM Active Owner LM Lisa Martinez Operations Order queue, inventory, confirmed orders Today, 10:58 AM Active Edit RK Robert Kim VP of Sales Rep performance, accounts, territories Today, 9:15 AM Active Edit MR Marcus Reynolds Sales Rep Sales portal only — SE territory Today, 8:30 AM Active Edit JW Jennifer Walsh Sales Rep Sales portal only — NE territory Yesterday, 6:44 PM Active Edit TJ Tom Jackson Warehouse Warehouse portal only — Boca Raton Today, 7:05 AM Active Edit DK David Kim Sales Rep Sales portal only — MW territory Today, 9:52 AM Active Edit SR Sofia Ramirez Sales Rep Sales portal only — SW territory Today, 11:10 AM Active Edit AL Ashley Lopez Sales Rep Sales portal only — SE-GA territory Jun 1, 4:20 PM Invited Resend Tools & Permissions Permissions Matrix Define exactly what each role can see and do across every portal Access by Feature — All Roles Feature / Portal Super Admin Leadership Operations VP of Sales Sales Rep Warehouse Admin Portal KPI Dashboard ✓ ✓ ✗ ✗ ✗ ✗ Revenue & Margin ✓ ✓ ✗ ✗ ✗ ✗ Cash Flow & AR/AP ✓ ✓ ✗ ✗ ✗ ✗ Product Performance ✓ ✓ ✗ View ✗ ✗ Hiring Impact ✓ ✓ ✗ ✗ ✗ ✗ Order Queue (confirm) ✓ ✗ ✓ ✗ ✗ ✗ Order Queue (view only) ✓ ✓ ✓ View ✗ ✗ Boca Inventory ✓ ✓ ✓ ✗ ✗ ✓ Sales Portal Rep Performance (all reps) ✓ View ✗ ✓ ✗ ✗ Rep Performance (own) ✓ ✗ ✗ ✓ ✓ ✗ Place Orders ✓ ✗ ✗ ✗ ✓ ✗ Store Briefings (AI) ✓ ✗ ✗ ✓ ✓ ✗ My Accounts ✓ ✗ ✗ ✓ All ✓ Own ✗ Warehouse Portal Fulfillment Queue ✓ ✗ View ✗ ✗ ✓ Generate UPS Labels ✓ ✗ ✗ ✗ ✗ ✓ System Settings Add / Remove Users ✓ ✗ ✗ ✗ ✗ ✗ Edit Permissions ✓ ✗ ✗ ✗ ✗ ✗ Notification Settings ✓ ✓ ✓ ✓ Own Own Tools & Permissions Notification Settings Control who gets notified and when across every workflow event Order Events Event Leadership Operations VP Sales Warehouse New order received Triggered when any order enters the queue Order confirmed → sent to Florida Triggered when Minnesota confirms and releases Order shipped — UPS label generated Triggered when warehouse generates label Large order alert ($10K+) Triggered on any order over $10,000 Inventory & Business Alerts Low stock alert (<15 boxes) Any SKU drops below 15 boxes in Boca Account dormant (60+ days) Account hasn't ordered in 60 days Daily revenue summary End-of-day revenue and order summary