A&D Dashboard - 2026

Generated 08/20/2026 · A&D channel = salesRep ∈ {Amy Mulvihill, JJ Jemison} · YTD = Jan 1 → today
YTD Booked
$751K
A&D sales orders, Jan 1 → today
YTD Shipped
$475K
A&D invoiced revenue, Jan 1 → today
YTD Margin %
64.3%
line-level estimated GP ÷ revenue
Open SO Backlog (future-dated)
$391K
also: past-due $0 · no-date $0
Per-Rep Summary · YTD
JJ Jeremiah Jemison
YTD Booked
$299K
sales orders, Jan 1 → today
YTD Shipped
$319K
invoiced revenue · margin 64.6%
Open SO
$65K
all open A/B/D status
Open Quotes
$297K
23 estimates · status Open
Amy Amy Mulvihill
YTD Booked
$452K
sales orders, Jan 1 → today
YTD Shipped
$157K
invoiced revenue · margin 63.7%
Open SO
$326K
all open A/B/D status
Open Quotes
$1.44M
32 estimates · status Open

YTD Top Clients (A&D, by Shipped Revenue)

All A&D parent clients with YTD invoiced revenue, rolled from child customers. The Rep column shows the primary assigned rep (the rep with the largest combined shipped + open + quote dollars on the account). Margin % uses line-level estimated GP. "-" shown for clients under $1K.
#Parent ClientRepYTD ShippedMargin %% of YTD
1Foosackly'sJJ$75K55.7%15.7%
2Mendocino FarmsJJ$59K62.3%12.4%
3OTH Chophouse and Oyster BarJJ$46K76.0%9.7%
4Cooper's HawkJJ$40K69.2%8.4%
5Veggie GrillJJ$31K61.6%6.6%
6Wildwood Marketing, IncAmy$27K46.8%5.7%
7Acee'sAmy$26K64.4%5.4%
8Dutch BrosJJ$23K38.3%4.8%
9Ngon Vietnamese KitchenJJ$22K88.1%4.7%
10BC Pizza Mackinaw CityAmy$20K66.0%4.2%
11Simply Solid SolutionsAmy$15K68.6%3.1%
12Hai HospitalityAmy$13K76.2%2.8%
13BIRDCODE Hot ChickenJJ$10K67.7%2.0%
1467 IndiaAmy$8K69.8%1.8%
15DRS Consulting & Management LLCJJ$8K87.6%1.8%
16Hot ClubAmy$8K69.4%1.7%
17Cameron Mitchell RestaurantsAmy$6K50.0%1.2%
18oBJEKTSAmy$6K73.7%1.2%
19Shea Design, Inc.Amy$5K65.2%1.1%
20Anchor Bay High SchoolJJ$5K70.9%1.0%
21Soaplab LLCAmy$5K63.0%1.0%
22HumanscaleAmy$3K88.7%0.7%
23Martyne C KempelAmy$3K83.6%0.7%
24Petersen FurnitureAmy$3K51.9%0.6%
25Loth, Inc.Amy$3K69.1%0.6%
26Quarter SheetsAmy$2K69.2%0.4%
27NiSourceAmy$2K61.1%0.3%
28Lifestyle CommunitiesAmy$1K60.7%0.2%
29Orange Umbrella Restaurant GroupAmy$876-0.2%
30Maxon Mill StudioAmy$0-0.0%
31Crow WorksAmy$0-0.0%
32Rockbridge Capital LLCAmy$0-0.0%
33Catalogue CoAmy$0-0.0%

January 2026

Shipped
$85K
A&D invoiced revenue
Margin %
67.6%
line-level estimated GP ÷ revenue

A&D Clients - January (by shipped revenue)

Parent ClientRepShipped $Margin %% of mo
Veggie GrillJJ$31K61.6%36.8%
Ngon Vietnamese KitchenJJ$20K91.7%23.0%
Simply Solid SolutionsAmy$15K68.6%17.3%
Dutch BrosJJ$14K46.5%17.1%
Anchor Bay High SchoolJJ$5K70.9%5.9%
Maxon Mill StudioAmy$0-0.0%
Crow WorksAmy$0-0.0%
Total$85K67.6%100.0%

February 2026

Shipped
$57K
A&D invoiced revenue
Margin %
64.7%
line-level estimated GP ÷ revenue

A&D Clients - February (by shipped revenue)

Parent ClientRepShipped $Margin %% of mo
Cooper's HawkJJ$38K68.8%67.0%
Mendocino FarmsJJ$10K64.8%17.7%
Dutch BrosJJ$4K24.0%7.3%
Ngon Vietnamese KitchenJJ$3K61.7%4.7%
DRS Consulting & Management LLCJJ$1K100.0%1.8%
Petersen FurnitureAmy$852-1.5%
Crow WorksAmy$0-0.0%
Rockbridge Capital LLCAmy$0-0.0%
Total$57K64.7%100.0%

March 2026

Shipped
$51K
A&D invoiced revenue
Margin %
63.2%
line-level estimated GP ÷ revenue

A&D Clients - March (by shipped revenue)

Parent ClientRepShipped $Margin %% of mo
Acee'sAmy$24K64.8%47.4%
Mendocino FarmsJJ$18K64.8%34.1%
Soaplab LLCAmy$5K63.0%9.0%
Dutch BrosJJ$3K23.7%6.0%
DRS Consulting & Management LLCJJ$2K100.0%3.5%
Rockbridge Capital LLCAmy$0-0.0%
Total$51K63.2%100.0%

April 2026

Shipped
$55K
A&D invoiced revenue
Margin %
66.8%
line-level estimated GP ÷ revenue

A&D Clients - April (by shipped revenue)

Parent ClientRepShipped $Margin %% of mo
BC Pizza Mackinaw CityAmy$20K69.2%35.7%
Hai HospitalityAmy$10K80.1%18.7%
67 IndiaAmy$8K69.9%15.2%
Wildwood Marketing, IncAmy$6K44.6%10.4%
Shea Design, Inc.Amy$5K65.2%9.8%
Petersen FurnitureAmy$2K53.3%4.0%
NiSourceAmy$2K61.1%3.0%
Dutch BrosJJ$920-1.7%
Orange Umbrella Restaurant GroupAmy$876-1.6%
Total$55K66.8%100.0%

May 2026

Shipped
$107K
A&D invoiced revenue
Margin %
58.7%
line-level estimated GP ÷ revenue

A&D Clients - May (by shipped revenue)

Parent ClientRepShipped $Margin %% of mo
Foosackly'sJJ$46K54.9%43.1%
Wildwood Marketing, IncAmy$21K49.0%20.1%
Mendocino FarmsJJ$15K65.2%14.2%
Hot ClubAmy$8K69.4%7.4%
BIRDCODE Hot ChickenJJ$7K72.7%6.5%
Martyne C KempelAmy$3K83.6%2.9%
Hai HospitalityAmy$3K63.1%2.9%
Loth, Inc.Amy$3K69.1%2.8%
Crow WorksAmy$0-0.0%
BC Pizza Mackinaw CityAmy$0-0.0%
Total$107K58.7%100.0%

June 2026

Shipped
$45K
A&D invoiced revenue
Margin %
65.0%
line-level estimated GP ÷ revenue

A&D Clients - June (by shipped revenue)

Parent ClientRepShipped $Margin %% of mo
Foosackly'sJJ$25K58.0%56.6%
oBJEKTSAmy$6K73.7%12.4%
DRS Consulting & Management LLCJJ$5K81.0%10.9%
HumanscaleAmy$3K100.0%7.3%
Mendocino FarmsJJ$2K49.1%5.2%
Quarter SheetsAmy$2K69.6%4.5%
Lifestyle CommunitiesAmy$1K60.7%2.6%
Cameron Mitchell RestaurantsAmy$206-0.5%
67 IndiaAmy$0-0.0%
Wildwood Marketing, IncAmy$0-0.0%
Total$45K65.0%100.0%

July 2026

Shipped
$22K
A&D invoiced revenue
Margin %
50.8%
line-level estimated GP ÷ revenue

A&D Clients - July (by shipped revenue)

Parent ClientRepShipped $Margin %% of mo
Mendocino FarmsJJ$14K56.4%63.2%
Cameron Mitchell RestaurantsAmy$6K49.7%24.9%
Cooper's HawkJJ$2K77.7%8.7%
DRS Consulting & Management LLCJJ$708-3.2%
Wildwood Marketing, IncAmy$0-0.0%
Foosackly'sJJ$0-0.0%
Quarter SheetsAmy$0-0.0%
BC Pizza Mackinaw CityAmy$0-0.0%
Catalogue CoAmy$0-0.0%
HumanscaleAmy$0-0.0%
Total$22K50.8%100.0%

August 2026 (MTD - month in progress)

MTD Shipped
$53K
A&D invoiced revenue, month-to-date
MTD Margin %
73.4%
on shipped revenue this month
Open SO - ship rest of month
$104K
A&D open SOs scheduled to ship August

A&D Clients - August (MTD Shipped + Open SO this month)

Every A&D parent with MTD shipped revenue or open SOs scheduled to ship in August. Margin % is on MTD shipped only (8 parents).
Parent ClientRepMTD ShippedOpen SOTotal ExpectedMargin %% of mo
Christina River ExchangeAmy-$60K$60K-37.8%
OTH Chophouse and Oyster BarJJ$46K-$46K76.0%29.3%
LuminautAmy-$33K$33K-20.7%
Mendocino FarmsJJ-$12K$12K-7.4%
Foosackly'sJJ$3K-$3K56.1%1.9%
BIRDCODE Hot ChickenJJ$3K-$3K54.5%1.7%
Acee'sAmy$1K-$1K58.7%0.9%
Wildwood Marketing, IncAmy-$422$422-0.3%
Total$53K$104K$158K73.4%100.0%

September 2026 (future - open SOs only)

Open SO - ship Sep
$234K
A&D open SOs scheduled to ship this month

A&D Open SOs - Scheduled to Ship September

Open = status Pending Approval / Pending Fulfillment / Partially Fulfilled. By t.shipdate.
Parent ClientRepOpen $% of mo
Christina River ExchangeAmy$55K23.7%
Catalogue CoAmy$34K14.7%
PCI, IncAmy$32K13.5%
Sizzle PattyAmy$32K13.5%
Sycuan Casino + ResortAmy$22K9.4%
Redux InteriorsAmy$18K7.8%
Northgate ResortsAmy$14K5.8%
Richardson DesignJJ$9K4.0%
Meriwether Design GroupAmy$5K2.1%
Carolina HospitalityAmy$4K1.7%
Americo Builders LLCJJ$3K1.2%
Alma Mader BrewingAmy$3K1.1%
The Lox Bagel ShopAmy$2K0.8%
Hai HospitalityAmy$2K0.7%
Total$234K100.0%

October 2026 (future - open SOs only)

Open SO - ship Oct
$53K
A&D open SOs scheduled to ship this month

A&D Open SOs - Scheduled to Ship October

Open = status Pending Approval / Pending Fulfillment / Partially Fulfilled. By t.shipdate.
Parent ClientRepOpen $% of mo
Foosackly'sJJ$37K71.0%
Pod OfficeAmy$6K11.9%
TJNG Partners, Inc.Amy$5K9.8%
Mendocino FarmsJJ$3K6.2%
The Lox Bagel ShopAmy$5521.0%
Total$53K100.0%

November 2026 (future - open SOs only)

Open SO - ship Nov
$0
A&D open SOs scheduled to ship this month

A&D Open SOs - Scheduled to Ship November

Open = status Pending Approval / Pending Fulfillment / Partially Fulfilled. By t.shipdate.
Parent ClientRepOpen $% of mo
No A&D open SOs scheduled to ship this month
Total$0100.0%

December 2026 (future - open SOs only)

Open SO - ship Dec
$0
A&D open SOs scheduled to ship this month

A&D Open SOs - Scheduled to Ship December

Open = status Pending Approval / Pending Fulfillment / Partially Fulfilled. By t.shipdate.
Parent ClientRepOpen $% of mo
No A&D open SOs scheduled to ship this month
Total$0100.0%

Q1 2026 (Jan–Mar) (PAST quarter)

Q1 Shipped
$193K
A&D invoiced revenue, Jan–Mar
Q1 Margin %
65.6%
line-level estimated GP ÷ revenue
Q1 Open SO
$0
open SOs scheduled to ship in Q1
Q1 Per-Rep
Amy Amy Mulvihill
Q1 Shipped
$45K
Q1 Margin %
65.0%
JJ Jeremiah Jemison
Q1 Shipped
$148K
Q1 Margin %
65.7%

Q1 Monthly Breakdown

Each month's shipped, margin %, and open SO scheduled to ship in that month.
Month Shipped Margin % Open SO $
January$85K67.6%$0
February$57K64.7%$0
March$51K63.2%$0

Q1 A&D Clients (Shipped + Open SO)

Every A&D parent with shipped revenue or open SO activity in Q1. Margin % is on shipped only.
Parent ClientRepShippedOpen SOTotalMargin %% of Q
Cooper's HawkJJ$38K-$38K68.8%19.7%
Veggie GrillJJ$31K-$31K61.6%16.2%
Mendocino FarmsJJ$28K-$28K64.8%14.3%
Acee'sAmy$24K-$24K64.8%12.6%
Ngon Vietnamese KitchenJJ$22K-$22K88.1%11.5%
Dutch BrosJJ$22K-$22K39.0%11.2%
Simply Solid SolutionsAmy$15K-$15K68.6%7.6%
Anchor Bay High SchoolJJ$5K-$5K70.9%2.6%
Soaplab LLCAmy$5K-$5K63.0%2.4%
DRS Consulting & Management LLCJJ$3K-$3K100.0%1.5%
Petersen FurnitureAmy$852-$852-0.4%
Rockbridge Capital LLCAmy--$0-0.0%
Crow WorksAmy--$0-0.0%
Maxon Mill StudioAmy--$0-0.0%
Total$193K$0$193K65.6%100.0%

Q2 2026 (Apr–Jun) (PAST quarter)

Q2 Shipped
$207K
A&D invoiced revenue, Apr–Jun
Q2 Margin %
62.2%
line-level estimated GP ÷ revenue
Q2 Open SO
$0
open SOs scheduled to ship in Q2
Q2 Per-Rep
Amy Amy Mulvihill
Q2 Shipped
$105K
Q2 Margin %
65.1%
JJ Jeremiah Jemison
Q2 Shipped
$102K
Q2 Margin %
59.2%

Q2 Monthly Breakdown

Each month's shipped, margin %, and open SO scheduled to ship in that month.
Month Shipped Margin % Open SO $
April$55K66.8%$0
May$107K58.7%$0
June$45K65.0%$0

Q2 A&D Clients (Shipped + Open SO)

Every A&D parent with shipped revenue or open SO activity in Q2. Margin % is on shipped only.
Parent ClientRepShippedOpen SOTotalMargin %% of Q
Foosackly'sJJ$71K-$71K56.0%34.5%
Wildwood Marketing, IncAmy$27K-$27K47.1%13.1%
BC Pizza Mackinaw CityAmy$20K-$20K69.2%9.6%
Mendocino FarmsJJ$18K-$18K63.0%8.5%
Hai HospitalityAmy$13K-$13K76.2%6.5%
67 IndiaAmy$8K-$8K69.8%4.1%
Hot ClubAmy$8K-$8K69.4%3.8%
BIRDCODE Hot ChickenJJ$7K-$7K72.7%3.4%
oBJEKTSAmy$6K-$6K73.7%2.7%
Shea Design, Inc.Amy$5K-$5K65.2%2.6%
DRS Consulting & Management LLCJJ$5K-$5K81.0%2.4%
HumanscaleAmy$3K-$3K100.0%1.6%
Martyne C KempelAmy$3K-$3K83.6%1.5%
Loth, Inc.Amy$3K-$3K69.1%1.5%
Petersen FurnitureAmy$2K-$2K53.3%1.1%
Quarter SheetsAmy$2K-$2K69.6%1.0%
NiSourceAmy$2K-$2K61.1%0.8%
Lifestyle CommunitiesAmy$1K-$1K60.7%0.6%
Dutch BrosJJ$920-$920-0.4%
Orange Umbrella Restaurant GroupAmy$876-$876-0.4%
Cameron Mitchell RestaurantsAmy$206-$206-0.1%
Crow WorksAmy--$0-0.0%
Total$207K$0$207K62.2%100.0%

Q3 2026 (Jul–Sep) (CURRENT quarter)

Q3 Shipped
$75K
A&D invoiced revenue, Jul–Sep
Q3 Margin %
66.8%
line-level estimated GP ÷ revenue
Q3 Open SO
$338K
open SOs scheduled to ship in Q3
Q3 Per-Rep
Amy Amy Mulvihill
Q3 Shipped
$7K
Q3 Margin %
33.1%
JJ Jeremiah Jemison
Q3 Shipped
$68K
Q3 Margin %
70.1%

Q3 Monthly Breakdown

Each month's shipped, margin %, and open SO scheduled to ship in that month.
Month Shipped Margin % Open SO $
July$22K50.8%$0
August$53K73.4%$104K
September$0—$234K

Q3 A&D Clients (Shipped + Open SO)

Every A&D parent with shipped revenue or open SO activity in Q3. Margin % is on shipped only.
Parent ClientRepShippedOpen SOTotalMargin %% of Q
Christina River ExchangeAmy-$115K$115K-27.8%
OTH Chophouse and Oyster BarJJ$46K-$46K76.0%11.2%
Catalogue CoAmy-$34K$34K-8.3%
LuminautAmy-$33K$33K-7.9%
PCI, IncAmy-$32K$32K-7.7%
Sizzle PattyAmy-$32K$32K-7.6%
Mendocino FarmsJJ$14K$12K$26K56.4%6.2%
Sycuan Casino + ResortAmy-$22K$22K-5.3%
Redux InteriorsAmy-$18K$18K-4.4%
Northgate ResortsAmy-$14K$14K-3.3%
Richardson DesignJJ-$9K$9K-2.3%
Cameron Mitchell RestaurantsAmy$6K-$6K49.7%1.3%
Meriwether Design GroupAmy-$5K$5K-1.2%
Carolina HospitalityAmy-$4K$4K-0.9%
Foosackly'sJJ$3K-$3K49.4%0.7%
Americo Builders LLCJJ-$3K$3K-0.7%
Alma Mader BrewingAmy-$3K$3K-0.6%
BIRDCODE Hot ChickenJJ$3K-$3K54.5%0.6%
Cooper's HawkJJ$2K-$2K77.7%0.5%
The Lox Bagel ShopAmy-$2K$2K-0.5%
Hai HospitalityAmy-$2K$2K-0.4%
Acee'sAmy$1K-$1K58.7%0.3%
DRS Consulting & Management LLCJJ$708-$708-0.2%
Wildwood Marketing, IncAmy-$422$422-0.1%
BC Pizza Mackinaw CityAmy--$0-0.0%
HumanscaleAmy--$0-0.0%
Quarter SheetsAmy--$0-0.0%
Total$75K$338K$413K66.8%100.0%

Q4 2026 (Oct–Dec) (FUTURE quarter)

Q4 Shipped
$0
A&D invoiced revenue, Oct–Dec
Q4 Margin %
—
line-level estimated GP ÷ revenue
Q4 Open SO
$53K
open SOs scheduled to ship in Q4
Q4 Per-Rep
Amy Amy Mulvihill
Q4 Shipped
$0
Q4 Margin %
—
JJ Jeremiah Jemison
Q4 Shipped
$0
Q4 Margin %
—

Q4 Monthly Breakdown

Each month's shipped, margin %, and open SO scheduled to ship in that month.
Month Shipped Margin % Open SO $
October$0—$53K
November$0—$0
December$0—$0

Q4 A&D Clients (Shipped + Open SO)

Every A&D parent with shipped revenue or open SO activity in Q4. Margin % is on shipped only.
Parent ClientRepShippedOpen SOTotalMargin %% of Q
Foosackly'sJJ-$37K$37K-71.0%
Pod OfficeAmy-$6K$6K-11.9%
TJNG Partners, Inc.Amy-$5K$5K-9.8%
Mendocino FarmsJJ-$3K$3K-6.2%
The Lox Bagel ShopAmy-$552$552-1.0%
Total$0$53K$53K-100.0%

Open A&D Quotes by Estimated Ship Month

Open Estimates assigned to Amy or JJ, grouped by ship date. Only quotes with ship date after today (08/20/2026) appear in the monthly buckets. Future-dated total: $1.73M.
Quote Pipeline by Rep
Amy  Amy Mulvihill 83% of pipeline
$1.44M
32 open quotes · avg $45K · $760K ships 2027+ (8)
Q1
—
Q2
—
Q3
$2K
Q4
$674K
JJ  Jeremiah Jemison 17% of pipeline
$297K
23 open quotes · avg $13K · $99K ships 2027+ (6)
Q1
—
Q2
—
Q3
—
Q4
$198K
August 2026 Total: $2K · 1 quote
Parent ClientRepEstimate #Amount
Prolube OilAmy23179$2K
October 2026 Total: $8K · 2 quotes
Parent ClientRepEstimate #Amount
Mendocino FarmsJJ23066$6K
Kaldi's Coffee Roasting Co.JJ23112$2K
November 2026 Total: $294K · 16 quotes
Parent ClientRepEstimate #Amount
Carroll AdamsJJ23122$51K
Glow Interior DesignAmy22942$51K
Randy's Booth Co. INCAmy23098$47K
Studio K CreativeAmy23065$36K
BIRDCODE Hot ChickenJJ22886$16K
TRUTH SEEKER PRODUCTIONSJJ21510$15K
GEWL ProcureAmy22999$12K
Denison UniversityJJ22748$11K
Tangram InteriorsJJ22951$11K
BIRDCODE Hot ChickenJJ22517$11K
Plan B GroupJJ23165$9K
FMQ DevelopmentJJ23173$9K
El Pollo RancheroJJ22921$5K
Office RevolutionJJ22209$4K
Petersen FurnitureAmy22844$3K
Landmark ChurchJJ23170$2K
December 2026 Total: $570K · 22 quotes
Parent ClientRepEstimate #Amount
Stafford-SmithAmy23126$103K
MatchLine Design Group, LLCAmy23014$85K
Shea Design, Inc.Amy23060$65K
GEWL ProcureAmy23003$49K
Hai HospitalityAmy21710$47K
Strategic Hospitality ResourcesAmy22947$36K
Cooper's HawkJJ22787$28K
LJ2 InteriorsAmy23171$27K
Maple Tree InnAmy22895$24K
Canales & Co. InteriorsAmy21990$17K
//3877Amy22347$14K
Mendocino FarmsJJ23133$8K
Pod OfficeAmy21886$8K
11400, LLCAmy23068$8K
Culinary DepotAmy23069$8K
Johnson-Lancaster & AssociatesAmy23070$8K
Sam TellAmy23071$8K
HAWK Inc.Amy23145$8K
TriMarkAmy23146$8K
Interior EnvironmentsAmy23141$6K
Kaldi's Coffee Roasting CompanyJJ22142$6K
Anchor Bay High SchoolJJ22085$2K
January 2027 Total: $125K · 2 quotes
Parent ClientRepEstimate #Amount
Hai HospitalityAmy22558$67K
Saguez & DashAmy23054$58K
February 2027 Total: $172K · 2 quotes
Parent ClientRepEstimate #Amount
Legat ArchitectsAmy22421$153K
Benchmark Contract FurnitureAmy22489$20K
March 2027 Total: $164K · 3 quotes
Parent ClientRepEstimate #Amount
Hopkins & CoAmy22847$82K
Taniya Nayak DesignAmy23160$48K
GP BuildersAmy22855$33K
April 2027 Total: $4K · 1 quote
Parent ClientRepEstimate #Amount
Carroll AdamsJJ23152$4K
May 2027 Total: $299K · 1 quote
Parent ClientRepEstimate #Amount
BergmeyerAmy22487$299K
June 2027 Total: $29K · 2 quotes
Parent ClientRepEstimate #Amount
Atmosphere Commercial InteriorsJJ22950$18K
Furniture Solutions GroupJJ22961$10K
August 2027 Total: $63K · 2 quotes
Parent ClientRepEstimate #Amount
Wit.Co CreativeJJ23185$31K
Wit.Co CreativeJJ23188$31K
June 2028 Total: $2K · 1 quote
Parent ClientRepEstimate #Amount
Atmosphere Commercial InteriorsJJ22545$2K