How to Navigate & Use Profit Edge Forecaster
Welcome to the decision-support cockpit for Assured Vending (DFW). This guide explains how to navigate every decision center, leverage the Claude Opus 5.5 AI Copilot for strategic insights, execute integer-optimized purchase orders, and capture maximum supplier rebates with zero risk of dead stock.
The 3 Core Operational Pillars
Profit Edge Forecaster unifies historical vending telemetrics, verified distributor cost catalogs, and integer math into three interconnected tiers.
1. Decision Operations
Real-time analytics and purchasing workflows: Executive Dashboard, Energy Category deep dive, Whole-Case Optimizer, and Recommendation approvals.
2. AI & Leap Intelligence
Powered by Claude Opus 5.5. Evaluates quarterly pacing, retroactive rebate thresholds, and generates executive briefings with zero hallucination.
3. Governance & Ingestion
Data integrity controls: Product crosswalk reconciliation, Cantaloupe sales & receiving ingestion, and full immutable audit event logging.
Directory of Application Decision Centers
Executive Dashboard
Audited financial baseline: $12.89M revenue, 44.95% gross margin, channel unit mix (Micro-market vs Vending).
Energy Category Intelligence
Deep dive into 62 distinct SKUs ($1.34M sales), top 5 concentration (Red Bull & Monster), and velocity rankings.
Rebate Forecaster & Leap Center
Quarterly run-rate pacing, Next-Tier Leap opportunities, What-If order simulator, and Claude Opus 5.5 strategic memos.
Opportunity Calculator
3-scenario Monte Carlo (p10, p50, p90) determining whole-case net need, days of supply, ROI, and risk labels.
Opportunities Queue
Ranked list of procurement moves ordered by Profit Edge Score (1–100) and incremental profit potential.
Purchase Recommendations
2-stage approval workflow with immutable versioning, audit trail, and Claude Opus 5.5 solver justification memos.
Product Master
Canonical product catalog with pack sizes, categories, and manufacturer classifications.
Product Crosswalk
Matches distributor alias codes (Vistar, Cantaloupe item codes) to canonical master products.
File Imports & Ingestion
Drag-and-drop ingestion of Cantaloupe Sales, Receiving, and Supplier Price Sheets with automated matrix validation.
Data Quality Queue
Automated anomaly flags: missing costs, suspicious price spikes, and unverified rebate contracts.
Customer Locations
Branch and route depot visibility across North Texas / DFW territory.
System & Governance Settings
Configurable safety stock days (7), max days of supply (28), carrying cost (15%), and AI provider status.