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jetdirect-dashboard-mission

JetDirect โ€” Purchasing Intelligence Dashboard | Mission Yogurt
AI AGENT
Purchasing agent active across 18 DEN locations ย ยทย  312 POs auto-filed to R365 this month ย ยทย  3 budget alerts require CFO review
MTD Spend โ€” All Locations
$195,350
โ†“ 8% vs last month
Budget Remaining
$44,650
19% of $240,000 total
POs Auto-Filed to R365
312
100% zero manual entry
Budget Alerts
3
โ†‘ 2 vs last week
Line-Item Budget Tracker
February 2026 ยท 18 DEN Locations ยท CFO View
AI-managed budgets
Category Budget Spent Progress Status
๐Ÿฅค
Disposables
Cups, lids, spoons ยท 22 SKUs ยท 5 vendors
$52,000 $56,420
109%
โœ— Over Budget
๐Ÿงด
Chemicals & Cleaning
18 SKUs ยท 4 vendors ยท Consolidated
$48,000 $44,640
93%
โš  Near Limit
๐ŸงŠ
Dairy & Frozen
Yogurt mix, toppings ยท 16 SKUs ยท 3 vendors
$72,000 $64,800
90%
โš  Near Limit
๐Ÿ“ฆ
Paper Goods
10 SKUs ยท 2 vendors
$28,000 $18,200
65%
โœ“ On Track
๐Ÿฝ๏ธ
Food Ingredients
Dry goods, condiments ยท 28 SKUs ยท 6 vendors
$32,000 $9,920
31%
โœ“ On Track
๐Ÿงน
Smallwares & Janitorial
12 SKUs ยท 2 vendors
$8,000 $1,370
17%
โœ“ On Track
AI Agent Activity
Live ยท 18 Locations ยท Auto-refreshing
โœ— Budget Exceeded
Disposables at 109% across all locations โ€” $4,420 over $52,000 limit. AI agent paused all new orders pending CFO approval.
TODAY ยท 10:22 AM
โš  Chemicals Near Cap
Chemicals & Cleaning at 93% โ€” $3,360 remaining. Projected to hit cap by Feb 23. Consolidation savings: $38,200 YTD.
TODAY ยท 9:15 AM
โš  Dairy Near Cap
Dairy & Frozen at 90% โ€” $7,200 remaining. Einstein Bros Bagels & Timberline driving highest consumption.
TODAY ยท 8:50 AM
โœ“ R365 Sync Complete
312 purchase orders synced to R365 this month across 18 locations. Zero manual data entry by your team.
TODAY ยท 7:00 AM
โ†— PO Auto-Filed
Order #JD-8821 Dairy Restock โ€” Root Down DIA ($2,840) submitted to R365 automatically.
YESTERDAY ยท 5:02 PM
Weekly Spend by Category
Last 6 weeks ยท All 18 Locations
Disposables
$56,420
Chemicals
$44,640
Dairy & Frozen
$64,800
Paper Goods
$18,200
Food Ingred.
$9,920
Smallwares
$1,370
Recent Orders
AI-processed ยท Auto-filed to R365
Dairy Restock
#JD-8821 ยท Root Down DIA ยท Feb 20
$2,840
Filed โœ“
Chemical Bundle
#JD-8820 ยท All 18 Locations ยท Feb 19
$8,640
Filed โœ“
Cup Lid Reorder
#JD-8819 ยท Einstein Bros + Mission Yogurt ยท Feb 19
$1,920
Blocked โœ—
Yogurt Mix & Toppings
#JD-8818 ยท Concourse B & C ยท Feb 18
$4,200
Filed โœ“
Bagel Supplies
#JD-8817 ยท Einstein Bros ยท Feb 17
$1,560
Pending
Connected Systems
JetDirect integration stack
๐Ÿ“Š
Restaurant365 (R365)
Auto PO entry ยท 312 filed this month
Live
๐Ÿ›’
JetDirect Ordering
AI purchasing agent ยท 18 locations
Live
๐Ÿ“ˆ
CFO Budget Engine
Line-item controls ยท Real-time alerts
Live
๐Ÿฆ
AP Automation
Invoice matching ยท Coming Q2 2026
Coming Soon