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Client Portal

your command center for retail revenue

The operating system for brands serious about sales. Track your pipeline, close deals faster, and never miss a dollar with Pearl AI by your side.

Quiet the noise. Buy your time back.

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Dialed Platform Dashboard
Real-Time
Pipeline Updates
24/7
AI Support
One View
Complete Visibility
Zero
Missed Deadlines

Real-Time Pipeline

Every opportunity. Every region. One view.

See exactly where every Costco opportunity stands — regional status, buyer feedback, next steps. No more chasing updates.

Pipeline Intelligence

Your complete sales picture in one dashboard. Track commitments, monitor progress, and know exactly what's happening in every region.

🎯
Regional status at a glance
📊
Live commitment tracking
🔔
Automated deadline alerts
📈
Historical performance data
Texas Accepted
$1.5M
Midnight Chocolate • 8 depots confirmed
Northwest In Review
$1.8M
Craig reviewing • Decision by Friday
Bay Area Pitched
$2.7M
Awaiting feedback • Follow up scheduled
Midwest Pending
$1.2M
Preparing submission • Q2 rotation

Meet Pearl, your AI co-pilot

Pearl is the AI assistant built specifically for CPG retail. Get instant answers, surface insights, and never miss a critical deadline again.

💬
Natural language queries
📚
Costco knowledge base
🔔
Proactive alerts
⚡
Instant compliance checks
🐚

Pearl AI

Always online
🧮

Economics Calculator

$
$
Cost of Goods $51.00
Revenue Per Case $155.88
Gross Profit $104.88
Margin 67.3%

Know Your Numbers Before You Pitch

Model margins, landed costs, and profitability in seconds. Protect your margins and mitigate risk with confidence before every presentation.

💰
Real-time margin calculations
📦
Pallet configuration builder
🚚
Landed cost modeling
✅
Costco compliance validation

Sample & PO Tracking

Never wonder "did they receive it?" again.

Every sample request and purchase order tracked from send to delivery. Full visibility, zero guesswork.

📦

Sample Requests

8 Active
✓
Midnight Chocolate Bar
Craig J. — Costco Northwest
Delivered
2 days ago
→
Velvet Scoop Crunch Bar
Jennifer L. — Costco Texas
In Transit
Est. Friday
⏳
Salted Caramel Trio
George C. — Costco Bay Area
Preparing
Ships Monday

End-to-End Visibility

Know exactly where every sample is in the process. From request to delivery confirmation, with automatic status updates and buyer feedback tracking.

📍
Real-time tracking updates
📋
Automated follow-up reminders
💬
Buyer feedback capture
📊
Conversion analytics

Team Collaboration

Your Volume team, always in sync.

Real-time updates from your dedicated team. Meeting requests, item reviews, and wins — all in one place.

I
Ian Wilson Account Director 2 hours ago

Shared an update from Northeast — they're requesting a meeting on February 17th at the regional office. Want me to confirm?

Schedule Meeting
E
Elle Evans Operations Lead Yesterday

Just shared Velvet Scoop's Crunch Bar item submission for your review. Respond by Wednesday so we can hit the rotation deadline.

Review Submission
J
Jess Mulligan Strategy Manager 2 days ago

🎉 Congrats on your rotation success! You crushed it in weekly sales — top performer in the Southwest region. The buyers are taking notice.

Platform Capabilities

Everything you need. Nothing you don't.

Purpose-built for brands executing in the club channel. Every feature designed to give you clarity, confidence, and control.

📊

Real-Time Pipeline

See exactly where every opportunity stands. Regional status, buyer feedback, next steps — all in one view.

🧮

Economics Calculator

Model margins, landed costs, and profitability before you pitch. Protect your margins with confidence.

📦

Pallet Configuration

Build compliant pallets with height, weight, and Ti-Hi validation. Meet Costco's exact specifications.

📋

Sample & PO Tracking

Every sample request and purchase order tracked from send to delivery. Zero guesswork.

🐚

Pearl AI Assistant

Instant answers to Costco questions. Compliance specs, deadlines, requirements — 24/7 support.

📈

Sales Analytics

Velocity metrics, regional performance, and growth insights at a glance. Data-driven decisions.

✅

Compliance Hub

Regulatory resources, packaging requirements, and vendor documentation. Stay compliant.

🎨

Creative & Marketing

Access partner resources for demos, displays, and marketing assets. Everything organized.

Ready to get dialed in?

Working with one of the world's most powerful retailers? You need a workflow that's just as serious. Dialed is included for all Volume clients.

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