Cannabis Services
Training, Service, & Support For Businesses Of All Sizes
From licensing and compliance to finance, operations, marketing, and sales, we help you cut through the noise and focus on what matters—results.
Consulting
With over 100k in revenue recovery, find out how CDM can help you today.
Whether you’re adding new software, cleaning up data, or trying to get your existing systems to finally “talk” to each other, we’ll get you set up, trained, and running at 100%.
Purchasing & Category Management
Helping dispensaries buy smarter, move product faster, and stay profitable.
Data Management
Ensuring consistent, accurate, and actionable product data across all systems.
Wholesale Management
Helping expand footprint, manage relationships, and grow top-line sales.
Learn more about our assortment of managed services
Analyst Services
Market, Sales & Operational Analytics
Turning data into decisions through insight, structure, and reporting.
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The cannabis market moves fast — and data rarely sits in one place. CDM helps operators, brands, and investors make sense of their numbers by connecting sales, pricing, and production data into actionable intelligence. From cleaning spreadsheets to building automated dashboards, CDM’s analyst support delivers clarity and control.
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Data Collection & Cleanup – Merge, normalize, and audit data from multiple systems (BioTrack, POS, LeafLink, QuickBooks, etc.).
Market Benchmarking – Compare your store or brand’s pricing, margins, and category performance to market averages.
Sales Trend Analysis – Identify top performers, slow movers, and category opportunities.
Inventory Efficiency Reporting – Analyze stock-to-sales ratios, days on hand, and reorder timing.
Customer & Transaction Insights – Evaluate basket size, repeat rate, and new vs returning customer behavior.
Financial Dashboards – Integrate cost, revenue, and margin data into clean visual dashboards (Google Sheets or Looker Studio).
Forecasting & Planning – Predict demand and sales velocity by category, strain, or season.
KPI Development – Define measurable performance indicators for purchasing, sales, and operations teams.
Monthly Market Summary Reports – Optional recurring reports with commentary on price movement, category shifts, and competitive changes.
Data Services
Systems, Standards & Data Integrity
Ensuring consistent, accurate, and actionable product data across all systems.
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In cannabis, bad data means lost sales, compliance risk, and operational chaos. CDM helps build a single source of truth for your products, pricing, and vendor information — across BioTrack, POS, ERP, and e-commerce platforms.
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Data Governance Framework – Establish naming conventions, product hierarchies, and master sheets.
SKU Creation & Normalization – Standardize class, subclass, dominance, extraction, and packaging details.
Multi-System Syncing – Align product data across BioTrack, Cova, LeafLink, QuickBooks, and other systems.
Compliance Label Data Setup – Ensure strain, potency, and expiration details match COAs and labels.
Master Sheet Development – Build structured Google Sheets or AppSheet databases for product management.
Product Lifecycle Control – Define activation, revision, and archival workflows for every SKU.
Reporting Standardization – Unified data for analytics, category reviews, and sales dashboards.
Cross-Department Training – Teach teams how to input, audit, and maintain clean data.
Add-On Support
Available across all service areas for deeper integration or operational support.
System Setup & Training – BioTrack, Cova, LeafLink, Distru, QuickBooks, and related tools.
Data Cleanup & Reporting – SKU normalization, price index comparisons, and monthly dashboards.
Vendor Onboarding – Standardized forms, compliance checks, and contact directories.
Custom AppSheet Tools – Build lightweight workflow apps for purchasing, product creation, or sales tracking.
Retail Services
Purchasing & Category Management
Ensuring consistent, accurate, and actionable product data across all systems.
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Retailers often juggle dozens of vendors, thousands of SKUs, and a moving target of pricing and promotions. CDM brings structure, analytics, and strategy to every purchase decision.
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Category Review & Strategy – Regular reviews of sales, margin, and product movement by category.
Vendor Performance Tracking – Scorecards for delivery reliability, QA issues, and return handling.
Product Lifecycle Management – Introduction, rotation, and exit strategy per SKU or brand.
Pricing & Promotion Planning – Competitive benchmarking and index tracking vs. local market.
Assortment Planning – Build or refine SKU mix to balance high-turn essentials and premium drivers.
Purchasing Calendar & Order Templates – Streamlined workflows for recurring and seasonal buys.
Cost & Margin Analysis – Evaluate vendor pricing and target margins by category or product line.
Vendor Negotiation & Relationship Management – Outreach, deal negotiation, and scheduling product drops.
Wholesale Services
Sales & Market Development
Helping producers and brands expand their footprint, manage relationships, and grow top-line sales.
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For brands struggling to break into new stores or maintain follow-up with existing accounts, CDM functions as your fractional sales arm — connecting you with real buyers and managing the follow-through.
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Account Prospecting & Target Lists – Identify qualified stores by region, volume, and category fit.
CRM & Lead Management – Build and maintain a clean, trackable sales pipeline (Google Sheets, AppSheet, or CRM integrations).
Email & Text Outreach – Professional introductions and follow-up sequences with purchasing teams.
Menu Building & Product Decks – Digital menus and brand decks formatted for buyers.
Order Coordination – Turn texted or emailed orders into structured POs and delivery schedules.
Sales Reporting & Feedback Loop – Summaries of buyer feedback, competitive pricing, and sales velocity.
Market Insights & Placement Tracking – Track where products are sold, how they’re priced, and shelf visibility.
Promotional Planning – Coordinate in-store promotions, pop-ups, and featured product campaigns.
Add-On Support (for both Retail & Wholesale)
System Setup & Training – BioTrack, Cova, LeafLink, Distru, QuickBooks, etc.
Data Cleanup & Reporting – SKU normalization, price index comparisons, and monthly dashboards.
Vendor Onboarding – Standardized forms, compliance checks, and contact directories.
AppSheet Tools – Custom workflow apps for purchasing, product creation, or sales tracking.