My Dashboard

My Dashboard - Live provides you with an overview of your store's performance for the current day. Made up of widgets, you can get insights into the sales for the current day and compare it with last week's, last year's or the forecasted sales.

My Dashboard - Live reports are only available if the POS system Point Of Sale system - the system/register used to bill customers and track sales. used by your organization supports the transmission of live data.

Select the store for which you want to view the sales performance for the day from the drop-down list in the top-left corner of the page.

The following information is displayed on the page:

Last Sale: The date and time Unless specified otherwise, the date and time will always show in the user's local time. stamp of the last sale received by CLEARVIEW from your POS system Point Of Sale system - the system/register used to bill customers and track sales..

Click on the date/time stamp to view the last sales details received from each of the stations The register or counter at which a transaction is recorded. at the store.
Widgets that display your store's sales performance for the current day.

All sales information displayed in the widgets is from the last end of day Completion of end of day tasks on the POS which results in EOD markers sent to Clearview. performed for the store, to the Last Sale.

The widgets on the My Dashboard - Live page are:

Sales (where Sales is Net Sales or Adjusted Gross)

The Sales amount used in the widget A relatively simple and easy-to-use application that displays information and may be interactive and customizable. is the that set as the POS Period Sales Method.

Click here to learn how to view the POS Period Sales Method in POS Details.

The following information is displayed in the widget A relatively simple and easy-to-use application that displays information and may be interactive and customizable.:

The total sales for the current day is displayed in the left portion of the widget A relatively simple and easy-to-use application that displays information and may be interactive and customizable..
The percentage increase () or decrease () in sales over the comparison period for the same duration is displayed below the sales.
The graph displays the sales for each period of the current day (actual results) in blue, and the comparison period sales for the same period in pink.

The time displayed on the x-axis of the graph is the start of the time period for which the sales is plotted.

Interactive options:

Hover over Place the cursor over. a point on the graph to view the total sales for that time period.

The time displayed in the pop-up is the start of the time period for which the total sales is displayed.
Hover over Place the cursor over. Actual Results or the Comparison Period in the legend of the graph to view that graph line stronger.
Click on Actual Results or the Comparison Period in the legend of the graph to show/hide that line on the graph.

Customizations:

Click on ... in the top-right corner of the widget A relatively simple and easy-to-use application that displays information and may be interactive and customizable. and then click on Options to customize the widget A relatively simple and easy-to-use application that displays information and may be interactive and customizable..

Customizations carried out by you will only be saved for your username and will not affect the rest of your organization.

Comparison: Lets you select the comparison period for the graph:

The Comparison period selected is displayed in pink in the legend of the graph.
- Last Week: The same day in the previous week.
- Like Day Last Year: The same day of the week closest to today's date last year. Click here to learn more.
- Same Week # Last Year: The same day of the week in the same week # last year. Click here to learn more.
- Forecast: The sales forecast that was generated for the day will be used as the comparison period.
Graph Type: Lets you select the type of graph displayed:
- Area: The total sales for the period will be displayed as an area graph.
- Line: The total sales for the period will be displayed as a line graph.

Average Sale

The following information is displayed in the widget A relatively simple and easy-to-use application that displays information and may be interactive and customizable.:

The average sale value of each transaction recorded for the current day.

Average Sale = Sales / Transactions
The percentage increase () or decrease () in the average sale over the comparison period for the same duration is displayed in the bottom-right corner of the widget A relatively simple and easy-to-use application that displays information and may be interactive and customizable..
The comparison period used is displayed below the percentage increase/decrease.

Customizations:

Customizations carried out by you will only be saved for your username and will not affect the rest of your organization.

Comparison: Lets you select the comparison period for the widget A relatively simple and easy-to-use application that displays information and may be interactive and customizable.:

The Comparison period selected is displayed in the bottom-right corner of the widget A relatively simple and easy-to-use application that displays information and may be interactive and customizable..
- Last Week: The same day in the previous week.
- Like Day Last Year: The same day of the week closest to today's date last year. Click here to learn more.
- Same Week # Last Year: The same day of the week in the same week # last year. Click here to learn more.
- Forecast: The sales forecast that was generated for the day will be used as the comparison period.

Transactions

The following information is displayed in the widget A relatively simple and easy-to-use application that displays information and may be interactive and customizable.:

The total number of transactions recorded for the current day.
The percentage increase () or decrease () in the number of transactions over the comparison period (for the same duration) is displayed in the bottom-right corner of the widget A relatively simple and easy-to-use application that displays information and may be interactive and customizable..
The comparison period used is displayed below the percentage increase/decrease.

Customizations:

Customizations carried out by you will only be saved for your username and will not affect the rest of your organization.

Comparison: Lets you select the comparison period for the widget A relatively simple and easy-to-use application that displays information and may be interactive and customizable.:

The Comparison period selected is displayed in the bottom-right corner of the widget A relatively simple and easy-to-use application that displays information and may be interactive and customizable..
- Last Week: The same day in the previous week.
- Like Day Last Year: The same day of the week closest to today's date last year. Click here to learn more.
- Same Week # Last Year: The same day of the week in the same week # last year. Click here to learn more.
- Forecast: The sales forecast that was generated for the day will be used as the comparison period.

SPLH* or TPLH*

The Schedule Method selected determines whether the SPLH or TPLH widget A relatively simple and easy-to-use application that displays information and may be interactive and customizable. is displayed.

Click here to learn how to change the Schedule Method in Schedule - Method.

The following information is displayed in the widget A relatively simple and easy-to-use application that displays information and may be interactive and customizable.:

The sales per labour hour* or transactions per labour hour* for the current day.

Sales Per Labour Hour (SPLH) = Sales / Number of labour hours recorded through time cards

Transactions Per Labour Hour (TPLH) = Transactions / Number of labour hours recorded through time cards

The number of labour hours logged for each period can be found in the Hours column of the ~~~Live~~~ Hourly Labour Cost report.
The colour in the gauge around the SPLH Sales Per Labour Hour. It is the total sales for the period divided by the number of labour hours logged for the same period.*/TPLH Transactions Per Labour Hour. It is the total number of transactions registered for the period divided by the total number of labour hours logged for the same period.* indicates how close your SPLH Sales Per Labour Hour. It is the total sales for the period divided by the number of labour hours logged for the same period.*/TPLH Transactions Per Labour Hour. It is the total number of transactions registered for the period divided by the total number of labour hours logged for the same period.* is to your target.

The target SPLH Sales Per Labour Hour. It is the total sales for the period divided by the number of labour hours logged for the same period.*/TPLH Transactions Per Labour Hour. It is the total number of transactions registered for the period divided by the total number of labour hours logged for the same period.* can be found in Schedule - Method settings.

Click here to learn how to change the target Sales Per Labour Hour or Txn Per Labour Hour in Schedule Method.
- Green: Within the target range (i.e. within the target ± threshold).
  
  EXAMPLE
  
  If the Target is 40 and the Threshold is 10, the gauge will show green if the SPLH Sales Per Labour Hour. It is the total sales for the period divided by the number of labour hours logged for the same period./TPLH Transactions Per Labour Hour. It is the total number of transactions registered for the period divided by the total number of labour hours logged for the same period. is between 30 and 50 (i.e. Target - Threshold ≤ SPLH*/TPLH* ≤ Target + Threshold).
- Yellow: Close to the target range (i.e. within two thresholds of the target range).
  
  EXAMPLE
  
  Using the same example from above, the gauge will show yellow if the SPLH Sales Per Labour Hour. It is the total sales for the period divided by the number of labour hours logged for the same period./TPLH Transactions Per Labour Hour. It is the total number of transactions registered for the period divided by the total number of labour hours logged for the same period. is between 20 and 30 (i.e. Target - 2 x Threshold ≤ SPLH*/TPLH* < Target - Threshold), or 50 and 60 (i.e. Target + Threshold < SPLH*/TPLH* ≤ Target + 2 x Threshold).
- Red: Far from the target range (i.e. beyond two thresholds of the target range)
  
  EXAMPLE
  
  Using the same example from above, the gauge will show red if the SPLH Sales Per Labour Hour. It is the total sales for the period divided by the number of labour hours logged for the same period./TPLH Transactions Per Labour Hour. It is the total number of transactions registered for the period divided by the total number of labour hours logged for the same period. is less than 20 (i.e. SPLH*/TPLH* < Target - 2 x Threshold) or more than 60 (i.e. SPLH*/TPLH* > Target + 2 x Threshold).
The comparison period used is displayed in the bottom-right corner of the widget A relatively simple and easy-to-use application that displays information and may be interactive and customizable. along with the SPLH Sales Per Labour Hour. It is the total sales for the period divided by the number of labour hours logged for the same period.*/TPLH Transactions Per Labour Hour. It is the total number of transactions registered for the period divided by the total number of labour hours logged for the same period.* for the comparison period.

Customizations:

Customizations carried out by you will only be saved for your username and will not affect the rest of your organization.

Comparison: Lets you select the comparison period for the widget A relatively simple and easy-to-use application that displays information and may be interactive and customizable.:

The Comparison period selected is displayed in the bottom-right corner of the widget A relatively simple and easy-to-use application that displays information and may be interactive and customizable..
- Last Week: The same day in the previous week.
- Like Day Last Year: The same day of the week closest to today's date last year. Click here to learn more.
- Same Week # Last Year: The same day of the week in the same week # last year. Click here to learn more.
- Forecast: The sales forecast that was generated for the day will be used as the comparison period.
Threshold: Lets you determine the target range. The target range is the target SPLH Sales Per Labour Hour. It is the total sales for the period divided by the number of labour hours logged for the same period.*/TPLH Transactions Per Labour Hour. It is the total number of transactions registered for the period divided by the total number of labour hours logged for the same period.* ± threshold.

The target SPLH Sales Per Labour Hour. It is the total sales for the period divided by the number of labour hours logged for the same period.*/TPLH Transactions Per Labour Hour. It is the total number of transactions registered for the period divided by the total number of labour hours logged for the same period.* can be found in Schedule - Method settings.

Click here to learn how to change the target Sales Per Labour Hour or Txn Per Labour Hour in Schedule Method.

TO VIEW MY DASHBOARD - LIVE:

Open the My Dashboard - Live page.
Select the store for which you want to view the sales performance for the day from the drop-down list in the top-left corner of the page.
Use the interactive options (where available) for each widget A relatively simple and easy-to-use application that displays information and may be interactive and customizable. to view more details.

*optional section or field that may or may not be visible depending on the settings selected, whether the supplier is integrated or not, etc.