Dashboards & Analytics

Dashboards & Analytics

Managers access comprehensive dashboards to monitor team performance, track completion rates, and identify inventory issues.

Manager Dashboard Overview

The manager dashboard provides organization-wide visibility:

KPI Cards

Metric	Description
Total Sites	Number of retail locations
Active Products	Products currently being tracked
Today’s Completion	% of products with full entries
Open Anomalies	ALERT and WATCH issues requiring attention

Activity Charts

• 7-Day Trend — Count entries and anomalies over time
• Completion by Site — Bar chart showing each site’s daily completion rate
• Anomaly Distribution — Pie chart of OK / WATCH / ALERT status

Sites Table

All organization sites with:

• Site name and client
• Products assigned
• Today’s completion status
• Active anomalies count
• Quick action buttons

Completion Tracking

Understanding Completion

Status	Meaning
Complete	Both count AND SAP entries saved
Partial	Count saved, SAP pending
Missing	No entries for today

Site-Level View

Click any site to see:

Completion Summary: 45/50 products
├── Complete: 40
├── Need SAP: 3
└── Pending: 7

Historical Trends

Track completion rates over time:

• Daily averages — Identify problematic sites
• Weekly summaries — Spot patterns (weekends, holidays)
• User performance — Which controllers complete on time

Anomaly Management

Anomaly Dashboard

Central view of all detected issues:

Severity	Count	Action
ALERT	5	Immediate attention required
WATCH	12	Monitor and investigate
OK	143	No action needed

Anomaly Types

1. Locker Short — Negative back room balance
2. Sales Floor Short — Negative floor balance
3. Out of Stock — Zero inventory on floor
4. High Damages — Excessive waste/theft
5. Short Delivery — Below-threshold restocking
6. OSA Breach — On-shelf availability below target

Responding to Anomalies

ALERT Level:

• Contact site supervisor immediately
• Investigate within 2 hours
• Document root cause
• Update notes in HCP

WATCH Level:

• Review at end of day
• Check if pattern repeats
• Adjust thresholds if needed

Team Management

User Performance

View completion rates by controller:

User	Sites	Avg Completion	On-Time Rate
John D.	3	94%	96%
Sarah M.	2	87%	91%

Site Assignments

Manage which users access which sites:

• Add/remove site memberships
• Balance workload across team
• Cover absences with reassignments

Reporting

Daily Reports

Auto-generated summaries sent to managers:

• Sites with < 90% completion
• New ALERT anomalies
• Users missing daily targets

Custom Date Ranges

Filter dashboard data:

• Today
• Last 7 days
• Last 30 days
• Custom range

Best Practices for Managers

1. Review dashboard daily — 5 minutes each morning
2. Follow up on ALERTs — Same-day resolution
3. Recognise high performers — Share completion rates
4. Identify training needs — Low completion = coaching opportunity
5. Adjust thresholds — Tune anomaly sensitivity quarterly

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Next: Site Management