Understand Your Impact: The Store Insights Performance Snapshot #
Hello, team members! Understanding your contribution is key to working effectively in retail. That’s where the Store Insights Performance Snapshot, your personalized entry point to Ficos’ store analytics, comes into play. This isn’t a separate module, but rather the initial, dynamic view you see, designed to consolidate *your* critical performance data from the last 30 days into one easy-to-understand screen.
When you access store insights, this snapshot greets you personally and shows actionable data related to *your* sales activities, helping you track your trends, top-selling items, peak times, and how you rank among peers. Depending on your permissions, it also provides crucial store-wide context like low stock alerts or key financial figures. So, let’s dive into how this snapshot helps you understand your performance and contribute effectively.
Gaining Clarity on Your Retail Contribution #
In a busy store, it’s easy to lose track of your individual impact. Common hurdles include:
- Lack of Personal Visibility: Difficulty tracking your own sales figures, order values, and specific contributions amidst daily operations.
- Guesswork on Performance: Wondering which products you sell best or when your busiest times are without concrete data.
- Missed Improvement Opportunities: Without clear metrics (like your average items per transaction or sales trends), it’s hard to pinpoint areas for growth.
- Connecting Actions to Outcomes: Understanding how your daily efforts directly influence store goals can be challenging.
The Store Insights Performance Snapshot tackles these issues by giving you immediate, personalized, data-driven feedback on your recent activity.
What is the Store Insights Performance Snapshot? #
The Store Insights Performance Snapshot is the personalized dashboard that greets you within the Ficos store analytics section. It provides a tailored summary of *your* performance and key activities over the last 30 days. It analyzes metrics linked directly to your user account, such as your sales totals, order counts, average order value, and your sales ranking compared to other staff.
The snapshot uses clear summaries, comparison percentages (vs. the prior 30 days), charts, and lists. It starts with a personalized greeting and offers dynamically generated advice based on *your* specific metrics. Crucially, it may also display store-wide information like low stock products or financial summaries, *if* your account permissions allow, providing valuable context for your individual performance. Think of it as your personal performance dashboard, readily available to guide your efforts.
Breaking Down the Snapshot Features (Based on Your Permissions) #
The information presented in your snapshot depends on the permissions assigned by the store owner. Here’s a breakdown of what it *can* display:
1. Personalized Greeting & Your KPI Summary #
- Begins with a “Hello, [Your Name]”.
- Highlights *your* Key Performance Indicators (KPIs) for the last 30 days:
- Your Total Sales: Value of orders processed by you.
- Your Total Orders: Number of orders processed by you.
- Your Average Order Value (AOV): Average amount per order you handled.
- Your Sales Rank: Your sales position compared to other active staff/owner based on the last 30 days.
- Includes percentage changes for *your* Sales, Orders, and AOV compared to the previous 30-day period, showing your personal trend.
2. Performance Tab (Requires ‘View Customer Orders’ Permission) #
- Your Sales & AOV Trend Chart: Line chart showing *your* daily sales and AOV over the past 30 days.
- Your Sales by Category Chart: Doughnut chart illustrating which product categories generated the most sales revenue from *your* transactions.
- Your Contribution List: Metrics derived from *your* sales:
- Est. Profit Generated: Estimated profit from items *you* sold.
- Avg. Profit / Order: Average estimated profit for *your* orders.
- Avg. Items / Transaction: Average item count in *your* transactions.
- Total Discounts Given: Total discount value applied *by you* (requires ‘Add Discount’ permission).
- % Orders Discounted: Percentage of *your* orders with discounts (requires ‘Add Discount’ permission).
3. Products Tab (Requires ‘View Products’ Permission; ‘Your Top Selling’ also needs ‘View Customer Orders’) #
- Your Top Selling Products List: Products *you* sold most frequently in the last 30 days, including estimated profit generated by you from those sales. (Paginated list).
- Store-Wide Low Stock Alerts List: Products across the *entire store* at or below their low-stock level. (Paginated list).
4. Operations Tab (Requires ‘View Customer Orders’ Permission) #
- Your Peak Selling Hours Chart: Bar chart showing the hours *you* processed the most orders and sales over the last 30 days.
- Your Peak Selling Days Chart: Line chart showing the days of the week *you* generated the most sales over the last 30 days.
5. Financials Tab (Visibility depends on specific financial/expense permissions) #
- Store Financial Snapshot (Requires ‘View Financial Overview Report’ Permission): Store-wide summary for the last 30 days (Gross Sales, COGS, Profit, Expenses, Debts).
- Top Store Expenses (Requires ‘View Expenses’ Permission): Lists the top 5 store-wide expense categories for the last 30 days.
6. Actionable Insights & Focus Areas #
- A dedicated section at the bottom providing tailored advice based directly on *your* calculated metrics and trends (e.g., suggestions based on your sales rank, AOV trend, discount rate, top products, or low stock items).
Using Your Snapshot for Smarter Work #
This personalized snapshot provides immediate insights you can act upon:
Track Your Performance #
Instantly see *your* sales, orders, AOV, and rank for the last 30 days, along with trends versus the previous period. Use the tailored advice to focus your efforts.
Optimize Sales Techniques #
Identify *your* peak selling times, understand which products *you* sell best, and see metrics like *your* average items per transaction to find opportunities for upselling or cross-selling.
Contribute Proactively #
If permitted, see store-wide low stock alerts and inform management, preventing missed sales. Understanding *your* contribution metrics helps align your actions with store goals.
Contextual Awareness (Permission Dependent) #
If you can view store financials or expenses, you gain context on overall store health, reinforcing the importance of efficient work and careful resource use.
Why Use the Performance Snapshot? #
Personalized Clarity #
Get a clear, immediate view of *your* specific contributions and trends.
Data-Driven Focus #
Identify *your* strengths and areas for improvement based on actual data, not guesswork.
Instant Feedback Loop #
See how *your* activity translates into metrics and receive tailored advice.
Informed Contribution #
Use personalized and store-wide insights (if permitted) to work more effectively towards common goals.
Interesting Reads #
To explore related retail management concepts further, check out these articles:
- Understanding the Financial Overview Report
- How the Days of Inventory Remaining Report Helps Shopkeepers Balance Stock Levels
- Expense Management Features
- Retail Sales by Staff
Conclusion #
The Store Insights Performance Snapshot is your personal dashboard for understanding your impact. By consolidating *your* data, providing actionable advice, and offering relevant store context (based on permissions), this snapshot makes it easier than ever to see your contribution and work smarter.
Make it a habit to check your Performance Snapshot regularly!
Frequently Asked Questions #
How can I access my Performance Snapshot? #
Step 1: On the home screen, tap the ‘View Analytics’ link below the ‘Today’ dashboard summary.
Step 2: This will take you to the Store Analytics page.
Step 3: On the Store Analytics screen, look through the list of available insights and tap on ‘Performance Snapshot’.
Is this different from other reports? #
Yes. While Ficos offers various detailed reports (like Sales by Staff, Financial Overview, etc.), the Performance Snapshot is unique because it’s your personalized starting point. It combines key metrics about you (your sales, rank, trends) with relevant store-wide data (like low stock or financials, if permitted) and tailored advice, all in one convenient view focused on the last 30 days.
How is my data kept private? #
Your Performance Snapshot primarily shows data related to your user account. Access to store-wide sensitive information (like the full Financial Snapshot or Expense details) is strictly controlled by permissions set by the store owner. You will only see the sections and data you are authorized to view.
What store-wide insights might I see? #
Depending on your permissions, your snapshot might include store-wide information like: Low Stock Alerts (listing products needing replenishment across the store), a Financial Snapshot (summarizing overall store profitability for the last 30 days), or Top Store Expenses (highlighting major spending categories). These provide context for your individual efforts.
Does the snapshot show inventory turnover? #
The Performance Snapshot focuses on your sales activity and provides store context like low stock alerts (if you have product viewing permission). It does not calculate or display the store’s overall Inventory Turnover Ratio. For that specific metric, you’d typically refer to dedicated inventory analysis reports within Ficos.
How current are the stock alerts? #
If the “Products” tab with Low Stock Alerts is visible to you (requires ‘View Products’ permission), it reflects the most recent inventory counts in the system when the snapshot is generated. It shows which products are currently at or below their defined minimum stock level. Learn more about interpreting these alerts in the Stock Alerts Guide.
How is my sales rank calculated? #
Your sales rank, shown in the KPI summary, compares your total sales value over the last 30 days against the total sales value of every other active staff member (and the owner, if they process sales) during the same period. The rank is ordered from highest sales (#1) downwards.
How often should I check my Performance Snapshot? #
Checking your snapshot regularly (daily or several times a week) is beneficial. It allows you to monitor your recent trends, see personalized advice, stay aware of your contribution, and quickly spot any relevant store-wide alerts (like low stock) if you have permission to see them.
How does this help me contribute better? #
By seeing concrete data on your performance (e.g., your AOV, peak times, top products) and receiving tailored advice, you can make more informed decisions during your shift. You can focus on techniques that improve your metrics (like upselling), leverage your strengths (promoting products you sell well), and proactively address issues (like informing management about low stock items you noticed on your snapshot).
Understanding your performance within the store context is empowering. The Store Insights Performance Snapshot gives you this personalized view, blending your key metrics with actionable advice and relevant store data (permissions allowing). Use it to track your progress, identify opportunities, and make impactful contributions every day!
What our clients say #
I have managed to track my expenses better and been able to budget and plan better
Nayebare Jenuario #
★★★★★Business has never been managed better on an app than with Ficos! No hardware costs, no implementation costs, the LOWEST cost of ownership and business intelligence at your finger tips! Thx Ficos team
Fort High #
★★★★★Excellent app Very useful for business
Christian TABARO #
★★★★★How it Works #
Step 2: Setup your Store #
Complete your store profile, setup your products and start selling.
Step 3: Thrive & Excel #
Enjoy smoother operations, reduced costs, and increased profits for effortless success.
