Company Dashboard
Sales, margin, tires sold, and new customers for every location side by side.
Company Dashboard rolls up every store your login can access into one view. It is the owner's end-of-day and end-of-month screen.
Running it #
- Open Company Dashboard from the left menu. It runs for today as soon as it loads.
- Change From and To and click Run Report for any other period.
The store dropdown at the top of the page has no effect here; every location is always included.
What you see #
A totals bar shows Total Sales, Margin $, Margin %, Tires Sold, New Customers, and the number of Locations. Below it, one card per store shows the same figures for that location, with the margin coloured green at 30% or better, amber from 20%, and red below.
Untick a store's box to leave it out of the totals bar, for example to compare company-owned stores without a franchise.
How the numbers are counted #
- Only invoiced tickets count, by invoice date.
- Internal customers and declined lines are left out.
- Margin is sales minus part and tire cost; labor has no cost.
- Tires Sold is the quantity on tire lines.
- New Customers are customers whose first invoice at that store falls in the period.
Total Sales includes tax, so the Margin % on the totals bar can differ slightly from the per-store figures, which are worked out before tax.