Fourth Analytics: Sales & Labor KPI Dashboard (Mobile-Responsive)

Overview

This article explains how to access and use the Sales & Labor KPI Dashboard. Unlike standard Analytics dashboards, the KPI dashboard is mobile-friendly and responsive, automatically adapting its layout and widget sizing for smaller screens, making it easier for field and operations users to review key metrics on the go.

This dashboard provides a streamlined view of Sales Performance, Labor Efficiency, and Forecast Accuracy to support faster decision-making and day-to-day operational focus 

Dashboard Availability

The Sales & Labor KPI Dashboard (mobile-responsive dashboard ) is available to any US Region Analytics customers who are on the standard version. 

User Access to KPI Dashboard

Users can be assigned to the KPI dashboard via the Admin app - see the instructions here in this article.
To find out more about the Fourth Analytics Admin app, please see here.

• Select Edit against the required user

• Under 'Groups' select Configure

• Select Ops KPI, assign it with the right arrows, and then Save

• Once assigned, the user(s) can navigate to the dashboard by selecting KPIs from the top banner bar

Layout and Filters

The KPI dashboard can be viewed on a desktop, tablet or mobile device. The images below show how the dashboard might look on a mobile screen.

• Scroll down the dashboard to view the following metrics and reports:
  • Sales (Act) - Actual Sales, displayed as currency amount
  • Sales (Fcst) - Forecast Sales, displayed as currency amount
  • Sales vs Fcst - Actual Sales less Forecast Sales, currency amount
  • WAPE - Manager Sales Forecast accuracy (Weighted Absolute Percentage Error), displayed in %
  • Labor Cost - Actual Labor Cost amount
  • Labor % - Actual Labor divided by Actual Sales, shown as %
  • Hours (Act) - Actual Labor Hours worked
  • Hours (Opt) - Optimal Labor Hours (KPI will display 0 for non-Labor Optimization customers)
  • Hours Vs Opt - Actual Labor Hours less Optimal Labor Hours
  • Sales per Labor Hour - Actual Sales divided by Actual Labor Hours, currency amount
     
• The default Date range filter is From 7 to 1 day ago
  Other options are:
  • Pre-defined range, e.g. Last month
  • All time
  • Static period
  • Relative period, e.g. from X days to Y days
     
• Weekday and Organization Level filters are also available

Charts

Sales vs Labor Hours per Timeslot

• Displays Actual Sales amount and Actual Labor Hours by hour

Sales vs Labor Hours per Weekday

• Displays Actual Sales amount and Actual Labor Hours by day of the week

Actual vs Forecast Sales 

• Displays Actual Sales and Manager Forecast Sales date

Actual vs Optimal Hours 

• Displays Actual Labor Hours and Optimal Labor Hours by date

Reports

Sales vs Hours by Location

Displays KPI metrics by location and grouped by organization level

• To export or schedule the report results to be emailed (either in XLSX or CSV format), select the ellipsis button (three dots) in the top right-hand corner of the table

Alerts and Scheduled Emails

• Email alerts can be set by selecting the alert (bell icon)
• Set a threshold and condition, e.g. 'above', 'below'

• To export the KPI dashboard as a PDF or schedule it to be emailed, select the ellipsis (three dots) in the top right corner of the dashboard

Drill Down to Sales Dashboard

• To 'drill down' into the Labor dashboard (see Fig.14), select any KPI metric from the top of the dashboard

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