Overview
This article explains how to access and use the Sales & Labour KPI Dashboard for EMEA Non-Productivity customers. The 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, Labour Efficiency, Forecast Accuracy, and Budget Performance to support faster decision-making and day-to-day operational focus.
The Sales & Labour KPI Dashboard Non-Productivity is available to EMEA Analytics customers who are not on the Productivity (Labour Optimisation) module. ABS customers are currently out of scope.
User Access to KPI Dashboard
Users can be assigned to the KPI dashboard via the Admin app.
- 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 (Act vs Fcst) — Actual Sales vs Forecast Sales, shown as a % variance
- Budget Sales — Budgeted Sales, displayed as a currency amount
- Actual Sales vs Budget Sales — % variance between Actual and Budget Sales
- Labor £ - Actual Labor Cost amount
- Budget Labour £ — Budgeted Labour Cost amount
- Act Labour £ vs Budg Labour £ — % variance between Actual and Budget Labour Cost
- Labor % - Actual Labor divided by Actual Sales, shown as %
- Budg Labour % — Budgeted Labour Cost divided by Budget Sales, shown as %
- Labour % vs Budg Labour % — % variance between Actual and Budget Labour %
-
Hours (Act) - Actual Labor Hours worked
Each tile also shows the % change and value versus the previous comparison period.
Note: this Non-Productivity version does not include Required/Optimal Hours, Hours vs Required, WAPE, or Sales per Labour Hour — these are only available in the Productivity version, which relies on daily/timeslot labour records that Non-Productivity customers don't receive.
- 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 Labour Hours per Timeslot
- Displays Actual Sales amount and Actual Labour Hours by hour of the day
Sales vs Labour Hours per Weekday
- Displays Actual Sales amount and Actual Labour Hours by day of the week
Actual vs Forecast Sales
- Displays Actual Sales and Manager Forecast Sales 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 Sales dashboard (see Fig.12), select any KPI metric from the top of the dashboard
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