The Summary view of CStoreOffice® Mobile App presents the dashboard aggregating the major back-office merchandise and fuel data for the location. The dashboard allows you to get access to the most commonly used reports that will help you to easily track and forecast the retail location performance.
You can see the following widgets in the dashboard.
All widgets and their forms are permission-based. For details, see Granting Permissions to CStoreOffice® Mobile App Functionality.
Store KPI
To get the list of permissions from the Store KPI widget, see Store KPI Widget Permissions.
The Store KPI widget presents information about merchandise KPI for the location:
- Sales: The total sales amount, projected and reported for the last year. From the Sales section, you can open and view the following reports:
- Store Sales History report: Tap the Sales section.
- Item Sales by Tags report: Tap the Sales section and then, in the Store Sales History report, tap the tag icon.
- GPM: The GPM rate, projected and reported for the last year. Tap the GPM section, to open and view the GPM Progress report.
- Profit: The merchandise profit amount, projected and reported for the last year. Tap the Profit section, to open and view the Store Profit by Category report.
- Inventory: The inventory amount, projected and reported for the last year. Tap the Inventory section, to open and view the Inventory Level by Category report.
- Inv. Over/(Short): Tap the Inv. Over/(Short) section, to view the Inventory Adjustment History report that displays the history of inventory adjustments made for the location.
Fuel KPI
To get the list of permissions from the Fuel KPI widget, see Fuel KPI Widget Permissions.
The Fuel KPI widget presents information about fuel KPI for the location:
- Sales (Gal): The amount of fuel sold (in gallons), projected and reported the last year. Tap this line to open the Fuel Sales History report.
- Price: The fuel price, projected and reported for the last year. From the Price section, you can open and view the following reports:
- Price Report: Tap the Price section, to open the Price report with information about competitor fuel prices.
- Price History report: Tap the Price section and then in the Price Report, tap the history icon.
- Pool Margin: The pool margin, projected and reported for the last year. The pool margin is the estimate of total profit per gallon based upon the gasoline sales price versus cost of gasoline per gallon. Tap this line to open the Pool Margin Progress report.
- Profit: The fuel profit amount, projected and reported for the last year. Tap this line in the widget to open the Fuel Profit Progress report.
Profit
To get the list of permissions from the Profit widget, see Profit Widget Permissions.
The Profit widget displays information about merchandise and fuel profit:
- Store: The merchandise profit, projected and reported for the last year. Tap this line to open the Store Profit by Category report.
- Fuel: The fuel profit, projected and reported for the last year. Tap this line to open the Fuel Profit Progress report.
- VIP: Purchases amount by VIP (Volume Incentive Programs). Tap this line to open the VIP report.
- Allowance: Purchases amount by allowance programs. Tap this line to open the Fuel Allowance report.
- Total Profit: The total profit for the location, projected and reported for the last year.
Shifts
To get the list of permissions from the Shifts widget, see Shifts Widget Permissions.
The Shifts widget displays information about recently accepted shifts. Tap the necessary line to see shift details.
Fuel Inventory
To get the list of permissions from the Fuel Inventory widget, see Fuel Inventory Widget Permissions.
The Fuel Inventory widget displays inventory data for all fuel types. Tap the necessary line to see inventory details for a specific fuel type.
Location Info
No permissions required to display the Location Info widget.
The Location Info widget displays information about the location set up in CStoreOffice®.
