Sales Snapshot

Easily view sales information in a quick look format in WorkstandIQ.

In WorkstandIQ, navigate to Sales > Snapshot.
In the top right corner, there is a day selector.
Today will be the default day, click on the day to change to a previous day's information.

All metrics are pulled in automatically from your Point of Sale (POS) and are broken down by location.
By default, the numbers shown are a percentage.
- Utilize the toggle in the top right corner of each graph to change to a dollar amount.
On the percentage view, if the number is red and is accompanied by a down arrow then that metric is down by that percent.
- If the number is green and is accompanied by an up arrow then that metric is up by that percent.
By default, the Goal and Stretch Goal are set to be based on a historical 3-year average.
- To adjust how the goals are determined including the weights of each year for the 3-year average, visit settings for the sales module.
The score is a quick glance indicator for you to easily see the health of your shop.
- Think of the score as a grade out of 100. The score is comprised of the Sales, Profit, and Margin metrics. By default Sales are 40% of the score, Profit is 50% of the score and Margin is 10% of the score.
- These weights can be adjusted in settings for the sales module.
MTD = Month-to-Date
YTD = Year-to-Date

A quick view chart showing how the overall score for each location has been trending over a period of time.