Quick Facts
Quick Facts answers two questions the moment you sign in: how is this week going, and what should I do today? It sits at the top of Shortcuts, the page you land on, and has a page of its own under Get Started → Quick Facts in the sidebar, where it is shown full width with an explanation of every number.
Overview
Quick Facts has two cards side by side (stacked on a phone or a narrow window):
| Card | What it shows |
|---|---|
| This Week / This Month | Tiles grouped in rows: Sales, Operations, Finance, Schedule & Delivery, Team and Customers. Each tile has a figure, a ▲/▼ against the same stretch of the last week or month, one line of detail, and a definition when you hover over it. Click a tile to open the page the figure comes from |
| To Do | The things that need you, most urgent first: unpaid balances, refunds owed, customers waiting, deliveries to book, service work, low stock, purchase orders to receive and more. Each row has at most two buttons that take you straight to the work. When nothing is due it says "Nothing needs you today ✓" |
- Only what your store uses. A row appears only when your store uses that part of UpChannels, so a store with no deliveries sees no Deliveries tile, and a store that doesn't use the time clock sees no Team row. There are at most 16 tiles; a small store usually sees about ten.
- Only what you may see. Profit figures are for owners and managers on the Pro plan or above. The Team row needs Premium and the right Workforce permissions. A tile whose page is hidden from your menu is left out. Where your plan is what stands in the way, owners and managers see one line naming the plan instead, with an Upgrade link.
- Your store's clock. Every "this week" and "today" is your store's, set by the Business Timezone in Settings → Organization, wherever you are.
- Week or month, Monday or Sunday. The Week | Month and Mon | Sun switches change the period. Your browser remembers both for you.
- One location or all. A store with more than one active store location gets a location picker. It starts on All locations.
- Your daily brief, at the bottom. For the people who receive the daily brief, this morning's brief sits on this page, open, under How these numbers are calculated. Fold folds it to one line ("Your brief · Thu 17 Sep · as of 07:05 store time · … · Open ›"), and it stays folded on your next visits in this browser until you click Open ›. Nobody else sees it, it is not in the panel on Shortcuts, and with the brief off the page is exactly as described here.
The tiles
| Row | Tile | The figure | The line under it |
|---|---|---|---|
| Sales | Sales | The value of the sales completed this period, tax included, less anything returned on them | The money that actually came in ("$… money in") |
| Sales | Gross profit | Revenue less the cost of the goods that went out, from your Profit & Loss | The margin before tax |
| Sales | Items sold | Units the customers kept from the sales completed this period | — |
| Sales | Orders | How many sales were completed | The average sale |
| Sales | Returns | Money handed back to customers, on the day it went back | How many sales it came from |
| Sales | Top customer sources (a strip, not a tile) | How the customers on this period's sales found you, top three | — |
| Operations | Purchased | Purchase orders created | Their value and units |
| Operations | Received | Units received into stock | Loads and their cost |
| Operations | Stock value | What your stock on hand is worth at cost, right now | Its retail value and units on hand |
| Finance | Net profit | Profit before tax, from your Profit & Loss | The net margin |
| Finance | Expenses | Expense claims dated in the period | How many, and the biggest category |
| Schedule & Delivery | Deliveries | Delivery visits finished | Visits still to go and visits not delivered |
| Schedule & Delivery | Service jobs | Jobs completed | Jobs still to do and no-shows |
| Team | Hours worked | Hours your team clocked | People and overtime |
| Team | Labour % | Estimated labour cost as a share of the money that came in | Labour and money in |
| Customers | New customers | New customer records | How many can be texted |
| Customers | Walk-in conversion | The share of logged walk-in visitors who bought | Visitors, those who left, and the top reason |
Reading a tile
- ▲ / ▼ compares this period so far with the same stretch of the last one, up to the same day and time of day. A month stops at the end of last month.
- Green means the move helped, red means it hurt. So Returns, Expenses and Labour % going up is red. Net profit follows the Profit & Loss: a smaller loss is a green ▲.
- "–" means there is nothing to compare with (nothing last period, or the first day of the period for the day tiles below).
- "pts" on Labour % and Walk-in conversion is the change in percentage points.
- "now" on Stock value: it is a balance at this moment, so it has no comparison.
- Service jobs, Hours worked, Labour % and Walk-in conversion count whole store days through today, but compare only the days that are over, through yesterday.
- All locations on a tile means the tile cannot follow the location you picked (journals, expenses and customers have no location), so it shows the whole store.
The To-Do list
| Row | It shows when | Buttons |
|---|---|---|
| Unpaid balances | Sales from the last 12 months still owe money. Urgent when the goods have already gone | View unpaid, Open largest |
| Refunds owed | Customers paid more than they now owe (a cancelled sale, returned items, or an overpayment) | Open order |
| Customers waiting on you | Portal change requests, complaints past their due date, customers asking to be called back, or unhappy portal reviews with no complaint logged | Answer, View overdue, Open call list, Log complaint |
| Deliveries to book | Bookings whose day passed with no attempt, delivery orders to schedule (failed visits first), or follow-up visits to confirm. Needs Delivery & Routes switched on | Open the day, Schedule deliveries, Confirm follow-up |
| Service work | Services sold in the last 30 days with no job booked, or jobs past their day still open | Schedule services, Close past jobs |
| New customers: follow up and ask for a review | Last week's new customers, and this week's customers who received their order | Follow-up calls, and a way to ask for reviews that depends on your plan |
| Low stock | Items at or below the minimum level you set | See low stock, Order more |
| Purchase orders waiting to be received | Purchase orders more than a week old with items not yet received | Receive, or Open the order when there is just one |
| Stock accuracy | Problems found by the stock check, a count left open more than 2 days, or a location not fully counted for 90 days | Open audit, Start count / Resume count |
| Aged stock | Stock on hand for more than 180 days | View aged stock, Make markdown tags (opens Price Tags on the aged stock) |
| Books to keep | A bank connection to reconnect, expenses to approve or pay back, bank lines to match. Owners and managers only | Reconnect, Review, Pay & mark reimbursed, Match lines |
| Team hours & pay | Timesheets to check, the next pay-run step, time-off and hours requests waiting for you. Needs Workforce | Fix hours / View, Open pay run / Lock period, Answer |
| Price tags out of date | Printed price tags whose item's price (or MSRP) changed after they were printed, or that has no price any more | Reprint (opens Price Tags with those items ticked) |
- The coloured bar on the left is the row's urgency: red urgent, amber soon, blue when you can.
- Rows are sorted most urgent first, then in the order above.
- A row that ignores the location picker (its page has no location filter) says All locations when you pick one.
Step by step: check your week
- Sign in. Quick Facts is at the top of Shortcuts. If you folded it away last time, click Show.
- Read the This Week row by row. Hover over a tile to see what it counts. Click it to open the page behind it.
- Switch to Month for the month so far, or to Sun if your week starts on Sunday.
- Work down the To Do list from the top. Each button opens the exact list or record to fix.
- Click ⟳ to fetch fresh figures. Otherwise they refresh every five minutes as you come back to the page.
- If you receive the daily brief, scroll to the bottom of Get Started → Quick Facts: this morning's brief is there, starting Your brief. If you folded it, click Open ›.
Tips & best practices
- Set your Business Timezone (Settings → Organization) so "today" and "this week" match your store's clock.
- Record how the customer heard about you on the order form. With no sources recorded, the Top customer sources strip shows a reminder instead of bars.
- Set minimum levels on your products to get low-stock to-dos. Until you do, owners and managers see "Set minimum levels to get low-stock alerts" under the list.
- Money in can be more than Sales: deposits on sales not yet completed count as money in the day they are paid.
- Open Get Started → Quick Facts and expand How these numbers are calculated for the exact rule behind every tile and row.
Troubleshooting
| Issue | Fix |
|---|---|
| A tile or row I expect is missing | The row appears only when your store uses that feature (for example the Team row needs the time clock in use), and a tile whose page is hidden from your menu is left out. Profit figures need the Pro plan and an owner or manager |
| "Gross profit comes with Pro · Upgrade" | Your plan is Basic. Gross profit, Net profit and Expenses come with Pro. Click Upgrade to see the plans |
| "Hours worked and labour % come with Premium · Upgrade" | Shown to the owner on Basic or Pro. The Team row comes with Premium |
| "Couldn't load …" on a row or in the To-Do | One part of Quick Facts could not be read this time; the rest is fine. The message names the tile (or the row, when nothing in it loaded). Click ⟳ to try again |
| "Couldn't load Quick Facts." with Try again | Nothing could be read. Check your connection and click Try again |
| An amber note about the time zone | Your store has no Business Timezone set, so days are counted in UTC. Set it in Settings → Organization |
| The ▲/▼ on Net profit differs a little from the Profit & Loss | The Profit & Loss "like-for-like" runs to the end of the same day last month; Quick Facts compares with the same moment |
| Last week's figures went up after the week ended | A sale counts on the day it became a sale, so one started last week and completed today joins last week |
| No location picker | It shows only when your store has more than one active store location |
What's next
- Land here every day: Shortcuts
- Dig into sales: Sales Report
- Read the full profit picture: Profit & Loss
- See how well-run your store is: Dashboard
- Read yesterday each morning, at the bottom of this page: Daily brief
Detailed reference
Every button, figure and message in Quick Facts, for when you need the exact detail. Each panel starts closed — open the one you need.
Page header and toolbar
| Control | Where | What it does | Notes |
|---|---|---|---|
| Title Quick Facts and "How this week is going, and what needs doing today." | Quick Facts page, header | Static heading | The page opens from Get Started → Quick Facts in the sidebar and from the Quick Facts card on Shortcuts |
| Gauge icon and Quick Facts & To-Do | Top of the panel | Heading of the panel | The same panel on Shortcuts and on the Quick Facts page |
| Location picker (pin icon), All locations or a location's name | Panel header, right | Shows the figures for one store location, or for all of them | Only when the store has two or more active store locations. Starts on All locations every visit. Tiles and to-dos that cannot follow a location say All locations |
| Hide / Show (arrow) | Panel header, right, on Shortcuts only | Folds the panel away or opens it again | Your browser remembers the choice for you. While folded, nothing is read |
| Amber time-zone note: "Quick Facts counts your store's days in UTC because no business time zone is set. Set your business timezone in Organization settings so date filters and reports match across your team." | Top of the panel | Links to Organization settings | Only when the store has no Business Timezone. The X hides it; it stays hidden in this browser, here and on the orders list |
Section: This Week / This Month card
| Control | Where | What it does | Notes |
|---|---|---|---|
| This Week · Mon Sep 21 – Sun Sep 27 (or This Month · Tue Sep 1 – Wed Sep 30) | Card title | Names the period and its store days | The days are your store's, from its Business Timezone |
| Week / Month | Card header, right | Switches the period | Remembered for you in this browser. Starts on Week |
| Mon / Sun (screen-reader labels "Weeks start on Monday" / "Weeks start on Sunday") | Card header, right | Starts the week on Monday or Sunday | Until you choose, it follows the week start set in your Workforce settings (Monday when none). It changes the dates shown only; overtime still follows your Workforce settings |
| ⟳ (label "Refresh") | Card header, far right | Reads every figure again | Spins while reading. Figures are otherwise kept for five minutes |
| Row labels SALES, OPERATIONS, FINANCE, SCHEDULE & DELIVERY, TEAM, CUSTOMERS | Above each row of tiles | Group the tiles | A row appears only when it has a tile or an upgrade line for you |
| Tile grid | Each row | Two tiles to a line on a phone; as many as fit on a wider screen | The Sales row always shows its tiles five across on a large screen |
| "See this month's P&L" | Foot of the Gross profit tile, Week view | The Profit & Loss has no weekly view, so the tile says where it leads | — |
| Grey placeholders | Card body | Shown while the first figures load | When you switch Week/Month or the location, the old figures stay, dimmed, until the new ones arrive |
| "No figures to show for this period yet." | Card body | Nothing came back for any row | Rare: the Sales row is always there |
Section: Tiles
| Tile | Row | Follows the location picker | Compared | Opens | Who sees it |
|---|---|---|---|---|---|
| Sales | Sales | Yes | ▲/▼ % | Sales Report for the same days | Everyone. The hover adds the sales tax included in the money in. Net of returns: the value of anything returned on a sale, tax included, comes off that sale, on the sale's own date. A sale made last month and returned this month lowers last month's figure |
| Gross profit | Sales | No (All locations) | ▲/▼ % | Profit & Loss | Owners and managers on Pro or Premium. On Basic they see "Gross profit comes with Pro · Upgrade"; staff see nothing |
| Items sold | Sales | Yes | ▲/▼ % | Sales Report | Everyone. Units brought back are taken off, on the sale's own date, as in Weekly Reports and the Sales Report |
| Orders | Sales | Yes | ▲/▼ % | Sales Report | Everyone. "avg sale" is Sales divided by Orders, so it is net of returns too. A fully returned sale turns Refunded and is no longer counted |
| Returns | Sales | Yes | ▲/▼ %, up is red | Sales Report | Everyone. The money handed back, tax included, counted on the day it went back |
| Purchased | Operations | Yes | ▲/▼ % | Procurement Orders | Stores that buy stock through purchase orders; hidden when Procurement is hidden from your menu |
| Received | Operations | Yes | ▲/▼ % | Procurement Orders, Receive tab | Same as Purchased |
| Stock value | Operations | Yes | "now" | Snapshot | Stores that keep stock; hidden when Snapshot is hidden from your menu |
| Net profit | Finance | No (All locations) | ▲/▼ %, coloured like the Profit & Loss | Profit & Loss | Owners and managers on Pro or Premium. On Basic they see "Net profit and expenses come with Pro · Upgrade" |
| Expenses | Finance | No (All locations) | ▲/▼ %, up is red | Expenses Report | Same as Net profit |
| Deliveries | Schedule & Delivery | Yes | ▲/▼ % | Routes board | Stores with Delivery & Routes switched on. "booked online" is added when the Customer Portal is on |
| Service jobs | Schedule & Delivery | Yes | ▲/▼ % over completed days | Services Report | Stores that do service work |
| Hours worked | Team | Yes, within your Workforce stores | ▲/▼ % over completed days | Workforce → Timesheets | Premium with Workforce on, for people who can see timesheets, in stores that use the time clock. On a lower plan the owner sees "Hours worked and labour % come with Premium · Upgrade" |
| Labour % | Team | Yes, within your Workforce stores | ▲/▼ pts over completed days, up is red | Workforce → Timesheets | As Hours worked, for people who can see pay (the owner, unless granted). An estimate from clocked hours and pay rates, not your payroll expense |
| New customers | Customers | No (All locations) | ▲/▼ % | Customers | Everyone; hidden when Customers Nurturing is hidden from your menu. Counts new records, not first-time buyers |
| Walk-in conversion | Customers | Yes | ▲/▼ pts over completed days | Lost sales report, Conversion | Stores that log walk-ins; hidden when Walk-ins is hidden from your menu. Always carries a note that it is an estimate from the visits your team logged |
Section: Top customer sources
| Control | Where | What it does | Notes |
|---|---|---|---|
| TOP CUSTOMER SOURCES and the (i) icon | Under the Sales tiles | Heading; the icon shows what the strip counts | — |
| Up to three bars, each "name · 41% · 12" | Under the heading | How the customers on this period's sales found you: the share of all completed sales, and how many | The same list of sources as the Lost sales report. Sources spelled differently are counted together |
| Not recorded (grey bar) | Under the bars | Sales with no customer, or a customer with no source | Only shown when at least one source is recorded |
| "Record how customers found you on the order form" | In place of the bars | Shown when no sale in the period has a source | — |
Section: To Do card
| Control | Where | What it does | Notes |
|---|---|---|---|
| To Do · 5 items | Card title | How many rows need you | Hints under the list don't count |
| Row name in small capitals, for example UNPAID BALANCES | Each row, top | Names the row; hover or focus shows what it counts | Screen readers hear the urgency first ("Urgent", "Soon" or "When you can") |
| Coloured bar | Each row, left | Red urgent, amber soon, blue when you can | A row is as urgent as its most urgent sentence |
| Sentences, for example "3 sales still owe $1,240" with a smaller line under it | Each row | What needs doing | A row shows only the sentences you are allowed to see |
| Up to two buttons | Each row, bottom | Open the list or record to work on | Taken from the first two sentences |
| Ask for review with a lock and a Pro tag | New customers row, Basic plan | Opens Plan & Billing | The To-Do's only upgrade link. With the Customer Portal on, review requests go out automatically, so the row points at them instead |
| All locations | Row, top right | The row ignores the location you picked, because its page has no location filter | Only when a location is picked |
| "Nothing needs you today ✓" | Card body | Nothing is due | Not shown if part of the list could not be read |
| "Couldn't load some to-dos (…)" | Card body | Names the parts of the list that could not be read this time | Click ⟳ to try again |
| Info lines, for example "Set minimum levels to get low-stock alerts" | Under the rows | Tips that are not to-dos | Not counted in the title |
Section: On Shortcuts
| Control | Where | What it does | Notes |
|---|---|---|---|
| Quick Facts panel | Between the Shortcuts header and the cards | The whole of Quick Facts | Folded away or open as you last left it. Hidden while you type in Search features..., so the matching cards are what you see |
| Quick Facts card (gauge icon) | Get Started group, after Get Started | Opens the Quick Facts page | Español "Datos Rápidos", 中文 "经营速览". The panel itself is always in English |
| How these numbers are calculated (link) | Under the panel | Opens the Quick Facts page with the definitions open | Tile definitions show on hover or keyboard focus, which a phone's tap does not do; this is the way to them there |
| Hiding Quick Facts from someone's menu | Settings → Team | Hides the Quick Facts card and the panel for them, and blocks the Quick Facts page | As for every menu item |
Section: How these numbers are calculated
| Control | Where | What it does | Notes |
|---|---|---|---|
| How these numbers are calculated (arrow) | Quick Facts page, under the panel | Opens the full definition of every tile, the sources strip and every To-Do row, and six notes | Starts closed, except when you arrive from the link on Shortcuts. The hover text on each tile comes from the same definitions |
| What is compared | Notes | Each ▲/▼ compares this period so far with the same stretch of the last one, up to the same day and time of day (a month stops at the end of last month), in your store's time zone | — |
| Whole days | Notes | Service jobs, Hours worked, Labour % and Walk-in conversion count whole store days through today, and compare only the days that are over | So the first day of a period shows "–" |
| Late completions | Notes | A sale counts on the day it became a sale, so last week's figure can keep growing after the fact | — |
| Net profit vs the Profit & Loss | Notes | The two changes can differ slightly | See Troubleshooting |
| Money in can be more than Sales | Notes | Deposits on sales not yet completed count as money in | Sales from before you switched to counting money received were counted on the day of the sale |
| Labour % is an estimate | Notes | Clocked hours times pay rates, not your payroll expense, against money in including tax | — |
Section: Your brief (the daily brief)
| Control | Where | What it does | Notes |
|---|---|---|---|
| This morning's brief, open, headed "Your brief · Thu 17 Sep · as of 07:05 store time", with Fold | Quick Facts page, at the bottom, under How these numbers are calculated | The whole brief in place. Fold folds it to one line | Only for the people who receive the daily brief, while it is on for your store and for them. It loads open unless you folded it. It counts as read once its top is above the bottom fifth of your window. Not on Shortcuts, and no longer on the Dashboard |
| "Your brief · Thu 17 Sep · as of 07:05 store time · ! 3 of 8 areas need attention" and Open › | Same place, once you folded the brief | Open › opens it again | Your Fold is remembered in this browser: the brief stays folded on your next visits until you click Open › |
| "No brief this morning · last brief Wed 16 Sep in Insights" | Same place | Opens that brief in Insights | Your newest brief is not this morning's |
| Nothing | — | — | You don't receive the brief, it is off, you dismissed this morning's, or the page is still loading. The page then looks exactly as without the brief |
| Everything inside the brief | — | — | See Daily brief |
Messages you may see
| Message | When it appears | What to do |
|---|---|---|
| "Gross profit comes with Pro" · Upgrade | An owner or manager on Basic, in the Sales row | Click Upgrade for Plan & Billing. Focus the Pro tag to see what Pro adds |
| "Net profit and expenses come with Pro" · Upgrade | An owner or manager on Basic, in place of the Finance row | As above |
| "Hours worked and labour % come with Premium" · Upgrade | The owner on Basic or Pro, in place of the Team row | As above; the Premium tag lists what Premium adds |
| "Couldn't load Gross profit" (or another tile's name) | That tile could not be read this time; the other tiles in its row are fine | Click ⟳. The other rows are unaffected |
| "Couldn't load Team" (or another row's name) | Nothing in that row could be read this time | Click ⟳ |
| "Couldn't load some to-dos (stock)" | Part of the To-Do list could not be read | Click ⟳ |
| "Couldn't load Quick Facts." with Try again | Nothing could be read | Check your connection, then Try again. The Week / Month and Mon / Sun switches stay above it, so you can switch back if one choice keeps failing |
| "Nothing needs you today ✓" | Nothing is due | — |
| "No figures to show for this period yet." | Nothing came back for any row | Click ⟳ |
| Amber time-zone note | No Business Timezone set | Set it in Settings → Organization |
Who can use what
| Who or what | What changes in Quick Facts |
|---|---|
| Everyone signed in | The page, the Sales row (without Gross profit), Operations, Schedule & Delivery, Customers, Top customer sources, and the To-Do rows for their work |
| Owners and managers | Also Gross profit and the Finance row on Pro or Premium, the upgrade lines for them on Basic, the Books to keep row, and the minimum-levels hint |
| The owner | Also the Team upgrade line on Basic or Pro, and Reconnect for a bank connection (a manager sees "Ask your owner to reconnect") |
| Workforce permissions | Hours worked needs permission to see timesheets, Labour % permission to see pay. Team to-dos follow the same permissions and your Workforce stores |
| Basic plan | No Gross profit, Net profit or Expenses (owners and managers see the upgrade lines). The review button in the New customers row is an upgrade link |
| Pro plan | Profit figures for owners and managers. The Team row needs Premium |
| Premium plan or a free trial | Everything your store uses and your role allows |
| Store switches | Delivery & Routes off hides the Deliveries tile and the Deliveries to book row. Workforce off hides the Team row and its to-dos. The Customer Portal adds "booked online" and the unhappy-review to-dos |
| Menu settings (Settings → Team) | Hiding Quick Facts hides the page, its Shortcuts card and the panel. Hiding another item hides the tiles and to-do sentences that open its page |
| UpChannels support ("View as") | Sees the store's Quick Facts as an owner-level manager would, read-only |
Common questions
Why is Sales different from the Dashboard's Revenue? Sales is the value of the sales completed in the period, tax included, less anything returned on them, whether or not they are paid. The line under it, "money in", is the money that actually came in less refunds — that one matches the Dashboard's Revenue and the Sales Report's Total Revenue.
How does a return show up here? Two ways, on two dates. Sales and Items sold take the returned value and units off the sale, on the day of the sale. Returns shows the money handed back, on the day it went back. So a return made this week on last month's sale lowers last month's Sales, and raises this week's Returns.
Why don't I see Gross profit? It is for owners and managers on the Pro plan or above. On Basic, owners and managers see "Gross profit comes with Pro" instead; staff see nothing.
Why is the Team row missing? It needs Premium (or a free trial) with Workforce switched on, a store that uses the time clock this period or last, and permission to see timesheets.
Why does a tile say All locations when I picked a location? Some figures have no location: journals and expenses behind the profit tiles, and customer records. Those tiles show the whole store.
Why does the first day of the week show "–" on Hours worked? The day tiles compare whole days that are over. On the first day of a period there are none yet.
How fresh are the figures? They are read when you open the page and kept for five minutes. Click ⟳ for fresh ones.
Is there a demo of Quick Facts? No. The pages its tiles open often have one. See Demo mode.