--- title: "Dashboard and Budget" canonical: "https://helpcenter.storesace.com/space/KBEN/8650781/Dashboard%20and%20Budget" format: markdown --- **[Dashboard](https://helpcenter.storesace.com/space/KBEN/8650781/Dashboard+and+Budget#Dashboard)** [Manage Dashboard](https://helpcenter.storesace.com/space/KBEN/8650781/Dashboard+and+Budget#Manage-Dashboard) [Time View](https://helpcenter.storesace.com/space/KBEN/8650781/Dashboard+and+Budget#Time-View) [Sales Indicators](https://helpcenter.storesace.com/space/KBEN/8650781/Dashboard+and+Budget#Sales-Indicators) [Sales Grid](https://helpcenter.storesace.com/space/KBEN/8650781/Dashboard+and+Budget#Sales-Grid) [Charts](https://helpcenter.storesace.com/space/KBEN/8650781/Dashboard+and+Budget#Charts) **[Budget](#t2)** [Dashboard](#st5) [Definition and Analysis](#st6) # Dashboard > Macro (anchor) The Dashboard is the information display area on the homepage of StoresAce and it is divided into three sections: Sales Indicators, Sales Grid and the Graphics. ![image-20250318-125839.png](media://5eda800c-4edf-4b51-b48c-eae8accb656e) The presentation of the data complies with the access restrictions of the user’s permissions, specifically the accessibility given by the brands or stores assigned to that user. If the Sales and Consumption Forecast module is activated, users will have access to additional data, such as forecast graphs for the next 15 days, both in terms of sales value and number of transactions. For more detailed information, see the Sales and Consumption Forecast Manual [here](https://helpcenter.storesace.com/space/KBEN/198868993/Sales+and+Consumption+Forecast). ## Manage Dashboard The StoresAce Dashboard offers an intuitive Drag and Drop feature, allowing users to easily customize the layout of their dashboard according to their needs. With this functionality, users can reorder, add, or hide elements, ensuring that the most relevant information is always accessible and properly highlighted. Clicking the in the top right corner activates management mode. Once activated, you can click and hold any element to drag it to a new position on the dashboard. ![Recording2025-03-18130521EN1-ezgif.com-video-to-gif-converter-20250318-130912.gif](media://702bfdb9-c8a8-49a3-b47c-4e83cabdf1db) To further adjust visibility and highlight specific elements, the dashboard management tool also allows users to resize elements using the dimension options located in the bottom right corner of each element. ![Recording2025-03-18141604EN2-ezgif.com-video-to-gif-converter-20250318-141826.gif](media://791a4894-206b-4941-8ca8-2ef237d17c29) For an even more focused view, users can hide specific dashboard elements, . This configuration is not permanent — hidden elements are listed at the bottom of the management mode screen and can be reactivated at any time, . ![Recording2025-03-18142219EN3-ezgif.com-video-to-gif-converter-20250318-142317.gif](media://05d93227-ab96-4b1d-89eb-98ce70f3b84f) Any changes made in management mode will only take effect once the user clicks in the top right corner. If the user is not satisfied with the adjustments, they can click to discard the changes and restore the layout as it was before entering management mode. ![Recording2025-03-18143015EN4-ezgif.com-video-to-gif-converter-20250318-143328.gif](media://871393ef-ce43-4aaa-896f-de7c50b0c5f2) If the user wants to completely restore the default layout suggested by StoresAce, the option is available as soon as management mode is activated. Selecting this option will ignore all previous changes. ![Recording2025-03-18143452eN5-ezgif.com-video-to-gif-converter-20250318-143532.gif](media://25769081-d984-4fe9-bb1a-fa93c0523fab) The dashboard management functionality is also available on the mobile version of StoresAce, providing the same flexibility for users accessing the dashboard on a mobile device. By selecting , users activate management mode, where they can reorganize elements and apply their preferred visibility or hide specific components. Again, if the user wants to return to the default mobile layout suggested by StoresAce, the action is available at the bottom of management mode. If changes have been made, the user will also see the option, which restores the dashboard view to the state it was in before entering management mode. ## Time View > Macro (anchor) By default, the information is presented for the current day, and it is loaded as soon as the user logs in to StoresAce. At any moment, it is possible to change the date of the information displayed on the Dashboard by simply indicating the new date to consult. This way, it is possible to access all past information, and StoresAce immediately retrieves all KPIs that reflect the chosen day. The historical navigation only affects the information provided by the Dashboard. ![Recording2025-03-18144532EN6-ezgif.com-video-to-gif-converter-20250318-144617.gif](media://506f2d88-f0b6-4a1f-bbf0-6dbf83663c1c) ## Sales Indicators In the default layout configuration, the dashboard header segments the sales indicators into three distinct periods: annual, monthly, and daily. Additionally, users can activate the visibility of the weekly sales indicators through the Management Mode. ![image-20250318-144754.png](media://180070e4-4403-4623-88f3-ecfe554f9313) Each provides a set of information for quick analysis. ![image-20250318-145930.png](media://30646af5-a6ad-4c44-b918-df6fa5626039) **Tickets**: total tickets. **Avg. Ticket**: average sale value per ticket. **People**: number of persons. **Avg. Value per Person**: average sale value per person. **Quantities**: total quantities sold of items. **Qty/Ticket**: average amount of items sold per ticket. The positive or negative values, present in the Annual, Monthly and Daily indicators, show the positive or negative percentage change compared to the same period of the previous year. The Goal Achievement Percentage is an interactive element that, when active, redirects the user to the Budgeting and Analysis module. By clicking on , users access the detailed performance metrics area, where detailed information and the sales documents for the period are available. ![Recording2025-03-18170430EN7-ezgif.com-video-to-gif-converter-20250318-170643.gif](media://44f4f352-0235-47d5-8b7d-42eaed3d509b) Within this detailed view, users also have access to the , which allows them to reorganize the presentation of the elements and choose to show or hide specific information according to their analysis needs. ![Recording2025-03-18171039EN8-ezgif.com-video-to-gif-converter (1)-20250318-171320.gif](media://180fbfff-5c28-4bfe-aae7-da21e553b76d) By default, this Sales Indicators Detailed View organizes the information into Performance Metrics and Sales Data. Performance Metrics include results for the indicator’s period, showing, whenever applicable, the variation against the defined goal or the same period in the previous year. These indicators are accompanied by a legend accessible via the info icon , helping users interpret the information more clearly and within context. ![Recording2025-03-18171555EN9-ezgif.com-video-to-gif-converter-20250318-171705.gif](media://839dac03-cb05-4b32-b523-78d8cd5cf085) In the Sales Data List, the store's sales data is displayed in chronological order, from the most recent sale to the oldest within the selected period. This list is dynamic, allowing users to review each sale summary, including the items sold. ![Recording2025-03-18171915EN10-ezgif.com-video-to-gif-converter-20250318-172027.gif](media://e022989f-d317-4848-8974-1c9ca6b2d22c) ## Sales Grid Detailed information for each store or brand is compiled in the grid. This appears with a table view, in which each row corresponds to one of the stores or brand, and the columns present the relevant values for each period. ![Recording2025-03-18172306EN11-ezgif.com-video-to-gif-converter-20250318-172417.gif](media://b65d43df-eebc-4005-935b-75629dea2243) **%Var**: accumulated values, varying compared to the same period of the previous year. When clicked, it displays the information table for the corresponding store. **%Target**: the percentage value achieved against the defined target. When clicked, it presents the budget module page for that store. **Tickets**: the number of sales for the current day. **Avg. Ticket**: the average value of sales for the current day. **Last Sale**: the time of the last recorded sale. **Sync**: it shows the status of communication between the store and StoresAce. Green indicates established communication ; yellow means the last communication was beyond the average synchronization time ; and red indicates the store is offline . Each row of the listing is interactive and acts as a hyperlink that, when clicked, takes StoresAce to the relevant requested information. ### Store View This view provides a complete overview of the operations and performance of a specific store, allowing efficient management and detailed monitoring of key sales and stock indicators. New indicators were introduced that provide a clearer and more immediate view of the tasks of procurement managers. The interface is organized into several sections that facilitate quick analysis of important data, such as: **Sales and Tickets:** Displays the sales volume, average value per ticket, and total quantity of products sold, both annually, monthly, and daily. **Stock Alerts:** Indicates potential stock-related issues, such as items below the minimum stock level, forecasts of stockouts, negative stock, or low coverage. **Order Management:** Presents alerts for pending orders that require registration, reception, or approval, as well as deliveries pending receipt. ![image-20250318-172711.png](media://05b90856-f2af-4905-8a69-3dc9074ce63f) **Stock Below Minimum:** Indicates that urgent replenishment of the item is necessary to avoid stockouts. **Negative Stock:** Items with negative quantities require urgent verification. **Unregistered/Registered Orders:** Orders to be registered from suppliers expected to receive on the day in question. **Orders Pending Approval:** Orders that require approval before being considered completed. **Undelivered Orders:** Deliveries pending receipt with a due date on the day in question. **Orders Pending Delivery:** Orders pending receipt that were submitted in the last two weeks. As this is a store-focused view, it also includes a sales by zones, making it easier to analyze performance by segment or store section. ![image-20250318-174148.png](media://f60e25a0-2b08-4048-8226-0a8aec895e60) Additionally, if the Sales and Consumption Forecast module is active, further indicators will be available, including Forecasted Stockout, Low Stock Coverage, and Number of Events. Learn more [here](https://helpcenter.storesace.com/space/KBEN/198868993/Sales+and+Consumption+Forecast#Detailed-View-by-Stores). ## Charts> Macro (anchor) The StoresAce dashboard displays three types of charts in both the global view and, when applicable, the store view: - Sales by Brand - Top 10 Items - Sales Progress If the Sales and Consumption Forecast module is active, the Sales Forecast chart will also be displayed on the Dashboard. Learn more [here](https://helpcenter.storesace.com/space/KBEN/198868993/Sales+and+Consumption+Forecast#Sales-Forecast-Chart). ### Sales by Brand The Sales by Brand chart intuitively presents the distribution of sales volume across different brands, providing a clear analysis of each brand's contribution to the overall results. This pie chart format makes it easy to compare performance, highlighting the brands with the highest sales volume. By default, the chart displays sales data for the current day, but users can change the view to show daily, weekly, monthly, or annual periods. Additionally, users can interact with the chart by hovering over the segments to view detailed information through tooltips. The export icon , available in the upper right corner, allows users to export the data in multiple formats. ![Recording2025-03-18175618EN12-ezgif.com-video-to-gif-converter-20250318-180830.gif](media://396e332f-60bc-48c6-8e96-736f8fa39e1d) ### Top 10 Items The Top 10 Items chart displays the ten best-selling items over time, offering a clear view of the items with the most significant sales impact. This chart helps analyze consumption trends and identify the most in-demand products. By default, the results are based on the current day, but users can switch the view to daily, weekly, monthly, or annual periods. The chart is interactive, and hovering over each item reveals detailed information via tooltips. As with other charts, the export icon in the upper right corner allows users to export the data in multiple formats. ![Recording2025-03-18181015EN13-ezgif.com-video-to-gif-converter-20250318-181130.gif](media://9938fd4b-e299-4aef-ad6c-9f8db3f8c737) ### Sales Progress The Sales Progress chart provides a detailed analysis of sales performance over time, showing both revenue and the number of tickets. This tool enables users to visualize sales trends and identify patterns, helping them understand how sales evolve across different periods. The time view of the chart can be adjusted between three options: daily, monthly, or annual. In the daily view, users can select the level of detail, choosing to view sales by 15-minute, 30-minute, hourly, or predefined periods. This level of customization allows for more precise analysis tailored to specific needs. Like the other charts, the Sales Progress chart is interactive, offering detailed insights when hovering over data points. Additionally, the export icon is available for downloading the data in various formats. ![Recording2025-03-18182637EN14-ezgif.com-video-to-gif-converter-20250318-182801.gif](media://7b011a92-1e8a-417c-8e5b-2dcc2fdaf4a9) --- # Budget > Macro (anchor) The budgeting module allows you to define and visualize sales perform, do comparative analysis with corresponding periods, and set target/objective values. ## Dashboard > Macro (anchor) ### Indicators Presentation Area The indicators area presents indicative values of performance. ![image](media://8393eb52-a316-400b-b442-90cc354d8f38) **Dates**: allows defining the period for which information is to be visualized. **Stores**: enables filtering information by store(s) to conduct a comprehensive analysis (multiple stores) or a more focused one (fewer stores). **Sales Volume**: details the sales volume in the considered period. **Target**: details the value of the set target with a circular graphical representation of the percentage of sales vs. achieved target. **Best Day**: details the best sales day within the selected period in "Dates." **Equivalent Period**: compares the results of the considered period with the same previous period, showing its percentage variation. **Number of Sales**: compares the number of sales in the considered period with the same previous period, showing its percentage variation. ### Graphical Area The graphical representation area displays the performance information of the indicators visually. **Accumulated Sales**: Provides an overview of the sales evolution in value compared to time, displaying the sales volume, target, and accumulated sales from the previous corresponding period. ![image](media://82b838fd-85ad-440d-8317-7bece041935c) **Budget vs Sales**: comparative monthly view of sales volume with the defined target. ![image](media://158c77be-a726-46e2-be9f-6d5e49a7862f) **Stores Performance**: comparative view of store performance based on achieved values, using indicators for Sales Volume, Target, and Sales Volume from the previous year. ![image](media://e39d0bd4-81a3-439c-93d4-96582832f755) **Top Stores**: percentage-based view of stores with the highest Sales Volume. ![image](media://1db532d6-605d-4aac-8159-5aa281876a42) #### Download You can export all existing charts if you need to have them outside of the StoresAce. This can be done using the options tool, available in each of the presented charts. ![image](media://def540a4-3710-4090-a004-09823744b060) ## Definition and Analysis > Macro (anchor) Using the Budget Definition and Analysis module, it is possible to analyze store performance and sales and also set targets for them. ### Analysis The analysis module provides details of the elements that you want to examine to assess the performance of the structure. The header allows you to filter and customize the information you want to explore in detail. ![image](media://6b5e4369-c0bd-4c88-bf67-c3f61113d437) **Analysis Type**: defines the type of information that the platform will detail. **Stores**: details the stores to be analyzed. **Year**: defines the year of information . **Year/Month**: allows switching between an annual or monthly view, which changes the information both in the budget calendar and the charts. ![image](media://d02d71d9-849c-45c2-8b45-74fa9371d48c) ### Budget Calendar The budget calendar allows analyzing performance data of the selected stores in a calendar view, with comparisons between sales accumulations and variations against defined targets. The view switches between an annual or monthly perspective based on the selection in the YEAR/MONTH field in the header. Each element is interactive and provides more detailed information in a dropdown window upon clicking. ![image](media://fc0d9834-4895-418a-9372-b81dd52c7fbb) ### Graphic Area The graphic area presents four distinct charts that detail the performance analysis of stores and brands from different perspectives. The presentation of information depends on what is defined in the Analysis Type, which changes what is shown in the charts. ![image](media://4d550e6a-da4d-443e-b1af-335ca9b8d516) ### Target Definition The Target Definition tool, accessible through the sidebar, allows you to establish targets for the stores, the type of targets, and their values. You can set targets in two ways: