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All CollectionsThrive UniversityCourse 4 - Reporting Insights
Thrive University || Course 4, Lesson 2 || Goals and Creating Dashboards
Thrive University || Course 4, Lesson 2 || Goals and Creating Dashboards

How to set up dashboards and a sales goal in Thrive Metrics.

Hannah avatar
Written by Hannah
Updated over a week ago

In this lesson of Thrive University, we'll go over why it's important to create dashboards and set a sales goal in Thrive Metrics to help track how your business is doing.

Reporting Insights: Goals and Creating Dashboards

Overview:

  • Use Thrive Metrics Dashboard and Goals to see at-a-glance how your business is doing

    • Set a monthly sales goal to track how close you are to hitting it

  • You can create multiple dashboards

    • One for each location with different tiles

    • Each dashboard can be filtered by locations or integrations

    • Cumulative Sales

    • Top 5 Categories

    • Average Sales

    • Net Sales

    • Net Profit

    • Cumulative Sales vs. Goal

    • Total Inventory

    • Purchase Orders

    • In-Transit Transfers

    • Recent Stocktakes


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