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KPIs

Use the KPIs utility to view and generate key performance indicator (KPI) reports for selected stores and business dates.

KPIs Page Overview

Things to Know

How is a date selected from the KPIs utility?

In the header of the KPIs homepage, locate the date field. This field is set to the current business date by default.

  • To move back and ahead one day, use the left and right arrows next to the date.

  • From the upper-left of the header, select Today to view the current business date.

How is a report selected for KPIs?

To select a report:

  1. From the Security Group Settings form, open the My Reports tab.

  2. From the Mobile App Report dropdown, select the report.

    • The Mobile App Report dropdown lists all custom reports that have the Shows as RTImobile Report option enabled.

Which users have access to KPIs?

The KPIs page is accessible to users who meet the following conditions:

  • The Reports security option is enabled for the user.

  • The report is added to the Available Reports table on the My Reports tab of at least one (1) Security Group to which the user belongs.

How can I interact with the information presented on the KPIs page?

  • To sort the information by a particular column value, select the column heading.

  • To resize a column, hover the cursor to the right of the column heading, and then select and drag the control that appears.

  • From the store row on the KPIs page, select any field on the store row to open the Store KPIs page.

  • The information on the KPIs page cannot be edited.

What do the table cell colors indicate on the KPIs page?

The table cell colors are highlighted when a particular condition exists:

  • Red - The value has exceeded a dangerous threshold.

  • Yellow - The value is approaching a dangerous threshold.

  • Green - The value is within an acceptable range.

View Store KPIs

To view KPI details for a particular store:

  1. From the Store Name column on the KPIs page, locate the store.

  2. From the store row on the KPIs page, select any field on the store row to open the Store KPIs page.

Store KPIs Overview

KPIs - Instructions

Step by step instructions for KPIs are provided here:

View Notifications

From the top of the Store KPIs page, select the Notifications section to expand it. Store notifications are listed in this section with their respective date.

Drill-Down into Sales

To drill-down into the sales information:

  1. From the Store KPIs page, locate the Sales section.

  2. From the Sales section, drill-down into the following values:

    Value

    Description

    Net Sales

    Generate the Hourly Sales report, which provides detailed sales information by hour and day part.

    Projections

    Generate the RTI Summary report, which provides a summary of the KPIs.

View Hourly Sales Chart

The Hourly Sales Chart provides a graphical comparison of projected sales vs actual sales.

To view the Hourly Sales Chart:

  1. From the Store KPIs page, locate the Sales section.

  2. From the upper-right of the Sales section, select the right arrow to open the Hourly Sales Chart.

View Staffing by Hour Chart

The Staffing by Hour Chart provides a graphical comparison of scheduled labor vs actual labor.

To view the Staffing by Hour Chart:

  1. From the Store KPIs page, locate the Labor section.

  2. From the upper-right of the Labor section, select the right arrow to open the Staffing by Hour Chart.