Daily briefing
Today
Follows the branch, type, brand and category filters; the date range does not apply here.
What needs doing today
Priority actions
Ranked by the money at stake this month. Open any card for the detail behind it.
Pace
Month to date against plan
Cumulative sales, the plan phased by the trading pattern, and last year on the same weekdays.
Going well
Ahead of plan and picking up
Worth a call too: what is working in one store can be copied in the next.
Stores
Every store, this month
Furthest behind plan first. Plan to date and projection follow the trading pattern, not calendar days.
Brands
Brands this month
Brands with a target, or on the tracked list.
Trend
Benchmark · Actual · Target
Hover a bar for period insights.
Store performance
Where each store stands — now vs benchmark & target
Weekly performance tracking. Worst gap to target first. Click any store to drill into what's driving it.
Brand performance
Brands with targets — now vs benchmark & target
Only brands that have a target set. Worst gap first. Click a brand to see what is driving it.
Peak hours
Sales heatmap by hour & day
Performance diagnostics
Target pace
Run-rate & forecast
Data coverage
Import & benchmark status
Price-band mix
Revenue by tier
Discount split
Discounted vs full-price
How customers pay
Card, cash & credit
Basket size
Retail vs bulk buying
Advanced Insights — Overview
Weekly decisions
8-week signals & next 7 days
Group 1 · Тогтмол сайн
Consistently strong — replicate
The five strongest by performance score: above the 8-week baseline, trending up, consistent week to week. These are the practices worth copying to peers.
Group 2 · Тогтмол муу
Consistently weak — intervene
The five worst by risk score: below baseline, trending down, rarely above average. Root-cause before acting — units, price, basket, then category and SKU.
Group 3 · Орхигдсон боломж
Neglected opportunity
The five biggest by opportunity score: sold well within the last 8 weeks, weak now, still carries a margin worth chasing. Candidates for a 7-day reactivation test.
Group 4 · Шинэ өөрчлөлт
What changed this week
The five that moved most: recoveries worth confirming, temporary dips to leave alone, and growth that came from discounting rather than demand.
Group 5 · Дараагийн 7 хоног
Priority actions this week
Everything the 8-week signals rate P1, across branches, sellers, categories and SKUs, biggest first — the top 5 by size. This is the list the weekly meeting works from.
Every one of them
All branches
The groups above are the five worth acting on. This is the same week, same baseline, for everything — so a manager can open the breakdown for any branch, not only the ones the signals picked out.
Sales team · Weekly situational check
What the numbers cannot tell you
Ten questions from the sales team's list that no feed can answer. Everything they already ask that the dashboard settles — the 80% mix, target hits, the mix gap — is left out on purpose. Answers save per branch per week and sit beside that branch's figures.
Branches
Branch target achievement
Forecast
Branch run-rate & gap
Where each branch lands at its current pace — a part-month range projects to month end. "Needed/day" is what it takes from here to still hit target. On Track 100%+ · At Risk 90–99% · Behind under 90%.
Advanced Insights — Branches
Sellers
Sales staff performance
Cashiers
Checkout performance
Advanced Insights — Sellers
Brand manager
Brand scorecard
Where the brand's growth came from, which stores sell less of it than their size says they should, and which lines deserve more stores.
Where the change came from
Lines: how widely listed, against how fast they sell
Store opportunities
Lines
Brands
Brand performance
Categories
Category performance
Advanced Insights — Brands & Categories
SKUs
Top and weak SKU contribution
Retail intelligence
Bundles · Staples · ABC/XYZ · Risk
Bundle candidates — SKU pairs bought together (promotion opportunities). Repeat staples — high-frequency items never to stock out. ABC/XYZ — revenue (A/B/C) × regularity (X stable / Y variable / Z irregular). Stock-risk — items that went silent.
Advanced Insights — Products
Pareto Analysis
80/20 Revenue Concentration
A small group of SKUs, branches, or brands drives most revenue. "A" tier = business-critical — any disruption has outsized impact.
Revenue concentration
Lorenz curve & Gini coefficient
Lorenz curve = revenue distribution. Near-diagonal = even spread; far bow = few items dominate. Gini: 0 = perfectly equal, 1 = total concentration.
Advanced Insights — Analytics
Campaigns
Promotions and brand pushes
Each campaign tracks its own SKU list against its own target, separate from the monthly branch/brand targets. Performance is measured over the campaign's own date range. Several campaigns can run at once — pick one below to see its performance.
Campaign setup
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Data upload
Actual sales
Data upload
Transactions
The ERP "borluulaltaar" export — one row per till transaction. This is what makes average sale and transaction counts possible; the sales file cannot measure them.
Data upload
Stock snapshot
The ERP "MRP" export — one row per SKU, one column per branch. Gives the dashboard on-hand stock, so a weak week can be told apart from an empty shelf.
Targets
Yearly target grid
Each branch, brand or seller is a row; the 12 months run across. Type a target in any cell; leave it blank to clear. Only the year shown is saved.
Bulk tools
Import targets
Import targets from a file
Store calibration
What each store ranges, and what must stay on its shelf
Not ranged brands are left out of a store's weekly comparison with the company. A products are checked against every stock snapshot and flagged the moment one is off the shelf. Sales and targets are never changed.
1 Choose stores
2 Edit
Pick one or more stores on the left.
Click a store's name to edit just that store, or tick several to set the same brands and A products for all of them at once.
SKU catalog
Discontinued & SKU links
Mark SKUs you want hidden from insight-style analytics (watchlists, retail intelligence: replenishment, ABC/XYZ, stock risk, basket pairs). Sales figures never change: KPIs, trends, rankings, heatmap, and search totals always include every sale, hidden or not — hiding only affects which rows appear in insight lists. Link a new SKU to an old SKU so product views roll up together; searching either code includes both.
Discontinued
Add by SKU
SKU rollup
New SKU → old SKU
Active rules
Discontinued SKUs
Active links
SKU roll-ups
Weekly tab
Weekly check questions
The questions branch managers answer each week, at the foot of the Weekly tab and inside a branch's full breakdown. Ask only what the sales figures cannot already answer.
Reporting rules
Exclusions, alerts & links
Targets are set in the Targets tab — import, grid, and bulk tools all live there.
Bulk-billing branches
Some stores ring a whole day's sales across a few tickets — Emart concessions and some mall counters — so a receipt there is a day's billing rather than a customer. Tick the branches to leave out of the company transaction count and average sale. Their sales stay in every revenue and target figure, and their own branch numbers are unchanged.
Stock signals
An empty shelf is flagged as a refill job only when the central warehouse holds at least this many units of the line, and enough for a week of the branch's own sales once faster-selling branches, and A lines, have been served. Emptier lines stay on the stock list, marked as warehouse short or to be bought, but raise no warning.
Insight exclusions
Performance alert rules
Flag entities when a metric crosses a threshold. Breaches surface at the top of the insight cards for every user in scope.
Target allocation exclusions
Branch links (ERP renames)
Link a previous branch to the current branch so sales history rolls up in charts and targets. If ERP changed the name but kept the same ID (both show as 025), pick the old and new name variants — sales already combine by ID. If ERP assigned a new branch ID, pick the previous ID and current ID instead.
Reporting exclusions (branch / brand)
Hide closed branches or dead brands from charts, insight lists, and filter dropdowns. Their sales are still counted in every total — panels show them as "+N hidden, still counted".
Data corrections
SKU category corrections
A sale line stores the category the ERP held on the day it was imported, so fixing the ERP repairs only what comes after. A rule here rewrites the history too, and is re-applied after every import so the feed cannot undo it.
SKUs whose category has moved over time
Each of these has been sold under more than one category. Some are genuine re-classifications; the rest are the ones worth correcting.
Right now
Signed in
Sessions used in the last five minutes, with the machine they came from.
Last 24 hours
Failed sign-ins
Addresses with repeated failures. Many account names from one address is someone guessing.
Accounts
Who uses the dashboard, and how much
Time on the dashboard is counted only while the page is visible. Open a row for that person's sessions, daily usage and sign-in history.
Activity
Activity log
Sign-ins, tabs opened, exports and the rest, newest first. Changes to settings are listed under Uploads, in Recent admin actions.
Summary
What stands out
Trend
Weekly active people
People who signed in or opened a page that week, out of the staff accounts that existed then. Weeks start Monday; the last bar is the week in progress.
Reach
Active by role
Accounts that used the dashboard at least once in the period.
People
Each person
Pages
What they open
Page opens and how many people opened each; time is counted only while the page is visible.
Rhythm
When they use it
Sign-ins and page opens, Ulaanbaatar time.
Time of day
Day of week
Upkeep
Who keeps the data up to date
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Accounts
Who can sign in, and what they see
Open an account to change its tabs, the branches and brands it covers, and its sensitive figures. Every change is recorded in the audit log.
Outside systems
API tokens
A token lets another system read reporting data as a named service account — the same scope and figures that account can see, read-only, never administration. Create a non-admin account for each system first, then issue its token here. The token is shown once.
One upload point
Forward to the company dashboard
Sales and stock uploaded here are pushed on to the company-wide dashboard in their original form, so the same file never has to be fed to two systems. Distribution stays where it is — this only sends what you upload here.
History
Imports
Audit
Data quality and totals
Weekly tab
Weekly check records
What branches filed each week, and when. Answers are the only part of the weekly review that is typed rather than calculated, so this is the record of it.