Score the store,
fix what's next.
The UpChannels Dashboard scores your store across seven levels, from the daily counter to growth, using the orders, stock, jobs and books already in it, and points at the weakest level with one next step. Goals and budgets sit beside it: the store's revenue goal, each person's targets and a monthly budget for every expense line.
Seven levels of a well-run store
One long page: Quick Actions, the climb, a band for each level, the 30-day KPIs and recent activity. Every plan sees the same Dashboard.
Five practices a level,
one next step.
The climb is seven rungs, one per level, each with a bar for its score and five practices under it: a green tick when it is in place, an empty circle when not yet. Click a rung to jump to its band. Below 80%, the band’s Next step box names one thing to do and opens the page to do it — “Log today’s journal”, “2 low”, “1 no-show this week”.
A band for each level,
built from your records.
Each level has its own band of figure cards, a chart and quick links. Level 01 shows revenue today and over 30 days, pending orders, the average sale, lost sales this week, and active products and services. When the store has a revenue goal, the Revenue (30 days) card carries a pill: Ahead, On track or Behind, with the gap. Under the bands, six KPIs compare the last 30 days with the 30 before.
A goal for the store,
a target for each person.
In Settings → Goals & budgets, a revenue goal is an amount the store should receive over twelve months. UpChannels splits it by month and shows the target to date, whether you are Ahead, On track or Behind (a 2% band either way), and what is still to find after the open sales due in the next 90 days. Each person’s targets show on the Sales Report’s By person tab, and their own on Quick Facts.
A budget for each line,
month by month.
The budget grid has a row for revenue and one for each of the thirteen Profit & Loss expense lines, from sales and marketing to rent, payroll and insurance. Type any month, or start from last year. Budgets are on every plan; owners and managers set them, and staff never see them.
Actual against budget,
line by line.
With budgets set, the Profit & Loss adds four columns beside the figures. The variance is the actual less the budget, so a negative variance on an expense is under budget. The Profit & Loss comes with the Pro and Premium plans.
Appliance stores are scored against appliance targets.
When the business type is Appliance Store or Appliance Repair, four practices on the climb are checked against appliance benchmarks instead, and the Dashboard adds inventory turnover, service and warranty attach, repeat rate, a margin by category chart and a row of Profitability KPIs, including a walk-in conversion rate. Every other business type gets the standard Dashboard.
- Level 01
- AOV ≥ $1.4k
- Level 02
- Turnover 4–6×
- Level 05
- GM ≥ 30%
- Level 06
- Repeat ≥ 50%
What the Dashboard does not do
- The layout is fixed. You cannot add, remove or move cards.
- It does not forecast. The figures are what has happened, and the goal’s “still to find” counts only open sales due in the next 90 days.
- Inventory turnover, service and warranty attach, repeat rate and the Profitability KPIs are for Appliance Store and Appliance Repair only.
- Budgets do not export. The Profit & Loss CSV and print have no budget columns.
- Budget and Variance need the Profit & Loss, which comes with Pro and Premium.
- Staff never see the budgets or other people’s targets.
Dashboard questions, answered
How is the score worked out?
Where does the data come from?
Which plans include the Dashboard and goals?
Who sees goals, targets and budgets?
Does the Dashboard compare my store with others?
Can I export my budgets?
Smart Dashboard is one part of UpChannels
The UpChannels Dashboard, under Get Started, scores how well a small retailer or service business is run across seven levels — the daily counter, stock and supply, scheduling and service, the daily journal habit, the money the store keeps, customer relationships and growth — by checking five best practices in each, 35 in all, against the orders, stock, jobs, journal, books and customers already in the system. It points at the lowest-scoring level with one next step. Settings → Goals & budgets adds a revenue or jobs goal for the store with its target to date, sales targets for each person, and a monthly budget for revenue and each expense line. All of it is on every plan; Budget and Variance columns appear on the Profit & Loss, which comes with Pro and Premium.
UpChannels is an all-in-one platform for small retailers and service businesses — sales, inventory, customers, scheduling, delivery, payments and finance in one system — and a real team that builds your website, runs your ads, and automates the busywork. The parts below share one set of records, so there is no integration to wire up between them; the pricing page shows which plan includes each one.
The product moves faster than this page. UpChannels ships updates most weeks, so a description here can lag what is already in the software. Where the two disagree, the running product is the current version — tell us if you find one and we will correct the page.
Ready to run your
whole business on one system?
Start your free trial today. No credit card required.
One system for the counter, the schedule, the truck and the books. A team to build the website, run the ads and take the busywork off you. Start with the trial, or let us walk you through it first.
