UpChannels
Dashboard

How well is your store run?
Now there's a number.

The UpChannels dashboard grades seven levels of a well-run store — daily selling, stock and supply, scheduling and service, daily visibility, profit, customer relationships, and growth — scoring each one out of 100 from the orders, inventory, jobs, expenses and customer records already in the system. It is the screen a small retailer or service business lands on at sign-in, and it opens by pointing at the level that needs work first.

Seven levels, each scored from the practices actually in place
One headline figure: “your store is 62% well-run”
Every figure clicks through to the record it came from

The dashboard is included on every UpChannels plan. It is the screen you land on, not an add-on.

The climb

Seven levels of a well-run store, scored from your own data

Start with your weakest level, not your longest to-do list

Each level is scored out of 100 from a short list of yes/no practices — is stock being tracked, are reorder points set, is today's journal filled in, is anyone replying to reviews. Those scores roll up into a single percentage for the whole store, and the dashboard puts a marker on the lowest level still under 80%. That is the answer to the question most owners actually have, which is not “how are sales” but “what should I fix next.”

All seven bars read on one five-grade scale, so a green bar means the same thing on Level 2 as it does on Level 6:

  • Just starting0–19% of practices in place
  • Getting going20–39% of practices in place
  • Building40–59% of practices in place
  • Strong60–79% of practices in place
  • Mastered80–100% of practices in place
A health pill on every level, in plain words — “3 low, 1 out”, “Add inventory”, “2 partner follow-ups due”Click a rung on the staircase to jump straight to that level's figuresHover any practice or card for a plain sentence explaining what it measures and why it countsWhen every level clears 80%, the headline changes to “your store is running like clockwork” and the focus marker retires

What each of the seven levels covers

The levels are the same for every business, and each one rolls up a group of pages you already use. A band on the dashboard shows that level's key figures and links into the pages behind them, so nothing here is a separate report you have to go build.

  1. Level 01 · Operational — Run the daily counter

    Shows today's sales, orders still pending, revenue over the last 30 days, average order value, and the products and services actually moving.

  2. Level 02 · Organized — Master stock and supply

    Shows inventory value at weighted-average cost, units on hand, what is low or out of stock, open purchase orders and their value, active vendors, and inventory turnover.

  3. Level 03 · Dependable — Schedule and serve reliably

    Shows jobs in progress, what is booked today and over the next seven days, work completed in the last seven, no-shows, open quotes, and how often a sale carries a service or warranty line.

  4. Level 04 · Informed — See the business clearly

    Shows the daily journal — whether today is filled in, inbound and outbound calls logged, door traffic counted, and whether journaling has become a habit rather than a good week.

  5. Level 05 · Sustainable — Know what you actually keep

    Shows month-to-date net profit, gross margin, expenses recorded, expenses awaiting approval, total assets, and net worth after liabilities.

  6. Level 06 · Connected — Bring customers back

    Shows customers on file, repeat rate, average review rating, reviews still waiting on a reply, open message threads, SMS campaigns sent this month, and loyalty members enrolled.

  7. Level 07 · Intelligent — Outgrow the local market

    Shows whether Google Ads is connected, competitors being tracked, referral partners added, partnerships currently active, partner follow-ups overdue, and local events worth showing up to.

Every number comes from the system that recorded it

There is no import step, no nightly sync from a second tool, and no spreadsheet to maintain. Average order value comes from the orders your staff wrote. Gross margin comes from the same profit & loss the finance pages produce. Inventory turnover is annualized cost of goods over the last 30 days divided by the value of stock on hand. Repeat rate is the share of customers who have ordered more than once in the last 24 months. Because the dashboard reads the operational tables directly, a sale rung up at the counter changes the figure above it on the next load.

Six store KPIs shown against the prior 30 days — revenue, average transaction value, orders that included a service, new customers, repeat rate, and total ordersA recent-activity feed of sales, quotes, returns, purchase orders, stock movements and service jobs, each row linking to the recordA figure the store has not earned yet shows a dash — never a placeholder or a filled-in guessQuick actions across the top: create a sale, schedule a service, open the daily journal, jump to messages, or open the inventory list

Industry benchmarks, where we have them

One industry pack ships with numeric targets today: appliance retail. A store set to it gets a profitability scorecard above the KPIs — visitor-to-buyer conversion reviewed daily, average order value daily, gross margin weekly, variable cost monthly, inventory turnover monthly, and repeat customers quarterly — with each card showing the live value, the target beside it, and an amber state when the number is off target. The staircase then says it is scoring against appliance-store best practice rather than feature coverage alone.

Every other business type — a jeweler or a bike shop, an HVAC or lawn-care crew, a furniture floor — runs on the universal pack: the same seven levels, the same grades, scored on the practices in place rather than against a number. Those targets are best-practice starting points we maintain and revise, not audited industry statistics, and you should read them that way. More industry packs are being added; the seven-level model does not change when one arrives.

A demo mode to click through, and three languages to read it in

A Demo button on the dashboard opens the identical screen filled with sample data and runs a guided tour through the staircase and all seven levels, so a new owner or a new hire can see what a well-run store looks like before their own numbers are there. The dashboard also has its own language switcher — English, Español and 中文 — covering the headings, level names, health messages and the plain-language definition behind every card, which matters when the person reading the screen is not the person who bought the software.

What the dashboard deliberately does not do: it is a fixed layout, not a widget builder. There is no drag-and-drop canvas, no per-employee arrangement, and no separate manager view. Everyone with access sees the same seven levels in the same order, which is the point — one shared picture of the store beats seven personal ones.

Common questions

Dashboard questions, answered

Is the dashboard included, or is it an extra charge?
It is included on every UpChannels plan — Basic, Pro and Premium — because it is the screen you land on when you sign in, not a module sold separately. Some of the pages its levels roll up sit on higher tiers, and a few capabilities like bank reconciliation and integrated card payments are optional add-ons; the pricing page lays out what sits where. You can see the whole thing on the 14-day free trial without a credit card.
Where do the numbers come from — do I have to import anything or connect another tool?
No import, no connector, no spreadsheet. The dashboard reads the same records the rest of UpChannels writes: orders and quotes from the sales screens, stock levels and movements from inventory, jobs from the schedule, expenses and profit & loss from finance, customers and reviews from the customer side. That is the practical difference between an all-in-one system and a reporting layer bolted on top of four other tools — there is nothing to reconcile, because there is only one set of books.
How is the "your store is X% well-run" percentage calculated?
It is the share of tracked practices actually in place across all seven levels, not a revenue or profit figure. Each level checks about five things — stock is being tracked, reorder points are set, vendors exist, purchase orders are being raised, turnover is healthy — and the headline number is every practice met divided by every practice checked. A store doing $2M a year with no journal and no reorder points will score lower than a smaller store that has both, which is the intent: it grades management, not size.
Does the dashboard forecast next month's sales?
No. There is no sales forecast, no predicted revenue, and no projection on the dashboard today, and we would rather say so than ship a confident-looking line with nothing behind it. What it does instead is compare: every KPI is shown against the same figure for the prior 30 days, and benchmarked industries also see each number against a best-practice target. Trend and target, not prophecy.
Do I get benchmarks for my type of business?
It depends on your industry, and honestly most businesses do not get numeric targets yet. The one industry pack shipping with targets today is appliance retail — conversion, average order value, gross margin, variable cost, inventory turnover and repeat rate, each with a review cadence. HVAC, plumbing, furniture, lawn care, jewelry, bike shops and everyone else run the universal pack: identical seven levels and grades, scored on whether the practice is in place rather than against a number. More packs are being added.
Why is my conversion rate showing a dash?
Because visitor-to-buyer conversion is orders divided by door traffic, and door traffic only exists if someone is counting it in the Daily Journal. With no traffic logged there is no denominator, so the card shows a dash instead of inventing one. Log door counts for a week in the journal and the card fills in — the same applies to any KPI whose inputs are missing, which is why the dashboard shows dashes rather than zeros.
Can I rearrange the dashboard or give each employee their own version?
No — the layout is fixed and everyone with access sees the same seven levels in the same order, so there is no drag-and-drop widget builder and no separate manager view. What each person can change is the language: a switcher on the dashboard renders it in English, Spanish or Chinese, including the level names, health messages and the explanation behind every card, and the choice is remembered on that person's device.

Smart Dashboard is one part of UpChannels

The UpChannels dashboard is the screen a small retailer or service business lands on at sign-in: it grades seven levels of a well-run store — daily selling, stock and supply, scheduling and service, daily visibility, profit, customer relationships, and growth — scoring each out of 100 from the orders, inventory, jobs, expenses and customer records already in the system. One headline figure says how well the store is run overall, and the dashboard points at the weakest level as the place to work next. It is included on every UpChannels plan rather than sold as an add-on, and no import, spreadsheet, or second tool feeds it.

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. Every capability below is included in the same subscription, with no integration to wire up between them.

See plans and pricingEverything the software doesSetups by business type

Works with

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.

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