The week at a glance,
and what needs you.
UpChannels Quick Facts puts this week's sales, stock, money, schedule, team and customer figures on one page, each against the same stretch of last week, next to a To-Do list with a button to each fix. On the Works board, every to-do becomes a card in the right person's queue.
From the figures to the work
Two cards side by side — the figures and the To-Do — and under them a short look at the team's task board. Every plan, every role.
Each figure against
the same stretch last time.
The This Week card groups small figures in rows — Sales, Operations, Finance, Schedule & Delivery, Team and Customers — each with a ▲ or ▼ against the same stretch of the last period, up to the same time of day. Hover a tile for what it counts; click it for the page behind it. A row shows only when your store uses that part of UpChannels, and profit figures are for owners and managers on Pro and Premium.
What needs you,
most urgent first.
Beside the figures, the To Do card lists what needs you, most urgent first: a red bar for urgent, amber for soon, blue for when you can. Each row names the job, gives one line of detail, and carries at most two buttons that open the exact list or record to fix. When nothing is due, it says “Nothing needs you today ✓”.
Every to-do
becomes a card.
Team → Works is the store’s task board. The columns are your workflow steps, in your words; the lanes are your team’s roles. Every To-Do row arrives on its own as a card tagged Auto · Quick Facts, in the queue of the role that usually handles it, and closes itself when the row clears. Staff see their own cards and their roles’ queues; managers and the owner see the whole store.
How we do this step,
on every card.
Each column has a short written procedure — how your team does that step — and every card in the column shows it under “How we do this step”. An auto card links to the page where the real list is worked, so the person who takes it goes straight there. A new hire reads the step on the card instead of asking.
Each kind of to-do has a home.
Out of the box, each To-Do row sends its card to the role that usually handles it. A role nobody holds yet still gets a lane, and its queue collects the cards until someone is given the role. Owners and managers change any of it in Board settings → Auto tasks.
- Unpaid balances, Refunds owed
- Bookkeeper queue
- Customers waiting on you, New customers: follow up
- Sales queue
- Deliveries to book, Stock accuracy, Price tags out of date, Drawers left open
- Back office queue
- Service work
- Technician queue
- Low stock, Purchase orders waiting to be received, Aged stock
- Buyer queue
- Books to keep, Team hours & pay
- The owner’s own lane
What Quick Facts and Works do not do
- Quick Facts reads; it does not change anything. Each tile and button opens the page where the work is done.
- It compares this period so far with the same stretch of the last one. It does not set targets of its own; goals and budgets come from Settings → Goals & budgets.
- Journals, expenses and customers have no location, so those tiles show the whole store when you pick one location.
- Profit and cash figures are for owners and managers on Pro and Premium. Staff never see them.
- Team roles on Works are lanes, not permissions. They do not let anyone see more.
- An auto card cannot be dragged to Done. It closes itself when its To-Do row clears.
Today’s numbers, on the owner’s phone.
The phone app opens on Today: sales so far against the same weekday last week and last year, money in, orders and open quotes, and the average sale, for every location or one.
The UpChannels phone app is built and coming to iPhone and Android. It isn’t in the App Store or Google Play yet. Screens show sample data.
Quick Facts and Works questions, answered
How is Quick Facts different from the Dashboard?
Which plans include Quick Facts and Works?
Why is a tile or a to-do missing?
Where do the auto cards on Works come from?
Do team roles change what someone can do?
Can I change the board’s columns?
Quick Facts & To-Do is one part of UpChannels
UpChannels Quick Facts is one page, under Get Started, that shows a small retailer how this week or this month is going — sales, operations, finance, schedule and delivery, team and customer figures, each against the same stretch of the last period — next to a To-Do list of what needs doing today, most urgent first, with a button to each fix. Every tile opens the page its figure comes from, and a row appears only when the store uses that feature. Each to-do also becomes a card on Works, the store's task board, in the queue of the team role that usually handles it, under columns the store names itself with a written SOP for each step. Both are on every plan; profit and cash figures are for owners and managers on 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.
