Effective dashboards are key to business success. This guide serves as your resource for FAQs and troubleshooting tips on using the Built-In Dashboards in Centegra Plus. We'll clarify any doubts, helping you maximise these tools. Let's simplify sales data management to enable informed decision-making and support your business growth.
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Frequently Asked Questions
Frequently Asked Questions
How Do I Configure The "Like For Like" Dashboard?
Like For Like Dashboard Layout
The Like For Like Dashboard provides a comparison of sales so far today, versus sales at the same time:
- Yesterday
- Same Day Last Week
- Same Day Last Year
- Same Day In 2019
The Like For Like dashboard automatically lists sites that you as an individual user have access to within Centegra Plus. This cannot be changed.
The sites are then arranged in up to four sections, depending on your company type:
Companies With Only Company-Owned Sites
The Like For Like Dashboard will show the following two sections:
- Like For Like - For sites that have passed their Like For Like Date.
- New Stores - For sites that have not yet passed their Like For Like Date.
Companies With Both Company-Owned & Franchisee Sites
The Like For Like Dashboard will show the following four sections:
- Company Like For Like - For company sites that have passed their Like For Like Date.
- New Company Stores - For company sites that have not yet passed their Like For Like Date.
- Franchise Like For Like - For franchise sites that have passed their Like For Like Date.
- New Franchise Stores - For franchise sites that have not yet passed their Like For Like Date.
Like For Like Dashboard Settings
Site Settings
For the Like For Like Dashboard, each site has two settings within the Site Configuration tab of the site setup page, accessed via Company Settings > Site Setup > Site.
These two settings are:
- Like For Like Date: Typically set as one year after the sites opening date, so as to automatically move the site from the New Stores section to the Like For Like section after being open for one year. This can be changed if required, to move the site to the section you require.
- Site Type: Set this as either Company or Franchise. (If left blank, the default is Company.)
User Settings
The Like For Like Dashboard can be seen for any date, but defaults to either today or yesterday when you first access the dashboard.
You can specify whether you want to see today or yesterday by default within your user profile.
Head to Account > Profile, and in the User Detail tab select your Default Dashboard Date preference.
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