Dashboard & Goals

The Dashboard

The Dashboard is your home screen under the Today menu. It opens with a greeting for the current shift and a focus feed of what needs your attention right now.

Use the View shift brief button to open the full detail for the current shift.

Shift Notes

Shift Notes (Today → Shift Notes) is a searchable, date-organized record of what happened each shift — issues, observations, and wins.

1. 1

   Click "New Entry"

   The button is in the top right of the Shift Notes page.

2. 2

   Pick the shift and category

   Choose Morning, Afternoon, Evening, or Close, then a category for the entry.

3. 3

   Write your note and save

   Type your observation. The title is generated from the first line. Click Save.

Tracking Goals

My Goals (Today → My Goals) lets you set and track targets for revenue, cost savings, labor efficiency, and customer satisfaction.

1. 1

   Click "New Goal"

   Give the goal a clear title and an optional description.

2. 2

   Choose a goal type and metric

   Pick Revenue Increase, Cost Savings, Labor Efficiency, or Customer Satisfaction, then a metric unit (dollars, percentage, count, or rating).

3. 3

   Set your numbers and timeline

   Enter a target value (and optional baseline/current value), then a start and target date.

4. 4

   Save as draft or create

   Use "Save as Draft" to set it up for later, or "Create Goal" to activate it now. You can also add a supervisor email for read-only access.

Goals are organized by status: Active, Completed, Drafts, and Paused.

Updating Progress

Open any goal to see a progress ring with current vs. target value. The completion percentage is calculated automatically.

1. 1

   Click "Update Progress"

   Log a new current value, with an optional note and attachment.

2. 2

   Track the history

   Each update is recorded in a timeline showing who changed what and when.

3. 3

   Complete the goal

   Use "Complete Goal" to mark it 100% done, or change its status to Paused or Cancelled.