Your goal is to shine a light on problem areas, coach managers, and hold teams accountable. Use the flow below to keep everyone focused on profit and guest experience.
Daily (10 minutes per store)
Check your Daily Insights email for each location.
Open the Voided / Refunded Tickets report.
Call or message store managers with the same three questions:
“Tell me about the high-duration cash refunds.”
“What caused any voids > 1 % of sales?”
“Why did average ticket time exceed 4 minutes?”
Log explanations in your shared tracker or notes app for follow-up.
Weekly
KPI Review: Scan the KPI Dashboard for each store and for your district roll‑up
Targets: Set or adjust targets in the Targets module where stores are missing labor cost %, ticket time, or void goals.
Performance Call: Schedule a 15-minute huddle with managers to:
Celebrate wins.
Review repeat red flags.
Assign action items with deadlines.
Period-End
Export the Period-to-Date KPI Snapshot and review trends.
Compare actuals to targets set earlier in the period.
Share a summary with leadership: highlights, lowlights, and next-period focus.
Best-Practice Playbook
Practice | Why it works |
Daily report subscription for voided tickets | Keeps theft front-of-mind and visible |
High-duration + cash filter | Pinpoints the riskiest transactions |
Supervisor–manager morning call | Forces quick explanations and correction |
Color-coded Duration metric | Instant way to spot late edits |
Clear numeric thresholds | Removes guesswork and sets expectations |
Coaching Tips
Use questions first, not accusations. “Help me understand why this ticket sat open 32 minutes.”
Tie every metric back to guest experience and profit.
Reinforce that acting on Insights the same day prevents bigger losses later.
Getting Started
Log in on web or mobile.
Subscribe to your key reports (Employee Totals, Voided / Refunded Tickets, KPI Snapshot).
Confirm you and your team receive Daily Insights emails.
Schedule your first review call.
Follow these steps consistently and you’ll cut losses, improve speed, and hit your period targets—without guessing where to look.