Retail Ops OS

You're viewing a live demo with sample data — nothing you do here saves anywhere but this browser, and it's safe to click around. Buy the real thing → · Reset demo data

Retail Ops OS

Runs locally on this computer · your data never leaves this device unless you export it

Weekly Insights

What needs your attention this week

Week

Bulk Import Weekly Numbers 🔒

Already have these numbers in your POS's weekly report or your own spreadsheet? Download the template, paste your numbers into the same columns (one row per week), and import — this can add or update several weeks at once instead of retyping them one field at a time. Importing matches on Week Of; a week that already exists gets updated, not duplicated.

Import From Your Own POS Report 🔒

Don't want to retype numbers from your register's own weekly report? Drop its CSV export here as-is — you map which of its columns are Cash Sales, Transactions, etc. once, and it fills in the form below for you to review before saving. If it has one row per day/transaction instead of one row per week, matching columns get added up automatically. Save your column choices as a preset so you only have to map it once per report format.

🔒 Disabled in this demo — drag & drop is turned off

Trends

At a glance, over time — green means moving the right direction, red means moving the wrong one. Pick a range below, or leave it blank to see everything you've ever logged.

From

Log This Week

✏️ Fields are what you type in. 🧮 Fields calculate themselves live as you type. 🚦 Flags tell you if something needs attention.

Week starting

Cash Sales ($)

Credit Card Sales ($)

Sales Tax Collected ($, optional)Only if Cash/Card Sales above include tax you collected. Doesn't change any other number — shown separately for your own records/accountant.

CC Merchant Fee (%)

Total Labor Cost ($)

Actual Labor Hours (paid/hourly staff)

Owner/Salaried Hours Worked (optional)Counts toward Sales per Labor Hour, not Labor Cost

Scheduled Labor Hours

Labor Target (%)Defaults to 20% — a common small-retail benchmark. Adjust to your own target.

Target Sales per Labor Hour ($)

Total Transactions

Total Items Sold

Returns ($)Positive number — subtracted from sales automatically

Discount/Promo Given ($)

Shrink ($)

Loyalty Signups This Week

Loyalty Member Sales ($)

Promo Name (optional)

Calculated Totals

Flags

Forecast Next Week

Two numbers any manager already knows: what you want to sell, and how many hours you're open. Assumes one person on the floor per open hour as a baseline — schedule more for busy stretches, less for slow ones, using what you know your team can actually cover.

Sales Goal ($)

Store Hours Open (this week)

Labor Target (%)Leave blank to use the Labor Target from Log This Week above

What This Means

Weekly History

Most recent week first.

Week Of	Promo	Total Sales	Sales per Labor Hour	Labor Cost %	Labor Status	Staffing Signal

Promo Effectiveness

Tag a week with a Promo Name above while it's running, then pick it here to see how it actually performed — sales during, sales in the weeks leading up to and after it, loyalty impact, and return activity — measured against a plain baseline from your normal, non-promo weeks.

Choose a Promo

Sort promos by

Per-Product Before/After

Products don't keep week-by-week history, so this compares a snapshot you take manually. Snapshot your Products tab's "Units Sold" right before a promo starts, then compare it to current numbers once it's over.

Promo Name for Snapshot

Compare Against Snapshot

Only show products with a change (hides the rest of your catalog that wasn't part of this promo)

Print Reports

Pick a week, choose one or more reports, and print them together on flowing pages or as separate printouts.

Week

When printing more than one report

Process Playbooks & SOPs

Ready-to-use procedures for small retail operations. Each includes step-by-step instructions, the KPIs it affects, and hard-earned tips. Click any playbook to expand it.

Opening & Closing Procedures

Purpose: Consistent store opening and closing to ensure safety, cleanliness, and accurate daily performance tracking.

After 8 years at CVS and 10+ years (and counting) at Sephora, sloppy opening and closing routines are one of the biggest hidden killers of store performance. Stores that do this well run smoother, have less shrink, and make more money.

Opening Procedure (30–45 min before open)

Check exterior for issues (lights, signage, cleanliness)
Do a safety walk-through
Turn on lights, music, and POS system
Count cash drawer and log starting amount
Restock high-priority items (top sellers, demo units, impulse items)
Quick visual standards check (facing, cleanliness)
Review today's promotions and targets
Team huddle: goals and red flags, 5 minutes max

Closing Procedure (after last customer + 30 min)

Final customer cleanup and recovery
Process all returns and damaged items
Run end-of-day sales report from POS
Count cash drawer and reconcile with system
Restock and face shelves for next day
Clean high-touch areas
Log any shrink, issues, or maintenance needs
Set alarm and secure store

Key KPIs affected: Labor Cost %, Shrink %, Sales Per Hour (next day)

Hard-earned tips: Never skip the morning huddle. Train your team to close "like they're opening tomorrow." If short-staffed, prioritize cash reconciliation and security first.

🔒 Daily Restock & Visual Standards