Monthly Recap

The band at the top of your Dashboard shows the exact date range for the current period (for example, "June 17 – July 17").

• Two toggles control what you're looking at: MTD / Last Month switches the time window, and vs Plan / vs Last Year changes what every KPI card below is compared against.
• Use All Locations to narrow the view to a single store, and Filters to adjust what's included.
• The Sales card also carries a Trend figure for month-to-date.

KPI Cards

Four cards give you an at-a-glance read on the metrics that matter most: Sales Trending, Inventory, Inflow, and Markdowns.

• Each card shows the current dollar value, the plan or last-year figure it's measured against, the dollar variance, and the percent of plan/LY achieved with a progress bar.

Sales Trending

A line graph comparing Actual, Plan, and Last Year, switchable between YTD, 6 Months, and 12 Months.

• Above the chart, a detail strip breaks out Sales Plan, Trailing Actual, Variance to Plan, Last Year, Variance to LY, and the exact period.

Performance Gauge

Your Health Score out of 100, plotted on a Poor-to-Excellent dial with a plain-language status flag, such as "On track."

• Below the dial, you'll see how much your score has moved since last month.
• Click through to the full Performance page for the complete history.

Reports

Your total report count, plus a callout for anything flagged for review ahead of your next consultant call.

Ask Indie Callout

Your total report count is surfaced again here, alongside a callout for anything flagged for review ahead of your next consultant call — so nothing gets missed between check-ins.

Your M1 Journey

A running timeline of your relationship with Management One — how long you've been working together and the milestones you've hit along the way, such as buying seasons and planning cycles.

Open to Buy

Your Planned, On Order, and Remaining OTB for the selected month, at a glance.

Retail Insights

A "New Launch" callout for the Retail Insights blog — practical tips and trend breakdowns from people who've run retail floors — with a "Visit the blog" button.

Report Insights

A recommended-reports list, each tagged "Recommended," with a direct Open button next to each one.

• Includes reports like OTB Recap, Inventory Action, Progress, and KPI Report.
• A "Go to reports library" button sits at the bottom for browsing everything else.

M1 Events

A feed of recent activity, each with a date chip and a one-line description, plus a link where one applies.