Store Insights App Overview

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The Store Insights app grants store owners and managers near real-time access to important business metrics directly on their mobile devices. It’s an essential tool for those needing to understand and act on complex business data, particularly in fast-paced retail settings. It serves as an ideal companion to your SimpleConsign Reports, offering insights and information that can be further analyzed within SimpleConsign.
 
Store Insights tracks key data points such as:
  • Sales & Online Sales
  • Expenses & Profits
  • Inventory & Transactions
  • Sell-Through Rates
  • Cash-Drawer Status
  • Login/Logout Data
  • Best Selling & Worst Selling Items
  • Single or Multi-Store Management
 

Downloading the App

The Store Insights app is available for both iOS 14+ for Apple and 7.0+ for Android devices. Please use the links below to download the app.
 
The Store Insights App is available with a Professional plan subscription and must be purchased as an add-on feature for both the Standard and Basic subscription plans.

Purchase Add-On (Standard and Basic Plans Only)

For customers wishing to purchase the Store Insights app on the Standard and Basic plans, please follow the instructions below. The add-on is an extra $75/month per location and will be listed as a separate line item on your invoice.
  1. Log in to SimpleConsign and navigate to your profile icon in the upper right corner.
  2. Select your subscription plan.
  3. Click ‘Edit Subscription’.
  4. Hit the ‘Add Add-ons’ button.
  5. Select ‘Store Insights’ and hit ‘Add’.
 

Grant User Access

The Store Insights app is accessible to Back Office users. If you’d like to grant app permissions for a Back Office user, please follow the steps below.
 
  1. From the Back Office, click on the ‘User’ tab.
  2. Double-click on the user you wish to grant Store Insights access.
  3. Check the ‘Store Insights Access’ box and hit ‘Next’.



  4. Edit location access if needed. Otherwise, hit ‘Save & Close’.
To log into the app, the user must have access to at least one location.
 

Logging In

Open the app on your mobile device and log in using your SimpleConsign Back Office Manager Login ID and password.
 
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If you can’t recall your ID or password, follow the instructions below.
  1. Click ‘Forgot password’. This will redirect you to SimpleConsign in your web browser.
  2. Select either the ‘Forgot ID’ or ‘Forgot Password’ link in the lower right corner.
  3. Enter your email address and hit ‘Send Instructions’.
  4. Check your email for next steps.

Navigating Tabs

The bottom navigation bar allows the user to view different types of data. The selected view is highlighted in yellow for easy reference.
  • Sales: Quickly view sales totals, transaction counts, item counts, and popular payment methods with filters for location, sales channel, and timeframe.

    unnamed1.png

  • Details: Gain further insights into sales trends, including best-selling brands/categories, sell-through rates, and sales aggregates. Use filters for locations, sales channels, and timeframes to delve deeper.

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  • Trends: See how your business is performing this year compared to previous years and anticipate future sales trends across sales channels and locations.

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  • Store: Quickly review account statuses, outstanding balances, and inventory values + ratios, either across all locations or for a specific one.

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  • Terminals: Monitor terminal status, including whether the close-out process has been completed, by whom, and if the drawers are balanced.

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Selecting Filters

There are 3 types of filters available within Store Insights:
  • Locations
    • All locations
    • Single locations
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  • Sales channel(s)
    • In Store
    • Online
    • Both
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  • Date range
    • Predefined
    • Custom ranges
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Filters will be available on relevant screens and allow users to view their data from different angles.

Finding Additional Details

Additional details can be found under different tiles. Simply tap the tile to reveal more information.

Example:
Total sales expands to display the mix of payment types used, $ value of voids/ returns, and a breakdown of the store amount + consignor amount generated from the transactions.

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Tool Tips

Tool tips are included on the tiles for easy reference and understanding of what each figure means. Simply click on the question mark icon in the upper right corner of the widget to reveal the tool tip.
 
tool tips.png
 
 

Logging Out

To log out of the Store Insights app, click the user profile in the top right corner.
 
logout.png
 
This allows work phones and tablets to be shared without unauthorized users
accessing the app.
 

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