---
title: "Using NewStore Associate App for sales metrics"
slug: "using-newstore-associate-app-for-sales-metrics-1"
tags: ["order fulfillment", "inventory", "store fulfillment"]
updated: 2025-06-23T12:11:47Z
published: 2025-06-23T12:11:47Z
canonical: "docs.newstore.com/using-newstore-associate-app-for-sales-metrics-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.newstore.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Monitor analytics and reporting data

If enabled for your business, you can view detailed metrics on sales and business performance in the `Sales Dashboard` within the Associate App. The dashboard automatically displays data for the current day based on the store's local timezone, which includes sales and performance data for you and for the store you are currently assigned to. Data is fresh within minutes of an order or return occurring in a store.

## Prerequisites

> [!WARNING]
> Supported from
> 
> This feature is supported from Associate App v1.36.0 or later.

- Associates can view the sales dashboard, if the feature has been enabled for them. NewStore provides the sales dashboard as a webview customization for Associate App.
- Ensure that the [required permissions](/v1/docs/managing-users-and-roles#assoapp-permissions) have been assigned to you via NewStore Omnichannel Manager.

> [!NOTE]
> Important
> 
> Your content goes hereOnly users with the `Admin` role or the `Manage Associate App` permission in NewStore Omnichannel Manager can enable the sales dashboard.

## Enabling the sales dashboard

To enable the `Sales Dashboard` using Omnichannel Manager:

1. Login to NewStore Omnichannel Manager.
2. Go to `Settings` > `Associate App` > `Customizations`.
3. On the `Associate App Customization` overview page, locate `Sales Dashboard`.
4. On the right side, click `Enable` for the `Sales Dashboard` if it is currently disabled. The status of the customization changes to `Enabled`.

![](https://cdn.document360.io/c2d22fcd-a44b-4e1e-bf3a-84f0ffba0dbe/Images/Documentation/d9c99a21-d32f-452a-af15-acab054a05d9.png)

For more information, see [Managing Associate App customizations](/v1/docs/managing-associate-app-customizations#assoapp-customizations)

> [!TIP]
> Note
> 
> Don't delete the `Sales Dashboard` customization or modify the webview customization URL for it, while enabling or disabling the `Sales Dashboard`.

### Creating a sales dashboard

If no sales dashboards exist for the retailer or for the specific tenant setup, create and enable a `Sales Dashboard` using Omnichannel Manager:

1. Login to NewStore Omnichannel Manager.
2. Go to `Settings` > `Associate App` > `Customizations`.
3. On the `Associate App Customization` overview page, click `Add`.
4. In the `Create new customization` window that appears, enter:
  1. `Name`: Enter `Sales Dashboard` as the name of the customization, to stay consistent with the naming that NewStore uses by default.
  2. `Location` : Select `More (Selling Area)` .
  3. `Type`: Select `Webview`.
  4. Click `Create`.
5. In the window that appears, enter:
  1. `URL`: Specify `https://nom.cdn.web-platform.c.p.newstore.net/__remotes/team-store-fulfillment/sales-dashboard/index.html` as the URL.
  2. `Title`: Specify `Sales Dashboard` .
  3. `Caption`: Specify `Sales Dashboard`.
  4. `Identity Provider`: You can skip specifying a value for this field.
  5. Click `Save`.
6. The `Sales Dashboard` is now ready to be enabled for your business, but disabled by default.
7. In the `Customizations` overview page, click `Enable` for the `Sales Dashboard` you just created.

## Customizing the sales dashboard​

To customize the `Sales Dashboard` using NewStore Omnichannel Manager:

1. Log in to NewStore Omnichannel Manager.
2. Go to `Insights` > `Associate App Setup`.
3. Adjust the settings based on business requirements.
4. Choose the question mark for a given setting for clarity on what will change.
5. After making the changes, click `Save Settings`.

![AA-Setup](https://cdn.document360.io/c2d22fcd-a44b-4e1e-bf3a-84f0ffba0dbe/Images/Documentation/AA-Setup.png)

## Using the sales dashboard

To view the sales dashboard, login to Associate App and tap `Selling` > `More` > `Sales Dashboard`.

![](https://cdn.document360.io/c2d22fcd-a44b-4e1e-bf3a-84f0ffba0dbe/Images/Documentation/d064c6f0-5bc4-40e5-8c09-0a9e39a33a4f.png)

On the `Sales Dashboard`, choose either your view or store's view for more insights.

You can view the following metrics on the sales dashboard:

- Last Update: The timeline on when the sales dashboard was updated last time.
- Sales (Value): The number of completed orders which optionally includes tax.
- Sales (Number of): The number of completed sales transactions today.
- Products Sold: The number of items sold today.
- Returns (Value): A value of items returned today based on the return location setting in Omnichannel Manager.
- Returns (Number of): The number of items returned based on the return location setting in Omnichannel Manager.
- AOV: The count of completed order value divided by number of orders.
- Units Per Transaction: The count of items sold divided by completed orders.
- Discounts (Value): A total value of all discounts.
- Discounts (Number of): A total number of items with a discount.
- Sales Goal: The percentage of today's Sales Goal accomplished.

**Related topics**

- [Managing Associate App customizations](/v1/docs/managing-associate-app-customizations#assoapp-customizations)
- [Managing users and roles](/v1/docs/managing-users-and-roles#nom-managing-users)