Before configuring your store, you need to add a Firebase security rule so this store's data can be saved. This takes about 60 seconds.
Step 1 — Open Firebase Console
Go to Firebase Console → Firestore → Rules and add the following inside the match /databases/{database}/documents block:
match /NEW-STORE-dashboard/{document=**} {
allow read, write: if true;
}
Step 2 — Enter your store name below, then test the connection
The rule above will update automatically as you type.
Firebase collection: —
✅ Firebase connected
Your store name and Firebase collection are confirmed below.
Store name:
Firebase collection:
Add your consultants
Add each staff member who will have their own sales column. You can add more later via the Team tab.
Confirm setup
Start a new financial year
This archives the current year and creates a fresh, blank year. Past data is never deleted.
Sales by consultant — YTD
Monthly store total
RAG targets — individual consultants
Benefit sales — running totals
Store KPI targets
Set the monthly £ thresholds for store-level KPI colours (YTD, Current Month, Q3). Saved permanently to Firebase.
Store KPI targets (YTD / Current Month / Q3)
Remake rate thresholds (%)
RAG monthly targets
Edit each consultant's monthly Red / Amber / Green thresholds. RAG status across the dashboard updates from these values.
Consultant performance
Weekly budget vs actual
2025-26 BudgetOur 5% BudgetActual Sales
Weekly budget data
Showing 2025/26 — credits and remakes reset for each new financial year.
Consultant remakes & credits
Monthly remake rate — % of sales
Green <1.5%Amber 1.5–3%Red ≥3%
Remakes by consultant
Error rate by consultant
Add a remake or credit
Credits & remakes log
Optometrist remakes
Remakes and non-tolerances logged against optometrists, kept separate from consultant figures above.
Optometrist log
Import till balance report
Paste the raw till report text below. It'll be parsed, totalled per staff member, and matched to names on this dashboard — review the matches, then apply them straight into the form below.