👁️‍🗨️ Overview

The Overview page is an operational dashboard that gives the business manager a concentrated snapshot of what's happening in the count – on one screen, conveniently. It's important and informative. Here you look from above: how much was counted, what is the value of the counted inventory, who worked and how much they contributed, and what is the scan rate over time.

🧠 What the Page Does

• Displays aggregate data at the business/selected store level: Metrics (number of items in catalog, scans performed, items counted), value in cost/selling terms, list of active users and their contribution, and the count rate graph.
• Enables real-time tracking: data updates continuously while work is in progress.
• Intended primarily for the main user (manager). Employee accounts do not have access to this page.

🏁 How to Access and What to Choose

• On phone (Mobile): Click the menu button ☰ at the top right → select Overview.
• On computer (Desktop): Hover over the menu on the left side → click Overview.

After entering the page, select at the top a specific store from the list or Merge All Stores to view aggregate data.

🧩 Page Components and What Each Shows

1) 📦 Top Metric Cards

• Items in Catalog – total number of items registered in the business catalog.
• Scans Performed – number of scan actions performed (including repeated scans of the same item).
• Items Counted – total sum of all scans of all products.

💡 Precision and Understanding

• "Scans" = scan events. "Items counted" = logical deduplication of items.
• If a scan was deleted – it is not counted. If a subtraction (stock removal) was performed – it is counted as a work event and will affect quantities and amounts accordingly.

2) 💰 Financial Cards

• Total Cost Price – sum of (quantity counted for item × cost price from catalog).
• Total Selling Price – sum of (quantity counted for item × selling price from catalog).

🧾 Important Calculation Rules

• Items without a defined price in the catalog are counted by quantity, but contribute 0 to the total.
• The amount displayed represents the value of what was actually counted – not ERP balances.

💡 Management Tip: If the selling total seems "too low", most likely some items are missing selling prices. Go to Item Catalog and complete the prices – the screen will update accordingly.

3) 👥 User List and Contributions

See who counted and how much they contributed of the total work:

• Name and avatar of each active user.
• Quantity counted by the user.
• Contribution percentage of total work (in the same store/merged).

🧩 Management Uses

• Identifying bottlenecks: if one user holds most of the scans – tasks may need redistribution.
• Soft monitoring: see who "dropped off" from the pace and who needs assistance/guidance.

4) 📈 "Count Rate" Graph

The graph shows the distribution of scans along a time axis: peaks, drops, and strong vs. weak hours/days. What you learn from it:

• Work peaks – when the team is pushing.
• Dead windows – when reinforcement/method change would help.
• Internal comparison – before/after a process change (e.g. opening a new area/location).

💡 Work Tip: Saw a drop in pace? Go to Recent Inventory Counts and check if there are many warnings or stuck items (without catalog/prices).

🎯 When to Use the Overview Page

Especially recommended when:

• You want a live pulse of the counting project in real time.
• You want an initial value estimate of what has already been counted (cost/selling).
• Managing multiple stores and want a concentrated picture (merge all stores).

Less suitable when:

• You need to fix/delete/edit a count – do that in Recent Inventory Counts.
• You need to organize, merge, or clean locations – that's in Location Management.
• You need to complete prices/item data – that's in Item Catalog Management.

✅ Advantages of the Page

• Holistic view: everything a manager needs on one screen.
• Decision-driven display: easy to identify where professional attention is needed right now.
• Cross-store functionality: instant switch between a single store and merged view.
• Motivation and transparency: measuring individual contribution creates accountability and collaboration.

🧯 Common Issues and Solutions

• Numbers are "frozen": A quick screen refresh usually resolves this. If not – go to "Recent Inventory Counts" to check if there are pending/erroneous scans.
• Money totals = 0: Cost/selling prices are missing in the catalog for counted items. Complete prices in the item catalog.
• User "disappeared" from list: They probably haven't counted anything yet in the current store.
• Sharp gap between 'scans' and 'items counted': Many repeated scans for the same items – review workflow and configure warnings/locations as needed.