<!-- source: https://docs.opticcount.com/en/guide/management/overview -->
# Overview screen

The **Overview** screen shows the state of the active count in one place: how much has been scanned, what the counted stock is worth, who counted how much, and how fast the team is working.

**Who sees it:** Primary User · Co-Manager · Sub-Manager

**Used by modules:** `Counting` (`Picking`, `Returns` and `Receiving` tiles appear once those modules have data)

## How to get here

- **On the phone:** ☰ menu → **Overview**
- **On the computer:** side menu → **Overview**

The screen opens empty with the message *Please select a store*. Data loads only after you pick a store.

## What's on the screen

![Overview page for a branch with the store select (1), AI insights card (2), counting operations tiles (3), counting rate chart (4) and team tiles (5)](/screens/overview/overview-page.en.png)

### (1) Store select

The **Select Store** list holds every branch plus **All Stores** (shown only when the company has more than one branch). Picking a branch shows the data of that branch's active count session. Combined mode sums the active sessions of all branches.

### (2) AI insights

The **AI insights** card shows up to two insights; when there are more, click **+N more**. Clicking an insight jumps to the relevant management screen (counts, orders, users and so on). The card ends with *AI-generated. Review before acting.* – insights are suggestions, not figures. When there are no insights to show – before you start working, or on a quiet day with no activity – the card shows *Once you start counting, AI insights will appear here.* with a suggestion below it to add items, scan barcodes or create a first document.

### (3) Counting Operations

The **Counting Operations** group holds the basic count metrics. See the table under [Fields and options](#fields-and-options).

### (4) Inventory Counting Rate chart

The **Inventory Counting Rate** chart plots scans over time. Two selects above it control what is drawn:

| Choice | Options |
|---|---|
| What to count | **Show Scans Count** · **Show Items Count** |
| Time frame | **Last Week** · **Last Month** · **Last Year** |

### (5) Team

The **Team** group has two tiles:

- **Team pace** – **Active counters today** (users with at least one scan), **Team average** in items per user per day, and a bar per user (the top 10) with their items per day over the last 7 days.
- **Top counters** – a ranked list of the users who scanned in the active session, with their total and share of the work. The **Show Scans Count** / **Show Items Count** select decides what the ranking is based on.

When neither tile has data, the group shows *No team activity yet*.

## Groups that appear only with data

| Group | Tiles | When it shows |
|---|---|---|
| **Counting Scope** | **Scope coverage** (percentage, progress bar, "N items still to count"), **Out of scope**, **Progress by scope** | When count scopes are defined for the branch |
| **Orders** | **Open orders** (with an *overdue* badge when relevant), **Avg fulfillment** over the last 30 days | When the picking module has orders |
| **Returns** | **Open returns**, **Awaiting collection** | When there are returns documents |
| **Goods Receiving** | **In review** (AI-extracted receipts pending approval), **Receiving accuracy** over the last 7 days | When there are goods receipts |

## Fields and options

**Counting Operations** tiles:

| Tile | What it shows | Notes |
|---|---|---|
| **Scans Performed** | Number of scan events in the active session | Scanning the same item again counts again |
| **Items Counted** | Sum of the quantities of all scans | A negative scan (stock removal) lowers the sum |
| **Items in Catalog** | Number of items in the company catalog | The catalog is shared by all branches, so this number does not depend on the selected store |
| **Velocity** | Items per active day over the last 7 days, with the percentage change vs the prior week | |
| **Total Cost Price** | Sum of (counted quantity × cost price from the catalog) | An item without a price contributes 0. The tile shows to everyone who can open the screen, even without the permission to view cost prices |
| **Total Selling Price** | Sum of (counted quantity × selling price from the catalog) | An item without a price contributes 0 |

::: info The numbers belong to the active count
The screen sums the branch's active count session. The money figures are the value of what was actually counted, not ERP balances.
:::

## Common problems

- If **Total Selling Price** is lower than expected → prices are missing in the catalog. Fill them in on [Item Catalog](/en/guide/management/catalog).
- If a user is missing from **Top counters** → they have not scanned in this branch's active session yet.
- If **Scans Performed** is far higher than **Items Counted** → many repeat scans of the same items. Check [Inventory Counts](/en/guide/management/counts) merged by item code.
- If the numbers do not refresh → pick the store again from the list. A thin bar at the top of the screen means a load is in progress.

## Related pages

- [Inventory Counts](/en/guide/management/counts) – review, fix and export the scans themselves
- [Count Scopes](/en/guide/management/count-scopes) – define what the scope coverage tile tracks
- [Item Catalog](/en/guide/management/catalog) – fill in the prices that feed the money tiles
- [Inventory count](/en/modules/inventory-count) – the full end-to-end process
- [Users](/en/guide/management/users) – who sees this screen and cost prices
