The To-Do tab is the first thing you see when you open your Store Level Dashboard. It answers one question: what should I do today? Guest feedback waiting on a reply, this month's action items, and progress on your objective all live here.
Available to: Everyone who can view a location's Store Level Dashboard. The dashboard is toggled to "To-Do List" on default.
Guest Inbox
A preview of the 3 newest guest feedback items from the last 30 days. Click any item, or Open Guest Inbox, to see everything and reply to guests. When nothing is waiting, it reads "You're all caught up!"
Action Items
This month's action items for your objective, in one card. Check items off as you finish them, or add your own.
Objective Trends
A graph of your objective score this month, with last month shown as a dashed line for comparison and daily responses as bars underneath.
Above the graph you'll see:
Current Score: your objective's score, the same one shown on the Objective card
CER This Month: how your CER has changed since the objective started. Hover to see the starting point.
Days Left in the month
Responses for your objective's category so far this month
See what your actions did. Each completed action item shows up as a green check mark on the day it was completed. Hover over a check mark to see which items were finished that day, so you can tell whether your team's work moved the score.
If no objective is set, this section reads "No objective set for this month yet."
Objective Factors
Sits in the same card as Objective Trends and shows what's driving your objective score.
On the left: the factors behind your objective, as red and green bars with a percentage, most negative first. The top factor is selected for you.
On the right: guest comments for the selected factor (ratings of 1 to 3 stars). Scroll to load more.
Time period: choose the last 30 (default), 60, or 90 days.
Click any factor to see its associated comments.
What moved from the previous dashboard
If you're looking for... | It's now in... |
Monthly Objective Detail (score trend line, factors, comments) | Objective Trends and Objective Factors |
Top negative factor on the objective tile | Objective Factors |
Guest Feedback counter and Guest Feedback Activity | Guest Inbox |
The two Action Items cards | One Action Items card |
A date range for your scores | The Performance tab's Date Range filter. The Score card always shows the last 90 days. |
Export | Coming soon |
Tips for success
Start each day with your AI Coach note. It tells you what changed overnight.
Work your Guest Inbox down to zero. Anything left in Needs Action still needs someone.
Check off action items as you go, then look for the green check marks on Objective Trends to see their impact.
Read the comments in Objective Factors. Scores tell you what's happening; guests tell you why.