The new Home page is the place to see how the day is going and what changes need to be made. See in real-time the activity on your account, sales, inventory changes, and everything in between.
This feature is currently in Beta. To opt in, click the banner on the current Home page or through the Marketplace under the "Built by Thrive" heading.
You can opt out at any time.
And don't forget to give us your feedback by clicking the "Send Feedback" button!
Bulletin Board
Get updates from us on matters that need your attention. And also leave notes for yourself or the team!
Create a new note by clicking the green plus sign next to "Bulletin Board." Then, add your message.
Option to set an expiration date, and lastly choose whether you want the note to be public (so your company can read it) or private (just for you).
At a Glance
See key metrics immediately on your Home page, by choosing the tiles and time range (if applicable) you want to see.
Here's a rundown of the tiles to choose from:
Bulk Uploads
Bulk Uploads with errors | See which Bulk Uploads have errors and which updates were not uploaded to Thrive. Option to correct them and resubmit on the Bulk Uploads page. |
Catalog
New Product Variants | The number of variants created within a time range. |
Feeds
Variants not syncing to Meta | Variants that are not syncing to Meta aren't showing up on your Facebook or Instagram Shop. Correct these critical errors in Thrive and ensure everything is syncing as it should. |
Inventory
Assembly Runs | The number of Assemblies run within a time range. |
Cost of expiring units | The total cost of expiring products using lot cost. |
Expiring lots | Number of expired lots within a time range. |
Expiring Units | The total number of expired products within a time range. |
Products with Low Inventory | Any products that are below the Alert levels (user-specific) or PAR levels set up in Thrive. |
Profits lost from expiring units | Profit lost from expiring products within a time range. |
Stocktakes that need approval | Stocktakes awaiting approval by a user with the Manage Stocktakes permission. |
Stocktakes that need modification | The person approving the Stocktakes requested a modification. Now we're waiting for the count to be resubmitted by the counter. |
Invoices
Draft Invoices | Number of invoices in a "draft" state. |
Invoices Paid | Number of invoices paid within a time range. |
Uncollectable Invoices | Uncollectable invoices refer to those that have already been fulfilled, but no payment has been collected. |
Purchase Orders
Overdue POs | The number of POs that are in an "overdue" state. |
POs Completed | The number of POs that entered a completed state within a time range. |
Partially-received POs | The number of POs that are in a "partially-received" state. |
Sales
Discounts Given | The total amount of discounts given within a time range. |
Gross Profit | Gross Sales - Gross COGS (within a time range) |
Gross Profit Margin | (Gross Profit ÷ Gross Sales) x 100 |
Net Sales | Gross Sales - Refunds |
Net Sales Tax Collected | Gross Sales Tax - Refunded Sales Tax |
Products sold | Number of units sold |
Refunds Given | The total amount of refunds given within a time range. |
Transaction count | Number of Orders |
- NOTE: Tiles noted above in italics signify a time range must be selected.
Metrics
Create and edit charts with the information you find valuable.
The current charts have customizable date ranges and include:
Cost of Goods Sold
Discounts Given
Gross Profit
Gross Sales Revenue
Net Profit
Net Sales Revenue
Other Fees Collected
Refunds Given
Sales Tax Collected
Shipping Fees Collected
Tips Collected
Top Categories by Profit
Top Categories by Quantity Sold
Top Categories by Revenue
Transaction Count
These can be broken down by Location, Sales Channel, or Sales Integration.
NOTE: If you have more than five locations or integrations, check all the boxes by scrolling through or showing more rows.wing more rows, as shown here:
Recent Activity
Look here for the most recent activity on your account. You can see what actions are being completed.
For more insight, click "See more" to go straight to the Audit Log where you can see even more events.
Give us your feedback
We want this new Home page experience to work for you, so give us your feedback while you test it out.
It's quick and easy. See for yourself:
Opting-Out
If you prefer the old Home view, you can opt out of the beta. All we ask is that you give us feedback through the "Send Feedback" button on the Home page beta.
To opt out, go to the Marketplace and follow the steps shown here:
