The new Home page is the place to see how the day is going and what changes must be made. See in real-time the activity on your account, sales, inventory changes, and everything in between.

A more interactive experience

With the new Home page, we have different options for interacting with the page, including:

(+) The plus sign lets you add a new element to the section.
(⋮) The vertical ellipsis gives you more options to control the element, like editing, deleting, viewing a report, or moving.
(↺) The reload or refresh symbol will let you know when the last refresh happened and can be clicked for a more recent refresh.

Here's a screenshot of what each action does:

Bulletin Board

Get updates from us on matters that need your attention. And 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.

Set an expiration date (optional).

If you have the "Share Bulletins" permission, you can choose whether you want the note to be public (so your company can read it) or private (just for you). All your notes will be private without the correct permission, but you'll see other public notes.

Editing a Note

Edit or adjust a note by clicking the vertical ellipsis (⋮).

Depending on the Note and your permission, those options can differ from no ellipsis (because it's a critical message from us) or many options, as shown below:

At a Glance

See key metrics immediately on your Home page by choosing the tiles and time range (if applicable) you want to see.

Adding a new tile by clicking the green plus sign (+) next to "At a Glance." Then, choose the tile you want to add and your desired time range.

Here are 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

*Deleted Variants*	The number of variants deleted within a time range.
*New Product Variants*	The number of variants created within a time range.

Feeds

Variants not syncing to Meta

Variants not syncing to Meta won't show 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 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 already fulfilled but no payment has been collected.

Purchase Orders

*IT Fees*	The total fee amount ($) across all internal transfers within a time range.
*IT Freight*	The total freight amount ($) across all internal transfers within a time range.
Overdue POs	The number of POs that are in an "overdue" state.
*PO Fees*	The total fee amount ($) across all purchase orders within a time range.
*PO Freight*	The total freight amount ($) across all purchase orders within a time range.
*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
*Gross Shipping Fees*	Gross shipping fees ($) within a time range.
*Net Sales*	Gross Sales - Refunds
*Net Sales Tax Collected*	Gross Sales Tax - Refunded Sales Tax
*Products sold*	Number of units sold
*Refunded Tax*	Refunded tax within a time range.
*Refunds Given*	The total amount of refunds given within a time range.
*Tips Collected*	Tips collected within a time range.
*Transaction Fees*	Transaction fees accumulated within a time range.
*Transaction count*	Number of Orders

- NOTE: Tiles noted above in italics signify a time range must be selected.

Editing a Tile

Edit or adjust any tile by clicking the vertical ellipsis (⋮).

Metrics

Create and edit charts with the information you find valuable.

Create a new chart by clicking the green plus sign (+) next to "Metrics." Then, choose the chart you want to add, how you want the data grouped, and your desired time range. Option to add a custom name to the chart as well.

Edit any chart by clicking the vertical ellipsis (⋮).

The current charts 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
Top Vendors by Profit
Top Vendors by Quantity Sold
Top Vendors by Revenue
Transaction Count

Each chart has options for how it is broken down and grouped and what date range it's set for:

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.

Missing the old home page?

Almost all of the insights from the old Home page, are available on the new home experience.