App tiles
Shown on everyone's hub homepage, filtered by their area access.| Tile | Visible to |
|---|
Users
One login for every WhataHoot app. Changes apply everywhere straight away.| Name | Role | Area access |
|---|
Admins and super admins automatically have full access to every area. Deactivated users can't sign in to any app.
Fact of the day
One a day, in order, the same for everyone. Hidden facts are skipped.Shopify & Square numbers
Pulled automatically every Monday at 5am for the week just gone.Checking setup…
Bar drink groups
How Square items are counted. A rule matches if its text appears in the item's category or name; the first match (lowest order) wins.| Order | If the item contains | Count it as |
|---|
Counted as "Other" last week
Square items no rule matched (category in brackets). Add a rule above, then pull again.Data points
Everything the hub measures automatically. Any of these can be used as a KPI in Business plans, and they fill themselves in from Shopify and Square every day.| Data point | Comes from |
|---|
New data points start filling in from the next daily sync. To fill in past months too, use Finance → Reload all history once (a few minutes). Trade CRM data points are worked out live.
Trade account grades
A–D from the ICP score (35% last 12 months, 25% lifetime, 15% average order, 15% active months, 10% recency; top 10% A, next 20% B, next 30% C; no order in a year is capped at C). Re-graded automatically on 1 Jan, Apr, Jul and Oct.Loading…
Targets
Monthly targets per area. Weekly targets on the dashboard are each month's target spread evenly over its days.| Month | Retail (Shopify) | Trade | Bar (Square) | Whole business |
|---|
Quick set: annual target for
Splits the annual figure across the months in the same proportions as that area's actual sales the year before (or the current phasing if there's no history). Review, then Save.
Monday email
The PDF report for the previous Mon–Sun week goes to these people at 7am every Monday (6am in winter), via Resend.Sales data
Kept up to date from Shopify and Square every Monday. Load history once so year-to-date and last-year comparisons are complete.Checking…