6. Adding statistics

You are now ready to add the statistics you want to track. There are overall statistics which measure the total production of each area of your business and there are also statistics for each post and employee.

To add a new statistic click the Add Statistic button as shown by 1 in the screenshot below.

In this example we're going to start with by adding statistics for Income, Value of Service Delivered, Promotion, Cash on Hand and Bills Owing. There will be additional statistics you will want to add based on your business.

For the Income statistic enter the name in the Name field as shown in 1 below. You also need to enter an abbreviation, which can be the same as the name.

Select the post responsible for the overall sales in your business, as indicated by 3.

Select Standard statistic type as shown by 4. A Standard statistic in this system is one you enter numbers for. The other types of statistics all get their values from other statistics in the system.

Select the Daily period type 5. This means that you will enter the values each day. It's best practice to enter your statistics each day.


The second page of the statistic wizard has some additional options for you to choose from.

For the Income statistic set the number formatting accordingly as shown in 1 below.

Since your total weekly income is the sum or total of the week's daily income you want to check the Smaller periods sum into larger periods check box as shown in 2.

Because your income statistic is a major statistic for your business you want to include it in the Information Center as shown in 3


Next create a Value of Service Delivered statistic. This statitic represents the monetary value of delivered to customers by your company's production. You will set the options similar to those of the Income statistic.



Next create a Promotion statistic. This statitic measures the total promotion by your business does each day or week.


The formatting of the numbers will be different than the income or service delivered statistics as you can see in the screen shot below.


Next create a Cash on Hand statistic. This statitic measures the spendable cash your business has. Note in the second screen shot below that the Smaller periods sum into larger periods check box is unchecked as shown in 4. You can also make the Cash statistic viewable only by users with View Private Stat rights as shown in 5



Next create a Bills Owing statistic. This statitic is graphed upside down as the higher a quantity less desirable. Check the Graph upsidedown check box as shown by 6. Upsidedown graph will invert the scale of the graph where the scale numbers get smaller as you go up the graph.



Once you have created these statistics you will want to add statistics for each employee in your business. These statistics should be assigned to the employee's post.

Click the Next button to continue.