Importing Targets in ThriftTrac

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(Administrators now have the ability to add targets within ThriftTrac. To do so, go to Administration Tools > Targets. In the upper right corner, select “Import”. Select “Choose File” and then browse to the relevant CSV file containing targets. Lastly, select “Create Import” to initiative the import.

Creating the Import file

You may download an example file from the Import screen. Select “Download Sample” in the upper right to do so.

The import file must include …

  • Type (i.e., retail, production, transportation, wholesale)
  • Date (format must be YYYY-MM-DD)
  • Location ID

The location ID can be found under Administration Tools > Locations and then selecting “View” for the relevant location. Review the digits at the end of URL in the address bar.

 

In addition to the three required fields, up to four additional fields (or targets) may be defined for each Type. Although each organization may define the information for each field, the following definitions are currently used for custom dashboards created by SMCo Thrift.

For retail targets, …

  • Amount 1 = Sales
  • Amount 2 = Labor Hours
  • Amount 3 = Average Transaction Amount
  • Amount 4

For production targets, …

  • amount 1 = Production Value
  • Amount 2 = Labor Hours
  • Amount 3 = Average Price Per Piece
  • Amount 4 = Number of Pieces