UK firm Mercaux has launched a tool to provide managers and store associates with real-time data and insights.

The Store Associate KPI Dashboard balances the needs of managers who want visibility into store performance and staff, who can prioritise their daily tasks in line with hitting their key performance indicators (KPIs).

It gives managers a clearer view of team performance and empowers store associates to take ownership of their goals, aligning their daily activities with broader business objectives.

The role of shop assistants is evolving. They are no longer just tasked with basic customer service and stock management, they are pivotal to driving sales, enhancing customer experiences and supporting omnichannel strategies. However, to perform at their best, they need more than just motivation, they need the right information at the right time.

The dashboard addresses this by giving them a clear, real-time view of their own performance metrics. This means they can prioritise tasks that have the most impact, aligning their daily efforts with key store goals. Simultaneously, managers can monitor performance across multiple KPIs, offering guidance and support where it’s most needed.

“The Store Associate KPI Dashboard provides a comprehensive view to both managerial and associate needs, ensuring better alignment between performance tracking, task prioritisation, and team development,” said Cristina Afonso from Mercaux (mercaux.com).

The dashboard provides managers and HQ teams with real-time data on store-level and individual associate performance, while associates gain insight into their own KPIs, such as number of customers served, number of sales, new in-store customer registrations, and number of remote conversations launched. This empowers them to take immediate action and adjust their approach based on what’s impacting their and their stores KPIs.

For store associates, balancing daily tasks can be difficult. The KPI dashboard helps by highlighting which areas require immediate attention. Whether it’s focusing on upselling, assisting more customers or launching more remote conversations from store, they can see which KPIs they should prioritise during their shifts, aligning their tasks with store goals in real time.

Managers no longer need to wait for end-of-day reports to assess performance. With the dashboard, they can quickly identify trends – positive and negative – and offer timely guidance or recognition. This visibility allows for more effective coaching, as managers can provide specific feedback on an associate’s performance during the day, ensuring improvements are made on the spot.

Staff can now see how they’re performing against specific targets, whether daily, weekly or monthly. This transparency helps them stay motivated and gives them clear goals to strive towards. Managers, on the other hand, can set measurable targets and monitor progress, fostering a culture of continuous improvement.

The dashboard also serves as a tool for improving communication between managers and associates. With clearer visibility into performance metrics, managers can offer more targeted feedback, while associates have a clear understanding of how their efforts contribute to store success. This two-way communication ensures everyone is working towards the same objectives, creating a more cohesive team environment.

The dashboard (mercaux.com/solutions-store-associate.html) marks a step towards building a culture of data-driven performance in retail. By giving managers and associates access to real-time data, it can facilitate a more collaborative, informed, and proactive approach to in-store operations.

“Associates can take ownership of their performance, while managers can provide the support and guidance needed to ensure the entire team is working efficiently towards shared objectives,” said Afonso. “This combination not only improves day-to-day operations but also contributes to long-term business success. By providing clear, actionable insights to both managers and store associates, Mercaux’s Store Associate KPI Dashboard offers a more balanced, data-driven approach to in-store performance management, ensuring everyone on the team is set up for success.”