STORE HEALTH → P90 WAIT: — ATTACH: — WEB ORDERS: — COMPLIANCE: ✓ CLEAN HUDDLE: — FRIDAY REPORT ↗
Today's Operations
Run the floor. Manage the day.
Pre-Shift Huddle
  • Review daily inventory highlights OPS
  • Cover active promotions / sale events OPS
  • Any compliance updates (DROS, ATF) COMPLIANCE
  • Coaching point delivered (see below) TEAM
  • Assign web order lead for shift OPS
  • Review staffing / coverage gaps TEAM
0/6
Today's Coaching Point
Click Generate to get an AI-sourced coaching point tailored for the 2AZ team.
Live Queue Tracker
0
Customers waiting
—
Est. P90 wait (min)
Target: ≤45 min (90d) / ≤30 min (yr1)
Today's Shift Schedule
NAME SHIFT IN SHIFT OUT HRS ROLE
No staff added yet. Import from Team Schedule or click + Add staff.
End-of-Day Checklist
  • Cash reconciliation completed COMPLIANCE
  • All open web orders logged / actioned OPS
  • Schedule for tomorrow posted / confirmed TEAM
  • Floor cases and rifle wall closed out clean OPS
  • Any compliance near-misses documented COMPLIANCE
  • Any staff incidents noted for coaching TEAM
  • Gunsmith back-of-house secured OPS
  • Outgoing transfers confirmed with Riverside OPS
Shift Log
No entries today. Log incidents, coaching moments, escalations.
KPI Scorecard
Weekly tracking against your 90-day and year-1 targets. Mon–Sat (store closed Sundays — web orders still tracked).
No data 🌐 Web: Sun open
P90 Wait Time
Baseline 60 → 90d: ≤45 → Yr1: ≤30
% Served ≤30 min
Baseline ~60% → 90d: ≥70% → Yr1: ≥80%
90+ min waits / week
Baseline ~8/wk → target: 0
Store Attach Rate
Baseline 47% → 90d: ≥55% → Yr1: ≥62%
Attach $ per Arc
Baseline $79 → 90d: ≥$100 → Yr1: ≥$125
Compliance Violations
Target: 0 at all times. No DROS errors.
Monthly Web Order Count
Baseline ~80 → 90d: ≥92 → Yr1: ≥120
Non-in-store Order Share
Baseline ~20% → 90d: ≥30% → Yr1: ≥45%
Web Order On-Time Rate
Baseline TBD → 90d: ≥95% → Yr1: ≥98%
90+ Day Inventory (%)
Target: decreasing → Yr1: ≤12%
Aged 365+ Day Stock ($)
Target: near zero at yr1
Cross-store Transfer Error %
Target: ≤5% (90d) → ≤1% (yr1)
Weekly 1:1s Completed
Target: 100% — Aubri + Kari every week
Staff Retention (rolling)
Target: ≥85% (90d) → ≥90% (yr1)
Daily Huddles (this week)
Target: 100% of open days
Archived Weeks
Click any week to reload its numbers into the scorecard
No archived weeks yet. Save and archive a week to start your history.
Builds a visual + text report from all entered values
Team Management
Direct reports, 1:1s, coaching log, staff notes.
AS
Aubri Sutherland
Sales Manager — buying, pricing, merchandising
FOH
⚠ Strong individual contributor. Not a manager of people. Her husband Leo is a floor associate — manage with equal standards.
Key scope
  • → Ordering, reordering, inventory levels
  • → Sale events, promotional pricing
  • → Wall features, merchandising
  • → Inbound digital lead conversion
Next 1:1
KW
Kari Williams
Office Manager — DROS, paperwork, back-of-house
BOH
ℹ Kari has been overloaded. First priority: reduce her load. Protect her 10-day DROS cycle — do NOT schedule tasks at month-end without checking first.
Key scope
  • → 10-day DROS paperwork cycle
  • → 4473 forms and ATF compliance records
  • → Month-end accounting coordination
  • → Back-of-house paperwork staff
Next 1:1
Staff Roster
NameRoleChainStatusNote
Weekly 1:1 Meeting
Minimum 15 min each. Documented. Non-negotiable — these do not slip.
Outstanding issues from last 1:1
Select a staff member to see open items from their last meeting.
Staff input — what they bring to this meeting
Ask directly: what's working, what's not, what do they need from you.
Operations Manager input — what you bring
Agreed action items — commitments from this meeting
No action items yet.
Saves to 1:1 History and pulls into Friday report
1:1 History
No 1:1s logged yet.
Coaching Log
Coaching happens that day, on the floor, briefly. Document it here within 24 hours.
No coaching entries yet.
Weekly Schedule — due every Thursday
⏰ Schedule for next week must be posted every Thursday. Fill in shift times — Today's shift can auto-import from here.
NAME
ROLE
MON
TUE
WED
THU
FRI
SAT
SUN
Enter shift times as e.g. 10-6 or 9:30-5 or OFF
Web Orders
You own on-time rate, accuracy, and completeness. Working leads execute — you verify.
0
Open orders
EOD target: ≤10 (90d) / ≤5 (yr1)
0
Shipped today
0
Open transfers
Upland ↔ Riverside
0
Errors / holds
Target: 0
0%
Non-in-store share
Target: ≥30% (90d) / ≥45% (yr1)
Order Queue
Order #TypeStatusAssigned toDueFFL / TrackingNotesIn-store?Verified
No orders logged.
Order Type Key
PICKUP Pickup at store PAY-PICKUP Pay online — pickup in store SHIP-FFL Ship to customer's FFL DROP-SHIP Distributor ships direct TRANSFER-IN Transfer in for pickup SHIP-DIRECT Ship to customer, no FFL
You own this. Working leads pack and ship — you verify FFL is confirmed, documentation is correct, and customer has tracking before the order closes.
Outgoing Firearm Order Checklist
Run this for every outgoing firearm shipment before it leaves the building.
No outgoing firearm orders logged. Orders tagged SHIP-FFL or SHIP-DIRECT appear here.
Outgoing Verification Log
No outgoing verifications logged yet.
Receiving FFL Tracker
Track FFL verification status for each receiving dealer. Must be verified and on file before shipment.
Dealer / FFL NameLicense #StatusAdded
No FFLs on file yet.
You own intake into inventory, customer notification timing, and smooth DROS at pickup. Working leads handle day-to-day — you verify nothing sits unprocessed.
Incoming Transfer Queue
Order #CustomerFirearmSending FFLStatusCustomer notifiedDROS done
No incoming transfers logged.
Intake Checklist — per transfer
  • Firearm received and physically inspected COMPLIANCE
  • Entered into inventory / POS system OPS
  • Customer notified (call or text within 24 hrs) OPS
  • Customer ID and eligibility confirmed in advance COMPLIANCE
  • 4473 and DROS completed at pickup COMPLIANCE
  • Order closed in system after pickup OPS
⚠ You own both directions — sending Upland→Riverside and receiving Riverside→Upland. Errors are documented at the receiving end and attributed to the sending store. Keep this log clean.
Outgoing Transfers (Upland → Riverside)
Ref #ItemsSentStatusRiverside confirmed
No outgoing transfers logged.
Sending Checklist
  • Items pulled from inventory and verified against manifest OPS
  • Transfer documentation completed (per 922(t) / ATF requirements) COMPLIANCE
  • Items removed from Upland inventory in POS OPS
  • Riverside Store Manager notified of transfer and ETA TEAM
  • Tracking / delivery confirmation obtained OPS
You monitor — Aubri owns the ordering function. Flag discrepancies to her. If the website shows in-stock on something that isn't, that's a web order failure waiting to happen.
Website Inventory Discrepancy Log
No discrepancies logged. Flag items where website inventory does not match physical stock.
Weekly Accuracy Review Checklist
Run with Aubri weekly — compare site stock levels to physical count on high-velocity SKUs.
  • Top 10 web order SKUs verified on site vs. physical OPS
  • Any "in stock" items with 0 physical count flagged to Aubri OPS
  • Any recent web order cancellations reviewed for root cause OPS
  • Pending reorders confirmed — no stockouts on active web listings OPS
  • Accuracy review outcome shared with Brett if issues found TEAM
Store Inventory
Aubri owns the ordering function. You own the strategy, approvals, and aging disposition.
—
90-day+ aged stock
Target: ≤12% of inventory
—
365-day+ aged stock ($)
Target: near zero yr1
0
Open spiff approvals
Default: No. Exceptions at Ops Mgr level.
0
Pending sale approvals
Margin guardrails apply
Aubri brings reorder decisions and category strategies to you weekly. You review, push back where needed, and approve direction. Document outcomes here.
Weekly Reorder Review Log
No reorder reviews logged yet.
Weekly Review Checklist
Run with Aubri every week — typically Monday or Tuesday.
  • Review reorder list — quantities and timing approved OPS
  • Category strategy reviewed — any shifts in buy mix flagged OPS
  • Vendor rep visits or new product proposals reviewed OPS
  • Any new vendor relationships — escalate to Brett TEAM
  • Web inventory accuracy confirmed with Aubri OPS
  • Any major quantity or dollar decisions — escalated to ownership TEAM
⚠ You approve sale events, discount levels, and promotional pricing. Pricing below the margin floor requires escalation to Brett and Kris — do not approve it yourself.
Sale Event & Pricing Approvals
Event / ItemProposed byDiscountMargin checkDecisionDate
No sale approvals logged.
Pricing Decision Rules
✓Sale events, discount levels, sale dates — you decide
✓Margin floors established — you enforce them
✓Bundle pricing and attach incentive pricing — you approve
✗Pricing below margin floor — escalate to Brett + Kris
✗New promotional programs or vendor co-op deals — escalate to Brett
Aubri proposes wall features and merchandising placement. You review and approve. Document what's on the wall, when it changed, and why.
Current Wall Features
Feature / ProductLocationProposed byStatusStart dateNotes
No wall features logged.
Merchandising Review Checklist
  • Wall features reviewed — aligns with sales strategy OPS
  • High-attach items in prime floor positions OPS
  • Aged inventory rotated to visible positions if applicable OPS
  • Seasonal / promotional placements approved and dated OPS
  • Signage and pricing accurate on all displayed items COMPLIANCE
⏱ Monthly review with Aubri required. You make disposition decisions — markdown, bundle, wholesale, or hold. 365-day-plus stock is a cash trap. Move it.
Aging Buckets — Current Values
Aging Snapshot History
No snapshots saved yet.
Disposition Decisions
Options: Markdown (within guardrails), Bundle with attach item, Wholesale / sell back to vendor, or Hold (document reason). Major write-offs require Brett + Kris approval.
No disposition decisions logged.
Monthly Aging Review Checklist
  • Pull full aging report from POS — 90d+ and 365d+ buckets OPS
  • Review with Aubri — identify candidates for disposition OPS
  • Disposition decision logged for each item over 365 days OPS
  • High-value aged items ($500+) — escalated to Brett + Kris TEAM
  • Markdown / bundle pricing approved and entered in POS OPS
  • Aged items moved to visible floor / wall positions OPS
  • Aging % trend recorded — improving or worsening vs. last month OPS
  • Summary included in Friday report this week OPS
🔒 Default answer is NO. Spiff eligibility is decided at the Operations Manager level only. Do not delegate this decision. Document every request and every decision.
Spiff Request Log
Item / SKUProposed bySpiff amountReasonDecisionDate
No spiff requests logged.
Spiff Decision Framework
APPROVE IF
✓Item is aged 90+ days and spiff accelerates clearance
✓Vendor is funding the spiff (no store margin impact)
✓Strategic push on a category for a defined short period
DENY IF
✗No clear business case — associate just wants more comp on a popular item
✗Would create inequity across associates on high-volume SKUs
✗Any ongoing / open-ended spiff without a defined end date
Audit Schedule
Audits run on schedule, not when someone remembers.
Daily Audit Checklist
  • Cash reconciliation — EOD COMPLIANCE
  • 4473 forms current and filed COMPLIANCE
  • DROS entries verified (Kari sign-off) COMPLIANCE
  • Open web orders <10 EOD OPS
  • Floor cases and display arms secured COMPLIANCE
  • Any returns or special orders documented OPS
Daily Audit Log
No daily audits logged yet.
Weekly Audit Checklist
  • Inventory spot check — random sample, 10+ SKUs OPS
  • Web order error review — all errors actioned OPS
  • Cross-store transfer log reconciled with Riverside OPS
  • Attach rate review with Aubri — coaching follow-up OPS
  • Friday report prepared and sent to Brett + Kris OPS
  • Staff schedule posted for following week (by Thursday) TEAM
  • 1:1s completed — Aubri and Kari both done TEAM
  • Queue/wait time data reviewed — any patterns flagged OPS
Weekly Audit Log
No weekly audits logged yet.
Monthly Audit Checklist
  • Full inventory cycle audit — all SKUs OPS
  • Inventory aging review — 90d+ and 365d+ buckets OPS
  • Aged inventory disposition decisions (Aubri) OPS
  • Month-end accounting coordination with Kari COMPLIANCE
  • Deep-dive review with Brett + Kris (1 hr) TEAM
  • Vendor rep meeting summary sent to Brett OPS
  • Staff retention and headcount review TEAM
  • KPI trend review — month-over-month all metrics OPS
  • Cross-store (Riverside) coordination summary OPS
Monthly Audit Log
No monthly audits logged yet.
All Audit Results
No audits logged yet.
Friday Report Generator
Unprompted. On time. Every Friday. Sent to Brett and Kris.
⏰ Friday report due. Complete and send today.
Operations Manager notes for this report
Everything else is pulled automatically from your KPIs, shift log, 1:1s, coaching, audits, and web orders. Add your narrative context here.
Pulls KPIs, logs, 1:1s, audits, and web orders automatically
Report Preview
Click "Generate report from all data" to build your Friday report.
Weekly Tasks
Everything due this week — not daily ops, not monthly reviews. Just this week's recurring responsibilities.
Week completion 0 / 0
Monday 15-Minute Review — Brett & David
Prior week scorecard debrief + this week's focus. Every Monday. Non-negotiable.
Enter KPI data in the KPI Scorecard first, then click Generate Monday Brief to build your pre-meeting summary.
Team
  • Monday 15-min review with Brett (prior week scorecard + this week focus) TEAM
  • 1:1 with Aubri Sutherland TEAM
  • 1:1 with Kari Williams TEAM
  • Next week's schedule posted (by Thursday) TEAM
  • At least one documented coaching conversation TEAM
  • Daily huddles ran every open day this week TEAM
Reporting
  • Friday report sent to Brett and Kris (by EOD Friday) OPS
  • KPI scorecard updated with this week's numbers OPS
  • Queue / wait time data reviewed — patterns flagged OPS
Compliance
  • DROS 10-day cycle on track — Kari confirmed COMPLIANCE
  • 4473 file audit spot check — no errors outstanding COMPLIANCE
  • Web order compliance check — FFL verifications current COMPLIANCE
Inventory & Merchandising
  • Reorder review with Aubri — decisions logged OPS
  • Inventory spot check — random sample 10+ SKUs OPS
  • Attach rate reviewed with Aubri — coaching follow-up if needed OPS
  • Website inventory accuracy check with Aubri OPS
  • Wall features / merchandising reviewed and approved OPS
Web Orders & Transfers
  • Web order error review — all errors actioned OPS
  • Inter-store transfer log reconciled with Riverside OPS
  • Outgoing firearm shipments verified — FFL + tracking confirmed OPS
  • Incoming transfers — all customers notified within 24 hrs OPS
Audits
  • Inventory spot audit logged in Audits section OPS
  • Web order error audit logged OPS
  • Cross-store transfer audit logged OPS
Week notes — carry forward to Friday report
Weekly history
No archived weeks yet. Archive a completed week to start the history.
Monthly Tasks
Everything due this month — deeper reviews, strategic oversight, and formal ownership touchpoints.
Month completion 0 / 0
Ownership Reviews
  • Deep-dive review with Brett + Kris (1 hr)
    Bring: KPI trend, inventory aging, staff update, web orders summary, open asks
    TEAM
  • Vendor rep meeting summary sent to Brett
    Even if no meetings occurred — confirm and note
    OPS
  • Riverside coordination summary
    Transfer errors, inventory gaps, any cross-store friction
    OPS
Inventory
  • Full inventory cycle audit — all SKUs counted
    Log result in Audits → Monthly
    OPS
  • Inventory aging review with Aubri
    Pull 90d+ and 365d+ buckets. Disposition decisions logged in Store Inventory → Aging
    OPS
  • 365-day+ stock disposition — every item has a decision
    Markdown, bundle, wholesale, or documented hold. High-value items escalated to Brett + Kris.
    COMPLIANCE
  • Aging snapshot saved in Store Inventory → Aging
    Tracks month-over-month trend
    OPS
Compliance
  • Month-end accounting coordination with Kari
    Do NOT schedule this during DROS cycle crunch — check with Kari first
    COMPLIANCE
  • Monthly compliance audit logged — 4473 and DROS review
    Log in Audits → Monthly
    COMPLIANCE
  • Receiving FFL list reviewed — expired licenses removed
    In Web Orders → Outgoing Firearms → Receiving FFL Tracker
    COMPLIANCE
Team & People
  • Staff retention and headcount review
    Update KPI scorecard → Team → Staff retention
    TEAM
  • Individual performance review — all direct reports
    Aubri and Kari formal check-in beyond weekly 1:1s. Any PIP updates.
    TEAM
  • Active onboarding reviews — anyone past day 15
    Check Onboarding section for compliance task completion
    TEAM
  • Coaching log reviewed — any patterns to address
    If same associate appears 3+ times — escalate to formal process
    TEAM
KPI & Performance
  • Month-over-month KPI trend review — all metrics
    P90 wait, attach rate, web orders, compliance. Improving or regressing?
    OPS
  • Attach rate analysis — by associate, by day, by product
    Identify top performers and laggards. Adjust coaching focus.
    OPS
  • Web order volume trend — on track vs. 90d and yr1 targets
    OPS
  • Bonus scorecard self-assessment — track where you stand
    Bonus structure finalised in 90-day window — update this once known
    OPS
Web Orders (monthly)
  • Monthly web order count recorded in KPI scorecard
    Target: ≥92 (90d) / ≥120 (yr1)
    OPS
  • Monthly web order error rate reviewed — root cause on any errors
    OPS
  • Non-in-store order share reviewed and trended
    Target: ≥30% (90d) / ≥45% (yr1)
    OPS
Month notes — carry forward to end-of-month ownership review
Monthly history
No archived months yet.
Decision Rights
Quick reference: what you own vs. what you escalate. Know this cold.
🔒 COMPLIANCE RULE: Any ATF, CA DOJ, DROS, 4473, age verification, or restricted-persons question goes to Brett and Kris. Always. No exceptions. No judgment calls at this seat.
Within your authority — decide and act
Escalate to Brett and/or Kris
Quick lookup
Onboarding Tracker
Every new hire's first 30 days runs through you.
Active Onboarding
No active onboarding. Add a new hire to begin tracking.
Settings & Integrations
API key, live data connections, and store configuration.
Integration Status
○
AI / CLAUDE
○
POS SYSTEM
○
WAIT TIME
○
WOOCOMMERCE
Anthropic API Key
🔑 Your API key powers the AI coaching point generator and break schedule generator. It is stored only in memory — you will need to re-enter it each time you open the file. Get a key at console.anthropic.com.
AI Features
Pre-shift coaching point generator— requires API key
Break & lunch schedule generator— requires API key
Friday report narrative assist coming soon—
POS System Integration
📋 What I need from you to complete this integration: POS system name (e.g. Lightspeed, Square, Clover, custom), whether it has a REST API or webhook support, the base URL for the API, and your API key or OAuth credentials. Once you provide these, I will wire up live attach rate, transaction count, and inventory data directly into the KPI scorecard and health bar.
What will be live once connected
→ Attach rate % — pulled from transaction data and updated every poll cycle
→ Attach $ per arc — average accessory revenue per firearm sale
→ Daily transaction count — feeds health bar and KPI scorecard
→ Inventory levels — flags low-stock SKUs and aged inventory automatically
→ All KPI fields auto-populated — no manual entry needed
Wait Time System Integration
📋 What I need from you to complete this integration: The name of your queue / wait time system (e.g. Waitwhile, Qtrac, QLess, Qmatic, or a custom tablet/kiosk system), whether it exposes a REST API or webhooks, and your API credentials. Also let me know if the system tracks customer check-in time and service-start time separately — that determines whether I can calculate true P90 wait vs. estimated.
What will be live once connected
→ Live customer count — customers currently waiting, updates every poll cycle
→ P90 wait time — calculated from real check-in and service-start timestamps
→ Auto-alert at 45 min — health bar turns red and triggers escalation prompt
→ % served under 30 min — tracked automatically for KPI scorecard
→ Queue events logged — auto-written to shift log when threshold is crossed
WooCommerce Integration
📋 What I need from you to complete this integration: Your WooCommerce store URL, a Consumer Key and Consumer Secret from WooCommerce → Settings → Advanced → REST API (read permission is enough for pulling orders; write permission needed if you want to update order status from this app). Also let me know if you use any order management plugins (ShipStation, Shippo, etc.) that I should pull from instead.
What will be live once connected
→ Web orders auto-populated — no manual entry, order queue pulls directly from WooCommerce
→ Order status updates — changes in WooCommerce reflected in the app within one poll cycle
→ In-store vs non-in-store classification — based on shipping method / order metadata
→ Monthly order count — auto-feeds the web order KPI metric
→ Error orders surfaced — WooCommerce payment failures or holds flagged immediately
Operational Alerts
Queue, compliance, stale orders, and weekly reminders. Delivered via Pushover, ntfy, and in-app overlay.
Queue & Wait Time
Compliance & Orders
Stale web order >hrs (High)
Weekly Reminders
Friday report at
Monday brief at
Test Alerts
Team, Schedule & Monthly Alerts
Shift & Team
Huddle not donemin after open
EOD checklist at
1:1 Aubri not done by Thu 3pm
1:1 Kari not done by Thu 3pm
Schedule not posted Thu at
Coaching patternentries same person
Onboarding compliance overdue (Urgent)
Weekly & Monthly
Friday hard deadline at
Weekly tasks below% by Fri noon
Monthly not started by day 15
KPI snapshot not generated by Fri 1pm
DROS cycle check (8th / 18th / 28th)
Aged inventory review (1st of month)
Disposition follow-up afterdays
⚠ Important: Browser push notifications only work when the app is served over https:// or localhost — not from a local file. The in-app alert banner and alarm sound below work everywhere, including the downloaded file.
In-App Break Alerts ✓ Works on local file
A full-screen alert banner flashes on screen and an alarm tone plays when it's time for a break or lunch. Keeps the app open in the background — you'll see and hear it no matter what you're doing.
Triggers a sample break alert so you can see exactly what it looks like
Browser Push Notifications HTTPS ONLY
When serving the app over https://, browser notifications pop up even when you're in a different tab or app.
📱 Phone Notifications via ntfy.sh WORKS NOW
ntfy.sh is a free, open-source push notification service. It sends alerts directly to your phone — no server, no API key, no account required for basic use.
Setup (2 minutes):
1. Install the ntfy app on your phone — free on iOS and Android
2. Choose a topic name below (make it unique — anyone who knows it can subscribe)
3. In the ntfy app tap + and subscribe to your topic
4. Click Test notification — your phone should buzz within seconds
📲 iOS Push Notifications via Pushover BEST FOR iOS
Pushover delivers native iOS push notifications reliably in the background — works even when your phone is locked or in Do Not Disturb. One-time $5 purchase on the App Store.
Setup (3 minutes):
1. Buy the Pushover app — $4.99 on the App Store (one-time, no subscription)
2. Create a free account at pushover.net
3. Copy your User Key from the Pushover dashboard
4. Create an application at pushover.net/apps/build — copy the API Token
5. Paste both below and click Test
From pushover.net/apps — create one app called "2AZ Ops"
From your Pushover dashboard — top of the page
Open Pushover ↗
SMS Text Notifications via Twilio FUTURE
Requires a Twilio account + a small server proxy. Save credentials here for when that's ready. Get credentials at console.twilio.com.
Data & Storage
All app data is saved automatically to your browser's localStorage. It persists between sessions and page refreshes.
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Data is saved locally in this browser. Export a backup before clearing, or when moving to a new device.
Store Configuration