Goals
Set the annual goal for each metric, per store. These flow straight into the Goal line across your Dashboard.
Leader Development Plans
Staffing Numbers
Track current staffing levels by store. Upload a PDF roster to auto-populate numbers.
Upload Staffing PDF
Upload a roster or staffing report and the site will scan it for numbers matching each role.
Click to upload a PDF — accepts .pdf files
Peters Creek
Total Headcount
Current
0
Goal
—
Status—
Set goal numbers to track progress
Notes
Hanes Mall Blvd
Total Headcount
Current
0
Goal
—
Status—
Set goal numbers to track progress
Notes
Org Chart
Add people, set their role and who they report to — the reporting tree draws automatically.
Historical
Year-over-year records of Sales, Transactions, and Profit by month. Add a year to start a new record; totals tally automatically.
Team Access
Add everyone who should be able to log in. Their role controls what they see, and their email is how the app knows who they are. Everyone added here also appears on the Dev Plans tab.
How to add someone: add them here with their email and role, then tell them to go to cfapki.com, click “First time here? Create your account,” and sign up with that same email. They'll get the right access automatically — nothing else to set up.
People & Roles
Admin
Dashboard settings. Changes save automatically in your browser and update everywhere.
Company
Company Name
Locations
Store 1
Store 2
Backup & Restore
Your data is saved in this browser only. Download a backup file to keep it safe, move it to another browser (or your live site later), or hand your team a snapshot of the current numbers. Always download a backup before clearing your browser history.