The Manager oversees and analyzes operations without critical modification capability. Perfect for supervisors who need to monitor performance,…

📋 General Information

Role Name: Manager
Access Level: Oversight and Analysis
Typical Use: Area supervisor, operations analyst, coordinator
Recommended Quantity: 3-6 users depending on operational areas

🎯 Role Purpose

The Manager oversees and analyzes operations without critical modification capability. Perfect for supervisors who need to monitor performance, generate reports, and coordinate teams without making structural changes.

✅ What they CAN do

📦 Order Management

✅ View all orders
✅ Export orders to Excel/CSV
✅ Change order statuses
✅ Assign couriers
✅ View full statistics
✅ Generate reports
❌ Cannot create orders
❌ Cannot edit information
❌ Cannot delete orders

📊 Dashboards and Analytics

✅ Full main dashboard
✅ Advanced analytics
✅ Courier dashboard
✅ Financial metrics
✅ Export all reports
✅ Create custom views
✅ Share reports
✅ Schedule automatic reports

💰 Rate Viewing

✅ View all rates
✅ Simulate price calculations
✅ View coverage zones
✅ Analyze profitability
❌ Cannot modify prices
❌ Cannot create new rates

👤 Contact Oversight

✅ View all contacts
✅ Export the database
✅ View interaction history
✅ Generate customer reports
❌ Cannot create contacts
❌ Cannot edit information
❌ Cannot delete records

👥 User Viewing

✅ View user list
✅ View user activity
✅ View role assignments
✅ Monitor productivity
❌ Cannot create users
❌ Cannot modify users
❌ Cannot change passwords

📈 Available Reports

✅ Daily sales report
✅ Productivity analysis
✅ Delivery metrics
✅ Customer satisfaction
✅ Route analysis
✅ Basic financial reports
✅ Trends and projections

📥 Imports and Exports

✅ View import history
✅ Export data for analysis
✅ Download reports
❌ Cannot run imports
❌ Cannot modify templates

❌ What they CANNOT do

Main Restrictions:

❌ Create or edit orders
❌ Modify customer information
❌ Change configurations
❌ Manage users
❌ Modify rates
❌ Delete any record
❌ Approve changes
❌ Access configuration

💡 Typical Use Cases

Daily Oversight:

Review the previous day’s metrics
Check goal compliance
Identify operational issues
Coordinate with teams
Generate follow-up reports

Weekly Analysis:

Evaluate sales trends
Analyze team productivity
Identify areas for improvement
Prepare executive reports
Plan optimizations

Team Coordination:

Monitor individual performance
Identify training needs
Distribute workload
Resolve bottlenecks
Communicate metrics to the team

🎯 Main KPIs they Monitor

Operational:

Orders processed vs. target
Average processing time
Compliance rate
Incidents per day
Resource utilization

Financial:

Daily/weekly sales
Average ticket
Operating costs
Margins by service
Revenue trends

Quality:

Customer satisfaction
Response time
Resolution rate
Complaints and returns
NPS (Net Promoter Score)

Team:

Individual productivity
Attendance and punctuality
Goal compliance
Efficiency per courier
Capacity utilized

👥 Interaction with Other Roles

With Admins:

Report detected issues
Request operational changes
Escalate critical situations
Propose improvements

With Sellers:

Oversee performance
Provide metrics
Identify opportunities
Coordinate goals

With Couriers:

Monitor deliveries
Analyze routes
Optimize assignments
Evaluate performance

📈 Analysis Tools

Available Filters:

By date/period
By geographic zone
By service type
By customer
By courier
By status
By payment method

Visualizations:

Line charts (trends)
Bar charts (comparisons)
Pie charts (distribution)
Heat maps (zones)
Detailed tables
KPI indicators

Export:

Excel (.xlsx)
CSV
PDF
Images (charts)

🎓 Required Training

Required Knowledge:

Data analysis
Interpreting metrics
Advanced Excel handling
Business understanding
Communication skills

Training Time:

Minimum: 3 days
Recommended: 1 week
Specialization: 2 weeks

Focus Areas:

Dashboard navigation (30%)
Report generation (30%)
Metrics analysis (25%)
Data interpretation (15%)

⚠️ Key Responsibilities

Monitoring:

Oversee operations in real time
Detect anomalies and issues
Alert on deviations
Maintain full visibility

Reporting:

Generate periodic reports
Communicate metrics to the team
Prepare executive presentations
Document trends

Optimization:

Identify improvement opportunities
Propose data-driven changes
Evaluate the impact of decisions
Recommend operational adjustments

🔄 Typical Workflow

Morning:

Review the main dashboard
Check overnight metrics
Identify the day’s priorities
Communicate with the team

During the Day:

Monitor live operations
Answer the team’s questions
Generate requested reports
Analyze special situations

Afternoon/Evening:

Consolidate the day’s metrics
Prepare the daily report
Plan the next day
Identify improvements

💬 Effective Communication

Reports to Generate:

Daily: Operational summary
Weekly: Trend analysis
Monthly: Executive report
Special: As needed

Metrics to Communicate:

Achievements vs. targets
Detected issues
Identified opportunities
Action recommendations

🚨 When to Escalate

Escalate to the Admin when:

Operational changes are required
There are issues requiring intervention
Irregularities are detected
Configuration adjustments are needed
There are critical improvement opportunities

💡 Tips for Maximum Effectiveness

Set up routines for daily review
Create custom dashboards for your area
Schedule automatic reports to save time
Document patterns and trends observed
Proactively share insights with the team
Keep historical data for comparisons
Validate data before reporting

This role is optimized for oversight and analysis. Maximize its value by generating actionable insights for the team.

Manager/Supervisor Role - Complete Guide