We have created a Sales Dashboard view in the Back Office that provides a consolidated summary of daily store activity, allowing you to understand what's been happening in your store(s) throughout the day.
To view the Sales Dashboard, you will need to be set up as an Administrator User in the Back Office. For more information on how to edit a user, click here.
Getting to the Sales Dashboard
1) Log in to the Back Office and expand the Payments & Transactions heading, then click on Sales Dashboard.
2) Select the store(s) you want to look at and choose your date range:
N.B.: The maximum date range that the Sales Dashboard can show information for is 31 days. If you would like to see this data across a wider date range, you'll need to use Cloud Reports.
Understanding the Sales Dashboard
You'll see a row of totals, detailing your Total Sales and Total Refunds, showing the amount of money taken and the number of transactions for each type. You'll also see your Transaction Totals, i.e. your final amount of money once the refunds have been deducted from the sales. And there's an Average Transaction Value calculated as well.
Orders
Beneath the Totals, there's a section on Orders, split into Orders that have been created during your chosen time period, and orders that have been collected and paid for during that time. You can see how many Orders have been created/picked up, and the total value of those orders.
There's also a View Orders button where you can look at the details of those Orders, without having to navigate away from the Sales Dashboard screen:
This shows you the details for each of those orders, e.g. the Order Number, Order Lines, date and time, which customer the order was for, the status of the order i.e. Open or Closed, and the total value of the order.
Any Closed orders will have a Linked Transaction at the bottom. Depending on which list of orders you're looking at, this will either show you the transaction where the order was collected (if you're looking at the Orders Created screen, as above) or if you're looking at Order Pickups, it'll show you the original transaction from when the order was created.
Any Open Orders will have a blue button that will allow you to open the order in Point of Sale:
Top Sellers
The next section shows you your Top 10 products and categories that have been sold in your chosen time period.
These are sorted according to the value of the Sale, with the highest value at the top of the list.
Customers
The Customers section shows you how many new and returning customers have been served during that time period.
You can click on View Customers to see their names and details:
Staff Performance
At the very bottom of the dashboard, there's a brief summary of your cashiers' performance, including Total Sales, Total Refunds, No. of Transactions and the Average Sale Value.
Frequently Asked Questions
Do the ‘Sales’ figures in 'Top Selling Products/Categories' include tax?
It depends – if your Cloud POS account is set up to be ‘Tax Inclusive (VAT)’ e.g. you're a UK user, then Yes.
If your Cloud POS account is set up to be ‘Excluding Tax’, e.g. you're a US user, then No.
You can double check your Tax Setup on the Configuration page in the Back Office.
Does the ‘Order Pickups’ section include partially picked up orders?
Yes – partially collected orders will show in the 'Order Pickups' section, as below:
