Using the reporting dashboard

The reporting dashboard display at-a-glance sales data for each of your stores in real-time. You can also view previous sales by week, month, or year, or set a custom date range.

  1. From the main menu, click Reports > Advanced Reporting > Dashboard.

Setting the refresh rate

You can set the dashboard to refresh or you can disable auto-refresh. If you disable auto-refresh you must refresh the page manually.

NOTE: The dashboards won't auto-refresh if you select a date range other than Today.

To set the refresh rate

Beside Store Sales, click the Refresh icon and select 1 minute, 3 minutes, 5 minutes, or Auto-Refresh Off.

Setting the date range

The selected date range applies to all of the data except the Weather Forecast.

You can set the date range to display.

Today current day's sales data in real-time
Yesterday previous day’s sales data
Week current sales data as of the previous Sunday
Month current sales data as of the first day of the month
Year current sales data as of the first day of the year
Custom sales data for the selected date range

Viewing detailed store sales

The bar graph shows paid sales and quoted sales per store for the date range you choose. You can show or hide paid and quote data by clicking Paid or Quotes.

Click the Options icon in the chart to print the chart or download it as a PNG, JPEG, PDF or SVG vector image.

Viewing summarized store sales

Total Sales shows the combined paid sales across all stores
Total Invoices shows the total number of invoices for all paid sales across all stores
Avg. Sale shows the average paid sale across all stores
% Change

Compares the paid sales for the selected date range with the paid sales of the previous month for the same date range, and displays the difference as a percentage. For example, if the date range is set to:

  • Today: Compares the current day with the same date for the previous month.
  • Yesterday: Compares the previous day with same date for the previous month.
  • Week: Compares the current week (Sunday to current day) with the same date range for the previous month.
  • Month: Compares the current month (first day of the month to the current date) with the same date range for the previous month.
  • Year: Compares the current year (first day of the year to the current date) with the same date range for the previous year minus a month.
Custom compares the custom date range with the same date range minus a month
Total Profit shows the profit for all paid sales across all stores

Profit Margin

shows the profit margin for all paid sales across all stores
Largest Sale shows the largest individual paid sale across all stores

Total Quotes

shows the combined quoted sales across all stores

Viewing store breakdown

Shows details per store of paid sales and quoted sales, number of invoices, average and largest sales.

Viewing top performing stores

Shows the percentage of total paid sales by store. You can show and hide a store by clicking it in the legend.

Click the Options icon in the chart to print the chart or download it as a PNG, JPEG, PDF or SVG vector image.

Viewing sales by hour

Shows total paid sales for each store by hour of operation. The sales data is updated when for each hour. Store hours are specified in the Store Info section of the SETUP page.

NOTE: If you have stores in different time zones, the hour range for the earliest time zone is displayed.

Click the Line or Graph icon to change how the data is displayed. For line graphs, you can show or hide a store by clicking it in the legend.

Click the Options icon in the chart to print the chart or download it as a PNG, JPEG, PDF or SVG vector image.

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