After completing your Analytics Academy course, use the checklist below to get started with Analytics.

Logging in and configuring Analytics

• Log into Lightspeed Analytics.
• Tailor Analytics for your business from the Admin section by clicking the gear icon in the left menu:
  • Configure your settings in the Configuration section so your Analytics account captures precise data. This is especially helpful for determining dusty inventory, top-level categories, and what customer information is captured during sales.

    

  • Invite employees to join Analytics on the Users page. Select a user role from the Role dropdown, either Admin for full access or Reporting for reports-only access.
  • Set monthly sales goals for your shops in the Goals section. Enter monthly targets (the yearly goal will update automatically) > Save Goals & Proceed > enter a margin goal > Finish Goal Setting.

    

Navigating the Analytics dashboard

Your Analytics dashboard offers a quick visual overview of your business performance.

• Find terminology definitions and tips by clicking Glossary in the top right corner > click the down error next to a term to expand.

• Load data for a specific shop by clicking Locations in the top right corner > check or uncheck location names > Apply.

• Update the reporting time period by clicking This month under Overview > selecting a timeframe.

• Navigate between the tabs at the top under Dashboard to view graphs, tables, and highlight metrics grouped by reporting category:
  • Overview: Data from key reporting categories like KPIs, Sales, Inventory, and more. Click the individual category tabs for more details.
  • Sales: Sales data like weekly and yearly sales, top sellers and upsell opportunities, sales by shop, and trends.
  • Inventory: Inventory data like stock levels, sell-through, on-hand, and vendors.
  • Employees: Staff performance data like capture rate, average basket size, and sales by hour.
  • Customers: Customer data like average lifetime value, new and repeat customers, and upcoming birthdays.

• Dive deeper into specific data by:

  • Hovering over a graph, table, or highlight metric > click the compass icon (Explore) to open the associated report or the three dots icon (More) to download the data.

  • Hovering over an element on a graph to view more details about that metric.

    

    Click an element to bring up drill-in options.

    

    Clicking a drill-in option opens the drill-in popup window where you can view the data as a Visualization or Table. You can also Download the graph or table or click Explore to open the associated report.

• Update monthly sales goals for your shops by clicking Manage goals under the reporting tabs.

Navigating the Analytics All Reports page

The All Reports page contains a list of Analytics reports you can search, favorite, and customize. Reports are organized into three main categories:

• Sales and Inventory reports
• Marketing reports
• Employee Performance reports

Admin users with Analytics access can run and configure pre-built reports from these key categories (recommended) or start from a blank template (advanced).

• Open the All Reports page to view a list of pre-built reports and custom reports you’ve created.

• Click the category tabs to see Sales and inventory, Employee performance, or Marketing reports, or search for a specific report using the search field. You can add search Filters to narrow down results.

  

• Add to your Favorite reports section at the top of the page by clicking the star icon next to a report name in the list.

  

• Check out different pre-built reports by clicking the report name on the All Reports page. Learn more by clicking the question mark icon next to the report name to open related information pages.

  

• Click a report name to start customizing reports.

After you’ve completed your training and explored different types of reports, if you can’t find the right report or need help creating a report from scratch, click Suggest report ideas in the top right corner > fill out the fields > Submit.

You can also access the glossary, documentation, and videos from the Help button in the bottom left of the Analytics menu.

What's next?