Analytics Dashboard

The Analytics Dashboard is a one-stop overview of all register activity for your store. Sales, returns, discounts… It’s all there.

Table Of Contents

Find the Dashboard

Navigate to the Analytics Dashboard in BackOffice and pick a date or date range to view.

1 In BackOffice, click Analytics and select Analytics Dashboard.

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2 Click the date button.

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3 Select a preset or custom range and click Retrieve.

Dashboard Comparisons

Choose a comparison period from the date picker to see how the selected date range performed against a similar period of time. The Sales Bar and Top Dashboard Tiles update to show how the business fared.

1 Click the date button.

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2 Choose a comparison period.

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3 Press Retrieve.

Reading the Analytics Dashboard

Check out the information that is included on the Analytics Dashboard.

Sales Bar

The Sales Bar gives a high-level summary of activity. Look below each metric to see how the numbers compare to a previous period of time.

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Gross Sales

Total sales before discounts, returns, gratuity, and tax. Sales of liabilities are not included here, but liability redemptions are.

Returns

Amount refunded to customers before tax, gratuity, and discounts.

Discounts

Total discounts on all sales minus total discounts on return transactions.

Net Sales

Gross Sales minus Discounts and Returns.

Sales Tax

Total tax collected on sales minus total tax refunded on return transactions.

Top Dashboard Tiles

Look below each metric to see how these numbers compare to a previous period of time.

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Transactions

Total number of sales and returns performed at the register.

Average Sale Value

Average value of a sale before tax (not including liabilities sold). This is Gross Sales minus Discounts and divided by number of sales.

Average Items per Sale

Average quantity of items on each sale (including liabilities). Each instance of an item is considered a count (e.g. a quantity of 5 of a single item counts as 5 items for that sale).

Sales Graph

The combination bar/line graph is a visual summary of your sales.

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Switch between Total Sales by Hour and Average Sales by Hour. Hover over a point on the graph to view the transaction count for that hour.

Bottom Dashboard Tiles

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The final set of tiles displays the top five best selling items by dollar amount, a breakdown of sales by tender, and the number of new vs. returning customers.

Summary View

The Summary View provides a slimmed down, printer-friendly version of the most important analytics.

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1 Click Summary View at the top.

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Summary View

Click the image below to see a larger version of the Summary View. Click here for an explanation of each part.