Bird's Eye View

A true business overview, the Bird’s Eye View features sales, inventory, customer, & staff data in an easy to read format with links to some of the most visited BackOffice pages.

Table of Contents

Bird's Eye View

Access the Bird’s Eye View by simply logging into BackOffice or tapping Bird’s Eye View on the side menu.

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Today’s Sales

The sales tile gives a broad outline of the current day’s activity with total net sales, credit card tips, and number of transactions processed.

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Check out this tile’s links to frequently visited areas of BackOffice:

  1. Select 'Analytics Dashboard' to visit the Analytics Dashboard.
  2. Tap 'Transactions' to go to the Transactions Table.

Want to track today’s sales on your smartphone? Try the ShopKeep Pocket app for iOS and Android.

Inventory Items

The inventory tile presents an overview of the account’s inventory. It contains the number of active items and number of items on the button layout.

New ShopKeep customers see an empty tile until after setting up their first item.

  1. Tap 'Add New Item' to create a basic inventory item.
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Existing ShopKeep customers see their account’s inventory information.

*’Active Items’ excludes items that came preloaded with ShopKeep (e.g. Misc Non-Taxable, Shipping, etc).

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Check out this tile’s links to frequently visited areas of BackOffice:

  1. Select 'Items List' to go to the items list.
  2. Tap 'Add New Item' to create a new basic inventory item.

    To learn how to create an inventory item with variants, visit our Add an Item with Variants article.

  3. Click 'Button Layout' to edit the register layout.

To see how well your items are selling, check out the Sales by Item report. Visit the Sales by Item article to learn how to access and read the report.

Customers

The customers tile shows the number of customers in BackOffice and how many receipts have been emailed to them so far that week.

New ShopKeep customers see an empty tile until after adding their first customer.

  1. Tap 'Add Customer' to create a new customer and then 'Receipt Settings' to personalize email receipts.
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Existing ShopKeep customers see their account’s customer and email receipt information.

*’Customers Saved’ excludes the ‘Walk-In’ customer that exists by default in ShopKeep.

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Check out this tile’s links to frequently visited areas of BackOffice:

  1. Select 'Customer List' to view the customer list.
  2. Tap 'Add New Customer' to create a new customer record.
  3. Click 'Marketing Dashboard' to view the Marketing Dashboard

To see your top customers, check out the Sales by Customer report. Visit the Sales by Customer article to learn how to access and read the report.

Staff

The staff tile contains the number of staff members created in BackOffice and how many hours they have worked so far that week.

New ShopKeep customers see an empty tile until after setting up their first employee.

  1. Click 'Add New' to create an employee.
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Existing customers see their account’s staff information.

*’Hours Logged This Week’ presents hours in decimal increments, not raw minutes.

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Check out this tile’s links to frequently visited areas of BackOffice:

  1. Select 'Staff List' to view the staff list.
  2. Tap 'Add New Staff' to create a new employee.
  3. Click 'Time Clock' to view all staff time clock records.

To see which staff members make the most sales, check out the Sales by Employee report. Visit the Sales by Employee article to learn how to access and read the report.

Register Status

This final tile lists each register along with its shift status (Open or Closed).

New ShopKeep customers see an empty tile until after activating their first register.

  1. Tap 'Activate Your Register' to activate an iPad register.
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Existing ShopKeep customers see their account’s register information.

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Check out this tile’s links to frequently visited areas of BackOffice:

  1. Select 'Activate Your Register' to activate a new iPad register.
  2. Tap 'Go to Account Settings' to add/remove register licenses.
  3. Click the arrow next to a register to see details on its most recent shift.

Looking for more detail on your registers? Try the Shifts Summary report. If you have any questions about BackOffice reporting, visit our FAQ.


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