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 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. Click 'Analytics Dashboard' to visit the Analytics Dashboard.
  2. Select 'Transactions' to go to the Transactions Report.

Want to track sales from a smartphone? Try ShopKeep Pocket 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. Click 'Add New Item' to create a basic inventory item.
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Existing ShopKeep customers see their account’s inventory information.

* ‘Active Items’ is the total number of unique basic items and variants. It excludes the ‘Misc Taxable’, ‘Misc Non-Taxable’, and ‘Shipping’ items that came preloaded with ShopKeep.

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

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

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

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

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

Customers

The customers tile shows the number of customers added to BackOffice and the number of receipts emailed to them so far that week.

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

  1. Click 'Add Customer' to create a new customer.
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  2. After adding a customer, click '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. Click 'Customer List' to view the customer list.
  2. Select 'Add New Customer' to create a new customer.
  3. Click 'Marketing Dashboard' to view the Marketing Dashboard

For an overview of top customers, check out the Sales by Customer report. Visit the Sales by Customer Report article to learn how to access and read this report.

Staff

The staff tile contains the number of staff members created in BackOffice and the number of 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 Staff' 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. Multiply this number by 60 to get the number of minutes worked.

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

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

To see which employees generate the most sales, check out the Sales by Employee report. Visit the Sales by Employee Report 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. From an iPad, 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. Tap 'Activate Your Register' to activate a new iPad register.
  2. Select 'Go to Account Settings' to add/remove register licenses.
  3. Click the arrow next to a register to see information on its most recent shift.

Looking for more detail? Visit the Shifts Summary. Questions about BackOffice reporting?
Check out our Reporting FAQ.


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