## 📊 Analytics Dashboard Overview

Use **ANALYTICS** to read this outlet’s sales, discounts, operations, and (if CRM is bound) membership on one screen — each card has its own date range.

### 📝 Steps

1. Open the sidebar **ANALYTICS**. The page title is **Analytics**.
2. Use the **View** pills to show only the cards you need: **All**, **Sales**, **Membership**, **Discounts**, **Operations**. Each pill shows how many cards are in that group.
3. Set the date on **each card** (this is not a page-wide filter). Choose **Current Shift**, **Today**, **Weekly**, **Monthly**, or **Custom Range**.
   - **Current Shift** appears only while a shift is open.
   - **Custom Range** asks for start and end date plus time (**Start Time** / **End Time**).
4. Read the **Sales** cards:
   - **Settlement** — **Gross Sales**, plus **Top-ups Revenue**, minus **Top-ups Redemption**, equals **Net Sales**.
   - **Transactions** — **Turnover**, **Total Transactions**, then **Dine In** / **Take Away** / **Delivery**.
   - **Payment Method** — amount and txn count by tender.
   - **Top Selling Items** and **Top Selling Category** — ranked quantity and revenue (uncategorized items show as **Uncategorized**).
   - **Monthly Sales** — pick a month from the last 12 months to see daily revenue bars. This card uses a month list, not the **Today** / **Weekly** dropdown.
5. Check **Operations** and **Discounts** when you need exceptions or promotions:
   - **Unpaid** — **Total Unpaid** plus **Dine In** / **Take Away** / **Delivery**.
   - **Cash Management** — **Total Cash In Drawer**, **Pay In**, **Pay Out** (with counts).
   - **Order Voided** — **Total Voided Amount**, **Order Voided Count**, **Item Voided Count**, and **Top Voided Items**.
   - **Discount Overview** — **Total Discount Amount**, **Orders**, **Discount Rate**.
   - **Top Discounts** — named discounts by amount and order count.
6. If CRM is bound, open the **Membership** pill for **Member Growth**, **Top-up & Redemption** (note **Including gift**), **Points Redemption** (**Earned** vs **Redeemed**), and **Top Members** (ranked spend; this card also has **All Time**). If CRM is not bound, the **Membership** pill and those four cards are hidden.

> **💡 Tip:** Analytics is on-screen only — there is no print, PDF, Excel, or email on this page. Export named reports from **REPORTING** (web) instead. **Today**, **Weekly**, and **Monthly** follow **SETTINGS → General Settings → Report → Day Boundary Offset**, not calendar midnight. Several cards also show a % change versus the previous period.

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## 🎬 Video Guide

[Watch Demo Video](https://support.agenteehq.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBdkVDIiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--3e863b91ea451ec631cdd3021da850816b2d91c2/analytics-dashboard-overview-EN.mp4)