Analytics Dashboard Overview
📊 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.
🎬 Video Guide
Watch Demo Video