Reading your dashboard, reports and expenses

The dashboard (every plan)

1. Pick the branch and period. Use All branches or one branch, and Today, Last 7 days, This month, This year or Custom, then Apply.
2. Read the headline numbers. Sales, Orders number and New customers, each with its % change versus the previous period.
3. See where money comes from. Sales by payment method (Credit card, Cash, Transfer) and Orders based on type (Dine In, Pickup, Takeaway, Delivery).
4. Find best sellers. Sales on products shows quantity and sales per product with their change.
5. Compare counters. Sales on cashiers shows orders and sales for each cashier.
6. Check customers. The Customers tab lists top and overdue customers.

Products report (Pro)

Go to Reports → Products Report. Search by product name or code to see Quantity / Weight, Orders, Selling Price and Total Sales. Use Export or Print.

Expenses (Pro)

1. In Expenses → Expense Categories, select Add Expense Category (for example rent, supplies).
2. In Expenses → Expenses, select Add New Expense, choose the category, cashier and payment method, and enter the amount.
3. Expenses recorded during a shift appear in that cashier’s session report.