WEBVTT

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The dashboard is the first thing you see when you sign in to the back office. In

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this episode we read it, change what it covers, and use it to jump to the things

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that need your attention.

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The big tiles at the top are your key numbers for the period you have chosen.

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Revenue is the money taken before tax, with the amount including tax underneath.

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Next to it are the number of sales, and the average sale. Then your gross profit,

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which is revenue minus what the goods cost you, with the margin as a percentage.

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Items sold counts units, with returns taken off. Discounts shows how much you gave

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away, and how much tax you collected.

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The second row looks at the state of the business right now. The number of

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identified customers. The value of your inventory at cost. How many products are at

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or below their reorder point.

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Then open work orders, open layaways, sales waiting for offline review, and

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registers or scanners that are holding sales which have not synced yet.

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Scroll down for the charts. Revenue by day shows each day as a bar, so you can see

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busy days and quiet days. Payment mix shows how customers paid: card, cash, on

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account, or gift card.

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Underneath are your top products by revenue, and your top categories. The bars are

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scaled against the best seller, so you see at a glance how close the others are.

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Each list has a Full report button for the whole story. We cover reports in the next

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episode.

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At the top right, the date range decides what every number covers. Open it, and

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choose Last 7 days.

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Every tile and chart now covers the last week. You can also pick today, yesterday,

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this month, last month, this year, or a custom range of your own.

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The outlet button next to it limits the dashboard to one store. Choose Main Street.

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Now you are looking at that one store only. The refresh button, next to it, reloads

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the numbers.

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Many tiles are shortcuts. Click Low stock to go straight to the low stock report.

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Back on the dashboard, click Open work orders to go to the work order board. Offline

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review and Unsynced devices work in the same way, and take you to the pages that

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deal with them.

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That is the dashboard. In the next episode, we look at the reports behind these

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numbers.