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Insights | Company Overview

This section allows you to summarize net sales, the number of transactions by queue type, and analyze sales by product, brand, or category at the company level, making it easy to compare across your shops.

Navigation

To access this report, follow this path in your dashboard:
Insights > Dashboard > Overview > Company Overview  

Select the following options to filter report data.

  • Controls:

    • Shop(s):  Select the specific location(s) you want to view.

    • Date: Define the specific timeframe for the report.

    • Net Sales includes fees: Toggle between Yes or No to include or exclude fees from the net sales calculation.


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Available Reports & Charts

  • Net Sales Timeseries by Shop will offer insight into net sales data and total discounts based on the Time Series - group by and Time Series - Metrc selected.

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  • Time Series - group by: will provide the sum totals of this data by duration.

  • Time Series - Metrc: will filter by Net Sales or Total Discounts.

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  • Shop Comparison: Will offer a bar graph for shop comparison data by # of transactions, COGS, Gross Margin, Gross Margin %, and Net Sales when filtered by Shop Comparison - Metric.

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  • # Transactions by Queue Type per Shop: will offer transaction data for each queue type per shop.

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  • Category Analysis by Shop: provides Net Sales graph data per category.

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  • The Top 20 per Shop: will provide relevant data for top-performing brands, categories, and products when filtered by the Top 20 - Dimension.

     

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💡 Pro Tip: You can export this, or any KPI held in Insights, to a CSV or Excel file. Simply click the More Options (three-dot icon) in the upper right-hand corner of the metric to download your data.