Insights | Dashboard Overview

• Getting Started

• Menu Options

• Settings

• FAQs

Getting Started

To get the most out of your Insights Dashboard, follow these basic steps to begin analyzing your data:

1. Log in to your administrator or manager account.

2. Navigate to the Insights tab located on the main dashboard menu.

3. Select the specific dashboard you wish to view from the left-hand navigation menu.

4. Set your parameters by selecting your desired date range and specific store location(s) using the global filters (controls) at the top of the page.

5. Export or save your customized report views using the More Options (three-dot icon) in the top right corner to share with your team.

Left Hand Side Menu

• Overview

• Sales
  
• Inventory
  
• Marketing
  
• Accounting

Overview Section

This section provides a high-level, foundational view of your business's health, combining top-line sales, financial compliance, and company-wide performance metrics into one digestible snapshot.

• 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.

• Sales Summary

  • The Sales Summary dashboard allows you to summarize pivotal sales data and offers direct insight into store performance.

• Financial Summary

  • This section will summarize your financial data following GAAP (Generally Accepted Accounting Principles) practices comprehensively for your tax records and accounting purposes.

 Sales Section

Dive deep into your transactional data. This section breaks down your revenue streams to help you understand exactly who is selling, what is selling, and how it is getting to the customer.

• Employee Sales

  • This section provides a detailed breakdown of sales data per employee. It displays details categorized by transaction stage (assigned, created, packed, sold), making it a highly useful tool when running internal sales campaigns and tracking performance across staff.

• Delivery Sales

  • Use this dashboard to track and analyze your delivery operations, offering detailed breakdowns of both sales performance and delivery times across your active regions to help you optimize and scale your business.

• Sales by Brand

  • This section provides a detailed, customizable breakdown of sales data per Brand based on your specified criteria. By matching targeted locations and timeframes with core metrics—like Net Sales, Quantity Sold, and Gross Margins—it allows you to accurately evaluate the performance of your top-selling distributors.

• Recommendation Performance

  • The Recommendation Performance report provides actionable insights into how product recommendations are driving revenue and influencing customer purchasing behavior. By analyzing this dashboard, you can measure the direct financial impact of your recommendation strategies, track Average Order Value (AOV) lift, and visualize how recommended items contribute to your overall Gross Merchandise Value (GMV). 

• Sales by Category

  • This section provides a detailed, customizable breakdown of sales data per category based on your specified criteria. By matching targeted locations and timeframes with core metrics—like Net Sales, Quantity Sold, and Gross Margins—it allows you to accurately evaluate the performance of your top-selling product categories.

• Sales by Product

  • This section offers a detailed, customizable breakdown of sales data per Product based on your specified criteria. By matching targeted locations and timeframes with core metrics—like Net Sales, Quantity Sold, and Gross Margins—it enables you to accurately assess the performance of top-selling items.

 Inventory Section

Maintain optimal stock levels and safeguard your assets. This section focuses entirely on the valuation, aging, and movement of your physical products.

•  Inventory Overview

  • This dashboard provides a comprehensive financial snapshot of your entire product catalog. Use this tool to track your inventory's value over time, monitor stock aging and shelf life, and proactively identify low-stock items before they run out.

Marketing Section
Understand your customers and measure campaign ROI. This section highlights purchasing behaviors, demographic trends, and the direct impact of your promotions and discountsMore Options (three-dot icon).

• Members Sales Overview

  • Use this dashboard for a comprehensive look at your customers' purchasing habits. It breaks down net sales by key demographics (like age and gender), membership groups, and acquisition sources. Additionally, this section tracks individual member performance, making it easy to identify purchasing trends and highlight your most loyal, high-value consumers.

• Discount Overview

  • This dashboard provides a complete picture of how promotions and rewards impact your bottom line. Use this guide to learn how to filter your data, track total discount amounts, and visualize the net sales driven by specific marketing campaigns and loyalty programs.

 Accounting Section
Streamline your back-office tasks. This section provides specialized financial reporting tools tailored for vendor credits, and precise financial reconciliation.

• Vendor Promotion Credit Report

  • This report allows you to quickly find all transactions for a specific Brand promotion, calculate the credit due for each, and export it to the Vendor for credit.

Settings

• Data Filtering & Defaults: Adjust your default timezone, currency, and standard date ranges for all newly generated reports.

• Automated Exports: Configure automated email reports to be sent to designated team members on a daily, weekly, or monthly cadence.

• User Permissions: Manage which staff roles have access to view, export, or edit specific dashboard insights.

FAQ's - Frequently Asked Questions

• Q: Can I export these reports to share with my team or accountant?

  • A: Yes! Most reports feature an 'Export' button in the top right corner. You can download your data as a CSV or Excel file for further analysis or external sharing.

• Q: How often is the data in the Insights Dashboard updated?

  • A: The dashboard updates in near real-time, ensuring you have the most accurate snapshot of your business. Data typically refreshes within an hour of a completed transaction.

• Q: Why am I not seeing data for a specific brand or product?

  • A: First, verify that the global date and location filters at the top of the dashboard are set correctly. If the parameters are correct, it may mean there were no recorded sales or movements for that specific item during the selected timeframe.