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Read your dashboard

Get a quick view of sales, activity and stock that needs attention.

WHERE TO FIND IT

Dashboard

Step by step

  1. Check the selected store and date range before comparing figures.

  2. Review sales, transaction counts and refunds. Open a card for more detail.

  3. Open low-stock alerts and arrange replenishment for products running short.

  4. Use Reports for a filtered breakdown or an export to share with your manager.

Setup checklist, cards and alerts

  • Use Get your store ready to open unfinished business settings. After handover, complete the shop-specific items yourself and test them rather than marking them finished only to clear the checklist.
  • Read today’s sales with the active store and date range in mind. Transaction count, refunds and other totals describe different measures; follow a card to its detailed report when comparing figures.
  • Review operations alerts, top products, low stock and recent activity. Use the quick links to add products, receive stock or start a sale, and investigate unusual activity through its source record.

Complete the setup checklist

  • Get your store ready separates seven essential tasks from recommended improvements. Open a task to reach its setup page, save the required data and return to check progress.
  • Recommended tasks do not hold back the essential progress bar. Dismissing the checklist applies company-wide, so finish the essentials before hiding it for the team.
  • Sales totals follow the selected store and date. Read low-stock alerts, top products and recent activity alongside the sales cards; use their links to investigate the underlying records.

Tools and options

Daily business overview
See key sales, cost and operational indicators together.
Trends, top products & alerts
Spot popular items, changes in performance and tasks needing attention.
Store setup checklist
Follow key setup tasks with visible progress.

Dashboard overview

Dashboard setup checklist

A little help goes a long way.

Start with common fixes, or contact our team with your store, terminal and the issue you see.

Troubleshooting
Screen guide