Head office dashboard and reports
See every outlet live on one dashboard - today's sales, who is open, alerts - and run sales reports across all outlets, with Excel and PDF.
The head office dashboard
In the head office, go to Head Office › Dashboard. It shows today, live, for every outlet you can see:
- Sales today for the whole group, with the number of bills.
- By outlet: each outlet's sales and bills today, and whether its day is Open or Closed.
- Top items across the group.
- Payments by method, such as cash, card and wallets.
- Sales trend: the last 14 days for each outlet.
- Alerts that need you: an outlet that hasn't opened its day, cancelled bills or removed items, prices changed at billing, low stock, stock transfers waiting to be sent or received, and outlets that will stop billing soon because the plan covers fewer outlets than you have.
The dashboard refreshes by itself every minute while it is open.
Each outlet's day follows its own business date, so an outlet that closes after midnight still counts its late bills in the right day.
Reports across outlets
Go to Head Office › Reports.
- Choose the dates.
- Choose the outlets, or keep all of them.
- Pick a report.
The reports put your outlets side by side, with a total for the group:
- Sales summary (bills, discounts, tax, refunds, net sales, average bill)
- Sales by outlet by day
- Payment methods
- Top products and Sales by category
- Tax summary
- Discounts and price changes
- Cancelled bills
- Staff sales
- Stock on hand by outlet (products sent from the central menu)
- Stock transfers
Restaurants also see covers by outlet. The figures are the same as each outlet's own reports for the same dates added together.
Click Excel or PDF to download what you see.
Head office reports only read each outlet's own bills. They don't change anything in the outlets. Each outlet's own reports, Day Close and accounting books stay exactly as they are.
Who sees what
- Admins and Managers of the head office see the dashboard and reports for every outlet.
- People who work in an outlet see only that outlet's own reports, as before. They can't open the head office pages.