Navigating the Dashboard

📆 Revision Date:


The Dashboard screen of RetailKey will give you comprehensive data about the Sales made by the property.


SALES DASHBOARD

The Dashboard screen provides a snapshot of the following data to scrutinize sale values:
SOLD - Quantity of items sold in the date range selected
SALES - Revenue Statics
PURCHASE - Stock purchased
PROFIT - Revenue made on product
VOID - Canceled orders
DISCOUNT - Cumulative discount given on the orders

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Sales Dashboard

You can search by selecting a custom date range to view the sale details

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You can also search the data from the following dropdown to compare it with past data

  • Last Year Same Day

  • Last Month Same Date

  • Last Month

  • Last Week


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The Dashboard also provides a snapshot of the following data to scrutinize:


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You can search by specific Metric

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You can also search by the metrics: Category, Department, Product, Vendor or Menu

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By choosing any of the search criteria listed from the dropdown, you can see the numbers reflected in the pie chart image and the resulting list below that. 


In the example shown here, we have selected to search by the Sold Metric and by Department:

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A complete Dashboard snapshot will reflect all the criteria chosen from the options available:


Here, we chose the date of Jul 12 compared to Last Year Same Date for the Metrics Sold and Vendor:

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In the image to the right, we selected the date of Jul 12 comparing Last Year Same Date for the Metrics Sold and Product:

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As your search provides the results, you can also dive deeper by selecting from the dropdown:


  • The Top 10 to Top 50 and the Bottom 10 to Bottom 50

  • Clicking on the information source icon ℹ you will be directed to a listing of all the orders for the date period you chose when that specific product was sold

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Here is an example of a search for the Top 10 product sold on the given dates of the search criteria provided

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If we select the information source icon ℹ for 1800 Silver 1.75, we will be directed automatically to the search order list where this product was sold on this date:

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TENDERS DASHBOARD

The Tenders Dashboard screen provides a snapshot of the tender sales by Yesterday, Today, MTD, and YTD as well as Payments

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Here is an example of selecting MTD tenders and payments

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INVENTORY DASHBOARD

The Inventory Dashboard screen provides a snapshot of the following data to scrutinize:


Stock Value, Purchase Orders, Adjustments and Turnover

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You can search by selecting a custom date range to view the sale details

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The Dashboard also provides a snapshot of the following data to scrutinize:

  • Search by Metric: Stock Value, Purchase Orders, Adjustments and Turnovers

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  • Search by Vendor, Division or Product

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In the is example, we are selecting the date of Jul 01 for the metric of Stock Value by Vendor


Once the results are populated on screen, you can also further scrutinize the details by Top 10, Bottom 10, Top 50, or Bottom 50

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