Dashboard and reports
Dashboard
What each tile, chart and list on the Dashboard shows, and how to filter it.
Open Dashboard > Dashboard.
Filters
- Brand and Branch views: switch between them at the top.
- Brand and Branch pickers: choose one, several or all.
- Dates: pick a range, or use Today or This Month. The default is this month.
The four tiles
| Tile | Shows |
|---|---|
| Sales | Total sales and number of orders for the period. |
| COGS | Cost of the items sold, as a percentage of their sales, with the amount underneath. |
| Stock On Hand | The value of your stock today, at current cost, and how many items. |
| Variance | The value of waste as a percentage of sales, with the amount underneath. |
Click the eye icon on any tile to open the report behind it.
The charts
- Revenue: sales day by day.
- Mix: sales by category, or by brand when you select several.
- Wastage: waste day by day.
- Cost: purchasing or cost by category.
- Inventory: how your stock value is spread across categories.
The lists
- Menu items: top sellers, and inactive menu items you may want to tidy up.
- Inventory items: ingredients without suppliers, and the most used items.
- Purchasing items: purchase orders waiting, and internal transfers waiting to be received.
Each list has a button to the screen where you fix it.
Empty charts?
| Empty | Why |
|---|---|
| Revenue, top sellers | No sales yet. Sales come in from your Zoho Books invoices. See Integrations. |
| Wastage | No waste or stocktakes recorded. |
| Inventory | No stock yet. Receive your first purchase order. |
Click at the top to ask the assistant about your numbers.