Analytics & Reports
How to use the reporting dashboard to track sales, profit, customer behavior, staff performance, and business insights.
Go to Reports in the sidebar to see how your business is performing. Each tab focuses on a different area; use the cards below for full walkthroughs.
Accessing Reports
Reports are organized in tabs: Overview, Profit, Customers, Returns, Fulfillment, Staff, Dead stock, Inventory valuation, and Insights.
Filters (all tabs)
- View Period: Day, Week, Month, or a Custom date range
- Numbers compare against the previous period automatically
Report tabs at a glance
- Overview: Total revenue, orders, and sales trends across stores, channels, and products.
- Profit: Margins and product profitability using your cost prices.
- Customers: Acquisition, retention, and spending patterns.
- Returns: Return rates, reasons, and value by product.
- Fulfillment: Delivery, pickup, and dine-in mix plus pending orders.
- Staff: Revenue and orders handled per team member.
- Dead stock: Inventory that has not sold in 30, 60, or 90 days.
- Inventory valuation: Total stock value at cost and retail, potential profit, and breakdowns by store and category.
- Insights: Health scores and plain-language recommendations from your data.
Sales Overview
KPIs, charts, top products, store visits, and CSV export.
Profit Analysis
Revenue vs. cost, margins, and product profitability.
Customer Analytics
Acquisition, retention, lifetime value, and segmentation.
Staff Performance
Sales and orders per team member with performance trends.
Returns and Fulfillment
Return patterns and how completed sales reach customers.
Dead Stock Report
Inventory idle for 30, 60, or 90 days and cash tied up at cost.
Business Insights
Health scores, warnings, opportunities, and recommended actions.