Analytics & Reports

Accessing Reports

Go to Reports in the sidebar. Reports are organized in seven tabs: Overview, Profit, Customers, Returns, Fulfillment, Staff, and Insights.

Filters (all tabs)

• View Period — Day, Week, Month, or a Custom date range
• Numbers compare against the previous period automatically

Sales Overview

The Overview tab shows your overall business performance:

• Total Revenue, Gross Profit, Total Orders, Average Order Value — plus gross margin, items sold, discounts, tax, and new customers, each with a change vs. the prior period

Charts Available

• Sales Trends — Sales over time, with peak and lowest points
• Sales by Hour / Day — Hourly breakdown in day view, daily in week/month view
• Sales by Store — Revenue share per store (click a slice to open that store's orders)
• Sales by Channel — Which channels generate the most revenue
• Sales by Payment Method — How customers pay
• Top Products — Best-selling products by quantity and revenue
• Store Visits — Storefront visitors: unique, new, and returning

The Overview tab supports CSV export of the sales data for use in spreadsheets.

Profit Analysis

The Profit report helps you understand your margins:

• Revenue vs. Cost — Compare selling prices to cost prices
• Profit Margins — See your gross profit by product or category
• Cost Analysis — Track costs by supplier
• Product Profitability — Identify your most and least profitable products

Customer Analytics

The Customers report shows customer behavior patterns:

• Customer Acquisition — How many new customers over time
• Repeat Customer Rate — Percentage of returning customers
• Customer Lifetime Value — Average total spending per customer
• Customer Segmentation — Grouping customers by spending patterns

Staff Performance

The Staff report tracks team member metrics:

• Sales by Staff — Revenue generated per team member
• Orders Processed — Number of orders handled by each person
• Performance Trends — How individual performance changes over time

Returns Analytics

The Returns report helps you understand return patterns:

• Return Rate — Percentage of orders with returns
• Return Reasons — Breakdown of why products are returned
• Returns by Product — Which products are returned most
• Return Value — Total monetary value of returns

Fulfillment Analytics

The Fulfillment report shows how completed sales reach your customers:

• Fulfillment Rate — Share of sales already handed over or delivered, plus how many are still pending
• Orders by Method — How sales split between in-store, pickup, delivery, and dine-in — with revenue, average order value, and fees collected per method
• Fulfillment Status — Where sales currently stand (pending, preparing, ready, delivering, completed)
• Delivery Performance — Delivery order count and revenue, the delivery fees you earned, and the average fee per order (shown once you have delivery orders)
• Fulfillment by Store — The pickup / delivery / dine-in mix and the pending count per store

Business Insights

The Insights tab analyzes your numbers and turns them into plain-language guidance:

• Health scores — An overall business health score plus per-area scores (revenue, products, customers, profit, stores, returns)
• Requires Attention — Critical issues to act on now
• Warnings and Opportunities — Emerging risks and growth openings (e.g., peak-hours opportunities, best-seller momentum, high discount alerts)
• Recent Wins — What improved recently
• Recommended actions — Each insight comes with concrete recommendations, expected impact, and priority