Introduction

Centegra Plus dashboard views offer a diverse array of widgets that are fully customisable and can seamlessly integrate into your company dashboard views.

This article delivers comprehensive insights into these widgets, detailing their configurable options available and providing illustrative examples of how they can be presented on your company dashboards.

For information on adding widgets into dashboard, Click Here. 

To watch a video tutorial outlining all of this information please click here.

Sales Widgets

Sales widgets available to add to your dashboard are as follows: 

• Average Spend Comparison
• Day Part Sales
• Discount Summary
• Hourly Sales Comparison
• Like For Like Sales Comparison
• Payments Received
• Price Level Sales Comparison
• Product Group Sales
• Sales Performance
• Site Type Sales
• Top Performing Discounts
• Top Performing Products
• Transaction Source Comparison
• Weekly Sales Comparison

 

Average Spend Comparison

Gain valuable insights into daily sales and average spending with the Average Spend Comparison widget. It allows you to compare current data with the previous day, the same day last week, and the corresponding day from the previous year.

The following options are available when adding this widget to the dashboard:

Widget Name	Enter a name for the widget as it should appear on the dashboard.
Widget Description	If required, enter a description for the widget that will show beneath the widget name on the dashboard.
Value Type	Select from: Gross Sales, Net Sales.
Count Type	Select from: Covers Count, Customer Count.

Example Average Spend Comparison widget using Value Type Gross Sale and Count Type Covers Count:

 

Day Part Sales

Explore essential sales statistics throughout the day with the Day Part Sales widget. It breaks down sales data into report Day Part segments, offering key sales data, average spend and sales allocation for each part of the day.

The following options are available when adding this widget to the dashboard:

Widget Name	Enter a name for the widget as it should appear on the dashboard.
Widget Description	If required, enter a description for the widget that will show beneath the widget name on the dashboard.
Count Type	Select from: Covers Count, Customer Count.

Example Day Part Sales widget using Count Type Covers Count:

 

Discount Summary

This Discount Summary widget provides an overview of the impact of discounts, per discount type, where the discount type is based on the product group that the combo reporting PLU is assigned to.

The following options are available when adding this widget to the dashboard:

Widget Name	Enter a name for the widget as it should appear on the dashboard.
Widget Description	If required, enter a description for the widget that will show beneath the widget name on the dashboard.

Example Discount Summary widget:

 

Hourly Sales Comparison

Delve into daily performance with the Hourly Sales Comparison widget. It analyses performance by the hour, comparing it to the same day last week. Trend lines are incorporated to assist in evaluating performance trends compared to the previous week.

The following options are available when adding this widget to the dashboard:

Widget Name	Enter a name for the widget as it should appear on the dashboard.
Widget Description	If required, enter a description for the widget that will show beneath the widget name on the dashboard.
Value Type	Select from: Gross Sales, Net Sales, Covers Count, Customer Count.

Example Hourly Sales Comparison widget using Value Type Net Sales: 

 

Like For Like Sales Comparison

Evaluate sales performance effectively with the Like For Like Sales Comparison widget. It enables comparison of key sales metrics for a specific day against the previous day, the corresponding day last week, and the same day last year. This analysis can be consolidated or segmented using essential transaction attributes. Additionally, for the HQ site exclusively, access a top 10 sites leader board for further insights.

The following options are available when adding this widget to the dashboard:

Widget Name	Enter a name for the widget as it should appear on the dashboard.
Widget Description	If required, enter a description for the widget that will show beneath the widget name on the dashboard.
Value Type	Select from: Gross Sales, Net Sales, Covers Count, Customer Count.
View Type	Select from: Consolidated, Split By Transaction Source, Split By Day Part, Top 10 Sites, Bottom 10 Sites.

Example Like For Like Sales widget using Value Type Gross Sales and View Type Split By Source:

Example Like For Like Sales widget using Value Type Gross Sales and View Type Top 10 Sites, when viewed against the HQ site: 

 

Payments Received

Stay on track with payments received from your customers with the Payments Received widget! This handy tool shows you the total amount received for each payment method, which can be viewed as a combined sum or broken down by till or location as needed. You can easily view this data in a table format, or for those who prefer visual representations, the totals can be displayed in a colourful pie chart.

The following options are available when adding this widget to the dashboard:

Widget Name	Enter a name for the widget as it should appear on the dashboard.
Widget Description	If required, enter a description for the widget that will show beneath the widget name on the dashboard.
Value Type	Select from: Media, Media Type
View Type*	Select from: Consolidated, Split By Location, Split By Till
Widget Type**	Select from: Table, Chart
Excluded Media	Select which payment media to exclude from widget data. (For example, you want want to exclude integrated partner payment media if looking to focus on payments entered through the POS.)

* View types Split By Location and Split By Till are only available for companies with sites containing 10 or less locations or tills. When viewing the dashboard via the HQ site, only Consolidated payment data is shown. 

** The Chart widget type option displays data for positive payment totals only.  

Example Payments Received widget using View Type Consolidated and Widget Type Chart:

 

Price Level Sales Comparison

Discover customer spending trends at different price levels with the Price Level Sales Comparison widget! Tailor your sales metrics to see totals visually within a chart, or delve deeper with average spend and sales proportion displayed in a table view.

The following options are available when adding this widget to the dashboard:

Widget Name	Enter a name for the widget as it should appear on the dashboard.
Widget Description	If required, enter a description for the widget that will show beneath the widget name on the dashboard.
Value Type	Select from: Gross Sales, Net Sales.
View Type	Select from: Price Level, Price Level Type.
Count Type	Select from: Covers Count, Customer Count.
Widget Type	Select from: Table, Chart

Example Price Level Sales Comparison widget using Value Type Gross Sales and Count Type Customer Count, and Widget Type Chart:

 

Product Group Sales

Get insight into your product sales mix using the Product Group Sales widget. For selected product groups, the widget shows the proportion of product sales for each product group, with comparisons against past data per group.  

The following options are available when adding this widget to the dashboard:

Widget Name	Enter a name for the widget as it should appear on the dashboard.
Widget Description	If required, enter a description for the widget that will show beneath the widget name on the dashboard.
Value Type	Select from: Gross Sales, Net Sales, Sale Quantity.
Widget Type	Select from: Table, Chart
Excluded Groups	Select which product groups to exclude from the analysis. (For example, if your looking to report beverage mix, exclude all other groups.)
Day Part Types	If required, select which Day Part Type(s) the analysis should be restricted too. (If left blank, the entire day is analysed.)

Example Product Group Sales widget using Value Type Gross Sales and Widget Type Chart:

 

Sales Performance

Capture a quick overview of sales performance with the Sales Performance widget. It presents a snapshot of sales on the chosen date, including week-to-date performance up to that date within the current week. Plus, you can easily compare these figures against the previous week for deeper insights.

The following options are available when adding this widget to the dashboard:

Widget Name	Enter a name for the widget as it should appear on the dashboard.
Widget Description	If required, enter a description for the widget that will show beneath the widget name on the dashboard.
Value Type	Select from: Gross Sales, Net Sales, Covers Count, Customer Count.

Example Sales Performance widget using Value Type Gross Sales: 

 

Site Type Sales

The Site Type Sales widget provides insight into sales per custom site type group option, utilising the custom Site Types feature. Per site type group option, using the key sales metrics available, an average spend and sales spit allocation is also provided.  

The following options are available when adding this widget to the dashboard:

Widget Name	Enter a name for the widget as it should appear on the dashboard.
Widget Description	If required, enter a description for the widget that will show beneath the widget name on the dashboard.
Count Type	Select from: Customer Count, Covers Count.
Site Type	Select from 1 of 3 Site Type groups, if configured.

Example Site Type Sales widget using Count Type Customer Count and a Site Type based on region:

 

Top Performing Discounts

The Top Performing Discounts widget empowers you to showcase the discounts or combo meal deals that exhibit strong performance within your operation, as indicated by sales revenue. It enables you to monitor the application of discounts based on their value or quantity, ensuring efficient tracking and optimisation of promotional strategies.

The following options are available when adding this widget to the dashboard:

Widget Name	Enter a name for the widget as it should appear on the dashboard.
Widget Description	If required, enter a description for the widget that will show beneath the widget name on the dashboard.
Value Type	Select from: Sale Value, Discount Value, Discount Quantity.
Excluded Groups	Select which combo discounts to exclude from the analysis by selecting the product group(s) that those combo discounts are assigned to. (For example, if your looking to report on the top 5 meal deals, you could exclude all other discount groups and only leave the meal deals group.)
Number Of Results	Select the number of "Top" results to show. (Max 20)

Example Top Performing Discounts widget using Value Type Sale Value with certain groups excluded:

 

Top Performing Products

The Top Performing Products widget offers valuable insights into products that have excelled based on sales revenue or quantity sold. The widget can be configured to be limited to selected day parts only, enabling separate widgets for different meal times and facilitating a more targeted analysis of product performance.

The following options are available when adding this widget to the dashboard:

Widget Name	Enter a name for the widget as it should appear on the dashboard.
Widget Description	If required, enter a description for the widget that will show beneath the widget name on the dashboard.
Value Type	Select from: Gross Sales, Net Sales, Sale Quantity.
Excluded Groups	Select which products to exclude from the analysis by selecting the product group(s) that those products are assigned to. (For example, if your looking to report on the top 5 drinks, exclude all food groups.)
Day Part Type	If required, select which Day Part Type(s) the analysis should be restricted too. (If left blank, the entire day is analysed.)
Number Of Results	Select the number of "Top" results to show. (Max 20)

Example Top Performing Products widget shown twice using Value Type Gross Sales, limited to the top 5 products, with the first restricted to the Lunch Day Part Type, and the second the Dinner Day Part Type:

 

Transaction Source Comparison

The Transaction Sources widget offers valuable insights into key sales metrics categorised by the source of sales. It provides averages and allocations per source, enabling users to understand the contribution of each source to overall sales performance. When accessed via the HQ site, the source name can be selected to view data specific to each individual site, facilitating a more granular analysis.

The following options are available when adding this widget to the dashboard:

Widget Name	Enter a name for the widget as it should appear on the dashboard.
Widget Description	If required, enter a description for the widget that will show beneath the widget name on the dashboard.
Value Type	Select from: Gross Sales, Net Sales.
Count Type	Select from: Customer Count, Covers Count.

Example Transaction Sources widget using Value Type Gross Sales and Count Type Customer Count:

Example of site total listing when selecting a Source Name when accessing via the HQ site:

 

Weekly Sales Comparison

The Weekly Sales Comparison widget offers a visual chart for analysing performance within the selected week. Daily sales figures are displayed using the left axis, while a trend line spanning the entire week is depicted using the right axis. Additionally, comparisons against the previous week are provided, offering valuable insights into week-over-week performance trends.

The following options are available when adding this widget to the dashboard:

Widget Name	Enter a name for the widget as it should appear on the dashboard.
Widget Description	If required, enter a description for the widget that will show beneath the widget name on the dashboard.
Value Type	Select from: Gross Sales, Net Sales, Customer Count, Covers Count.

Example Weekly Sales Comparison widget using Value Type Customer Count: 

 

Video Tutorial