Your personal user dashboard and the companywide operations dashboard can be populated with widgets, which provide a snapshot of information at your site so far today. Dashboard widgets are categorised into the following sections:
- Sales Widgets
- Customer Loyalty & Account Widgets
- Inventory Management Widgets
- Revenue Management Widgets
- Miscellaneous Widgets
For information on configuring your personal user dashboard with widgets, Click Here.
For information on the companywide operations dashboard, Click Here.
The following Sales Widgets are available:
- Last 5 Sales
- Last 15 Minutes Till Performance
- Like For Like
- Monitored Groups
- Monitored Product Performance
- Price Level Type Sales
- Sales & Customers Today
- Sales By Hour Vs Reference
- Sales In Week Vs Reference
- Sales Performance
- Team Member Stats
- Till Media Today
- Top 5 Products Today
- Transaction Sources
- Week To Date Vs Reference
Last 5 Sales
The Last 5 Sales widget is simply a list of the last 5 transactions to be processed for the site.
The list updates approximately every minute.
If required, you can select the Transaction ID to see the full Transaction detail.
Last 15 Minutes Till Performance
The Last 15 Minutes Till Performance widget displays an overview of transactions processed through each till, per team member, over the past 15 minutes.
The widget is designed to give an overview of throughput per terminal and transaction entry timing.
Like For Like
The Like For Like widget displays a net sales comparison for site so far today versus the same time yesterday, same time for the same day last week, and same time for the same day last year.
If required, you can select the value within the Today column to see an hourly breakdown, and further drill down into transactional level analysis as per the Like For Like Dashboard.
The Monitored Groups widget displays the quantity of products sold so far today within selected groups. This is then compared to the quantity sold at the same time last week and/or the same time last year. If defined, a target level is also displayed against the relevant groups.
For details on how to add a product group into this widget, Click Here.
Monitored Product Performance
The Monitored Product Performance widget displays the gross revenue and quantity of selected products sold so far today, so for this week and so far this month.
For details on how to add a product into this widget, Click Here.
Price Level Type Sales
The Price Level Type Sales widget provides a summary of sales in the current day split by price level type.
Per price level type, the covers (if applicable) and customer count are shown, alongside the average net spend per customer. The gross sales, net sales and tax is displayed too, as well as the sales proportion per price level shown in the final column.
Sales & Customers Today
The Sales & Customers Today widget provides a summary of net sales revenue so far today versus the same time yesterday, and a customer count summary so far today versus the same time yesterday.
Sales By Hour Vs Reference
The Sales By Hour Vs Reference widget displays net sales for each hour so far today. This is then compared to net sales for each hour for the same day last week and/or the same day last year.
A trend line representing the rate of sales for the same day last week is shown in comparison to a trend line for today’s sales so far.
- If Reporting Day Parts are configured for your site, the chart is split into day part sections.
- The times shown in the chart are based on the sites Opening Hours. If not defined, all 24 hours of the day will show.
Sales In Week Vs Reference
The Sales In Week Vs Reference widget displays net sales so far this week, per day, with a comparison against net sales each day last week and the same week last year.
A trend line representing cumulative weekly sales can be selected to show.
A line representing daily budgets throughout the week can also show. (Available for Business Intelligence Cube companies only).
The Sales Performance, widget displays net sales so far today for site, with a indication of how this compares to performance for the same time of the same day last week, and for the same time of the same day last year.
Similarly, current week to date net sales are shown with an indication of how this compares to performance for the same time last week, and for the time of the same week last year.
Team Member Stats
The Team Member Stats widget displays information with regards to key areas of security for each team member; specifically, refund information, no sale quantities and void information
From within the widget, the refund values can be selected to generate a Team Member Performance report to see refund data in more detail, and the void values can be selected to generate a Voided Items report to see void data in more detail.
Note that void and no sale information is not currently available in this widget for NCR Silver clients; refer to the Team Member POS Data report to see this information.
Till Media Today
The Till Media Today widget displays the split of each payment method taken per till so far today.
Top 5 Products Today
The Top 5 Products Today widget displays a list of the top five products sold so far today, based on gross sales revenue.
The Transaction Sources widget displays an overview of sales from each transaction source so far today.
Per transaction source, the customer count, gross sales, and net sales is displayed, along with the net average transaction amount per source. Sales proportion per source is also shown in the final column.
The Source Name can be selected to bring up a list of all transactions from that source as below. The transaction ID in the first column can be then be selected to view the Transaction detail.
Week To Date Vs Reference
The Week To Date Vs Reference widget displays net sales so far this week, and customer count so far this week, with a comparison against the same time last week and/or the same week last year.
Customer Loyalty & Account Widgets
The following Customer Loyalty & Account Widgets are available:
Centegra Customer Loyalty
The total number of loyalty customer transaction is shown, with the balance adjustments for account/gift card customers, and/or points adjustments for points loyalty customers.
Transaction Customer Assignment
The Transaction Customer Assignment widget is specific to clients using the Transaction Customer Assignment feature.
The widget allows you to assign customer accounts to transactions which should have a customer assigned based on the payment media assigned to the transaction, but haven’t yet.
To assign a customer to the transaction:
- Select [ASSIGN TO CUSTOMER].
- Select the required Customer from the list.
- Select [ASSIGN CUSTOMER].
Inventory Management Widgets
The following Inventory Management Widgets are available:
EDI Order Status
The EDI Order Status widget provides an overview of supplier orders placed via EDI within the current date at the site. Specifically, the widget can be used to confirm that orders have been sent as expected.
Note that when an order is placed via EDI it generates an EDI request which waits in Requested status. Every few minutes, orders in Requested status are captured and sent to suppliers. Hence it can take a few moments to update to Sent state.
Supplier Order Cut Off Times
The Supplier Order Cut Off Times widget is a snapshot of the current supplier order status for site, displaying the quantity of orders placed within the current day per supplier.
If a cut off time has been configured against the Supplier for the site, a countdown to the cut off time is also displayed.
Revenue Management Widgets
The following Revenue Management Widgets are available:
Till Shift Summary
Cash In Tills
The Cash In Tills widget displays the amount of cash in each till currently based on cash sales. If a Cash Limit has been defined against the till, the cash limit is also shown for comparison.
The following Miscellaneous Widgets are available:
The System Alerts widget provides an overview of outstanding tasks which need to be completed.
These may be outstanding tasks specific to the sites day-to-day operation, such as those outlined below.
Or these may be outstanding tasks related to configuration that have yet to be completed, which may impact on reporting if not set, such as those outlined.
Where applicable, you can select the quantity in the Value column to:
- Access the media shown to assign it to a media type. (For more details, Click Here.)
- Access the Product List report for the UNASSIGNED PRODUCTS group to assign products to the correct reporting groups. (For more details on UNASSIGNED PRODUCTS, Click Here.)
- Access the price setup page for the product shown that requires a price on the price level price shown. (For more details, Click Here.)
The Weather widget provides an overview of weather sales today and tomorrow for your site, to help give an indication on how weather may have an impact on your sales performance.
- This is currently only available to UK clients.
- You must assign the nearest Weather Location to your site for this widget to display data. (For more details, Click Here.)