For those who have used the existing Dashboard in Vend, we have made a number of improvements to the data on the Dashboard and the way it is displayed. Below is a list of what has changed and what you can expect with the new Home Dashboard:
Previously, the Dashboard would display rolling data for the last 7, 14 and 30 days. The new Home Dashboard will now display data for the current day, week and month.
You now have the ability to compare user and outlet performance by day, week and month, directly from the dashboard.
All data in the new Home Dashboard is pulled from our current reporting system, this way your data will be consistent and up-to-date between the Home Dashboard and Reporting.
The new Home Dashboard will now display tax inclusive figures for tax inclusive retailers and tax exclusive figures for tax exclusive retailers.
Important: The new Dashboard will not initially include custom widgets like Timely and Collect. If you are currently using custom widgets on your dashboard, you will remain on the old Dashboard for now.
Navigating to the Home Dashboard:
To find the Home Dashboard in Vend, click on the Home tab at the top of the left-hand sidebar. This will take you to your Home Dashboard where you can view your latest sales information, user targets and outstanding orders and inventory counts.
Filtering by Time Period:
To filter the information on your Home Dashboard by time period, select either day, week or month in the top left. This will show data from the month, week or day to date. For example, if today were Thursday and you selected week you would see sales reporting from Monday to Thursday of your current week.
Filtering by Outlets:
You can filter this data by outlet also. By default, the Home Dashboard will show all outlets if you are an admin or only the outlet's available to you if you are a manager or cashier user.
Filtering by Users:
To filter your Home Dashboard results by a user, navigate to the top right side of the screen and click the current user name.
From here you will be able to switch to another user in your system.
The first graph you will see on the Home Dashboard shows your store's sales for the time period and outlet(s) specified.
Important: Cashiers will not be able to view this graph and managers will only be able to view the stores they are associated with.
In the next section your Home Dashboard you will see the active user's sales and their sales target for the time period you have specified.
The products sold graph will give you a weighted ranking of the products sold in your chosen outlet, during the time period you have specified.
If you have any sent purchase orders or sent outlet transfers waiting to be received or any due/overdue inventory counts in your store, you will be notified of this on your Home Dashboard.