Your Home screen
Home is the first screen after you select a store. For an owner or manager it opens on Today: how the day is going right now, what needs you, and a set of cards on how a longer period went. It is on every plan, including the free Basic plan.
Staff whose role does not include Dashboard · View see a different Home. See Your shift.
Before you start
- The Dashboard · View permission. Without Roles & Permissions (included on Premium) every staff member has full access, so everyone sees this Home. With it, only roles that hold the permission do.
- Optional parts need an add-on, a plan or a permission. They are listed under Works with.
Steps
Open Home
Select your store, or tap Home in the menu. While the three Get set up essentials are not all done, a Get set up card sits on top and opens the checklist.
Read Today
The top of Home shows Sales, Orders and Average order for today in your store's time zone. The numbers count up once when the screen opens. Only completed and closed orders count, and Sales is gross sales, before charges, so it divides by Orders into Average order. Money paid today on an order still open shows on a line under the counters, and counts as sales once the order is completed. Until the first sale, it reads "Your first sale shows up here."
The Today counters — screenshot coming soon
Check the shift
With the Store Sessions add-on, a row under the counters shows who opened the shift, since when and the start cash, or No shift open. A shift open for 12 hours or more turns amber and names the day it opened. Tap the row to open Sessions.
The shift row — screenshot coming soon
Clear what Needs you
Needs you shows a chip for each thing waiting: new orders, orders ready for pick-up, booking requests, items low on stock and tables in use. Tap a chip to open its list. A chip at zero is left out, and when nothing is waiting the row reads "Nothing waiting. Nice."
The Needs you chips — screenshot coming soon
Use the shortcuts
Start selling opens the register. Under it, Shortcuts lists up to three more screens for your kind of store, such as Orders and Products, or Claim tags at a laundry. Shortcuts you cannot open are skipped.
Start selling and the shortcuts — screenshot coming soon
Pick the period
Under How the period went, choose Today, Yesterday, This week, Last week, This month, Last month, Last 7 days, Last 30 days, This pay period or Last pay period. There is no custom range. Home opens on the last 7 days. The period changes only the cards below it, never Today or Needs you.
The period picker — screenshot coming soon
Read the cards
Sales shows net sales, orders and the average, with a chart of one column per hour, day or month. Tap a column to read that hour, day or month. Below it are gross, discounts and refunds. Best sellers lists the top three items by quantity. How customers paid shows the three most used ways to pay and the rest as Other, in whole percents that add up to 100. Customers shows how many you served, average spend, new against returning and your top customer. Busiest hour shows the hour with the most sales. Refunds and discounts shows the refunded amount, the number of refunds and their share of gross sales, then the discounts given and the discount rate. Top categories shows your four best categories with a bar against the best one. Profit shows gross profit, the margin on net sales and the cost of goods.
The period cards — screenshot coming soon
Go deeper
Tap See more on a card to open its report. Tap Full report, the last row, to open Reports. How customers paid and Busiest hour have no report to open.
See more and Full report — screenshot coming soon
Refresh
Pull the page down to reload both summaries and every other count on Home.
Pulling Home down to refresh — screenshot coming soon
What happens next
- Each See more opens the report for the same period you picked, where you can filter, export and dig into single orders.
- Tapping a Needs you chip, a shortcut or the shift row takes you to that screen. Press back to return to Home.
Edge cases
- Today and Needs you always cover today. They follow your store's time zone, not the period picker. The picker drives only the eight cards.
- The period is kept in the address. A refresh keeps your choice, and a new visit starts again at the last 7 days.
- A slow period still shows every card. A card with nothing in the period stays on screen with a zero and one plain line, such as "No sales in this period" or "No refunds. Nice." Nothing hides for lack of data. A card or section is left out only when your plan, an add-on or your permissions do not allow it.
- One set of definitions everywhere. Home counts completed and closed orders only. Average order is your sales of goods, before discounts and with tax included, divided by orders. A refund lowers the day of the sale it refunds in sales reports. Service charges and delivery fees are not sales of goods and are left out. Reports use the same figures, so Home and Reports agree.
- A red band shows at the top only when today's figures do not reconcile. Open Transactions or the report it points to and settle the difference.
- Cards left out close up the grid. The grid is one card per row on a phone and three across on a tablet, with Sales two wide.
- Tables in use appears once the store has tables and you may open Units. It needs Starter and up.
- Staff without Dashboard · View do not see this Home. They see Your shift, even if they open the same store on the same device.
Works with
| Add-on, plan or permission | What changes on this page |
|---|---|
| Store Sessions add-on, and Register Sessions · Modify | Shows the shift row under Today. |
| Kitchen Display System add-on | Kitchen staff see an open kitchen tickets chip on Your shift. See Your shift. |
| Refunds · View, Starter and up | Shows the Refunds and discounts card. |
| Reports · View, Lite and up | Shows the Top categories card. |
| Reports · View, Standard and up | Shows the Profit card. |
| Reports · View, Starter and up | Shows Full report, and See more on the cards. |
| Roles & Permissions add-on (included on Premium) | Decides who sees this Home and who sees Your shift. |
| Starter and up | Adds booking requests and tables in use to Needs you. |
Troubleshooting
- I do not see the shift row. It needs the Store Sessions add-on and Register Sessions · Modify. See Store Sessions.
- A card is missing. Check your plan and permission against the table above. A missing card is a gate, never an empty period.
- I see Your shift, not Today. Your role does not hold Dashboard · View. Ask an owner to change the role in Roles & Permissions.
- The numbers look old. Pull the page down to refresh.