Creating and Sharing Dynamic Dashboards and Reports

November 24, 2025 09:37

Introduction

Prerequisites

Access to the application's reporting and dashboard features.
Basic understanding of business metrics.

Learning Outcomes

Understand how to create sharable dashboard links for external access.
Configure and interpret various reports: IBR, Sales by Hour, Sales by Item, and Sales Summary.
Utilize mobile and desktop specific views for different sections.
Effectively use the Counts screen with its filtering and interactive image grid.
Customize dashboard elements to display key performance indicators.

Procedure / Steps

Step 1: Navigate to the Dashboard section.

Access the main dashboard to view an overview of key performance indicators.

Step 2: Review the Dashboard overview, including Total Transactions, Net Sales, $/Head, and Gross Sales.

These metrics provide a high-level summary of business performance.

Step 3: Examine the 'Sales By Hour' chart.

This chart displays sales trends over different hours of the day, with options to view by Gross Sales, Total Units, or Net Sales.

Step 4: Analyze the 'Tender Types' chart.

This provides a breakdown of sales by payment method, showing percentages for Cash, Check, ECOM Payment, Debit, and Store Credit.

Step 5: Navigate to the 'Counts' section.

Access the Counts screen to view inventory and product-related data.

Step 6: Utilize the 'Artist' and 'Store' filters at the top of the Counts screen.

Filter the data to view counts for specific artists or stores. Options include 'All Stores', 'Store 1', 'Store 2', etc.

Step 7: Observe the grid format displaying product information, including Image URL.

This grid allows for visual selection of products.

Step 8: Select an image from the grid.

Selecting an image triggers a mobile version of the Counts screen, as depicted in the design specifications.

Step 9: Navigate to the 'Reports' section.

Access the Reports area to generate detailed analytical reports.

Step 10: Configure the 'IBR' report.

Select 'Department' or 'Category' to filter the IBR data. The report displays inventory distribution as a pie chart.

Step 11: View the 'Sales By Hour' report.

This report mirrors the 'Sales By Hour' chart found on the desktop dashboard, displaying sales data over time.

Step 12: Configure the 'Sales by Item - Top 20' report.

This report uses a pie chart to showcase the top 20 sold items, including an 'Other' slice for remaining sales. It includes an interactive element with the text 'Click for more info!'.

Step 13: Interact with a slice of the 'Sales by Item' pie chart.

Clicking on a slice triggers a pop-up displaying the Full item name, units sold, Total sales, Tax, and Net Sales.

Step 14: Configure the 'Sales Summary' report.

This report is presented as a bar chart. The X-axis displays each store, and the Y-axis is filterable by 'Units Sold', 'Avg Transaction Price', 'Net Sales', or 'Gross Sales'.

Step 15: Enable the sharable link feature for the dashboard.

This allows external users to access the dashboard without logging in, active for the period of the event window.

Conclusion

By leveraging the comprehensive dashboard and reporting features, users can gain deep insights into sales performance, inventory, and customer trends. The ability to create sharable links ensures that critical business information is accessible to all relevant stakeholders, regardless of their login status.

The inclusion of mobile-specific views and interactive elements enhances usability and data exploration, providing a flexible and powerful tool for business analysis.

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