Dashboard Overview
Once the user logs in, the home screen of the merchant portal appears. The home page is the primary page used to facilitate selection and navigation to other parts of the portal. It hosts information relevant to the logged-in user.
These contents are refreshed based on generated incoming transactions and users’ actions. The home page window of our Console Portal is divided into 3 sections or tabs:
- Sales
- Inventory
- Customer
The dashboard consolidates critical performance metrics all in one place, making it easy for merchants to stay constantly updated on the information most important to their business.
By default, you may see here today's data. You may change the time range by selecting the dates from the dropdown.
Sales
The metrics you may see on the Sales dashboard are:
- Total Count- sales count that was processed during the last 31 days.
- Net Sales - Total of Sales less refunds/exchanges (does not include sales tax)
- Gross Sales - shows the gross total amount of sales that had been processed during the last 31 days.
- COGS - Cost of Goods Sold for the last 31 days.
- Mark Up - Percentage mark-up over the cost price for the last 31 days.
- Mark Down - Percentage mark-down over the cost price for the last 31 days.
Also in the Dashboard, you may see the visual representation of Hourly Sales, Daily Sales, and Tender Type traffic dynamics for one of the selected time periods.
The dashboard will let you know about your performance's strong and weak points so that you can concentrate on the right areas of your business.
Inventory
There will always be some products which always sell the most. The console helps you to find out the top-selling products/departments/categories/subcategories and work relentlessly on them to increase their sales further.
The Inventory tab displays the Top Four Selling Products, Departments, Categories, and Subcategories.
Customer
The customer tab is a section on the dashboard that allows you to view and make some actions related to your customers.
The metrics you may see on the Customer dashboard are:
- Transaction Count- transaction count that was charged during the last 31 days.
- Transaction Amount - shows the total amount of sales that had been processed during the last 31 days.
- Transaction Percentage - shows the percentage of sales that had been processed during the last 31 days.
Articles in this section
- Happy Path for Agents Training Merchants
- How to log into the Console?
- How to access Company settings on Console/6IX POS
- How to access the Register settings on Console
- How to customize the Receipt settings on Console/6IX POS
- How to create QuickPick on Console/6IX POS
- How to configure Tax Settings on Console
- How to manage Users on Console/6IX POS
- How to create Items on Console/6IX POS
- How to Import Items through Console?
Comments
Please sign in to leave a comment.