Insights Platform
Dashboards, the report builder, scheduled reports, and data export formats.
Dashboards
Executive dashboards aggregate revenue, top-selling items, and staff performance across every connected location on a single screen, refreshing in real time as new transactions post.
Report builder
A drag-and-drop builder lets you construct a custom report from any tracked metric, save it as a template, and reuse it — rather than rebuilding the same report manually every reporting cycle.
Scheduled reports
- Daily, weekly, or monthly delivery to a specific recipient by email.
- Delivered as a formatted summary, with the full underlying dataset attached as CSV.
- Forecasting reports (demand, staffing, stock levels) available on a separate schedule, since they depend on a longer data window to be meaningful.
Data export
Any dataset can be exported to CSV or Excel directly from a dashboard, or accessed programmatically via the API for teams connecting their own BI tooling.
Want the step-by-step version?
Understanding Your Sales Dashboard