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analytics

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.

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Understanding Your Sales Dashboard

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