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Analytics

Analytics

Categories

  • Getting started
  • Dashboard
  • Sales
  • Product mix
  • Exceptions
  • Financial Statements
  • Cashrec
  • Workforce
  • Audits
  • Employee sentiment
  • Reports
  • Actual dataClose actual dataClose budgetsBudgets
  • BudgetsClose budgets
  • Business units product groupsBudgetsPOS - PLUs MappingProduct groupsEventsEvents by Business UnitFinancial accountsRolesPOS - ConfigurationFinancial StatementsOutlier DatesProductsRecipiesExchange rates
  • Interfaces

Configuration

19 articles

Manage system settings and preferences to customize Analytics for your business needs.

Business units product groups

Assign product groups to business units

Applying product groups to business units helps ensure sales, budget, and performance data is categorised…

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Budgets

Create and manage sales and financial budgets

Start from: The Analytics module.   Navigate to Configuration > Budgets.   Select the Budgets ?…

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Make a field mandatory in the employee record

Workforce allows users to generate a wide variety of reports related to payroll issues so…

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POS - PLUs Mapping

Map PLU Products to the POS System

Start from: The Analytics dashboard. Navigate to Configuration > POS – PLUs Mapping. Use the…

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Product groups

Organise your items into Product Groups

Start from: The Analytics dashboard Navigate to Configuration > Product Groups. In the Product Groups…

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Events

View and manage business-related events

Start from: The Analytics dashboard Navigate to Configuration > Events from the main menu. You…

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Events by Business Unit

View and manage events by Business Unit

Start from: The Analytics dashboard Navigate to Configuration > Events by Business Unit from the…

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Financial accounts

Configure your financial accounts

The financial accounts section within the Configuration module enables operations managers to efficiently manage income…

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Roles

Configure user roles in Analytics

Analytics allows business unit managers to create and configure user roles in order to control…

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POS - Configuration

Understand sales types and periods

Sales budgeting depends on many variables that are used to collect and measure financial data;…

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Configure POS (Point Of Sale)

Analytics allows business unit managers to integrate POS information into the system so they can…

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Manage sales types and periods

Sales types and periods are the base variables used for the collection and measurement of…

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Upload sales budget

Workforce allows you to upload daily Sales and Traffic Budgets (tickets and customers) per Center…

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Financial Statements

Configure your financial statements

The Financial Statements section allows operations managers to create, edit, and manage financial statements to…

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Outlier Dates

Configure outlier dates to improve accuracy

Outlier dates, or “non-representative days,” are used to exclude specific dates from historical sales analysis…

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Products

Manage your product catalogue

Analytics allows operations managers to manage their product catalogue so that they can ensure all…

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Recipies

Manage your recipes

Analytics allows operations managers to manage the recipes in their system so that they can…

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Exchange rates

Manage exchange rates between currencies

Manage exchange rates between currencies to operate and control transactions across multiple countries. This tool…

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Analytics

Analytics

Categories

  • Getting started
  • Dashboard
  • Sales
  • Product mix
  • Exceptions
  • Financial Statements
  • Cashrec
  • Workforce
  • Audits
  • Employee sentiment
  • Reports
  • Actual dataClose actual dataClose budgetsBudgets
  • BudgetsClose budgets
  • Business units product groupsBudgetsPOS - PLUs MappingProduct groupsEventsEvents by Business UnitFinancial accountsRolesPOS - ConfigurationFinancial StatementsOutlier DatesProductsRecipiesExchange rates
  • Interfaces
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