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Analytics

Analytics

Categories

  • Save and load scenarios in AnalyticsAn overview of AnalyticsExport Analytics dataNavigate using views and levels in AnalyticsUse the Business Unit Tree SelectorCreate and manage groups in Analytics
  • Configure widgets in AnalyticsConfigure Dashboard in Analytics
  • Filter and navigate through sales dataManage budgets from the Analytics sales toolSubmit real-time sales via APITrack sales trends using the Evolution viewView losses at a glanceCompare cash sheets sales with POS
  • Track the performance of products in my business
  • Track and compare discounts across multiple locations
  • Introduction to Financial Statements
  • Retrieve cash register shift data via APIManage and monitor cashflow with CashrecCreate a new record in cash sheets
  • Filter Workforce information in Analytics
  • Audit processes across my business
  • Measure and analyze employee sentiment
  • Access reports in Analytics
    • Review your actual financial data
    • Close your actual financial data
    • Manage financial budgets
    • Close financial budgets
    • Close sales budgets
    • Manage sales budgetsConfigure sales budgets in analyticsMake a budget using another site's sales referencesUpload sales budget
    • Manage exchange rates between currencies
    • Create and manage sales and financial budgetsMake a field mandatory in the employee record
    • Assign product groups to business units
    • View and manage business-related events
    • View and manage events by Business Unit
    • Configure your financial accounts
    • Configure your financial statements
    • Configure outlier dates to improve accuracy
    • Understand sales types and periodsConfigure POS (Point Of Sale)Manage sales types and periodsUpload sales budget
    • Map PLU Products to the POS System
    • Organise your items into Product Groups
    • Manage your product catalogue
    • Manage your recipes
    • Configure user roles in Analytics
  • Monitor Point of Sale (POS) transactionsReview imported data

Events by Business Unit

1 article

Track events that are linked to specific business units for clearer accountability and planning.

View and manage events by Business Unit

Start from: The Analytics dashboard Navigate to Configuration > Events by Business Unit from the main menu. You will see an interactive calendar that displays business-related events across a location.…

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Analytics

Analytics

Categories

  • Save and load scenarios in AnalyticsAn overview of AnalyticsExport Analytics dataNavigate using views and levels in AnalyticsUse the Business Unit Tree SelectorCreate and manage groups in Analytics
  • Configure widgets in AnalyticsConfigure Dashboard in Analytics
  • Filter and navigate through sales dataManage budgets from the Analytics sales toolSubmit real-time sales via APITrack sales trends using the Evolution viewView losses at a glanceCompare cash sheets sales with POS
  • Track the performance of products in my business
  • Track and compare discounts across multiple locations
  • Introduction to Financial Statements
  • Retrieve cash register shift data via APIManage and monitor cashflow with CashrecCreate a new record in cash sheets
  • Filter Workforce information in Analytics
  • Audit processes across my business
  • Measure and analyze employee sentiment
  • Access reports in Analytics
    • Review your actual financial data
    • Close your actual financial data
    • Manage financial budgets
    • Close financial budgets
    • Close sales budgets
    • Manage sales budgetsConfigure sales budgets in analyticsMake a budget using another site's sales referencesUpload sales budget
    • Manage exchange rates between currencies
    • Create and manage sales and financial budgetsMake a field mandatory in the employee record
    • Assign product groups to business units
    • View and manage business-related events
    • View and manage events by Business Unit
    • Configure your financial accounts
    • Configure your financial statements
    • Configure outlier dates to improve accuracy
    • Understand sales types and periodsConfigure POS (Point Of Sale)Manage sales types and periodsUpload sales budget
    • Map PLU Products to the POS System
    • Organise your items into Product Groups
    • Manage your product catalogue
    • Manage your recipes
    • Configure user roles in Analytics
  • Monitor Point of Sale (POS) transactionsReview imported data
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