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Analytics

Analytics

Categories

  • An overview of AnalyticsExport Analytics dataNavigate using views and levels in AnalyticsSave and load scenarios in AnalyticsUse the Business Unit Tree SelectorCreate and manage groups in Analytics
  • Configure widgets in AnalyticsConfigure Dashboard in Analytics
  • Track 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
  • Manage 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 budgetsMake a budget using another site's sales referencesUpload sales budget
    • Manage exchange rates between currencies
    • Create and manage sales and financial budgetsCreate a sales budgetMake 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 POS (Point Of Sale)Manage sales types and periodsUnderstand 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

Budgets

1 article

Configure and manage financial budgets in Analytics.

Manage financial budgets

Analytics allows operation managers to manage and analyze financial budgets for the selected year to plan and optimize resources effectively.

Read article
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Analytics

Analytics

Categories

  • An overview of AnalyticsExport Analytics dataNavigate using views and levels in AnalyticsSave and load scenarios in AnalyticsUse the Business Unit Tree SelectorCreate and manage groups in Analytics
  • Configure widgets in AnalyticsConfigure Dashboard in Analytics
  • Track 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
  • Manage 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 budgetsMake a budget using another site's sales referencesUpload sales budget
    • Manage exchange rates between currencies
    • Create and manage sales and financial budgetsCreate a sales budgetMake 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 POS (Point Of Sale)Manage sales types and periodsUnderstand 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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