Quick Links
| Table of Contents |
|---|
Merchant Dashboard Home Navigation
The main page of the Merchant Dashboard gives a brief overview of many important areas of the dashboard. There are sections for Sales, Customers, and Campaigns where the user can get a quick insight into the business’s performance. There are also quick links at the top of the page to create a new campaign or reach customers through email/social media. Each overview section has links to the full section for more detailed information.
Customers
Details
Display
The Customers section is split into 4 areas of information: Total Customers, Loyalty, Check-Ins, and Ratings
In the Total customers area the user will see the overall total number of customers for all time. There are options to filter- Today, 30 days ago, 180 days ago and 52 weeks ago. Changing the filter will adjust the data displayed in the Loyalty section
Click Go to Customers to access the full Customers tab
The Loyalty section will show the number of Active and New customers based on the filter from the Total Customers section. This section also display previous numbers of active and new customers based on the time frame selected
Click See more details to view Loyalty Performance on the Customers tab
The Check-Ins section displays the number of Check-Ins at the business for the previous 7 days
This can only reflect one week
Click Go to check-ins to view Check-In details on the Customers tab
The Rating section displays the business’s overall current rating on a 1-5 star basis. It shows the overall number of new ratings in the last 30 days, as well shows where and when the last 3 reviews were left
Click Go to Reviews to access the Reviews tab
Campaigns
Details
Display
The Campaigns section is broken down into three sections: Active deals, Emails, and sections to Create a Deal and Create a Campaign
Click Go to Campaigns to access the full Campaigns page
The Active Deals section shows current Deals
The Emails sections show the emails sent to customers in the last 30 days, as well as upcoming scheduled emails
Click Go to emails to access the Campaigns tab
On the right side there are two sections, one for Deals and one for Campaigns. They do not display any metrics.
DetailsInformation | Display | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| On the right hand The left side of the Dashboard Home page there are is a menu displaying the other sections of the Dashboard:
|  |
Sales
Details
Display
The Sales section is broken into 3 primary areas: Gross Sales, Average spend per transaction, and Credit Card Transactions
The Gross Sales section shows a graph displaying today’s sales in dollars (purple), in comparison to the week prior (gray), broken down by the hour. Hovering the cursor over the graph shows the exact sales amount per hour.
Click Go to Sales to access to full Sales tab
Click Go to Trends to access the Trends section of the Sales tab
Avg. spend per transaction shows the average amount spent by customers for each visit. This displays for the the average for the day prior, and compares the previous week, month, and year
Click See Deposits to go to the Deposits tab
Credit Card Transactions shows the number of credit transactions in comparison to other payment methods
screem contains a pop-out menu option display. Dashboard Home
Marketing
Loyalty
Reviews
Customers
Sales
Orders
Deposits
|  | ||||
The right side of the Merchant Dashboard allows users to select the User Icon on the upper right corner of the screen. This will open the following options: Account Settings
Admin
Statements
Order Gift Cards
Order Loyalty Cards
Refer a Business
Add Services
Support & Legal
Logout
|  | ||||
The center of the Merchant Dashboard home screen will display an overview of the business and easy-to-use buttons. This display includes the following information (left to right): Business Name and Information
Scroll to Payments
Scroll to Loyalty
Scroll to Campaigns
Create a Deal Now button
Create an Email button
Connect Facebook button
Customers
Loyalty
Current Rating
|   |
Sales
Information | Display |
|---|---|
Sales TrendsThe Sales Trends section will display the Daily Gross Sales, Weekly Gross Sales, and Yearly Gross Sales. Users may export these reports to CSV by selecting the Export CSV button beneath each chart |    |
Sales SummaryThe Sales Summary section will display the following sales breakdowns:
Users may choose a custom date range and export these reports to CSV file format by selecting the Export to CSV button, |     |
Sales by ItemsThe Sales by Items report will display the following information:
Users can choose a custom date range and filter the report as needed for further breakdowns. They may also export the Sales by Items Report by selecting the Export CSV button |   |
Sales by StaffThe Sales by Staff Report has two tabs available for users to view data from: Net Sales and Orders. Users may select a custom date range if desire. Both tabs display the following information: Top Staff Members
Staff Sales History
|   |