Quick Links
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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.
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The left side of the Dashboard Home screem contains a pop-out menu option display. Dashboard Home
Marketing
Loyalty
Reviews
Customers
Sales
Orders
Deposits
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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
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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
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Sales
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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
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