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.
Information | Display | ||||
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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
SpotOn Capital
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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
Total Loyalty Spend
Loyalty
Check-Ins
Campaigns
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Sales
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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
| The Sales section is broken into several areas:
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