Page Comparison

The left side of the Dashboard Home screem contains a pop-out menu option display.

Dashboard Home

• Brings users back to the Merchant Dashboard home screen

Marketing

• Allows users to create marketing campaigns, monitor campaign performance, and set up a Google Business Profile

Loyalty

• Allows users to view Loyalty Program performance

Reviews

• Allows users to view current business reviews, ratings, and average reviews across Google, Yelp, Tripadvisor, and SpotOn

Customers

• Allows users to access and import customer data, as well as monitor Loyalty Program performance

Sales

• Allows users to view sales reports, including:

  • Trends

  • Daily Sales Summary

  • Items

  • Staff

  • Disputes

Orders

• Allows users to view, filter, and export order information

• • Restaurant Reports

Deposits

• Allows users to view deposit information, including:

  • Summary

  • Batches

  • Settlements

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SpotOn Capital

• Allows users to view offers and reliability for SpotOn Capital loans

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

• Allows users to access the settings for General account information, Security, Users, Loyalty & Deals, Taxes & Fees, Invoicing Defaults, and Invoicing Notifications

Admin

• Allows users to set up bank accounts and complete W9 tax forms

Statements

• Allows users to view credit card, PayPal, and SpotOn statements

Order

• Allows users to order custom gift cards for customers

Order Loyalty Cards

• Allows users to order Loyalty program cards

Refer a Business

• Allows users to sent a referral to use SpotOn’s services

Add Services

• Allows users to add new services to their business, including Website, Appointments, Loyalty, SpotOn Serve, SpotOn Restaurant/Online Ordering , DoorDash, Paypal, Venmo, and Klarna and DoorDash

Support & Legal

• Allows users to view legal and support information

Logout

• Allows users to log out Merchant Dashboard

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

• The logo, name, address, and current date and time

Scroll to Payments

• Sends the user to a graph of today’s credit card transaction information for the current day, the current week, the current month, and current year

Scroll to Loyalty

• Sends the user to a summary of the business' Loyalty program

Scroll to Campaigns

• Sends the user to any active marketing campaigns and deals

Create a Deal Now button

• Allows users to create a new marketing deal that can be sent via email or social media

Create an Email button

• Allows users to create a new email campaign

Connect Facebook button

• Allows users to connect their Facebook business page to Merchant Dashboard

Customers

• Allows users to view customer totals and filter by the current day, 1 month ago, 6 months ago, and 1 year ago. They may also access further customer details by selecting the Go to Customers button

Total Loyalty Spend

• Allows users to view this week’s total spent by Loyalty customers

Loyalty

• Allows users to view an overview of today’s active loyalty customers and customers over the last 7 days. Users may also select See more details to view in-depth Loyalty information

Check-Ins

• Shows the total of check-ins for the last 7 days

Campaigns

• Allows users to see the current rating average and most recent reviews, as well as the most recent check-ins

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• view and access current marketing campaigns and data

Sales Summary

The Sales Summary section will display the following sales breakdowns:

• Gross Sales

• Sales and Refunds

• Total Collected by Tender

Users may choose a custom date range and export these reports to CSV file format by selecting the Export to CSV button,

Sales by Items

The Sales by Items report will display the following information:

• Top Items

• Item Sale History

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 Staff

The 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

• The Top Staff members Net Sales or Orders

Staff Sales History

• A full roster of employees listed by their Net Sales or Orders. Users may export to CSV format by selecting the Export CSV button

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The Sales section is broken into several areas:

• Sales Reports

• Daily Sales

  • Net Receipts

  • Top Sellers

  • Top Discounters

  • Top Employee Sales

  • Net Sales

  • Net Cash

• Payments

  • Pay In / Out

  • Taxes

  • Gift Card Summary

  • Refunds

• Surcharges

  • Net Sales by Payment Type

  • Labor