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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.

Details

Information

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:
Expand
titleClick here to view menu options

-Dashboard

-Campaigns

-Loyalty

-Reviews

-Customers

-Sales

-Deposits

  • The top left displays the user’s name, notifications, and a circular icon that contains a menu of options:

Expand
titleClick here to view menu options

-Account Settings

-Admin

-Statements

-Order Gift Cards

-Order Loyalty Cards

-Refer a Business

-Add Services

-Support & Legal

-Log Out

  • In the center there are quick links to go to Payments, Loyalty, and Campaign sections of the main page. There are also buttons to Create a Deal, Create an Email, and Create a Facebook post. Please see Marketing Editor for more information.

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Sales

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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

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Customers

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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 about 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

    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 reports, including:

      • Daily Sales

      • Restaurant Reports

    Deposits

    • Allows users to view deposit information, including:

      • Summary

      • Batches

      • Settlements

    SpotOn Capital

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

    Info

    To learn more about SpotOn Capital, please visit SpotOn Capital FAQs

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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

    • 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 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 and DoorDash

    Support & Legal

    • Allows users to view legal and support information

    Logout

    • Allows users to log out Merchant Dashboard

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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

    • 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

    Info

    Please see Create a Campaign - Deal Component for more information

    Create an Email button

    • Allows users to create a new email campaign

    Info

    Please see Create a Campaign for more information

    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 view and access current marketing campaigns and data

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    Sales

    Information

    Display

    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

    Info

    For detailed information on the Sales section, please view Sales | SpotOn Merchant Dashboard

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