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Quick Links
Merchant Dashboard Home
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 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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Click here to view menu options -Dashboard -Campaigns -Loyalty -Reviews -Customers -Sales -Deposits Click 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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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. 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 Credit Card Transactions shows the number of credit transactions in comparison to other payment methods
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Customers
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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 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 The Check-Ins section displays the number of Check-Ins at the business for the previous 7 days 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
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Campaigns
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The Campaigns section is broken down into about four sections: Active deals, Emails, and sections to Create a Deal and Create a Campaign 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 On the right side there are two sections, one for Deals and one for Campaigns. They do not display any metrics.
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