Dashboard Overview

What is the Dashboard?

The Dashboard serves as the central command center for your restaurant's operations. It provides a real-time visual summary of performance, aggregating data from POS, inventory, and customer interactions.

Note: The Dashboard is the default landing page for the Admin role upon logging in. However, this depends on:

1. Permissions: The user must have the view_dashboard permission enabled.
2. Default Settings: The user role must be configured to open the Dashboard by default.

Dashboard Layout & Key Metrics

The dashboard is organized into logical sections to help you digest information quickly:

1. Top-Level Metrics (KPI Cards)

Located at the very top, these cards give you an instant health check:

• Total Sales: Gross revenue for the selected period.
• Total Orders: Volume of transactions.
• Active Orders: Orders currently in preparation or delivery (Live status).
• Completed Orders: Successfully fulfilled orders with completion rates.

2. Operational Charts

Visualizations to understand order flow and revenue sources:

• Order Status Overview: A pie chart showing the ratio of Delivered vs. Cancelled vs. Pending orders.
• Revenue by Service Type: A breakdown of income from Dine-in, Takeaway, Delivery, and Pick-up.
• Payment Method Analytics: A ring chart showing how customers are paying (Cash, Card, Split, etc.).

3. Time-Based Analytics

Graphs to help with staffing and trend analysis:

• Popular Hours Analytics: Identifies peak times during the day to help with staff scheduling.
• Sales Trend: A line graph showing revenue performance over the week or month.

4. Product & Customer Insights

Detailed tables for deeper analysis:

• Sales by Category: Which menu sections (e.g., Italian, Desserts) are performing best.
• Recent Orders: A live feed of the latest transactions.
• Top 10 Customers: A leaderboard of your most valuable guests.
• Top Selling Products: A ranked list of individual menu items by quantity and revenue.

Detailed Guides

To learn how to use specific features of the dashboard, refer to these guides:

• How to Filter Dashboard Data by Date Range
  • Learn to switch between Today, This Week, Month, or Custom ranges.
• How to Monitor Sales and Order Status
  • Deep dive into the KPI cards and Order Status charts.
• How to Analyze Revenue Sources and Payment Methods
  • Understand your service type split and payment preferences.
• How to Optimize Staffing Using Peak Hour Analytics
  • Use the Popular Hours graph to plan shifts.
• How to Track Product Performance and Top Customers
  • Analyze best-sellers and identify VIP customers.

Configuration Checklist

To get the most out of your dashboard, ensure the following:

• User Permissions: Ensure managers have view_dashboard and view_sales_data permissions.
• Default Page: Set Dashboard as the default login page for relevant roles in Staff Management > Roles.
• Service Types: Configure all service types (Delivery, Dine-in, etc.) to see accurate revenue splits.
• Menu Categorization: Properly categorize menu items to populate "Sales by Category" charts effectively.