Dashboard Overview
Get a full snapshot of store performance, tasks, sales, and system activity.
POS Help Guide: Dashboard Overview
The Dashboard gives you a full snapshot of store performance, tasks, sales, and system activity — all in one interactive place.
Top Section: Welcome & Quick Overview
- Welcome Message: A quick greeting with user personalization.
- Due Tasks Summary: View any pending tasks directly on login.
- New Orders Summary: Instantly see if new orders have been placed.
Middle Section: Interactive Graphs
| Chart | Purpose | Key Features |
|---|---|---|
| Top Products / Categories / Brands | Visualizes top-selling products, categories, or brands. | Dropdown to switch view. Select different timelines for broader or narrower insights. |
| Conversion Chart | Tracks customer flow: how many were added to the queue vs. how many completed a purchase. | Dropdown to switch between timelines (Past 7, 14, 30 days, 3 months, 6 months). |
| Popular Times | Shows busiest times based on historical order data. | Hover over bars to see exact numbers. Great for staffing and scheduling insights. |
| Total Revenue Chart | Displays total revenue performance over time. | Dropdown to adjust timeline (similar to Conversion Chart). |
All charts are interactive. Hover over points to see detailed data.
Middle Section: Key Quick Links
Below the charts, you'll find six quick links:
- Products
- Tasks
- Employees
- Orders
- Customers
- Deals
Clicking any link takes you directly to that section for deeper management.
Shortcuts Section
| Shortcut | Function |
|---|---|
| Customer Queue | Quickly jump to view and manage the customer queue. |
| Task List | Add new tasks, track pending/completed tasks, view priority, assigned user, creation and due dates. |
| Registers | View and manage registers. Toggle status ON/OFF. Under "Action", see associated drawers, open/close a drawer, create deposits or withdrawals. |
| Metrc Alerts | Monitor all sales, transfer, and communication issues with Metrc. Each event has a "+" button to expand and view detailed information, including links to resolve the issue. |
Metrc Alerts are critical for compliance management — don't ignore them!
Right Sidebar: Recent Activities
- A real-time feed showing the most recent actions taken across the system.
- Quickly review activities like new customers added, orders processed, updates made, and more.
Quick Summary
The Dashboard brings together customer flow, product performance, staff tasks, order management, and compliance alerts — helping you run the store smarter, faster, and more effectively, all from one centralized screen.