POS Dashboard

POS Dashboard

1. Overview

"POS Dashboard" provides a centralized view of store activity, sales performance, customer activity, messages, historical sales comparisons, department performance, and store-level performance.

2. Reaching "POS Dashboard"

                                                                  Figure 1.0
  1. Log into Control Center
  2. Choose Dashboard on the left navigation pane
  3. Choose POS Dashboard

3. Dashboard Summary

The top section of the dashboard displays summary cards that provide a quick overview of locations, customers, sales, profit, and problematic locations.


                                                                                                                                                Figure 1.1

Active Locations
Displays the number of locations currently active in the system.

Today's Customers
Displays the total number of customers recorded for the current day.

Today's Sales
Displays the total sales amount recorded for the current day.

Today's Profit
Displays the total profit generated for the current day.

Problematic Locations
Displays the number of locations that have been identified as problematic and may require attention.

4. Messages

The Messages section allows users to view and manage messages generated or received within the system.


                                                                                                                                          Figure 1.2
The section contains the following tabs:

Messages
Displays the available messages and provides options to search, filter, view, and manage them.

To-Do Lists
Provides access to assigned or available to-do items.

News / Announcements
Displays system news, announcements, or other informational updates.

5. Message Filters

The following filters are available under the "Messages" tab.

Search Keywords
Enter keywords to search for messages based on their content or subject.

Subject Filter
Select a subject to display messages associated with that subject.

Location
Select a store to display messages associated with a specific location.

Source
Select the source of the message:
  1. User: Displays messages created or generated by users.
  2. Employee: Displays messages associated with employees.
Status
Select the message status to filter the messages displayed. By default, the dashboard provides the View Active Messages status selection.
                              Figure 1.3
Reset
Clears the selected search and filter criteria and restores the default message view.

Message Actions
The following actions are available for managing messages:
  1. Add New: Creates a new message.
  2. Delete: Deletes the selected message or messages.
  3. View All: Displays all available messages based on the applicable access and filtering criteria.
Messages List
The message list displays the following columns:
Column 
Description
Checkbox
Selects a message for an available action, such as deletion.
View 
Opens or provides access to the message details.
Star 
Marks a message for quick identification or reference.
Subject 
Displays the subject or title of the message.
Source 
Displays the user or employee associated with the message.
Attachments 
Indicates whether the message contains attachments and displays the available attachment count.
Scheduled 
Displays the scheduled date or time associated with the message, when applicable.
Updated 
Displays the date and time when the message was last updated.
Action 
Provides available actions for the individual message.

Actions for an Individual Message
Depending on the message, the Action column can provide options such as:
  1. View: Opens the message details.
  2. View Read Receipt: Allows the user to view read-receipt information for the message.
  3. Delete: Deletes the individual message.
Message Pagination
The bottom of the Messages list displays the number of records currently shown and the total number of available records.
For example, the screenshot shows: 
  1. Showing 1 to 50 of 2,860 entries
Use the pagination controls to navigate through the available message records:
  1. Previous: Moves to the previous page.
  2. Page numbers: Opens a specific page.
  3. Next: Moves to the next page.

6. Historical Comparison

The Historical Comparison section compares the current day's sales and activity with historical periods.

The date displayed in the upper-right corner identifies the date for which the comparison is being displayed.

Sales
Displays the sales amount for the selected/current date.
The +/- column shows the difference between the current sales amount and the corresponding historical value.

Prior Day
Displays the sales amount from the previous day and the difference between the current day's sales and the prior day's sales.

Prior Week
Displays the sales amount from the corresponding day of the previous week and the difference from the current day's sales.

Prior Month
Displays the sales amount from the corresponding period of the previous month and the difference from the current day's sales.

Prior Year
Displays the sales amount from the corresponding period of the previous year and the difference from the current day's sales.

Customers
Displays the number of customers recorded for the selected/current date.

Loyalty Customers
Displays the number of customers associated with the loyalty program for the selected/current date.

Cancels
Displays the number of canceled transactions recorded for the selected/current date.

Voids 
Displays the number of voided transactions recorded for the selected/current date.

# of Returns
Displays the number of return transactions recorded for the selected/current date.

Returns
Displays the total monetary value of return transactions.

# of No Sales
Displays the number of no-sale transactions recorded for the selected/current date.

7. Top 10 Departments

The Top 10 Departments section displays department-level sales performance. It is intended to show the top-performing departments based on sales activity for the selected date.

If sales history is unavailable for the selected date, the section displays a message such as:
No Sale History Found for Date - 09-16-2026

8.Performance Snapshot

The Performance Snapshot provides a store-by-store comparison of sales and transaction activity.

Sales Total
Displays the total sales amount associated with the date selected for the Performance Snapshot.

Date
Select the date for which store performance should be displayed.

Print Report
Prints the Performance Snapshot Report.

Performance Snapshot Columns

The table contains the following columns:
Column 
Description
Store #
Displays the unique store/location number.
Store Name
Displays the name of the store/location.
Sales 
Displays the sales amount for the selected date.
vs Yesterday
Displays the difference between the selected date's sales and the previous day's sales.
vs Last Week
Displays the difference between the selected date's sales and the corresponding day of the previous week.
vs Last Month
Displays the difference between the selected date's sales and the corresponding period of the previous month.
Customer Count 
Displays the number of customers recorded at the store.
Total Voids
Displays the total number of voided transactions at the store.
Total Cancels
Displays the total number of canceled transactions at the store.

8.1 Sorting

The table headers can be used to sort the displayed store records. The sort indicator shown beside a column header identifies the active sort direction.

Record Count
The bottom of the table displays the total number of store records available.

For example:
Showing 1 to 106 of 106 entries

This indicates that 106 store records are available and all 106 records are currently displayed.