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Overview Dashboard

The Overview page is your home base. It gives you a complete snapshot of your store's performance for the selected date range. This is the first page you see after logging in.

KPI Cards​

At the top of the page, nine KPI (Key Performance Indicator) cards display your most important metrics:

Gross Sales​

Total revenue recorded at the registers before any deductions. This is the raw dollar amount of everything sold during the selected period.

Net Sales​

Your actual revenue after subtracting discounts, voids, and cancellations from gross sales. This is the number that most closely reflects what your store truly earned.

Formula: Net Sales = Gross Sales - Discounts - Voids - Cancellations

Customers​

The total number of customer transactions during the period. Each completed transaction counts as one customer, regardless of how many items they purchased.

Avg Basket​

The average dollar amount per transaction. This tells you how much a typical customer spends per visit.

Formula: Average Basket = Net Sales / Customers

tip

A rising average basket often means customers are buying more per trip. This is a key metric to watch alongside customer count -- ideally, you want both going up.

Scan Rate​

The percentage of items that were scanned at the register versus manually keyed in. A higher scan rate is better because scanned items are less prone to pricing errors.

Formula: Scan Rate = Items Scanned / (Items Scanned + Items Keyed) x 100

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Industry best practice is a scan rate above 95%. If your scan rate is low, it may indicate barcode label issues on certain products or cashier habits that need attention.

Voids​

The total dollar amount of voided and cancelled transactions and line items. Voids happen when a cashier cancels an item or an entire transaction after it has been rung up.

Refunds​

The total dollar amount of returned items. This tracks merchandise that customers brought back for a refund.

Coupons​

The combined total of all coupon redemptions, including:

  • Vendor coupons (manufacturer coupons)
  • Store coupons (your own promotions)
  • Bonus coupons
  • Electronic coupons

Tax Collected​

The total tax amount collected across all transactions. Useful for tax reporting and reconciliation.

Trend Arrows​

Each KPI card includes a trend arrow showing how the current period compares to the equivalent previous period:

  • Green arrow up -- The metric increased compared to the previous period
  • Red arrow down -- The metric decreased compared to the previous period
  • The percentage change is displayed next to the arrow

For example, if you are viewing "Last 7 Days," the trend compares this week to the week before. If you are viewing "Last 30 Days," it compares this month to the prior month.

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For metrics like Voids and Refunds, a decrease (red arrow down) is actually good news -- it means fewer losses. The arrow color always indicates direction, not whether the change is positive or negative for your business.

Daily Sales Chart​

Below the KPI cards, a line chart shows your daily sales trend over the selected date range. This makes it easy to spot patterns:

  • Which days of the week are strongest
  • Whether sales are trending up or down
  • Any unusual spikes or dips that need investigation

Monthly Sales Chart​

A bar chart displays a 12-month rolling view of total sales by month. This gives you a longer-term perspective on your store's performance and helps you see seasonal patterns.

Department Breakdown​

At the bottom of the Overview page, a section shows how your sales are distributed across departments. This gives you a quick sense of which departments are driving revenue without needing to navigate to the full Department Sales page.

Next Steps​