Use the operational Dashboard

Overview

• The Store Dashboard is the quick operational view for the current day in the Business timezone.
• Manager views include current sales/order flow plus practical breakdowns such as hourly activity, payment/channel mix, top products, and action-needed alerts where data exists.
• The Dashboard compares current performance with relevant previous-period context where implemented.
• Cashier access is intentionally narrower and focuses on operational access/alerts rather than restricted management analytics.

When to use this

• Use Dashboard during the trading day for a fast health check; use the detailed Reports pages when you need a stable period, export, cohort, or diagnostic view.

Step-by-step

1. Confirm the selected Store/scope.
2. Review today's takings and order count.
3. Check refunds/negative adjustments and any operational alerts.
4. Review hourly/channel/payment/product context for unusual shifts.
5. Open the relevant detailed report when something needs investigation.

Common mistakes

• Do not treat a live Dashboard value as a final till close.
• Do not compare Dashboard today values with a report using a different Store or timezone.

Troubleshooting

• If today's figures seem low, check whether payments are still pending/unpaid or orders belong to another Store.
• If an alert appears, open the underlying operational page rather than trying to fix it from the Dashboard card.