The Sales Dashboard lets you check your store's key business metrics on a single screen. It shows the current month's KPIs alongside the month-over-month comparison, together with a trend chart, a business insights section, and AI-generated recap.

Screens

• Per-Store Report: /{culture}/organizations/{orgId}/stores/{storeId}/finance
• Business Account-Wide Report: /{culture}/organizations/{orgId}/reports

At the top of the business account-wide report, shortcuts to Sales Analysis by Product (all stores), snapshot refresh, backfill history, and more are also displayed.

Metrics Shown on the KPI Cards

Each KPI shows the current month's value alongside the month-over-month comparison (both the actual change and %). The month-over-month arrow is green for improvement, red for worsening, and gray for no change.

• Sales: Total POS transaction amount for the current month
• Transaction Count: Number of POS transactions for the current month
• Customer Count: Number of active customers registered in CRM
• Staff Count: Current staff headcount
• Reservation Count: Number of reservations for the current month
• Google Review: Current Google review score
• Product Count: Number of products currently being sold

Trend Chart

Below the KPI cards, a 12-month trend is shown as a bar chart (Chart.js). Hovering over a bar shows the value, the month-over-month comparison, and actuals to date.

• The bar for the current month is tagged "Forecast" and shown with a thin outline. The value to month end is forecasted, pro-rated by the number of days elapsed so far.
• Only cumulative metrics (sales, transaction count, reservation count) are forecasted. Staff count, product count, customer count, and Google review score remain at their current actual value for the current month.

Business Insights

Between the KPIs and the trend chart, automatically generated insight cards are displayed, ordered by importance across 4 severity levels.

• Action (red): Changes requiring immediate attention, e.g. sales down 20%+ month-over-month
• Warning (orange): Declines or anomalies worth watching
• Opportunity (green): Favorable metrics or positive mix shifts
• Info (gray): Reference information (top category, sales forecast, etc.)

Cards are automatically refreshed daily at 16:00 (JST). You can also update them manually with the "Regenerate" button.

Related Product Analysis

From the "Sales Analysis by Product (All Stores)" button on the report screen, you can view a product-level list of sales, quantity, gross profit, and store count aggregated across all stores. When enabled, the following are additionally shown.

• Gross profit / gross margin per product (when cost has been set in product management)
• Cross-store insights, such as "products that may sell well at other stores" or "top products with a large variance in sell-through between stores"
• When cost data is available, profit-focused AI advice (high-margin top products, low-margin high-volume products, potentially below-cost products, etc.)
• When the OpenAI integration is enabled, an AI-generated natural-language recap is shown above the section

How Snapshots Work

Dashboard data is stored as a monthly snapshot. An Azure Functions scheduler aggregates KPIs daily.

• Snapshot Refresh: Updates the current month's data to the latest values (button on the all-stores report).
• Backfill History: Backfills the past 12 months of sales and transaction count from POS data (SuperUser only, button on the all-stores report). Run this once after initial setup or after completing a POS integration.

Related Articles

• Sales Trend Analysis
• Sales Analysis by Product
• AI Sales Forecasting
• Store Visitor Analysis