Reporting Overview

Who is this article for?
Account owners, or team members whose role has:
Dashboard turned on
Stock balance set to View, to see the two stock pages
Set roles in All apps > Setup > Roles.

Go to All apps > Finance & Insights > Dashboard.

The dashboard opens on the last 30 days for all your stores. To change the dates, tap Filter by date in the top bar, pick This week, This month, Today, Yesterday, Last 7 days, Last 14 days, Last 30 days, Last 3 Months or This year, or choose your own dates, then tap Apply. To see one store, pick it with in the top bar, or pick All locations to see every store together.

The dashboard has ten pages. Pick one from the list beside the charts, or on a phone tap next to the title. Each page opens with four key numbers, many with the change vs the previous period of the same length, and an Insights box that sums up what stands out.

Tap Download report (csv) to save the period's data as CSV files in one zip.

Sales Overview

Earnings, order volume and customer flow during the selected period.

Gross Sales, Orders, Avg Order value and Total Customers. Tap Gross Sales, Orders or Total Customers to switch to the daily average
Summary - gross sales, with the VAT and discounts taken off and surcharges and tips added
Daily sales trend - bar chart of gross sales per day, with the average per order as a line
Order method share - dine in, take away and delivery
Payment method share - cash, bank transfer, Dojo, SumUp and other, as a share of the money actually taken. Not matched to sales shows when payments and sales do not add up
Order source - self orders against staff orders, when guests ordered for themselves in the period

Which menu items are performing well and which ones need attention.

Items sold, Item revenue, Avg items per order and Active menu items
Needs attention - slow movers, popular items with a low margin, and items falling fast vs the previous period
Revenue by menu section
Top items and Top add-ons - ranked By quantity, By sales or By profit
Item sales over time - units sold per item, By date or By hour of day. It starts with your top 5 items; tick others to compare them

Peak Hours

The busiest times by day of week and hour.

Busiest Day, Busiest Hour, Avg Duration of a dine-in visit and Quietest window
Traffic heatmap - Orders, Customers or Gross Sales by day and hour
Revenue by session - morning, lunch, dinner and off-peak
Revenue by weekday - average per open day
Duration trend - how long dine-in guests stay, from order to payment, day by day

Customer Loyalty

Customer retention, visit frequency and spending. It counts the orders that are linked to a customer.

Identified customers, Returning rate, Avg Spend/Customer and At-risk regulars
New vs returning per week and Visit frequency
Top customers - your biggest spenders, with their visits and last visit
Win-back list - regulars who have stopped coming. Send offer opens an email to the guest when you have their email address

Kitchen Performance

Kitchen speed, prep time trends, and how volume affects speed.

Avg time, Under 15 min, Items Prepared and Slowest prep
Volume vs Prep Time - items prepared per day against the average prep time. Red dots mark busy days that ran slow
Preparing time by item - sorted Slowest, Least consistent or Most prepared, for items made at least 5 times

Staff Performance

Staff productivity by orders, revenue and speed.

Orders handled, Team avg £/hr, Attendance and Negative feedback
Productivity - each person ranked by £ per hour, Total Revenue, Orders/hr or Avg order time, with a filter by role. People with under 10 hours worked get no per-hour figure
Attendance - missed clock-outs and attendance records with a note, by person
Negative feedback - guests' dislike reviews, with their comment and order number

Inventory status

Your stock right now and what needs action.

Inventory value, Days of supply, Items to order and Expiring ≤7d
Dead / slow stock - stock that is not moving, with its value
Value by category and Reorder status
Order now and Expiring soon lists

Stock in / out

What came into stock and what went out during the period.

Purchased, Consumed, Waste rate and Shrinkage
Stock in vs out - received and consumed per day, with the net
Waste & losses by reason
Shrinkage - stock lost without a record, by cause, with the items that lost the most

Cash flow

Money in against money out, from the entries in Income and Expenses, including the ones Smatyx records when a sales shift closes.

Cash in, Cash out, Net cash flow and Avg daily net
Cash in by type and Cash out by type - sales, stock purchases, invoices and bills, and entries made by hand
Net cash flow trend
Financial report - income and expenses by source. Tap a row to break it down

Discount performance

What discounts cost and what each one brings back.

Discount given, Applications, % of gross sales and Avg per application
Discount trend - the days discounts were given, with the amount
Where the cost came from - each discount, discounts typed in at the POS, and the fees of partners such as EatClub or NeoTaste
Discount usage - how often each discount without codes was used