Operations Hub
Sales Dashboard
Show front-of-house teams their location's sales so far today, using a dashboard view built for them.
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About
The Sales Dashboard in the Operations Hub gives front-of-house teams the key sales figures for their location so far today.
It's built from a custom dashboard view, using a choice of sales widgets, so operators see the sales information that matters most to them.
Ready to start?
If the dashboard is already set up, go to the View Dashboard tab. If not, start with Set Up.
View Dashboard
See your location's sales so far today.
Steps
1
Open the Sales Dashboard
Open the Operations Hub on your front-of-house device and select Generate Sales Dashboard on the home page.
2
Check and refresh it
The dashboard shows your location's sales so far today. Select Refresh Dashboard to update it during the day.
You can see your location's latest sales figures.
Set Up
The Sales Dashboard uses a custom dashboard view. Once the view is built, you choose it at company level, and every location uses it.
Build the view first
Create the dashboard view in the Dashboard Views section. See Dashboard Views.
Steps
1
Open company settings
Go to Company Settings > Company and select the Operations Hub tab.
2
Choose the dashboard view
Choose the dashboard view from the Sales Dashboard list.
3
Save
Select Save Company.
Every location now sees this dashboard view in the Operations Hub.
FAQs
Frequently asked questions
QHow do I open the Operations Hub?
QHow do I set up my Sales Dashboard?
See the Set Up tab.
QHow do I change what the Sales Dashboard shows?
The Sales Dashboard uses a custom dashboard view, set for every location in the company. To change what it shows, update that view. Find out how to update dashboard views.