Reports & Analysis
Built-In Dashboards
Ready-made dashboards for comparing sales, keeping on top of tasks and seeing each site's month at a glance.
Can't find what you need? Contact Cinchio:
Build your own sales dashboards with Dashboard Views, laid out the way your team works. To get you started, Cinchio Back Office also comes with these built-in dashboards.
Create custom sales dashboards with the figures, charts and comparisons you need.
Which built-in dashboard?
Like for like sales
Compares net sales across every site you have access to. Sales on the selected date are compared with the same time yesterday, last week and last year. To open it, select LIKE FOR LIKE DASHBOARD on the landing page.
It opens on today or yesterday, and you can change the Report Date to compare earlier dates.
Yearly comparisons
Year-on-year comparisons use a 52 or 53-week year, following the ISO week date standard.
Find out how to set up the Like For Like Dashboard
Dashboard output
The dashboard has three levels. Select a row at each level to drill down to the next.
1. Site comparison
Every site you have access to.
2. Hourly comparison
Hour by hour, for one site.
3. Transaction summary
Every transaction in one hour.
Same for every reporting profile
All three levels look the same whichever reporting profile your company uses.
Which level?
1. Site comparison
Every site you have access to.
Sites are split into two sections:
Past their Like For Like Date
Usually exactly one year after opening, so newer sites don't affect the yearly comparison.
Not yet past it
Sites that haven't reached their Like For Like Date yet.
For companies with both company and franchise sites, each section can be split again into Company and Franchise.
Find out how to change a site's Like For Like Date
Columns
The site name. Select it to open level 2 for that site.
Sales so far today, or for the selected date.
Sales up to the same time on the previous day.
Sales up to the same time on the same day last week.
Average sales up to the same time on the same day over the previous 4 weeks.
Sales up to the same time on the same day last year.
The latest transaction to come into Cinchio Back Office.
Comparison colours
Within 5% either way.
More than 5% down.
More than 5% up.
2. Hourly comparison
Select a site in level 1 to see an hour-by-hour comparison for that site.
Columns
The sales hour on the selected date. Select it to open level 3 for that hour.
Sales in each sales hour of the day.
Sales up to the same time on the previous day.
Sales up to the same time on the same day last week.
Sales up to the same time on the same day last year.
Comparisons use the same grey, red and green colours as level 1.
3. Transaction summary
Select an hour in level 2 to see every transaction in that hour.
Columns
The unique transaction ID. Select it to see the full transaction details.
The date and time of the transaction.
The till the transaction was finalised on.
The team member who finalised the transaction.
The transaction's sale type.
The transaction's gross sale value.
The transaction's net sale value.
Landing page tools
Add tools to your landing page that alert you to pending tasks and show essential information for the day.
Adding widgets to your landing page
1
Open your profile
Select ACCOUNT at the top right of the page, then PROFILE.
2
Choose your widgets
Open the Widgets tab and select the widgets you want on your landing page.
3
Arrange them
Select your company logo to go back to the landing page, then drag and drop the widgets into position.
Your landing page shows your chosen widgets.
Available widgets
Which area?
Customers & Loyalty
Cinchio Customer Loyalty
See today's customer loyalty activity so far, including balance changes on customer accounts and gift cards, and points changes for loyalty members.
Transaction Customer Assignment
Flags eligible transactions that need a customer assigning manually with Transaction Customer Assignment. You can assign Cinchio Customers straight from the widget.
Inventory Management
EDI Order Status
Check that supplier orders placed by EDI have been sent to the supplier successfully.
5-minute cycles
EDI orders are processed every 5 minutes, so a new order may take a few minutes to show as sent.
Supplier Order Cut Off Times
If a supplier has a cut-off time set for the site, this shows a countdown to today's cut-off, alongside the number of orders placed with that supplier today.
Revenue Management
Cash In Tills
See how much cash is in each till, based on sales transactions, and, if a cash limit is set, how that compares with each till's limit.
Other
Operations Hub Access
Open the front-of-house tools in the Operations Hub for each location in the site, straight from the landing page.
Recent Transactions
See the latest 5 transactions to come into Cinchio Back Office for the site. Select a Transaction ID to see the full transaction.
Short delay
Depending on the source, transactions can take up to about 5 minutes to appear in Cinchio Back Office.
System Alerts
See any outstanding tasks for the site's day-to-day running, or core setup that's still missing. For some alerts, you can select the value to go straight to the setup form.
Monthly site calendar
See your site's activity and performance across the month, then open any day for more detail. Open it from either:
Landing page
Select VIEW CALENDAR on the landing page.
Main menu
Go to Reports & Analysis > Site Calendar.
It opens on the current month, and you can choose a different month at the top.
Which view?
Monthly view
Headline figures for the site for each day in the selected month.
Each date shows:
Total net or gross sales, or both, for each day so far this month, up to yesterday.
For Revenue Management subscribers, the day's total cash up variance. It shows in red if it's over the site's variance threshold.
For Inventory Management and Revenue Management subscribers, period end dates link straight to the period.
Select any day to open its daily view.
Daily view
Full detail for one day, split into sections. Which sections you see depends on the modules your company uses.
Daily Sales Performance
A pareto chart for the selected date, made up of:
Bars
Gross sales for each hour of the selected day, the same day last week and the same day last year.
Lines
How gross sales build up through each of those days.
Reading the chart
The comparison is based on the same day last week, so the Last Week Sales Rate line reaches 100% by the end of the day. If the Date Sales Rate line is above it, the site is doing better than last week.
Sales Performance
Net sales for the selected date, compared with last week and last year.
Net sales so far this week, compared with last week and last year.
Comparison colours
Within 5% either way.
More than 5% down.
More than 5% up.
On This Day
A summary of Back Office activity on the selected day, such as supplier orders placed, stock transfers received, wastage declared and petty cash reconciled.
Where an activity's ID is in blue, select it to open the record in a new tab.
Cash Ups
Revenue Management only
This section is only available to companies using Revenue Management.
A summary of each cash up on the selected date. For each media type, the count entered is on the left, and any variance against what sales say to expect is on the right.
If you use Cash Up Day Notes, the number of day notes is shown too. Select it to read them.
The section scrolls through the day's cash ups automatically. You can also use the arrows or the page icons at the bottom to move between them.