POS Analytics Dashboard Tutorial and KPI Guide

Track orders, receipts, unpaid orders, top products, and customer trends to make faster, high-impact retail decisions.

Why this dashboard matters

The POS Analytics Dashboard gives a single view of demand, revenue, and customer behavior. Use it to detect receipt drops early, find fast-moving products, and prioritize customer follow-up.

Before you start

  • Confirm your user role has dashboard access in Back Office.
  • Select the correct Branch and Channel filters before reviewing metrics.
  • Keep the same filter selection when comparing daily and monthly widgets.

Step 1: Open the POS Analytics Dashboard

  1. Sign in to POS.

pos-dashboard

  1. Go to Dashboard from the left menu.
  2. Open the dashboard screen in backoffice.

POS Analytics Dashboard overview with daily orders, receipts, and keyword trends

Step 2: Set Branch and Channel filters

At the top of the dashboard:

  • Choose your Branch to analyze store-level performance.
  • Choose your Channel such as POS, ecommerce, or consolidated.
  • Refresh and wait for widgets to update before taking action.

Step 3: Read the top performance widgets

Focus on these cards first:

  • Today's Orders: immediate order volume trend.
  • Monthly Cumulative Orders: month-to-date order progress.
  • Today's Receipts: today's revenue collection.
  • Monthly Cumulative Receipts: month-to-date revenue performance.
  • UnPaid Orders: pending collections that need follow-up.

Step 4: Review order and customer insights

Use these sections for operational decisions:

  • Latest orders: identify delayed or high-value orders quickly.
  • Recent Buying Customers: spot repeat buyers and top-value customers.
  • Most searched keywords: understand demand and customer search intent.

POS dashboard tables for latest orders and recent buying customers

Step 5: Track product and review intelligence

Use the lower panels for merchandising and conversion improvements:

  • Most Sold Products: restock and promote your best sellers.
  • Most Viewed Products: find high-interest products with weak conversion.
  • Pending reviews and Pending review replies: close response gaps faster.

POS dashboard view showing most sold products, most viewed products, and review queues

5-minute daily operating checklist

  • Check Today's Receipts and Today's Orders at store opening.
  • Compare UnPaid Orders with yesterday and assign follow-up ownership.
  • Review Most Viewed Products and update stock, price, or listing content.
  • Review pending customer reviews and close open replies.

KPI targets to monitor

  • Order conversion trend by channel.
  • Receipt growth percentage day over day.
  • Unpaid order reduction rate.
  • Repeat customer purchase count.
  • Top product revenue contribution.