Understand dashboard cards and select the right period and establishment for an accurate overview.
Who this guide is for: owners and managers. Before making changes, make sure the correct establishment is selected.
Before you begin
- Sign in to the appropriate workspace and check the establishment name at the top of the page.
- Prepare the information you will enter. Payment and integration settings also require the provider's connection details.
- If an option is missing, check your plan and your role's permissions.
Setup steps
- Choose the scope. Check the branch and period selected in the filters.
- Compare the metrics. Review orders, revenue, the average check and operational events.
- Open the details. Select the relevant card or related section.
- Reconcile with the source records. Compare the total with orders and financial transactions for the same period.
Check the result
The total for closed orders matches sales for the selected period; cancelled and open orders do not distort the total.
Troubleshooting
- Refresh the page and select the establishment again. Some data is only shown for the selected establishment.
- Check required fields, phone number format, dates and numeric values. Save errors appear on the right below the header.
- Do not create a duplicate just because a response is slow. Open the list first and check whether the record has already been created.