HelpCenter

This document is an explanation of the basic analytics for your customer accounts and locations.

Account Sales

1. To view the Account Sales report, click Analytics in the navigation bar.

2. Hover over Customers in the drop down menu.

3. Select Account Sales.

4. To change the date range and information, use the following filters:

   • Modify the From and To date fields to display information from that date range.

   • To view Only Machines or Only Micro Markets, choose the appropriate selection from the All POS drop down menu.

   • Click Run Report to run the Account Sales report with the chosen filters.

   • From the Options drop down menu at the top right, you can select Toggle Columns to toggle the information displayed on this report. You can also Print or Export the report from this menu.
     
     

Explanation of columns in the Account Sales table from left to right:

• Name: The name assigned to the account. The account name is a clickable link that opens the Location Sales page.

• Type: The type of account.

• Cash Sales: The amount of cash sales for the account.

• Cashless Sales: The amount of cashless sales for the account.

• Total Sold: The total amount of cash and cashless sales for the account for the selected date range.

• Daily Average: The average of the daily sales for the account for the selected date range..

• Cash Collected: The actual amount of cash collected for the account within the date range chosen.

• Total Collected: The total actually collected between cash and coins, as well as the cashless sales.

• Total Revenue: The income from sales for the account within the chosen date range.

• Locations: The number of locations assigned to each account.
  
  

Explanation of the information displayed in the Account Sales graphs:

• Cash / Cashless Sales: This graph visually compares the cash and cashless sales for each of the top 10 accounts by total sales. To view all accounts, select Show All from the Options drop down menu.

• Daily Average: This graph visually compares the daily average of the top 10 accounts by total sales. To view all accounts, select Show All from the Options drop down menu.

Location Sales

1. To view the Location Sales report, click Analytics in the navigation bar.

2. Hover over Customers in the drop down menu.

3. Select Location Sales.

4. To change the date range and information displayed, use the following filters:

   • Modify the From and To date fields to display information from that date range.

   • To view Only Machines or Only Micro Markets, choose the appropriate selection from the All POS drop down menu.

   • Click Run Report to run the Location Sales report with the chosen filters.

   • From the Options drop down menu at the top right, you can select Toggle Columns to toggle the information displayed on this report. You can also Print or Export the report from this menu.

   • Click Save.
     
     
     

Explanation of columns in the Location Sales table from left to right:

• Name: The name assigned to the location. The location name is a clickable link that opens the POS Sales page for that location.

• County: The county that the location is in.

• Route: The route that the location is assigned to.

• Cash Sales: The amount of cash sales for the location within the date range chosen.

• Cashless Sales: The amount of cashless sales for the location within the date range chosen.

• Total Sold: The total amount of cash and cashless sales for the location within the date range chosen.

• Daily Average: The average of the daily sales for the location within the date range chosen.

• Cash Collected: The actual amount of cash collected for the location within the date range.

• Cashless Collected: The amount of cashless sales for the location within the date range chosen.

• Total collected: The total actually collected between cash and coins, as well as the cashless sales.

• Total Revenue: The income from location sales within the chosen date range.

• POS: The number of point of sale systems at a location.
  
  
  

Explanation of the information displayed in the Location Sales graphs:

• Total Sales: This graph visually compares the cash and credit sales for each of the top 10 locations by total sales. To view all locations, select Show All from the Options drop down menu.

• Daily Average: This graph visually compares the daily average of the top 10 locations by total sales. To view all Locations, select Show All from the Options drop down menu.

• Collections: This graph visually compares the total cash collected versus the cash sales for the top 10 locations by total sales. To view all locations, select Show All from the Options drop down menu.

Location List

1. To view the location list, click Analytics in the navigation bar.

2. Hover over Customers in the drop down menu.

3. Select Location List.

   • To view contact info for each location, click Show Contact Info.

   • From the Options drop down menu at the top right, you can Print or Export the list.
     
     

Explanation of columns in the Location List from left to right

All column headers in this list can be filtered to narrow your viewing results.

• ID: The custom identification number assigned to the location.

• Location: The name assigned to the location. The location name is a clickable link that opens the Location Details page.

• Street: The street that the location is on. 

• City: The city that the location is in. 

• County: The county that the location is in. 

• State: The state that the location is in. 

• Zipcode: The zipcode for the location. 

• Route: The route that the location is assigned to.

• No. of POS: The number of Point of Sale systems at the location.

• Type: The type of location, e.g. industrial, commercial, etc.