POS Dashboard
Adds a dashboard under the POS reporting menu with key figures and top lists.
Overview
Managers want a quick view of shop performance without building reports. This module adds a client-side dashboard page reading pos.order data. It shows order counts, refunds, sessions and top customers, products and categories. Managers and shop owners follow the business at a glance.
Usage steps
- 1
Open the dashboard
From Point of Sale > Reporting > Dashboard the user opens the page. It is a client action built with an OWL-style JS widget.
- Menu: Dashboard
- Under Reporting
- 2
Read key figures
Tiles show Today Order, Refund Orders, Total Order and sessions, computed by get_details and get_refund_details on pos.order.
- Today/total counts
- Refund counts
- Session count
- 3
Filter by department
A department option restricts the figures using get_department, so branch managers see their own data.
- Depends on HR departments
- Option selector
- 4
View charts
Chart panels visualise sales trends by period through the PosChart template.
- Interactive charts
- Period selection
- 5
Check top customers, products and categories
Lists from get_the_top_customer, get_the_top_products and get_the_top_categories rank the best performers.
- Top customers
- Top products
- Top categories
Screens
Illustrative mockups with placeholder data.
POS dashboard
Today Order Placeholder value
Refund Orders Placeholder value
Total Order Placeholder value
sessions Placeholder value
Top customers Placeholder value
Top products Placeholder value
Roles
| Role |
|---|
| POS manager |
| Shop owner |
Dependencies
Want to know more or try this app? Contact us
We can arrange a demo or a trial and answer your questions about POS Dashboard.