Tracking Sales Information
Focus Command Center has many built in features that help business owners track their sales data. The Dashboard, Checks, and Customers tabs show key information that may prove vital for business owners and managers alike. This article will be going over what data these sections can provide you with.
Dashboard
The dashboard allows users to see how online sales are performing at a glance. There are 6 major categories under this tab and listed below are their functions:
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- Orders - Shows the # of transactions that were rang online as well as in-store
- Revenue - Similar to the Orders section, except this will show $ amounts and not # of transactions
- Surveys - Once setup, this will display customers' replies to a list of service related questions they may choose to answer after checkout
- System Status - Displays the online status and time of specific licensed terminals, Green = Online, Red = No Internet Connection
- Customers - This section includes a breakdown of repeat customers, new customers, along with other additional information you may choose to display (i.e. email addresses, last visit)
- Performance - Tracks click through traffic of your website, as well as any carts that were abandoned mid order
Frequenting the dashboard is a great way to track sales statistics when not on location!
Checks
Inside of this tab lies information about specific checks along with their current status.
Users can quickly search for specific checks by utilizing the filters at the top of the screen. You can also click on the column headers to filter the information using that criteria. By default the checks will show up in chronological order.
The Open column will show the current status of a check. If you see a ⨷ symbol, this means that the check has been closed out and a payment was successfully ran. If you see a ✔ symbol, this shows that the check is open in Focus, and does not have a payment attached to it currently.
The Source column displays where the check originated from. If it was rang in-store, online, or through an UberEats/DoorDash/3rd Party integration, this column will show that information.
Clicking on any of the checks will open up additional details about the customer and the transaction. Some useful metrics here include emails, phone numbers, average $ spent per visit, total revenue spent, etc.
Customers
The Customers tab performs a similar role to the Checks section in that it shows expanded information for each customer.
Here we can sort different customers' profiles by name, date of last visit, total $ spent, loyalty ID, as well as a few other criteria.
When clicking on one of these customer profiles, it will show additional information such as Online vs In-store transactions.
There will also be automated tags the customer may have earned while being a patron of the venue (i.e. Top 10 Visitor, Top 10 in Revenue). A notes tab is available to make internal notes about specific customers that is only viewable on Command Center.
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