Training protocol part 2 "Dashboard explanations"
βhttps://analytics.subsidia.ch
1.Article
Everything about a supplier article number. | |
Analysis of hit-and-run articles | shows good and bad sold articles |
Analysis of hit-and-run articles/colour | shows the article list with colour |
Article list easy | Here you can search for individual articles |
shows all individual sales data grouped by supplier article number. |
2.Movements/Transactions
A movement can be: Sale = transaction Input = shipment + values Store movement = Shipment - values Stock correction = stock correction +/- | |
Stocks per store on the key date | shows the stocks on a key date. e.g. 31.12.2020 |
Movements per month | shows graphically the movements per month |
Movements per store on the key date | shows which |
Movements per supplier per key date |
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Movements per article per key date | shows the movements of an article |
Movements per day/type | Here you can filter by movement type. |
Movement list (storage corrections) | List of stock corrections that have been carried out. |
Movement list of individual transactions | Find data source for single info. |
3.Finances/Monthly Closing
Gives an overview of the transactions/sales: Cash / Terminal / Vouchers sold / Vouchers redeemed / Invoices | |
Transactions per month (movements) | Totalisation on month |
Transactions per day (movements) | Totalisation on day |
Transactions per receipt (movements) | Totalisation on receipt |
Cash journal details | Withdraw = withdrawals Depostit = cash stock deposits Difference =differences Expense = expenses
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This dashboard answers questions about individual vouchers and bookings, e.g. if a receipt was booked incorrectly the previous day.
In the question "Check reciepts incl. cancellations", the deleted receipt and bookings are also displayed (see column "Cancellation"). | |
Dashboard for questions about bookings that have been deleted or bookings that have received a discount. | |
This data can be used for month-end closing for accounting purposes.
The corresponding transactions are described at the top left of the dashboard.
Important: Turnover is calculated on a daily basis, regardless of whether a shift has been completed.
Hint: Dashboard can be printed with [CTRL-P] "Landscape". | |
The journal (cash strip) can be exported to Excel. As a variant, PDFs can be created directly in Admin app/evaluations. | |
This dashboard is for month-end closings that were closed with shift.
Important : Shifts that have not been closed are not included. | |
This dashboard shows all cash book bookings. Expenses, deductions, differences, etc. | |
This dashboard can be used for accounts receivable management. By exporting to Excel, bank receipts can be compared with Excel.
Important : Nothing has to be done in the cash book for bank receipts. | |
3a-3e Journals | Journals can be checked here and exported to Excel. |
4.Customers
Many selections around customers | |
Sales Journal (By Customer) | Shows all purchases of a customer |
Customer list (all) | Inactive and active customers can be displayed here |
Customer list (email only) | List for data export to Excel |
Here the turnover of the customers can be queried | |
Here you can select the people who will soon have their birthday.
Month, day and year are available as filters (e.g. for milestone birthdays) |
5.Stock/Inventory
Shows the current stocks according to different sortings | |
Stocks can be displayed here per key date | |
Control tool of negative stocks of sold items displayed. Here were articles sold that were not in stock. |
6.Management
This list can be sorted by various KPIs |
7. Sale
List recommended for quick info on mobile.
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Overview of sales today, yesterday, month | |
Sales comparison day or month to the previous year with key figures | |
Various turnover analyses by day, month, product groups, suppliers including export to create a pivot table | |
Analyses for suppliers
These lists can be used as a basis for personal reports in which the corresponding suppliers are immediately pre-positioned. |
Task
Now it's time to practice and click | Write down questions, which answers are still missing.
We can discuss these answers and, if necessary, create our own dashboard and questions. |