Overview
Overview
Overview is the home page of the POS Admin — a live picture of your sales. It shows your headline numbers compared with the previous period, explains how your sales add up, charts sales through the day, and breaks them down by order type, channel, payment method, product, and branch.
Requirements
- Permission to view the Overview
Steps
Sign in and open Overview
Sign in to the POS Admin with your Inframodern account. Overview is the first page you see, and you can come back to it from the top of the sidebar.
Choose the period, branch, and currency
Use the three boxes at the top right:
- Date — opens a calendar. Pick a shortcut (Yesterday, Today, Last 7 days, Last 30 days, This month, This year), or pick a start date and an end date, then click Apply selection. Switch the calendar between Day, Week, and Month to pick whole weeks or months.
- All Locations — show every branch together, or just one.
- Currency — the currency the figures are shown in.
Every card and chart on the page follows what you choose.
Read the headline numbers
The cards show Gross Sales, Net Sales (without tax), Orders, Average Order Value (without tax), Discounts, Refunds, Average Order Time, and New Customers. Under each number, the percentage tells you how it compares with the previous period of the same length — for example Compare with yesterday when you’re looking at today.
See how the money adds up
How the money adds up walks from Gross Sales down to Net Sales one line at a time: minus Discounts and Refunds gives Net Payment (what customers actually paid, with tax and fees), and removing the Tax leaves Net Sales. Fees shows how much of that came from fees. These are the same figures the Sales Report uses, so the numbers always match.
Follow sales through the day
The Sales Timeline charts your sales over the period against the previous one (for example Today and Yesterday). Switch between Hours and Days, and between Amount (money) and Volume (number of orders). The flame marks the busiest point.
See where sales come from
Order Types (how guests receive their orders), Order Channels (where orders come from), and Payment methods (how customers paid) each show their share of sales. Switch each one between Amount and Volume. Click the arrow next to a title to open the Sales Report for that breakdown, with the same dates.
Check your best sellers and branches
Top products lists your best sellers by revenue, with price and quantity sold. Branch performance compares your locations by amount and number of orders, with the change from the previous period. Click the arrow next to Top products to open the product list, or next to Branch performance to open your locations.
Notes
Figures update as orders sync from your POS devices. To see the full list of figures, break them down further, print them, or export them, use the Sales Report.
Troubleshooting
If the page is empty or lower than you expect, check the date range and the location you’ve selected, and make sure your POS devices are online and synced. If you can’t open Overview at all, ask an admin to check your role’s permissions.