Dashboard

• Supervisor
• Administrator
• Auditor

The dashboard is the first screen after you sign in. It answers “how is collection going?” for the period you choose.

The headline figures

Card	What it shows
Total Revenue	Money collected in the selected period.
Transactions	Number of receipts issued, with the average value per receipt.
Active Shifts	Shifts that are currently collecting (started, not yet closed).
Top Performer	The marshal who collected the most, and how much.
Top Location	The location that brought in the most revenue.
Exceptions	Voids and cancellations in the period. Anything above zero is worth a look.

Revenue analysis

Below the cards:

• Revenue Trend: daily revenue across the period.
• Revenue by Marshal and Revenue by Location: who and where.
• Revenue by Hour of Day: when collection happens, useful for planning shifts.
• Top Performing Services: the services that earned the most, with quantity, average price and growth on the previous period.

Change what you’re looking at

The chips above the cards show the current period, location and user. To change them, select Filters (bottom right).

You can filter by Date Range (or your own Start Date and End Date), Location, Marshal/User, Service Type, Currency and Document Type. Select Apply; every card and chart updates together.

Tip

“This Week” runs from Monday to today, and “Last Month” is the whole of the previous calendar month. Growth figures compare against the same length of time just before.