Adding Items to Back Office Dashboards

The Top/Bottom Movers option displays top or bottom selling items in a pie chart format for up to ten records. Top/Bottom Movers can be set to show either individual items or departments and are grouped by units sold or dollars sold. The pie chart's data is automatically updated according to the number of minutes set in the Dashboard Refresh Interval (In Minutes) field or by clicking the Refresh icon at the top of the cell. Only records from the current day will be shown. If no items have been sold during the current day, any cells displaying Top/Bottom Movers will be blank until an item is sold.

1. From the main Dashboards window, select a cell to configure. Click the Edit icon to edit the blank cell.
2. When the Edit Dashboard Item window appears:
   • Enter a title for the selected cell in the Dashboard Title field. This title will be displayed at the top of the cell.
   • Set a refresh interval using the Dashboard Refresh Interval (In Minutes) setting. This determines how often data in the specified cell will update.
   • Select Top/Bottom Movers from the Dashboard Item drop down.
3. Configure the Top/Bottom Movers settings, then click the Save button.
   • Data Settings specify which data will be shown in the Top/Bottom Movers display.
     • Data Selection Type allows the user to display by Top Selling Items or Bottom Selling Items.
     • Selection By allows the user to display by Individual Items or Department.
     • Group Selection By allows the user to display by Units Sold or Dollars Sold.
     • Number of Records allows the user to select how many records to display.
   • Pie Chart Settings specify the pie chart display settings.
     • Draw Pie As allows the user to display the pie chart in 2D or 3D.
     • Explode Pie Points allows the user to define a section of the pie chart to emphasize.Select from: None, All, Highest Value, or Lowest Value.
     • Color Pie As allows the user to set the color to be either Multi Colored or One Color.
     • Pie Depth sets the depth of the pie chart when displaying a 3D Pie Chart.
     • Single Color allows the user to set the color of the pie chart when Color Pie As is set to One Color.
     • Show Legend displays a legend when checked.
     • Show Labels displays labels for pie chart items when checked.
       

To re-size cells, click and drag the cell borders, as shown in the image below.

The Timespan Based Sales option allows the user to customize a bar chart displaying data for up to 31 days previous. Bar charts can include either one or two datasets.

1. From the main Dashboards window, select a cell to configure. Click the Edit icon to edit the blank cell.
2. When the Edit Dashboard Item window appears:
   • Enter a title for the selected cell in the Dashboard Title field. This title will be displayed at the top of the cell.
   • Set a refresh interval using the Dashboard Refresh Interval (In Minutes) setting. This determines how often data in the specified cell will update.
   • Select Timespan Based Sales from the Dashboard Item drop down.
3. Configure the Timespan Based Sales settings, then click the Save button.
   • Data Settings allow the user to specify the data types that will be displayed on the Dashboard.
     • Number of Previous Days the number of days to display data for.
     • Choose a Selection by option.
       • All General Sales displays data for all sales.
       • Custom Detail activates the Bar Chart Type and Dataset options.
     • Bar Chart Type allows the user to select a Single Dataset or Two Datasets to be displayed.
       • For a Single Dataset, select a Department, Item, or Employee from the Dataset 1 section.
       • For Two Datasets select a Department, Item, or Employee to display data for from both the Dataset 1 and Dataset 2 sections.
     • Include Open Sales displays information from open sales when enabled.
• Bar Chart Settings allow the user to customize the data display. When Single Dataset is selected in the Data Settings tab, the color will default to Multi Colored.
  • When the Bar Chart Type is set to Two Datasets, each dataset's color can be customized by choosing a color using the One Color drop down.
  • Checking Show Labels option allows the user to display a label for each dataset.
  • Under General Settings, check Show Legend to show a legend for the bar chart.
    
    

    An example of two datasets with custom colors.

The Favorites Page allows the user to link to Favorites pages. For example, if this dashboard is for a manager, it may be helpful to add Employee Maintenance to your Favorites.

1. From the main Dashboards window, select a cell to configure. Click the Edit icon to edit the blank cell.
2. When the Edit Dashboard Item window appears:
   • Enter a title for the selected cell in the Dashboard Title field. This title will be displayed at the top of the cell.
   • Set a refresh interval using the Dashboard Refresh Interval (In Minutes) setting. This determines how often data in the specified cell will update.
   • Select Favorites Page from the Dashboard Item drop down.
   • Click the Save button.
     

This option will provide you with a text area on your dashboard so that you can display announcements, instructions, etc.

1. From the main Dashboards window, select a cell to configure. Click the Edit icon to edit the blank cell.
2. When the Edit Dashboard Item window appears:
   • Enter a title for the selected cell in the Dashboard Title field. This title will be displayed at the top of the cell.
   • Set a refresh interval using the Dashboard Refresh Interval (In Minutes) setting. This determines how often data in the specified cell will update.
   • Select General Textbox from the Dashboard Item drop down.
   • Configure the General Textbox settings, then click the Save button.
     • Enter Text to Display in the text field. An example of text is shown in the second image below.