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The Analytics screen gives managers a real-time view of how the store is performing. You can see daily totals, identify which styles are selling fastest, spot payment trends, and catch stock problems before they become a problem.

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Who Can View Analytics

  • Manager (POS Manager role): full access to the Analytics screen
  • Admin (POS Admin role): full access
  • Cashier (POS Cashier role): Analytics tab is not visible

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How to Access Analytics

Tap Analytics in the top navigation bar. The screen loads the last 7 days by default.
Analytics screen showing KPI cards at the top, payment mix chart in the middle, and top items and low stock sections at the bottom

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Choosing the Time Range

Use the dropdown in the top right to switch between: The screen reloads automatically when you change the range.

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Sales KPI Cards

Four cards at the top show the key numbers for the selected period.
Four KPI cards showing Sales value, Transactions count, Items sold count, and Tax collected amount
Who uses this: The manager checks these every morning to know how yesterday went, and at the end of each week to spot trends.

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Returns Summary Cards

Two cards below the KPI section show return activity. A high return value relative to sales can indicate a sizing issue, a defective batch, or a style that customers are not happy with. Monitor this alongside the top items report.

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Payment Mix Chart

A bar chart showing how much was collected by each payment mode.
Payment mix section showing horizontal bars for Cash, UPI, and Card with amounts and percentages
What business question it answers: How is the customer paying? Are most sales by cash or UPI? Is card usage growing? Who uses this: The manager uses this to reconcile the cash drawer total with the Z-Report and to understand payment trends for bank reconciliation. Typical use: After closing the shift, compare the Cash bar to the Z-Report cash total. They should match.

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Top Items List

A ranked list of the best-selling products in the selected period, showing units sold and total value.
Top items list showing product names on the left with quantity and amount on the right, sorted by value
What business question it answers: Which shoe styles are selling the most? Which products drive the most revenue? Who uses this: The manager uses this weekly to decide which styles to reorder and which are not moving. Typical use: If “Sports Running Shoe - Size 8” is consistently in the top three, make sure you always have good stock of size 8 in that style.

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Low Stock List

Items where the current stock quantity has fallen to or below the safety stock level.
Low stock section showing item codes with current quantity and safety stock threshold, displayed as colored badges
What business question it answers: Which items need to be reordered now? Who uses this: The manager checks this daily to raise purchase requests before sizes sell out completely. Each entry shows:
  • Item code and name
  • Current quantity on hand
  • The safety stock threshold (the reorder level)
If the list shows “All items above their safety stock”, you have nothing to worry about today.

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Automatic Low Stock Notifications

In addition to the Analytics screen, the system sends an automatic alert to managers every day when items fall below safety stock. This happens through the Notification Log in the back-office. The manager does not need to check the Analytics screen to catch a low stock event - the notification comes to them. When the alert is sent: Daily, automatically, by the system scheduler. Who receives it: All users with the POS Manager or POS Admin role. What it says: A list of items and the warehouse where they are below safety stock, with current quantities and thresholds.

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Troubleshooting

The Analytics tab is not visible You do not have the Manager or Admin role. Ask your Admin to check your role assignment. The analytics show zero for a period where I know there were sales Check that the sales were submitted (not just draft). Also verify the selected time range covers the correct dates. The top items list is empty No sales with submitted POS Invoices were found in the selected period. If sales were made offline and have not synced yet, they will not appear until sync completes. Low stock shows items that I know are well-stocked The safety stock threshold may be set too high in the item record. Ask your Admin to review the item’s reorder level in BAS.

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Best Practices

  • Check Analytics at the start and end of each day - it takes less than a minute and keeps you ahead of problems
  • Compare the payment mix chart total to the Z-Report totals at close - any mismatch signals a problem worth investigating
  • Use the top items list weekly for purchase planning - reorder fast-moving sizes before they run out on a busy weekend
  • Monitor returns alongside top items - if a style has high sales AND high returns, investigate quality or sizing
  • Low stock alerts are best-effort - use them as a prompt to investigate, not as the only reorder trigger
  • Shift Management: The Z-Report complements the payment mix chart
  • POS Settings: Where the low stock threshold is configured
  • Terminals: Analytics covers all terminals under the POS Profile