Financial Analytics
Financial Analytics — simple guide for claimed shop owners
What this page is for Financial Analytics (Financial Overview) gives you a single, visual place to review how money is moving through your shop: sales, taxes, expenses, payroll and the resulting profit or loss — presented by day over any date range you choose. It’s built for real shop workflows so you can act fast (staffing, promotions, purchases, reconciliations) without wrestling spreadsheets.
What you’ll see (top to bottom)
Header & shop info — your shop name, logo and quick links (Show Place, Back to Sales Report).
Filters — choose a preset date range (Today, Last 7 days, Last 30 days, Lifetime, etc.) or pick a custom start/end date. Tooltips explain each control.
Chart — an interactive multi-line chart that shows Total Sales, Total Expense, Salary Paid, Profit, Revenue and Tax across the selected dates. Hover tooltips show exact numbers for each point.
Summary cards — at-a-glance totals for the selected period: Total Sales, Total Expense, Salary Paid and Profit. Big, color-coded figures for quick reading.
Daily table — a day-by-day breakdown with columns for Difference (change vs previous day), Date, Total Sales, Total Expense, Salary Paid, Profit, Loss, Revenue (sales after tax), Tax, Products Sold, Total Customers, Employee Efficiency, Absent / Leave / Presence. Table is wide, scrollable and has a synced top scrollbar for convenience.
Tooltips — contextual help icons throughout the page explain each metric in plain language.
How to use it (quick steps)
Open Financial Overview from your dashboard for the shop you manage.
Pick a date range using the Date Range dropdown. If you choose Custom, the Start Date / End Date fields appear.
Click Apply Filters to refresh charts and tables. Use Reset Filters to return to the default (current month).
Read the summary cards first — they tell you whether overall results look healthy.
Inspect the chart to spot trends (e.g., rising expenses, dips in profit during promotions).
Scan the daily table for specific days that need attention (big expense spikes, low revenue days, high staff cost days).
Use the Difference column to quickly find days where profit changed significantly from the prior day.
Export or copy rows (if you have export features enabled) for month-end reconciliation.
Key features explained
Flexible Date Range Presets — quickly switch between common reporting windows (today, last 7 days, last 30, lifetime) or drill down with custom dates to analyze a campaign or event.
Combined View of Sales, Expenses & Payroll — these three together show whether sales translate into take-home profit or are eaten by costs.
Profit & Loss at a Glance — summary cards highlight net results so you can decide next actions without calculations.
Daily Granularity — the table shows each day’s full picture: revenue, tax, expense, salary and an efficiency indicator so you know which days performed (or underperformed).
Employee Efficiency Score — a single-day or period-level indicator that helps you compare labour cost vs output in a simple way. Treat it as a productivity hint, not a final HR decision.
Tax Shown Separately — tax collected is displayed distinctly so you can plan tax payments and understand cash you must set aside.
Empty-day handling — the report includes days with no sales so charts and comparisons are consistent and not misleading.
Wide table with synced scrollbar — makes it easy to view many columns on smaller screens without losing context.
Contextual Tooltips — every metric has a short explanation when needed, so non-accounting staff can understand the numbers.
How this helps brick-and-mortar shops (concrete benefits)
Make faster staffing decisions — see which days or shifts sell more and adjust staff scheduling to match demand, reducing wasted payroll.
Judge promotions by profit, not just sales — you’ll know if a sale increased footfall and margin, or simply increased receipts while hurting profit.
Spot cost leaks quickly — a sudden expense spike shows up on the daily table; you can investigate and prevent recurrence.
Keep taxes on track — tax totals are visible separately so you don’t accidentally spend money that needs to be paid to authorities.
Better inventory decisions — products sold count highlights fast-movers to restock first, improving availability and sales.
Faster month-end close — the exportable daily rows give your accountant the lines they need to reconcile without manual aggregation.
Compare stores consistently — same layout and KPIs for every shop so owners with multiple branches can compare health and replicate best practices.
Practical workflows (examples)
After a weekend sale: run the last 3–7 days, check profit vs normal days. If profit didn’t improve, next time reduce discount depth or offer bundled add-ons instead of straight price cuts.
Monthly payroll review: compare salary paid to daily revenue; if salary is a large share of revenue on slow days, consider rescheduling non-essential staff.
Emergency expense check: a big repair or supplier charge will show as a spike in Total Expense — mark it as one-off in your notes and review whether it should be capitalized.
Pre-filing tax check: verify Tax totals for the filing period; export rows for your accountant to cross-check.
What to check regularly (recommended cadence)
Daily: glance at yesterday’s row for any surprising losses or missing data (sales not synced).
Weekly: review the last 7 days chart and summary cards; focus on staffing and promotions.
Monthly: run the full month, export daily rows and hand to your accountant or save into your bookkeeping.
Before big campaigns: compare a sample previous campaign period to set realistic targets.
Troubleshooting & common pitfalls
No data for a day: check POS sync and whether sales were recorded in the system for that day.
Payroll appears too high: verify attendance records and overtime entries; incomplete attendance can skew the efficiency score.
Tax totals don’t match filings: confirm which records were included and check refunds/credit notes; reconcile exported rows against bank statements.
Missing product counts: ensure SKU mapping between sales and product catalog so items-sold counts are accurate.
Quick checklist to act on insights (one-page workflow)
Pick range → Apply Filters.
Look at Profit card: Is it green (good) or near zero/negative?
If profit weak: open daily table → sort by Profit or Difference → inspect top low-profit days.
For each low-profit day: check Expense and Salary columns → open supporting records (expense entry, attendance, refunds).
Decide one quick action: reduce discounts, adjust staff, delay discretionary spending, or reorder high-margin SKUs.
Save/export the period and note the change you made for 7-day follow-up.
Who should use this and when
Shop owner / manager: weekly for decisions and daily for quick checks.
Floor supervisor: daily checks at shift handover.
Accountant / bookkeeper: month-end exports and reconciliation.
HR / supervisor: monitor efficiency and attendance patterns.
Last updated