The Dashboard

Sign in and you land on the Dashboard — a board of cards that answers, at a glance, how the branch is doing for any window of time you pick. Nothing loads until you press Search, so the first thing to understand is the filter bar.

The date window#

The bar at the top holds a Start Date + Time and an End Date + Time. The times default to your business-day boundary (for example 5:00 AM to 4:59 AM the next morning), so "one day" means one trading day, not one calendar day — a 1 AM order belongs to the evening that produced it. The « and » arrows shift the whole window one day back or forward, which makes flipping through days quick.

Date Filter Type decides which timestamp places an order inside the window:

The distinction matters whenever orders are paid later than they are placed — credit sales, overnight tabs, or payments recovered days later. The Register Summary card (below) shows both views side by side and explains the difference.

Who sees this? The dashboard needs the dashboard permission (admins and management roles have it implicitly). Users without it see only a welcome card and the What's New strip. Some roles skip the dashboard entirely and land on their work screen instead — kitchen staff on the kitchen display, riders on the delivery screen — and each user can set their own Default Redirect Page (POS, delivery screen, purchase, or accounts) in their profile.

The cards#

Press Search and the board fills in. Every card respects the same window and filter type, so the numbers agree with each other.

Sales at a glance

• Order Type Summary (Done) — completed sales split by order type (Dine-In, Take-Away, Delivery, Third Party, Car Service): sub total, discount, tax, order count with covers, average ticket, and revenue. The donut shows each type's share.
• Order Type Summary (Running) — the same split for orders still open right now. When service is live this is your "what's on the floor" view.
• Sales Summary — the three big numbers: order count, order sales, total discount, plus a discount-rate gauge.
• Category Wise Sale and Department Wise Sale — quantity and amount by menu category and by kitchen department, each with its share of the total.

Money and reconciliation

• Register Summary — the heart of cash-up. It shows sales made in the window and money that actually entered the till in the window as two separate tables, then a Timing section explains any gap: orders placed here but paid later, and payments taken here for other days' orders. A Cash Drawer section walks from opening cash through credit recoveries, refunds, expenses and handovers to the expected closing cash.
• Payment Mode Summary — payment count and amount per method (Cash, Card, wallets and so on).
• Credit Summary — credit sales recovered in cash, recovered by card, and still receivable.
• Due Order Summary — unpaid orders grouped by customer account, plus the running receivable balance.
• Due Purchase Summary — supplier dues at a glance.

People and channels

• Waiter Order Summary — orders and revenue per waiter, with a bar chart.
• Waiter App Summary — the same, but only for orders punched on the Waiter App, so you can see how much of service runs through handhelds.
• Order Source Summary — orders and revenue by channel: POS, Tablet, Website.

Leakage

• Cancelled Order Summary — cancelled orders by order type.
• Lost Business — what those cancellations cost: lost order count and lost revenue.
• Wasted / Refused Food — wastage entries in the window, with cost and lost revenue per item.

The Graph board#

The Graph item in the menu opens Management Reporting — a full-screen chart board built for an owner's phone-in-the-morning routine. It is intentionally minimal: Load/Refresh Report draws the board, Goto Home returns to the dashboard. Access follows the graph report permission (admins and management see it automatically; management-level users can even be sent straight here on sign-in).

Where the home dashboard uses a free date window, the Graph board compares Today against MTD (month-to-date) on most tiles:

• Running Orders — open orders by order type, live.
• Average Sales — MTD total sales, MTD average per order, MTD per-head sales.
• Dine In Covers — covers today, MTD total, MTD average.
• Sales by Payment / Sales by Service / Service Type Orders / Sales by Category — bar charts, each with Today and MTD tabs.
• Daily Sale — day-by-day sales for a month you pick from a dropdown; Daily Purchase does the same for buying.
• Sales Overview — Weekly (last 7 days), Monthly (last 30 days), and Yearly (last 12 months) tabs.
• Hourly Sales Trends — sales by hour of day, which exposes your rush windows.
• Top Sold Items — the month's best sellers as a chart plus a summary table with each item's share.

Together the two screens split the job: the dashboard answers "what happened in this window, to the rupee", the Graph board answers "how is the month shaping up".