Configuring Your Dashboard

When you first log into Enterprise the dashboard will not show any metrics. It is up to each user to select the Metrics that they wish to see.

Selecting your metrics

When you have signed into Enterprise you will be directed to the dashboard page. Here you can choose and amend the metrics that you wish to see.

Select the settings Icon and select the Metrics you wish to see on your dashboard.

Locations

We will display the location that you are currently in. The dashboard will show you all the data related to that location. If you want to change the location, select the Map Marker, and select the new location.

Metrics Available

Weather:

Weather Shows the weather for the location you are currently in (references the post code of the site), includes the forecast for the next 7 days.

Stock:

Pending Deliveries: Shows the value amount and qty of orders that are expected today and for previous days within the stock period that don’t yet have an accepted delivery/Invoice for those orders.

Orders must be sent and a required delivery date, we will include all orders that have a required delivery date less than but equal to the current date.

Outstanding Deliveries: Shows the orders sent that have not yet been delivered that were expected before today. Shows Qty & Order Value. Does not include orders expected to be delivered today.

Deliveries Expected Today: Shows all deliveries that are expected to be delivered today. Shows Qty & Order value.

Future Deliveries: Shows all deliveries with a required delivery date that is greater than today’s date. Will show qty & value.

Transfers In: Shows the value of stock that has been transferred into your cost centre for the current stock period.

Transfers Out: Shows the value of stock that has been transferred out of your cost centre for the current stock period. Will only include transfers that have been committed.

Transfer Requests: Shows the qty and value of stock that has been requested from other Cost Centres. Will include all requests that have not yet been accepted and if the request date is outside of your current stock period date range.

Credits: Shows the value of all credits sent, it will include credits raised in the current stock period for invoices from previous stock periods. Includes the quantity of unsent credits.

Waste: Shows all waste entered on Enterprise & Till within your current stock period, will include any ancillary waste.

Items to Count: Will show the amount of supplier items you need to count today in Cyclic stocks. We will also display the items that still need to be counted as the smaller number. We will not include batches in either of these counts.

Out of Stock: Shows the qty of the supplier items that are out of stock. Will only include supplier items that are available to order for your current location.

Total Variance: Shows the total variance amount and % for the current location. Includes ancillary and excludes staff food.

Staff Food: Shows the staff food amount and % for the current locations stock period. % is shown based off cost centres Net sales. Stock Finalise page.

Reports:

Extended Reports: Shows the number of reports that are waiting for you to download within the user details drop down.

Sales:

Net Sales: Shows the Net sales for the current locations’ stock period. An indicator will display if you are up or down on sales against the same time last week.

Gross Sales vs Last Year: Shows the last 7 days gross sales and compares it against same time last year. Will only include the sales for your current location.

Cash:

Cash Reconciliation: Shows you the Cash reconciliation for the week for the cash sheet your location is currently in.

Expenses: Shows the Gross amount of expenses entered for the current cash period.

Messages

The messages page has been replaced with the dashboard. You can access all messages from the dashboard by selecting the Envelope icon. The Number attached to the Envelope shows how many messages you currently have.

If you have any messages that have been flagged important, you will be notified when you first log on.

To view your messages, either select “here” or select the Envelope icon.

Important messages are expanded by default and all other messages are compressed to read these please select Expand icon.

Warning Icon – when displayed indicates this is an important message and will expand by default.

Expand & Compress – This allows you to expand messages less important.