Useful Dashboard features for Retail Side

This article provides an overview of the essential tabs and widgets available on the dashboard for the Retail side of the Flawless POS system. These features are designed to enhance your productivity by offering quick access to important sales data and tasks. By utilizing these tools, you can efficiently track your performance, manage your workload, and communicate effectively with your team and customers.

You may refer to this video for a step-by-step guide on configuring dashboard features: https://www.youtube.com/watch?v=Ir42gqscBgM

Step 1: Access the Dashboard Settings

To begin, open your dashboard and locate the Gear button on the right side. Click on it to access the dashboard settings.

Step 2: Configure Your Dashboard

In the Configure Dashboard dialog, you can add various widgets and tabs. The following widgets are particularly useful for the Retail side:

• Monthly Sales Amount: Shows the total sales for the current month.

• Monthly Sales Target Progress: Indicates how close you are to reaching your sales target for the current month.

• Today's Sales: Displays the total sales amount for today.

• Year-to-Date Sales: Shows the total sales amount for the year so far.
  
  
  

You can also add the following tabs for quick access:

• Retail Communication: Access the Texting tab from the communication module.

• Retail Pending Jobs: View jobs that are not completed.

• Retail Open Sales: See which retail sales are still pending pickup.

• Retail Sales by Salesperson: View monthly sales numbers of all employees and compare targets.
  
   
  
  
  

Step 3: Utilize the Widgets and Tabs

Once you've added the widgets and tabs, you can use them to monitor your performance and manage your tasks more efficiently:

• The My Sales Month to Date widget provides a quick summary of your current sales as a salesperson.
  
  

• The Retail Pending Jobs tab helps you keep track of incomplete service jobs, while the Open Sales tab allows you to monitor pending retail sales.
  
  
   

• In the Retail Sales by Salesperson tab, you can analyze individual employee performance and make necessary adjustments.
  
   

Troubleshooting

For issues with configuring your dashboard or enabling specific tabs and widgets, please contact Flawless POS support for further assistance.