Overview

This beta guide explains how to review daily business performance using the dashboard summary view, then drill into the numbers that changed most.

Before you begin

  • Confirm you have reporting access permissions.
  • Confirm your location and timezone are set correctly.
  • Decide the exact date range you want to analyze.

Steps

  1. Open the reporting dashboard and select the target location.
  2. Set the date range to the business day or period you want to review.
  3. Confirm the timezone is correct before reading totals.
  4. Review top-line metrics first: gross sales, net sales, order count, and average check.
  5. Compare current-period performance to the previous period shown in the dashboard.
  6. Identify outliers (large drops/spikes) and open the related detail view for validation.
  7. Record key findings for shift handoff, including any anomalies that need follow-up.

Screenshot Placeholder

Capture dashboard filters, top-line KPI cards, and trend comparison sections.

Verification

  • Sales and order totals align with expected activity for the selected period.
  • Location and timezone filters are correct and consistent with operations.
  • Manager notes include at least one actionable insight from the dashboard.

Source reference to adapt

Need help?

Contact Chively Support at +1 (800) 439-8229 or support@chively.com.