Analytics is your single home for all of your store's data — sales performance, inventory health, payments, employee activity, and customer insights, all organized in one place.
A few things to know before you dive in
Date filters are tab-specific. Each tab has its own date filter, and changing the date on one tab won't affect any other. When you switch tabs, you may be looking at a different time period than the one you just left.
Comparison periods are configurable. Many tabs show a prior period comparison alongside your current numbers. You can adjust what that comparison period is — it isn't locked to a fixed window.
Sales
Overview tab — Your end-of-day snapshot, though you can run it for any date range you need. Shows total receipts, disbursements (including deposits and fees), sales by tender type, a terminal-by-terminal breakdown, and a department summary. When you're ready to close out, hit the Print button to generate your daily closeout report. Defaults to today.
Analysis tab — Zoom out and understand trends over time. Shows net sales by day, sales by hour of day, sales by day of week, and a department and distributor breakdown table you can filter by style and sub-style down to the SKU level. Prior period comparisons are built in and configurable. Defaults to the current month.
Discounts tab — See how your promotions and manual discounts are performing. The table shows each discount by name, how many times it was used, how much it reduced revenue, and what the resulting gross margin looked like. Defaults to the current month.
Sales performance tab — See how your active sales are performing on margin, not just volume. Each sale is shown with its total units sold, gross sales, COGS, gross profit, and gross margin. You can expand any sale to see how individual items within it performed — useful for spotting which items in a sale are pulling their weight and which aren't. Defaults to the last 30 days.
Additional fees tab — Tracks deposits and fees collected from customers separately from your sales figures. The Deposits section (bottle deposits, CRV, keg deposits, etc.) shows what was collected, refunded, and redeemed. The Fees section covers non-refundable fees like bag fees. Both sections are filterable by fee type. Defaults to the last 30 days.
Gift cards tab — A rollup view of your gift card program. Shows your all-time outstanding balance alongside a day-by-day breakdown of cards sold, amounts redeemed, refunds, and the net liability change for each day. Defaults to the last 30 days.
Inventory
Overview tab — A quick snapshot of your total stock value, units on hand, average cost, and items received today. Alert cards surface out-of-stock and dead stock items so you can act on them quickly.
Stock health tab — A full item-level view of your inventory. Filter to out-of-stock or dead stock items instantly, or browse by department, style, and sub-style.
Profit analysis tab — Understand which products and departments are driving your margin. The key metric here is GMROI (Gross Margin Return on Investment) — it tells you how much gross profit you're generating for every dollar tied up in inventory. A higher GMROI means your inventory is working harder for you; a low GMROI on a product or department is a signal that you may be overstocked relative to what's actually selling. You can see GMROI alongside gross profit and gross margin at a store level, and drill down by department and distributor to find your top and bottom performers.
Purchase orders tab — Track open and completed purchase orders, how long they took to receive, and the total value coming in.
Stock movements tab — A full chronological log of every inventory movement: sales, returns, manual adjustments, waste, transfers, received inventory, and more. Useful when you need to trace why a product's quantity doesn't match what you expected. Defaults to today.
Restock tab — A simple, printable list of what sold today and what you have left on hand, organized by department. Designed to take with you when you're placing orders or walking the floor. Defaults to today.
Payments
Credit card tab — A detailed view of credit card payments taken and refunded during the selected period. Settlement status is pulled directly from your payment processor, so you can see whether funds from a given transaction have hit your bank account yet — useful for reconciling what you collected against what's actually landed.
Cash drawer tab — A full log of every cash drawer session across all of your terminals: opening and closing times, starting balance, cash collected, refunds, payouts, expected vs. actual cash, and who opened and closed each session.
Cash movements tab — A log of all cash payouts from the register, including lotto payouts and other disbursements.
Reconciliation tab — A day-by-day view of your totals broken out by tender type. Useful for your accountant or for monthly close. Defaults to the last 30 days.
Sales tax tab — A breakdown of taxable and non-taxable sales, tax collected, and additional fees, by day.
House accounts tab — Outstanding and paid balances across your house account customers.
Employees
Activity tab — A performance summary across your staff for the selected period. See transaction count, net sales, average transaction value, average items per transaction, and refund rate by employee, with store averages pinned at the top of the table for context. Defaults to the last 30 days.
Anomalies tab — Designed to help you catch unusual patterns before they become bigger problems. Two tables show each employee's transaction signals (refund rate, discount rate, custom price overrides) and cash handling activity (payouts, withdrawals, deposits, cash drops, no-sale drawer opens) compared to the store average. Below those, a full event log lets you dig into the details. All three views share a single date filter that defaults to the last 30 days.
Customers
Customers tab — An overview of your customer base for the selected period. Summary numbers cover customer attach rate, total customers, new customers, active customers, and revenue concentration. Two charts show identified vs. anonymous revenue and new vs. returning customer mix over time. A top spenders table ranks your highest-value customers by spend, visits, and average transaction — and a customer groups table breaks down performance across any groups you've configured, like VIP members, wholesale accounts, or staff. Defaults to the current month.
Loyalty tab — A view into how your loyalty program is performing. Program health numbers show loyalty attach rate, active members, new enrollments, and redemption rate. Points economy figures track the dollar value of points issued, redeemed, and outstanding across your member base. A member vs. non-member comparison table makes it easy to see the revenue impact of your program, and a top redeemers table shows which members are most engaged. Defaults to the current month.
