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Dashboard and Back Office Navigation

Dashboard

By default, the dashboard displays sales data for the last 30 days. Tap All stores to filter by a specific store or the Date range button to filter by date.

Select either a pre-defined or custom date range to automatically display sales data for the selected period. Selecting a pre-defined date range displays the following sales data, including a percentage difference compared with the previous equivalent date range:

  • Average sale value

  • Average items per sale

  • Number of sales

  • Sales with a customer – Percentage of sales with a customer name associated with the order

  • Total sales

  • Stock takes – Number of upcoming and overdue stock takes

  • Low stock alerts – Number of products that have reached their re-order point

  • Online orders – Only shown if you have a Saledock ecommerce site. Displays the number of pending orders, split between Click and Collect and Shipments

  • Gift card balance – Total outstanding gift card balance

When a gift card is sold it is not included in the dashboard or sales report. The gift card is only included in the report when the gift card is redeemed.

The graph for the total sales displays the sale values on the vertical axis and the date values on the horizontal axis. Hover over a circular point on the graph to display the exact sale value for that particular date. When filtering by a pre-defined date range the graph displays total sales as follows:

  • Today - Sales shown per hour

  • Last 7 days - Sales shown per day

  • Last 30 days - Sales shown per day

  • This month - Sales shown per day

  • Last month - Sales shown per day

  • This quarter - Sales shown per week

  • Last quarter - Sales shown per week

  • This year - Sales shown per month

  • Last year - Sales shown per month

Customising your dashboard

You can customise your dashboard to display the information most relevant to you. Each dashboard block can be moved, resized or removed, and additional blocks can be added as required.

Moving dashboard blocks

Move a block to your preferred position on the dashboard to rearrange the layout.

Resizing dashboard blocks

Resize individual blocks to adjust how much space they occupy on the dashboard.

Removing dashboard blocks

Remove any blocks you no longer need to display on your dashboard.

Adding dashboard blocks

Tap Add block to view the available dashboard blocks. Select the block you want to add to your dashboard.

You can then move and resize the new block to suit your preferred layout.

Refreshing dashboard data

Tap the Refresh button to refresh the data displayed on your dashboard.

Resetting your dashboard layout

Tap Reset layout to restore the dashboard to its default layout.


Back Office Navigation

The side navigation menu provides access to the different sections of Celerant ONE. You can collapse or expand the menu to adjust the amount of space available on your screen.

When the menu is collapsed, click an icon to display a pop-up containing the available options within that section.

To expand the navigation menu again, click the arrow above your user profile.

Your user profile provides access to your account options.

Click your user profile to access the following:

  • Change password – Update your account password.

  • Settings – Access your settings.

  • Log out – Sign out of Celerant ONE.

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