Overview: Through the Analytics module, GIR allows users to create a customized and detailed comparison between cash sheets and POS for one or more work centers, so they can track and address discrepancies promptly.
Start from: The Analytics module.
Create analytics
Before creating the dashboard with the comparison, you will have to configure the Scenarios to be visualized; in this case, the sales recorded in POS and the Cashrec. At this point, you must establish the parameters (timeline, data source, center, types, and sales periods, among others) for the analytics.
This procedure must be done twice, once for each Scenario (POS and Cashrec).
To configure the parameters:
Select Sales from the main menu.
Select the Parameters button.
In Analysis, you can establish:
If you want to display the Sales as Net Sales or Gross Sales.
If you want to see the Traffic by Checks or Guests.
The Comparison Scenario of the analytics can be Like for Like, Actual vs Previous Year, Actual vs Budget, Budget vs Last Year.
The Reference Year, which can be any of the last five (5) years.
If you wish to view Average Amounts, either daily, weekly, monthly or yearly.
In Period, set:
The Period you wish to view. You can view the last day, week, month, year or a specific date range you select.
If you wish to exclude or include specific days of the week.
If you wish to include Bank Holidays, Holiday Eves, Events, and Exclude outlier dates.
If you want to filter by Weather or Temperatures.
In Type and Sales Periods, configure:
If you wish to see Individual or Groups of sales types. Then, select the specific type or group of types from the dropdown.
If you wish to view one or all of the Sales Periods.
In Others, you can set parameters such as data source, currencies, percentage variations in local currency or ignore days without sales. At this point, you will set whether the data will come from the POS or from the Cashrec.
Once the setting is complete, select Accept to save it OR Cancel to discard it.
Back on the Analytics Sales screen, select Filter by Business Unit.
In this window, you can select the specific center or centers for which you wish to make the comparison.
Once you have selected the center(s), the Sales Analytics screen will show you a list of the selected units with the data. In this screen you can take an overview of actual sales, past sales (based on the comparable year), and the variation in percentage and amounts.
- You can save this scenario you have created by clicking the Scenarios button and assigning a name to it.
Notes: For an accurate comparison, all parameters should be configured the same in both scenarios, except the Data Source in the Other section, which will be Cash Sheet for one and POS for the other.
Create the dashboard with the comparison
With the parameters configured and the scenarios saved, you can return to the analytics Dashboard to search for them and fix them in a Dashboard. This way you will be able to access this data easily and permanently.
To create the dashboard:
Select Dashboard from the main menu.
Select New + to create a new Dashboard.
Assign a name to the new dashboard.
Select + New Widget.
In the pop-up window, select the following parameters:
Module: Choose the Sales module.
Scenario: One of the scenarios you have created for this comparison.
Widget type: Simple (data only), Chart (graphs only), or Simple + Chart (data and graphs).
Widget size: if you want to display it in horizontal or vertical format.
Magnitudes: Select Net Sales to view specific differences related to sales.
Press Accept to save the widget OR Cancel to discard it.
Repeat this same procedure with the second scenario.
Once the widgets are configured, you will be able to access this visual easily in the dashboard you have created.