Overview
Business snapshot
Sales performance from the currently loaded POS file
Daily sales forecast
Weighted recent, previous-period and month-to-date sales trend
Daily sales trend
Net sales by transaction date · latest 30 days in the selected filters
Monthly targets & run rate
Targets are saved locally in this browser by store and month
Month-to-date comparison
Selected month vs previous month for the same number of days
| Metric | Current MTD | Previous same days | Change | Growth |
|---|---|---|---|---|
| Upload sales data to compare months. | ||||
Sales composition
Current filtered data
Import summary
Data validation overview
Retail Analysis
Product-level retail sales for the selected store and date range
| Product | Sales | Quantity | Invoices |
|---|---|---|---|
| Upload POS data to populate retail analysis. | |||
SPA Analysis
Fresh SPA revenue, prepaid package redemptions and appointment operations
SPA Booking & Groomer Operations
Appointment data is imported separately from POS sales; no booking counts are inferred from sales.
Booking trend
Daily appointment count · latest 14 dates
Booking status mix
Counts and share of filtered appointments
| Status | Bookings | Share |
|---|---|---|
| Upload a booking file. | ||
SPA service breakdown
Fresh SPA service sales after excluding qualifying prepaid package redemptions
| Service | Fresh Sales | Quantity | Invoices |
|---|---|---|---|
| Upload POS data to populate SPA analysis. | |||
Package Tracking
Qualifying prepaid SPA service quantities, including explicit POS redemption adjustments
Package sales
ADHYG / CHHYG / SPA Subscription invoices
| Invoice | Date | Store | Qty | Sale |
|---|---|---|---|---|
| Upload POS data to view package sales. | ||||
Package returns
Reversed or return package invoices
| Invoice | Date | Store | Qty | Return |
|---|---|---|---|---|
| Upload POS data to view package returns. | ||||
Redemptions by date and store
Explicit POS Redemption rows or legacy SPA Wallet service lines with configured 10%, 15%, 20% or 30% discounts
| Date · Store · Payment | Units Used | Redemption Value | Invoices |
|---|---|---|---|
| Upload POS data to populate package tracking. | |||
Usage by service
Qualifying redeemed service units
| SPA service | Units Used | Redemption Value | Invoices |
|---|---|---|---|
| Upload POS data to populate service usage. | |||
Employee Performance
Employee attribution and productivity reporting
Employee sales attribution
Based on the employee field included in the uploaded POS export
| Employee | Retail Sales | Bills | ABV | UPT | ASP | Food Sales | WOW Bills | Package Qty | Retail Target | Ach % | Backlog | Req. / Day | Projected | Food Target | Food Ach % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Upload POS data to populate employee performance. | |||||||||||||||
Product & Brand
Actual brand and product-category performance from the uploaded POS lines
Brand performance
Sales and quantity by Odoo brand field
| Brand | Sales | Quantity |
|---|---|---|
| Upload POS data to populate brand performance. | ||
Category performance
Retail sales grouped by top-level product category
| Category | Sales | Quantity |
|---|---|---|
| Upload POS data to populate category performance. | ||
Pivot & Weekly Review
Build a live cross-tab from the uploaded POS rows and prepare a weekly management review
Drag-and-drop pivot builder
Drag a field into Rows or Columns, or use the selectors on mobile
| Build a pivot |
|---|
| Upload POS data, choose dimensions and build your pivot. |
Weekly Review Partner
Last seven transaction dates compared with the preceding seven dates. Customer names and phone numbers are never included.
Customer Insights
Lifetime and recency analysis using private customer keys. Names and phone numbers are never displayed.
Customer purchase recency
Recency is measured against the latest date in the uploaded POS data
| Private Customer ID | Last Purchase | Days Since | Invoices | Net Sales | Average Bill |
|---|---|---|---|---|---|
| Upload POS data to view customer insights. | |||||
Returns & Data Health
Review credit notes, reversed bills and incomplete POS rows without exposing customer information
SPA Wallet rows requiring rule review
SPA Wallet + configured discount with an explicit Order type. These are not auto-excluded under the legacy rule.
| Invoice | Date | Store | Payment | Discount | Units | Value |
|---|---|---|---|---|---|---|
| No SPA Wallet rows require rule review. | ||||||
Return / reversal history
Invoice number, date, store and return amount only
| Invoice | Date | Store | Return Value | Lines |
|---|---|---|---|---|
| Upload POS data to review returns. | ||||
EOD WhatsApp summary
Generate a concise daily report from the selected store's POS rows
Reports
Daily, weekly and monthly calculation output
Store comparison
Compares every uploaded store using the current date range
| Store | Retail | SPA | Total | Bills | ATV | UPT | Customers |
|---|---|---|---|---|---|---|---|
| Upload multi-store POS data to compare stores. | |||||||
Average sales by weekday
Sales divided by days with uploaded transactions
| Weekday | Sales | Average / Day | Bills |
|---|---|---|---|
| Upload POS data. | |||
Peak hour & customer traffic
Based on the time in the POS Date field
| Hour | Sales | Bills | Customers |
|---|---|---|---|
| Upload POS data with timestamps. | |||
Peak hour: —
| Period | Retail | Net SPA | Total | Bills | ATV | UPT | Customers |
|---|---|---|---|---|---|---|---|
| Upload POS data to generate daily results. | |||||||