Navigating the Insights Centre

Posted on by kenneth

Who is this article for?

  • Store Owners & Managing Directors tracking high-level profitability, net sales trends, and multi-branch revenue performance.
  • Store Managers & Supervisors auditing daily shift productivity, labor efficiency metrics, and inventory movement.
  • Financial Controllers & Accountants reviewing discount liabilities, tax reporting, and net revenue ledgers.

About Insights Centre

Data is only valuable if it helps you make better operational decisions. The Insights Centre serves as the advanced analytical powerhouse of the EPOS360 platform, translating daily store transactions into real-time, visual reporting. From isolating exact revenue streams and measuring promotional liabilities to auditing labor costs and tracking target trajectories, this guide covers how to navigate and interpret your business analytics across both tablet and mobile interfaces.

Before you begin

  • Comparative Benchmarking Logic: When utilizing the VS Calendar feature to run historical comparisons, ensure your selected date ranges match in length (e.g., comparing 7 days against 7 days). Overlaying unequal time periods will skew performance trajectories and lead to inaccurate growth projections.
  • Insights Centre data updates dynamically with every completed transaction. If an active terminal operates temporarily in offline mode, sales figures will automatically reconcile into the analytical dashboard once connectivity is restored.
Analytical Hub Primary Focus Key Metrics Tracked
Sales Report Revenue Breakdown & Ledgers Gross Sales, Net Sales, Channel Streams (In-Store vs. Online), Fulfillment Services (Dine-In vs. Pick-Up), Discounts, and Refunds.
Pulse Check Operational Health & Trajectory Revenue Target Progress, Slow-Moving Items (promotional targets), and Upcoming Public Holiday alerts.
Marketing Campaign Costs & Conversions Total Discount Liabilities, Discounted Order Counts, and Total Discounted Sales Volume.
Attendance Labor Efficiency & Wages Total Working Hours, Dynamic Manpower Cost Liability, Orders per Hour, and Sales per Hour per staff member.

Sales Report Metrics Breakdown

Report Section Key Indicators Operational Value
Business Overview Gross Sales, Order Count, Average Order Value, Items Sold, Top Items. Delivers a quick snapshot of overall store revenue, order volume, and menu item popularity.
Sales by Payment Tender distribution (e.g., Cash, Credit Card, e-Wallets). Helps reconcile end-of-day cash drawers and verify digital payment clearing accounts.
Sales Breakdown: Channels In-Store vs. Online Web Shops. Identifies which sales channels drive your business and highlights digital storefront growth.
Sales Breakdown: Services Dine-In vs. Pick-Up. Optimizes kitchen prep stations and seating capacity planning based on fulfillment types.
Total Sales Breakdown Ledger Gross Sales, Discounts, Refunds, Net Sales. Measures total revenue collected after accounting for promotional deductions and returned items.

 

Net Sales Calculation Formula

The master ledger inside EPOS360 calculates true net operational revenue using the standard formula:

{Net Sales} = {Gross Sales} – {Discounts} – {Refunds}

  • Gross Sales: The total face value of all items ordered prior to any subtractions.
  • Discounts: The aggregate monetary value of all automated, code-based, or manual manager discounts applied to orders.
  • Refunds: Total funds returned to customers for cancelled or returned orders.

Reading & Understanding your reports

  1. Review Home Screen Overview & Launch Console
    1. From the main EPOS360 dashboard, review the top metrics layer to assess current operational health:
      1. Sales: View total gross takings (e.g., RM 47.00), total processed orders (7 orders), and average order value
      2. Sales by Payment: Review tender type distributions (e.g., Cash: RM 47.00)
      3. Items Sold: Track total unit quantities sold (e.g., 27 items) and average items per invoice.
      4. Top Selling Items: Identify menu volume drivers (e.g., Teh Tarik, Nasi Lemak).TapAnalyze Channel Streams & Financial Ledgers
    2. Tap directly onto any statistic tile block on the home screen to open the master Insights Centre console.
  2. Analyze Channel Streams & Financial Ledgers
    1. Confirm Sales Report Tab: Ensure the top inner-navigation bar is set to the Sales Report tab
    2. Filter Channels & Services: Scroll down to the Sales Breakdown section to review fulfillment distribution:
      1. Tap Channels to compare revenue generated from physical In-store registers against active online web shops.
      2. Tap Services to review order fulfillment methods, tracking volume under Dine-in versus customer Pick-up.
    3. Audit Net Revenue Ledger: Scroll to the bottom of the page to inspect the Total Sales Breakdown ledger. Verify how Gross Sales, Discounts, and Refunds reconcile into your final Net Sales.
  3. Filter by Location, Date Range & Run Historical Comparisons
    1. Select Store Outlet: Tap the All Stores drop-down menu near the top margin to isolate metrics for a specific outlet (e.g., MakanLaaa).
    2. Set Date Parameters: Tap the Calendar/Today drop-down menu on the left. Select a preset timeframe (Yesterday, Last 7 days, Last 30 days) or choose Custom Date to define a specific range.
    3. Activate VS Calendar Benchmark: Tap the VS Calendar button on the right side. Select a comparison timeframe- such as Yesterday, Same Day Last Week, or Same Day Last Month, to overlay benchmark trend lines directly onto current performance charts.