Day close, analytics, customers and support
An owner’s end of day on fictional demo data: the dashboard, analytics with the customer funnel, customers by lifetime spend, the day close screen and its lock step, and the support inbox.
1:10 · recorded on the demo store (sample data, simulated payments) · no sound; captions on screen
Transcript
- 0:00Day close, analytics, customers and support — An owner’s end of day · demo store with fictional data
- 0:06Step 1 · Dashboard: The dashboard: open or busy switches, today’s numbers against yesterday, and orders that need attention.
- 0:16Step 2 · Analytics: Analytics: pick a period for revenue by day, when orders come in, payment split, towers and top items.
- 0:23Step 2 · Customer funnel: The customer funnel counts people at each step, from first visit to first order. Staff are left out.
- 0:30Step 3 · Customers: Customers, ranked by lifetime spend, with flat, orders and a segment. All fictional on the demo.
- 0:37Step 4 · Day close: Day close: the day’s sales, discounts, online and cash takings, refunds and the net cash position.
- 0:43Step 4 · Day close: Log cash expenses as you go, so the net cash position matches the drawer.
- 0:48Step 5 · Lock the day: After the last delivery, Close day → Lock the day saves the totals for good. On the shared demo we cancel.
- 0:57Step 6 · Support: Support: requests from Help and the Contact page land here as Open, then Answered and Closed. Nothing is open right now.
- 1:05Run your society cafe on Book My Food — Request a demo at bookmyfood.si/contact