See how the business is really doing. Today, not at month-end.
From “how did we do today” to “which branch should get this stock”.
Reports & Dashboards, in short
POSly reports cover sales, profit, stock, customers, cash and staff for every branch, with Excel and PDF exports. Some reports go further: Demand Intelligence suggests what to reorder and Stock Allocation suggests which branch should get stock, and both can draft the order or transfer for you to review.
What changes on day one.
“I see the numbers at month-end, when it's too late.”
Dashboards show sales, purchases, expenses, refunds, laybys, cash on hand and stock alerts per branch, now.
“Which branch should get the stock?”
Stock Allocation grades your branches, estimates lost sales and drafts the transfer.
“My margin is shrinking and I can't see where.”
Profit and loss, gross profit by product, brand and category, and margin views on your sales list.
“Who are our best customers?”
RFM analysis and loyalty reports with segments you can export or message.
What's included.
Some areas are switched on per business, and your plan, settings and staff permissions decide who sees what.
- Sales and profit: profit and loss, gross profit, category and brand sales, hourly sales per cashier, basket size, tax report
- Stock: stock report with valuation, performance, ageing and replenishment, movement, comparison, expiry, lots, transfers, counts, discrepancies, trending and slow products
- Switched on per business: enhanced Stock Movement Report with opening and closing stock, purchases, transfers, sales, returns and adjustments per product and store
- Switched on per business: movement drill-downs, sell-through, days of cover, reorder suggestions, stock rebalancing suggestions and units or Rand-value views at today's cost
- Switched on per business: filtered CSV exports from the enhanced Stock Movement Report
- Switched on per business: Combo Product Log includes till and website combo sales, while inventory reports show how many fixed virtual combos can be made from component stock
- Switched on per business: account sales counted on their sale date in dashboard and profit-and-loss figures, separately from money received
- Suggestions: Demand Intelligence (stockout impact, store velocity, replenishment), Stock Sourcing and Stock Allocation, each able to draft the order or transfer
- Customers: customer groups, RFM analysis, Loyalty Performance
- Cash and operations: registers, card payments, expenses, purchase budgets
- Sales list with margin watch, cost of sale and summary cards
- Switched on per business: search-first menu with a quick-open command, so any report is a few keystrokes away
- Excel and PDF exports
- Sales representative report with commission, and product sell and purchase reports
- A live strip on every screen with today's sales, transactions, average basket and change on yesterday, and today's profit in one click
Common questions.
Can I see reports for each branch?
Yes. Reports can be filtered by location, and branch comparison shows every branch side by side.
Can I export reports?
Yes. Reports export to Excel and PDF.
Which reports show profit?
Profit and loss, gross profit by product, brand and category, and margin views on the sales list.
What does the dashboard show?
Sales, purchases, expenses, refunds, laybys, cash on hand and stock alerts per branch, plus a live strip of today's sales and transactions on every screen.
