The sales dashboard

Sales is the record of what your till has done. It is where you look up a receipt, check the day’s takings, and see which products are actually moving.

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What you’re looking at

The header reads Sales Dashboard — “Track and analyze your pharmacy sales performance” — with a date-range picker and three buttons: Export, Debtors and New Sale. The picker opens on the last thirty days. Pick any window. Click a single day to see just that day, or click a start day and an end day for a custom range spanning as many days as you like — the picker is not limited to a fixed length. Every tile, chart and table on the page re-reads for exactly the window shown. A brand-new pharmacy sees the tiles at zero, No sales found for this period on the Overview list, No sales found — Try adjusting your search or filter criteria on Recent Sales, and No products sold in this period. on Products. Nothing is broken; there is simply nothing yet — the same empty states appear if you pick a real day that happened to have no sales.

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Read the overview

Four tiles across the top — Total Revenue, Total Sales, Avg Sale Value and Items Sold — then the Net position card, then the charts.

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The Net position card

“Revenue less cost of goods and expenses, for the selected period.” Five figures that make one number honest: Revenue on its own is not profit, and a pharmacy that reads only the top tile will believe a good week happened when it did not. Expenses are the line you control — the card is only as truthful as what you record on the Expenses page. Where stock was received without a unit cost, the card says so rather than quietly counting it as free: Partial — {n} units sold with no cost recorded. Add a unit cost when receiving stock.

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The charts

Sales Trend plots takings over the period. Payment Methods breaks the same money down by tender. Recent Sales underneath is a quick list of the latest transactions.

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Find a past sale

Recent Sales holds the Sales History table — Sale #, Date & Time, Customer, Items, Payment, Amount and Status — with Search or scan receipt… and a status filter (All Status, Completed, Pending, Cancelled, Refunded). The search box takes a scan as well as typing: point a scanner at the barcode on a customer’s receipt and the sale comes straight up. The small barcode button inside the box scans with the camera instead, for a till with no hardware scanner. See Set up a barcode scanner. A sale captured while the till was offline carries an Offline badge. It is a real, completed sale that reached the server later — the badge tells you the receipt the customer holds shows a provisional number rather than the one in this table. See Selling when the internet is down. Refunds, voids and amendments are worked from each row’s ⋯ menu and are covered in Returns, voids and amendments.

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See what sold

The Products tab holds the Product sales card, filterable by product type, with totals for Products, Units sold, Line revenue and Margin above the table. The totals follow the filter, so what you read always matches what is on screen. Line revenue is the value of the lines themselves — it excludes sale-level tax, surcharges and whole-sale discounts, so it will not add up to Total Revenue and is not meant to. Margin appears only where a cost was recorded when the stock was received. No lot cost, no margin — the column will not guess.

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Who can do this

Anyone whose role reaches Sales can open it — a cashier needs to look up a receipt, so a Cashier’s two-screen sidebar includes it. Nothing about finding, scanning or reprinting a sale is permission-gated. What differs is the money on the page: cost, margin and the bottom line are separate grants, and where you are not entitled to a figure the product removes it rather than showing you a zero. How a denied figure behaves is deliberate, and different in each case:

• Without View cost prices and margin, the Margin total reads — with Hidden — needs authorisation beneath it, and the Cost and Margin columns are not in the table. The rest of the Products tab works normally.
• Without View the net position, the whole card is gone — not zeroed, not blanked. A card showing 0 would be read as “we made nothing”, which is a lie. Absent says “not yours to see”.
• View per-cashier takings is off for every role until someone grants it, because the till total and who took it are different questions and only the second is colleague-performance visibility.

Two behaviours surprise people:

• Enforcement is opt-in, per person. Someone never saved in the permissions sheet is unrestricted and sees every figure, whatever their role bundle. The sheet warns “Saving starts enforcing”.
• A denied action is recorded; an allowed one is not — but a hidden figure is not an action, so quietly not seeing the net position leaves no line in the audit trail.

Both are set per person by an owner or manager — see Staff permissions.

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Check it worked

• Change the period and every tile, chart and table re-reads together — if one figure looks stuck, it is the period you are reading, not the page.
• Total Revenue for Today matches what the till has taken, with refunds already netted out.
• Debtors opens the list of customers with an unsettled balance from a part-paid sale, headed Total outstanding.

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Common issues

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FAQ

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