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Guide · Owner

Portfolio and viewers

Portofolio is a compact, read-only view of the sales of several businesses at once: total net sales and transactions with the change against the previous period, a business comparison table, per-outlet detail, a map, CSV, email digests and alerts. The owner invites a Pemantau (viewer: an investor, a partner, or the owner's own personal account) by email in Pengaturan → Tim & Akses → Pemantau. Viewers are not team members: they see sales summaries only, cannot open the POS, and never see staff or customers. Owners and finance roles also find it under Laporan → Portofolio.

Who it is for
Owner, manager
Time to complete
about 5 minutes
In this guide
3 guides

Start the guide

In this guide

  1. 01Inviting viewersOpening the panel · Inviting · The invited list · Your personal portfolio2 min read
  2. 02Accepting a viewer invitationFrom the invitation email · From portfolio.sansflow.com or the start choice · No invitation · Coming back2 min read
  3. 03The portfolio screenPeriod and totals · Business comparison · Outlets and business detail · Map2 min read

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