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
Portofolio
Penjualan semua bisnis Anda dalam satu layar.
| Bisnis | Penjualan bersih ↓ | Transaksi | Rata-rata transaksi |
|---|---|---|---|
| Kedai Contoh Pusat | Rp 2.394.000 | 50 | Rp 47.880 |
| Kopi Contoh Selatan | Rp 1.546.000 | 38 | Rp 40.684 |
| Roti Contoh Timur | Rp 710.000 | 32 | Rp 22.188 |
| Warung Contoh Barat | Rp 0 | 0 | – |
| Bakmi Contoh Utara | Belum diperbarui | – | – |
In this guide
- 01Inviting viewersOpening the panel · Inviting · The invited list · Your personal portfolio2 min read
- 02Accepting a viewer invitationFrom the invitation email · From portfolio.sansflow.com or the start choice · No invitation · Coming back2 min read
- 03The portfolio screenPeriod and totals · Business comparison · Outlets and business detail · Map2 min read
More in Owner
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