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Part 3 of 3 · 2 min read

The portfolio screen

Who it is for: Owner, manager

Labels in bold are written exactly as they appear in the app.

Period and totals

Pick Hari ini, 7 hari, 30 hari or Bulan ini. The four tiles total every business (net sales, transactions, average ticket, refunds), with the change against the previous period; Hari ini runs during the day and compares with yesterday's total. Numbers refresh hourly from daily summaries; a newly added business reads Belum diperbarui until its first numbers (within an hour).

Business comparison

Columns: business, net sales, transactions, average ticket, a 7-day sparkline, last sale, plus the change for comparable periods; click a header to sort. Belum bisa dibandingkan (comparison period incomplete), Dibatasi paket (report history limited by plan); a business whose plan dropped Portfolio is greyed out without numbers.

Outlets and business detail

Expand a business for its outlets (Tanpa outlet for unassigned sales). The detail shows net sales per day, gross sales, discounts, items sold, business-day start, last update, and top products when the owner allows.

Map

Peta or Daftar. Outlet pins come from Lokasi di peta in the owner's outlet settings.

CSV

Unduh CSV, optionally Sertakan outlet.

Portfolio settings

Pengaturan (your account only): Ringkasan email daily, weekly or off; Peringatan (alerts checked hourly, shown here and emailed, at most 5 emails a day) with per-business rules and Tandai semua sudah dibaca.

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