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Welcome to your Dashboard

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Shared by WithWine • May 08, 2024

We love a dash - and we've wanted to have one for a long time, but it was always one of those things that got deprioritised once it was pit against another feature that was more "operational".

But dashboards are wonderful.

Given it's a new year we could get overly philosophical by saying things like "you need to know where you've been to know where you're going", but toning it down a notch we will say "you can't improve what you can't measure" and we want to help you improve...

So while things died down a little over the Christmas and New Year break, we decided to produce something to help you through 2024 and beyond.

Welcome to your new home screen Dashboard!

At the top, we start with the Today summary, which gives you the overview of how you're tracking for the current day (broken down by hour), and you can click on the three tiles on the right to change the graph on the left:

Below the Today summary, you've got your Metrics, which is a set of 18 graphs that help you track the health of your business:

  1. Total Orders $ value
  2. Total Orders count
  3. The average $ value of all Orders
  4. Total $ value of Orders placed via POS
  5. Total count of Orders placed via POS
  6. The average $ value of Orders placed via POS
  7. Total $ value of Club Orders
  8. Total count of Club Orders
  9. The average $ value of Club Orders
  10. Total $ value of Orders placed via your Website
  11. Total count of Orders placed via your Website
  12. The average $ value of Orders placed via your Website
  13. Mailing List size
  14. Mailing List growth
  15. Mailing List churn
  16. Club Membership size
  17. Club Membership growth
  18. Club Membership churn

For each of the graphs, you can set what you'd like to see for pre-defined periods:

Or or select your own Custom Period:

You can also choose what values you'd like to compare that selected period with, eg. the Previous Period, the Previous Month (for month-on-month growth) or the Previous Year (for year-on-year growth):

Finally, you can also set the interval you'd like the graphs to break data down into:

When you hover your mouse over the graph you can see what happened when:

We've also put in a little Info tooltip on each graph so you can know what numbers we're crunching to produce the metrics being displayed:

Some nice little details (if we may say so ourselves) are that for most graphs, a negative growth rate is red... but for Mailing List unsubscribes and Club Churn they're green (because you want those to be negative).

Your Dashboard is the new home screen for your Brand and the first thing you will see when you Login. Instead of clicking on your Brand to reveal the Settings menu, you now click on it to bring up your Dashboard.

To access Settings, we've created a new menu item (and adjusted the colours to give them more of a "settings vibe" - which is a nice way of saying we've made them grey instead of gold):

Also worth mentioning, for those using our Advanced Pricing capabilities, the settings for Customer Groups have now been given their own item within the Settings menu rather being buried with the Products screens:

One more thing: we've built the Dashboard to comply with Permissions set by Enterprise users, which means if a User doesn't have access to Orders, they don't get to see the graphs associated with Orders, if they don't have access to Clubs, they don't get to see the Club metrics, etc.


We love this update and we hope you do too!