Dashboard Overview (NEW!)

What is the dashboard showing me?

The dashboard section is the go-to place to see general reports and numbers on your account. You can view the information based on orders (estimated cost) or invoices (final cost).

 

Why should I use the Dashboard?

Our new dashboard allows you to keep track of daily activities, action items, and oversee location operations all in one place! At a quick glance you can analyze reports, take action, and understand trends as they develop.

HOW TO READ THE DASHBOARD - Step by Step

Sales Card- Compare your weekly sales

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- View your daily and weekly sales and easily compare them to the week prior’s.
- Scroll through the chart and view three weeks’ worth of daily sales. Need to dive deeper? Access the sales summary page right from the sales card!

 

Ordering Card- Easily monitor placed orders

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- Ordering from your suppliers on MarketMan? See all your recently placed orders, estimated order values, and the accumulating orders’ values.

- Gain direct access to approve pending orders now directly from this card.

- Check out your full history by clicking order history on the top right

 

Receiving Orders Card- Oversee incoming orders

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- You can now view a list of all your expected orders and gain insight into the total value of your received goods every week.

- If you’re waiting for invoice scans to be approved, you can easily monitor those pending, too.

- Click on the invoice name to go directly into that order.

 

Count Value Card- Inventory Counts highlights

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- Catch major differences in logged category stock ahead of time with the new Count Value card.

- Get insight into each category’s count value and compare to the previous count.

- Scroll through all categories by clicking the side arrow.

 

Top By Profit Card- Glance into the Menu Profitability report

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- The Top by Profit card displays daily and weekly updated top menu items by profit.

- You can now spot top-selling items that are missing recipes in MarketMan!

- View an in-depth version by clicking Menu Profitability on the top right. 

 

Accounting Card- Ace accounting

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- The new Accounting card displays the number of draft invoices or delivery notes that need finalization, documents that have been exported, open and closed credits, and more.

- Whether you prefer a weekly or monthly view, the choice is yours! Simply click on its settings to choose the right time frame for you.

 

Waste Card- Keep waste under control

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- Get a daily updated status view on top wasted items and easily review expected or one-off losses with the new Waste card.

- Looking for an in-depth analysis? You can access the Waste Report directly from the card!

 


Internal Transfers Card- Transfer goods between locations (multi-location only)

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- Are you a restaurant chain? This new Transfers card will keep track of incoming and outgoing transfer status.

- You can now view transfer requests, recent transfers, rejections, and more. (available on the location level only.)

- Click on the fulfiller name to be brought directly to the request 

 

COGS Over Time Card- See how this period's cost stack up against the lasts (Currently in BETA testing. Message your Account Manager to join!) 

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Compare the cost of goods for each count period. 

- It is important to have a regularly scheduled inventory count to ensure you are comparing data of like time periods. We recommend defining your cycle period as weekly or monthly. 

 

How to define your count cycle:

HQ (Muti location) - This can be found on the HQ COGS report by clicking the settings wheel 

Single location - Click the three dots on the top of the dashboard card 

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