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Dashboard Management

No, once a dashboard is deleted it cannot be recovered. We recommend duplicating important dashboards as a backup before making major changes.
There is no limit to the number of dashboards you can create. However, we recommend organizing them well to maintain clarity.
Dashboards are private by default. Specific access controls can be configured, like sharing with specific users and user groups, and giving only viewer or editor permissions.

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Layout and Display

No, layouts are device-specific. You need to arrange your dashboard separately for desktop, tablet, and mobile views to ensure optimal display on each device.
Layouts are device-specific. You need to arrange your dashboard separately for desktop, tablet, and mobile views to ensure optimal display on each device.
Reports maintain their configuration but may need to be rearranged. The system remembers separate layouts for desktop, tablet, and mobile views.

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Filtering & Comparisons

Dashboard filters apply to all reports, while report level filters override dashboard filters for specific reports. This allows you to compare different data views within the same dashboard.
Location filters store individual location selections, not groups. If you update a location group later, you’ll need to update your filters manually to reflect these changes.
Item tags are dynamic - the filter stores the tag itself, so any updates to tag assignments automatically update in your reports. Item groups are static selections that need manual updates.
No, each report can only have one comparison right now, but you can use report level date filters to compare different time periods by duplicating a report and using different comparisons for each copy, such as ‘Today’ and ‘Last 7 Days’, within a single dashboard.
Rolling date ranges automatically update to maintain a consistent time window (e.g., “Previous 30 Days”). This ensures your dashboard always shows relevant, current data.

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Report Configuration

No, once a report is deleted it cannot be recovered. Consider duplicating important reports before making major changes.
Some metrics can’t be combined because they use different units (e.g., pieces vs. EUR) or don’t add up meaningfully (like percentages in pie charts).
Your metric selections will be preserved if they’re compatible with the new report type. You may need to adjust groupings and filters for the new visualization.

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Report Types

For time-based data:
  • Use Mini charts for quick KPI trends
  • Use Line charts for detailed time analysis
  • Use Bar charts if you want to compare specific time periods
Use Tables when you need to:
  • Show multiple metrics
  • Group data in both rows and columns
  • Enable complex sorting
Use Lists when you:
  • Need a simpler, mobile-friendly view
  • Want to show rankings
  • Have a single metric to display
  • Use List reports instead of Tables
  • Keep Mini charts at the top for key metrics
  • Use clear, concise titles
  • Avoid complex pivot tables
  • Test your layout in mobile view

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Report Customization

For metrics with different units (e.g., EUR and pieces), use the right y-axis in line charts. The metrics will appear as dashed lines to distinguish them.
  • For time series: Use line charts with the right y-axis for different units
  • For comparisons: Use tables with multiple metric columns
  • For overviews: Create a section of mini charts
  • For mobile: Use separate list reports or list reports with multiple metrics for better readability.
Custom titles are especially important when using report-level filters, as they help you and other users understand what specific data the report is showing (e.g., “Revenue - Region North” vs just “Revenue”).

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Sales Metrics

By default both the original transaction as well as the refunding (or reversing) transaction are counted.
Yes, although they are currently not being visualized in the BI, discounts are included in the revenue calculations.

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Order Metrics

If the ordered amount was changed, the change will usually be reflected after the next import from the source ERP system.If the ordered amount wasn’t officially changed in the ERP, but rather the delivery amount was adjusted, then you will simply see a differing delivery amount from the ordered amount.
This depends on the ERP system you are using. Either we pull a reference price from your ERP system or we use the average price of the item.

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Returns and Depreciation

This depends on the ERP system you are using. Either we pull a reference price from your ERP system or we use the average price of the item.
This depends on the ERP system you are using.

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AI Metrics

Our AI adapts to available data:
  • For items with long history: Uses item-specific sales patterns
  • For new items: Uses location-wide average sales profiles
  • Requires transactional data for hourly patterns
The system automatically adjusts reliability based on data availability, with predictions becoming more accurate as more historical data is collected.
Our AI accounts for various seasonal factors:
  • Weekday vs. holiday patterns
  • Time of day variations (e.g., breakfast vs. lunch rushes)
  • Location-specific patterns (e.g., train stations vs. residential areas)
  • Historical baselines and seasonal trends
The system continuously learns from sales data to improve predictions for different seasonal contexts.
Our AI analyzes several key factors to calculate revenue potential:
  • Time of day patterns (e.g., breakfast vs lunch sales)
  • Location type impact (high vs low traffic locations)
  • Product substitution possibilities
  • Historical sales patterns
  • Weekday vs holiday differences
  • For new items, we use location-wide average sales profiles
This automated analysis helps identify missed sales opportunities across your entire product range, not just key items.
Net flow analysis tracks recipe conversions through multiple stages:
  • Raw materials to final products (e.g., 1kg coffee beans → multiple cups)
  • Multi-step processing (frozen → thawed → baked)
  • Timing differences between deliveries and sales
The system calculates:
  • Inflow: Delivered amounts
  • Outflow: Sales, returns, and depreciation
  • Net Flow = Inflow - Total Outflows
For accurate analysis, we recommend analyzing over longer periods (weeks/months) to minimize daily inventory fluctuation impact.

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General Questions about Metrics

Metric availability depends on your data processing level:
  • Transactional Data: Provides real-time metrics with hourly granularity
    • Detailed transaction tracking
    • Intraday sales patterns
    • Stock-out analysis
    • Customer behavior metrics
  • Daily Aggregated Data: Updates once per day
    • Daily totals and summaries
    • Net flow analysis
    • Revenue metrics
    • Return rates
Yes. This can easily happen if you try to group two metrics by incompatible groupings. For example, you cannot group revenue AND returns by hours.