Intro
Square makes it easy for your business to accept credit cards anywhere using a simple mobile app and card reader. The Square Dashboard provides summary views of sales transactions and activities using the Square application. Also, this Dashboard will display basic inventory trends and metrics so you can stay on top of your business operations.
Usage
Business questions that can be answered:
-
What items do my customers want?
-
How are my sales performing?
-
Metrics included in the app:
-
Bank Deposits
-
Bottom 10 SKUs
-
Cost Breakdown
-
Item Price List
-
Items by Category
-
Orders Trend
-
Popular Items
-
Refunds
-
Sales by Category
-
Salesperson Tips
-
Square Fees
-
Top 10 SKUs
-
Transaction Revenue
Authentication
To authenticate, you need a Square email address and password.
Dashboard Reports
For report descriptions, see Square Connector.
Report Configuration / Report Details
The selectable reports will need to be configured as followed:
Report |
Scheduling (Change update settings) |
Parameter(s) |
Selection |
---|---|---|---|
Items |
|
None |
|
Merchant |
|
None |
|
Payments |
|
Date From; Date To |
Specify the first/last date in your date range (specific/relative and any date offset).
|
Refunds |
|
Date From; Date To |
Specify the first/last date in your date range (specific/relative and any date offset).
|
Settlements |
|
Settlement Status; Date From; Date To |
Status: sent/failed; Specify the first/last date in your date range (specific/relative and any date offset).
|
Dashboard Data
The Square Dashboard will provide the following data collections and cards:
Collection
|
Card |
Card Description |
Data Name |
---|---|---|---|
Executive Pulse: 5 Square metrics you need to know. |
Orders Trend |
ORDERS TREND |
Payments |
Executive Pulse: 5 Square metrics you need to know. |
Popular Items |
POPULAR ITEMS |
Payments |
Executive Pulse: 5 Square metrics you need to know. |
Bank Deposits |
BANK DEPOSITS |
Settlements |
Executive Pulse: 5 Square metrics you need to know. |
Items by Category |
ITEMS BY CATEGORY |
Payments |
Executive Pulse: 5 Square metrics you need to know. |
Cost Breakdown |
COST BREAKDOWN |
Payments |
Collection
|
Card |
Card Description |
Data Name |
---|---|---|---|
Items: What items do my customers want? |
Sales by Category |
SALES BY CATEGORY |
Payments |
Items: What items do my customers want? |
Bottom 10 SKUs |
BOTTOM 10 SKUS |
Payments |
Items: What items do my customers want? |
Top 10 SKUs |
TOP 10 SKUS |
Payments |
Items: What items do my customers want? |
Item Price List |
ITEM PRICE LIST |
Items |
Collection
|
Card |
Card Description |
Data Name |
---|---|---|---|
Sales: How are my sales performing? |
Refunds |
REFUNDS |
Refunds |
Sales: How are my sales performing? |
Transaction Revenue |
TRANSACTION REVENUE |
Payments |
Sales: How are my sales performing? |
Salesperson Tips |
SALESPERSON TIPS |
Payments |
Sales: How are my sales performing? |
Square Fees |
SQUARE FEES |
Payments |
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