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Square Dashboard App

Domo University
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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
Contrasts the number of orders made in each month before and after the current date (i.e. the 9th of the month). Find cycles of buying behavior and use the information to plan your marketing activity.

Payments

Executive Pulse: 5 Square metrics you need to know.

Popular Items

POPULAR ITEMS
Shows the most popular items sold. Consider focusing marketing efforts on items that are the best sellers and that draw customers in.

Payments

Executive Pulse: 5 Square metrics you need to know.

Bank Deposits

BANK DEPOSITS
Displays the amount of money sent from Square to the bank. Ensure revenue is being deposited into the correct accounts.

Settlements

Executive Pulse: 5 Square metrics you need to know.

Items by Category

ITEMS BY CATEGORY
Displays the total price of all items sold in a particular category in a given period. Consider dropping items in low performing categories.

Payments

Executive Pulse: 5 Square metrics you need to know.

Cost Breakdown

COST BREAKDOWN
Shows the total money received and spent in the period. Evaluate the total sales amount of items and all associated costs to gain a perspective on revenue.

Payments

 

Collection

 

Card

Card Description

Data Name

Items: What items do my customers want?

Sales by Category

SALES BY CATEGORY
Displays the item categories that have brought in the most revenue. View the overall category profile to determine high and low performing areas of inventory.

Payments

Items: What items do my customers want?

Bottom 10 SKUs

BOTTOM 10 SKUS
The 10 least productive SKUs based on total revenue. Evaluate the potential effects of removing these SKUs from your inventory.

Payments

Items: What items do my customers want?

Top 10 SKUs

TOP 10 SKUS
Displays the 10 most productive SKUs based on total revenue. Gain insight into the performance of your SKUs and use it to guide your marketing decisions.

Payments

Items: What items do my customers want?

Item Price List

ITEM PRICE LIST
Lists all active items in Square and the price associated with each product. See an overview of the company inventory and prices to help guide a competitive analysis.

Items

 

Collection

 

Card

Card Description

Data Name

Sales: How are my sales performing?

Refunds

REFUNDS
Shows the number of refunds given by period. Address common reasons for refunding customers and take measures to increase customer satisfaction. 

Refunds

Sales: How are my sales performing?

Transaction Revenue

TRANSACTION REVENUE
Measures the level of transactions and revenue in each period. Contrast the growth in transactions to the amount of revenue per transaction. Brainstorm ways to increase the revenue per transaction.

Payments

Sales: How are my sales performing?

Salesperson Tips

SALESPERSON TIPS
Measures the tips received during a given period. Use this information to determine the quality of service customers enjoy.

Payments

Sales: How are my sales performing?

Square Fees

SQUARE FEES
Shows the fees paid for using Square in a given period. Monitor the dollar amount of sales due to Square for the use of their product.

Payments

 

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