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Congratulations on being live on Vori! Now that you're making sales, it's time for the exciting part: turning your daily transaction data into powerful insights. In this session, we'll guide you through your new reporting dashboard so you can understand the health of your business better than ever and make smart, data-driven decisions.
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✅ Your Pre-Training Checklist
Please complete these tasks before our session.
- [ ] Come with Questions: Now that you've been live for a bit, what are you curious about? Think about any questions you have, like "What was my busiest hour yesterday?" or "What are my top-selling items?" This will help us tailor the session to you.
- [ ] No Other Prep Needed! For this session, you don't need to gather any documents. The only prerequisite is having made some sales, and you've already done that!
- [ ] 📹Video Testimonial (optional): Ready to tell the world about your experience with Vori? We'd love for you to record a short video testimonial. It'll only take 5 minutes, and you don't need to download or install anything—just click the link below to record your clips. Plus, sharing your story enters you for a chance to win $100!
🚂 Our Training Agenda
We'll focus on the reports that matter most to your daily operations and long-term strategy.
💰 Financial Fundamentals
- Till Report in Point of Sale Back Office: Access detailed sales data for each till, including starting balance, cash payment amount, and adjust the starting amount and end-of-day count if needed due to any mistakes from the day.
- End of Day & Month Report: Navigate to the report and review key sections:
- Sales Summary: Overview of total sales for the day.
- Cash Summary: Breakdown of cash transactions and deposits.
- Department Sales: Insights into sales performance by department.
- Printing the End of Day Report: Step-by-step instructions for printing.
- 📚 Resources:
📈 Operational Insights
- Sales Overview: Get a high-level look at your business health. By utilizing Master Filters and reviewing "Underlying Data," you can easily identify your Net Sales, average Basket Size, and pinpoint slow periods throughout the week to optimize staffing.
- Item Sales Overview: Use this report to identify your top-selling products and find "Dead Stock"—items with little to no sales.
- The Item Sales Shortcut via Product Page: You don't always need to run a full report to see how a product is performing. Simply open a product's details page to view its specific sales data directly, saving you time on inventory decisions.
- 📚 Resources:
Other Reports