Skip to main content

Loyalty

PosBytz Walkthrough — Part 4

Track performance with reports and insights inside PosBytz.

Overview

Numbers tell you where to push, where to cut, and what's quietly working. This walkthrough covers the reports every PosBytz operator should glance at daily, weekly, and monthly.

Steps to follow

  1. 1

    Step 1

    Read the daily dashboard

    Open Reports → Today for sales, transactions, average bill, and top items. Cross-check against your morning float.

  2. 2

    Step 2

    Drill into product performance

    Use Catalog → Products by sales to see which items move and which are stagnant. Trim slow movers; reorder fast ones.

  3. 3

    Step 3

    Spot staff and shift patterns

    Reports → Staff and Reports → Hourly show who's selling when. Use it to staff peaks and coach the rest.

  4. 4

    Step 4

    Schedule weekly and monthly closes

    Set up a recurring email of the weekly P&L and the monthly tax summary so reconciliation never sneaks up on you.

Quick tips

  • Export any report to CSV for your accountant or BI tool.
  • Pin your most-used reports for one-tap access from the home screen.