In this article:
Install Pocket BI
Follow the links below to download the Pocket BI app:
Log In
Enter your backend credentials to log in to the Pocket BI app.
Choose a Site
View site list by All Sites, State Groups, Company Groups
Search by site name
Filter by category
Change date
Previous week's sales comparison
Dashboard
View site data
View site data by Day, Week or Month
Total Sales
Transactions
Avg. Sales P/T
Change date
View Prev day
View Next day
Refresh page
Previous day/week/month's sales comparison
Change site
Tap the store name at the top of the screen to return to the Choose a site page.
Products
The Products page lists all the products for the selected store. The store can be changed at the top of the screen.
Use the search bar to search for products by product name.
Reservations
The Reservations page lists all reservations Awaiting Approval or Confirmed.
To confirm or reject a reservation:
Go to Awaiting Approval and tap the reservation request.
2. Tap Confirm or Reject.
3. If the reservation is confirmed, it will appear in the Confirmed column and the customer will receive an email letting them know their reservation has been confirmed.
If the reservation is rejected, the customer will receive an email letting them know that the reservation is unavailable.
Reports
There are three available reports for Pocket BI:
Sales Activity
Top Selling Products
Tender Report
Sales Activity
View sales by Day, Week or Month
Total Sales
Number of Transactions
Change date
View Prev day
View Next day
Change site
Previous day/week/month's sales comparison
Top Selling Products
View by Day, Week or Month
Total Sales
Search by product
Change date
View Prev day
View Next day
Change site
Tender Report
View by Day, Week or Month
Percentage of sales attributed to each tender type
Pie graph illustrating percentage of sales attributed to each tender type
Dollar value attributed to each tender type
Change date
View Prev day
View Next day
Change site