The Point of Sale Dashboard is a way to view the metrics by company or worker and by day, week, month and year.
Set Up Dashboard
Customize Dashboard Metrics Displayed
- Go to Setup
- Select Setup Workers
- Select Setup Dashboard
- Select the drop down for Company or a Worker
- Check the boxes to display the metric in Dashboard
- Click Save

Set Worker Dashboard Permissions
- Go to Setup
- Select Setup Workers
- Select Setup Permissions
- Select a Permission Set to update, and check the boxes to enable access:
- Worker Dashboard: Worker will be able to view only their metrics.
- Company Dashboard: Worker will be able to view the company and all worker metrics.
- Click Save
Dashboard
When navigating to the Dashboard, if the user can access the Company Dashboard, it will display by default. If only the Worker Dashboard permission is selected, the logged in user will only see their own dashboard. Use the drop down to select the company or worker view.
- Metrics: Pie charts, graphs, worker photos and numbers will display with additional legend information below.
- Day is the metric values for today.
- Week is the metric values for the week, Sunday to Saturday.
- Month is the metric values since the first of the current month.
- Year is the metric values since the January 1st of the current year.
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