We’ve recently released the new (and improved) Yoco Web App to replace the original Yoco Business Portal!
If you haven’t yet made the switch, and are still using the old Business Portal to manage your profile, get the original guide here.
Getting to know your Reporting Hub
The Yoco Web App Reports in the Hub tab includes several new dynamic widgets and features, with a clean and intuitive new dashboard to help you to understand all the ins and outs of your business performance, and getting deeper insights with sophisticated analytics.
The Yoco Web App reports help you understand your business more clearly with well presented sales data and clear, legible graphs providing insights to help you shape the way you run your business.
Your Sales Reports
To get insights on your Sales reports, select the see details tile to the right of the heading. The sales report allows you to view yesterday, last week or last month’s data.
The graph provides clear daily data allowing you to understand your busiest days of trade.
The insights to the right of the main graph provide snippets of information that are useful at a glance. Clicking on one of the insights will enhance the graph to the left to show the insight on the revenue graphs.
Below the graph you will be able to see a more detailed breakdown of your sales data for the selected period. Here you are able to see specific sales counts, fee amounts and the net amount per payment type.
You can find a detailed breakdown of payment types in the Sales Report detail section below the graph.
You now have unique report pages for staff reports and product reports. Each of these areas provide tables with data showing your top performing staff member and products. Both of these areas can be access from the Hub tab or the Business Reports landing page.
Other Dashboard Insights
From your Reports Dashboard page, you can also click on the graphs and tiles presented, to get even more detail and better insights to help you run and grow your business.
Gross revenue widget
Gross revenue widget
Click on the Gross revenue tile/widget to see your sales report in a weekly comparison view, with your total sales made and a breakdown of the sales included in the included bar graph.
Here, you can switch to a bar graph view of your total sales (gross revenue) for any of the available date ranges: today, yesterday, last week or last month.
Sales made widget
Sales made widget
Click on the Sales made tile/widget to see your sales report in a weekly comparison view, with your total sales made and a breakdown of the sales included in the included line graph.
Here, you can switch to a line graph view of your total sales (gross revenue) for any of the available date ranges: today, yesterday, last week or last month.
Product reports widget
Product reports widget
Click on the Product reports tile/widget to see your products report in a weekly comparison view, with total products sold, the top selling product, and the top earning product. You'll also get a breakdown of the sales made (including products) captured in this report.
Here, you can switch to viewing the same product sales comparisons, for any of the available date ranges: today, yesterday, last week or last month.
Find out more about using Products with Yoco here.
Staff reports widget
Staff reports widget
Click on the staff or staff by earnings tile/widget to see your staff sales report in a weekly summary view, with the top gross selling staff member for the selected period and a breakdown of the sales included in the gross total.
Here, you can switch to viewing the same staff sales summary, for any of the available date ranges: today, yesterday, last week or last month.
Find out more about managing staff profiles for selling with Yoco here.