Analytics

Sales Overview

Buddi’s built-in analytics provide operational insights such as top sellers, order volume, and sales by category & order type.

While 'Sales Overview' gives a quick snapshot of sales made through Buddi, please:

• Refer to your Point of Sale (POS) system for overall sales and compliance reporting.
  
• Go to the Admin Portal > Order Queue to track specific transactions.
  
  

How to Filter your Results:

1. Click the dropdown containing the date to 'Select Date Range'.
   
   
2. Click the Filters button to bring up the 'Report Filters' sidebar shown below.
   1. Use the 'Order Type' dropdown to select In-Store, Pickup, Delivery, Listing Partner, or Direct Mail.
      
      
   2. Multi-store locations can use the 'Filter by stores' dropdown to select specific location(s).
      
      
   3. 'Filter by staff' is very optional. This function is used by retailers who use separate staff accounts to manage Buddi orders. Select your General Staff account if that's all you're using for the queue.
      
      
   4. Click 'Apply Filters'
      

How to Get a Sales Report

• To generate a Retail Sales Overview report of your filtered results, click on the 'Export' button.