Dashboards

Dashboards are Rundoo's at-a-glance view of the numbers that matter — revenue, margin, tender-method totals, and department mix — scoped to the date range and location you choose.

In the POS mode, open Dashboards under the Analytics group in the left sidebar. Rundoo ships one dashboard today — Summary — and every value on the page is a live link into the underlying report.

What's on the dashboard

The Summary dashboard is a two-column layout. A stack of KPI tiles runs down the left edge — one headline number per tile. The right side stacks breakdown tables that open up the totals by tender method and by product department.

Left-column tiles (top to bottom):

• Revenue — net sales for the period.

• COGS — cost of goods sold.

• Gross profit — revenue minus COGS, with the margin percent in parentheses.

• Sales tax — tax collected on sold products.

• Additional fees — any additional fees applied at the line-item level.

• Card surcharge — credit-card surcharges passed through to customers.

• Restock fee — restock fees on returns.

• Card fees — fees Rundoo paid to process card payments.

• ACH fees — fees Rundoo paid to process ACH payments.

• Write offs — balances written off in the period (with a count).

• Petty cash — petty-cash draws from the drawer (with a count).

• Over / Short — drawer variance at close-out (with a count).

• Bank deposit — total deposited to the bank.

Right-column tables:

• Tender methods — rows per tender (Card, Cash, Charge account, Check, Write off, Payment Received By ACH, E-commerce, Pick Up In Store (PUIS) TEST, Z-Administrative (Cash), Z-Administrative (Non-Cash), P FINANCE CHARGES, ACH, Gift card, VBucks, Total), columns SALES · RETURNS · DEPOSITS · BILL PAYMENTS · ADJUSTMENTS · TOTAL.

• Product departments — revenue, COGS, and gross profit rolled up by department (Appliances & Electronics, Automotive, Benjamin Moore, Building Materials, Cabinet Paint, …).

Date range and filters

Four controls across the top of the dashboard shape what you see:

• Date range — the leftmost pill (Today, Month to date, etc.).

• Location — the store whose numbers are shown (Menlo Park, All locations, …).

• Customer — optional filter to scope the dashboard to one customer's activity.

• Rep — optional filter to scope to one sales rep.

Refresh re-runs the queries on demand. Print report exports the current view.

Click the date pill to open the range picker. You get eight presets on the right (Today, Yesterday, Week to date, Last week, Month to date, Last month, Year to date, Last year) and a calendar on the left for picking a custom start / end pair.

Click the location pill to scope the dashboard to one store, a group of stores, or All locations. Each location shows a single-letter avatar (B Menlo Park, C Palo Alto) matching the badges you see elsewhere in Rundoo.

Seeing empty numbers? Refresh or widen the range.

The date range defaults to Today, and Today updates as the day progresses. Walk up to the dashboard first thing in the morning before any sales have rung up and most tiles read $0.00 — not a bug, just an empty day so far. If Profit & Loss shows revenue for the same day while Dashboards doesn't, you're usually looking at a timing gap: a sale posted a moment ago and the dashboard query hasn't caught up, or the tile you're reading is scoped differently than P&L.

Two quick moves:

• Tap Refresh in the filter row to re-run the queries on demand. Dashboard data is near-real-time but can lag by a minute or two — a refresh closes that gap.

• Switch Date range to Month to date for a populated view. That's the reliable default for a management-review glance; Today is for end-of-day close (see the close-of-day section below).

If numbers still look empty or wrong after a refresh and a wider range, drill into the tile — see the next section.

Drill-through

Every number on the dashboard is a link. Click a tile value or a cell in one of the tables and Rundoo opens the underlying report in the Reports builder with the matching filters already applied — same date range, same location, same cut.

For example, clicking the Revenue tile value lands you on the Sales report with Distinct Date and time, Month to date, Location: Menlo Park, and Sale status: Paid, Sold pre-filtered. From there you can add columns, group differently, or save it as a custom report — no need to rebuild the filters by hand.

The destination report depends on which tile or cell you clicked:

• Revenue, COGS, Gross profit, Additional fees → Sales report.

• Sales tax → Taxes report.

• Card surcharge, Card fees, ACH fees → Payments summary / Payments reports.

• Write offs → Write-offs by day report.

• Petty cash, Over / Short, Bank deposit → Cash register report.

• Tender methods rows → Payments report filtered to that method.

• Product departments rows → Sold products report filtered to that department.

Using the dashboard for close-of-day

The Summary dashboard is built for end-of-day reconciliation — tying tender totals to drawer counts, processor settlements, and deposit slips. A clean daily close looks like this:

1. Set Date range to Today (or the close date) and pick the Location you're closing.

2. Scan the Tender methods table. Each row's TOTAL should match: - Cash → your drawer count for the day.

• Card → the Stripe (or other processor) settlement report.

• Check → checks in hand.

• Charge account → today's posted charge-account sales (on Statements).

1. Check Over / Short. Investigate anything outside your tolerance — drill into the tile to see which drawer session contributed.

2. Confirm Bank deposit matches what you're about to drop at the bank.

3. Scan Product departments for unexpected zeros or negative gross profit — usually a mis-costed item or a missing department assignment.

4. Tap Print report to attach to the deposit packet.

Reconciliation gotchas

The dashboard pulls from live data, so timing and valuation choices can make numbers look wrong when they aren't. The usual suspects:

• Card fees and bank deposits post on different dates. Card sales ring today; the processor's settlement lands tomorrow (T+1) with fees netted. If you reconcile by sale date on one side and settlement date on the other, the two won't match by exactly one day's fees. Pick one date convention and stick to it.

• FIFO back-dating can shift COGS retroactively. If you receive inventory with an invoice dated last week, Rundoo revalues COGS on every sale since then. A Gross profit that looked clean yesterday can move when today's receipts post — rerun the dashboard after all receipts are in for the period. See Cost method.

• Back-dated returns produce surprising negative days. A return processed today against a sale from last month subtracts from today's Revenue and COGS. If a day suddenly shows net negative, check Returns before assuming the numbers are broken.

• Missing department shows as $0. A product with no Department assigned still sells, but its revenue doesn't roll up into any department row. Update the product's categorization and the number reappears.

• Negative tender total on the Tender methods table usually means net refunds on that tender exceeded sales, or a large adjustment posted. Drill in to see which transactions contributed.

Switching dashboards

Today Rundoo ships a single dashboard, Summary, visible as the pill next to the Dashboards page title. Additional pre-built dashboards (and user-configurable ones) are on the roadmap; when they ship, they'll appear as additional pills here.

For custom views in the meantime, drill into the tile closest to what you want and save the resulting filtered report as a custom report — see Custom reports for the flow. Or ask Rundoo AI a one-liner and it will build the cut for you.

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• Running Reports

• Custom reports

• Rundoo AI