Getting around Kounta Insights - Advanced Analytics
Getting around Kounta Insights
Kounta Insights gives savvy hospitality operators like you all the data you could ever need (in one place) to make fast, informed, revenue generating decisions.
Discover new perspectives on your data and access powerful filtering, visualisation and broadcasting features.
Frequently Asked Questions
How do I get involved with the Insights Beta program?
Currently, the Insights is in a closed BETA testing stage. If you would like to express your interest in joining future early releases, you can join the waitlist here.
How often does the data update?
Assuming that your POS is online you will see your sales and revenue data is up to date to the last 10 minutes. If you are making bigger changes to your products and staff (deleting, adding, editing), then these will take up to an hour to be reflected in Insights.
How do I manually refresh a dashboard to see the latest data?
From the settings cog wheel in the top right of each dashboard, you can select the option to " Clear Cache and Refresh "
Before you Start
This might be an obvious one, but before you start looking into your data, it helps to have data available. Make sure that you have a few hours of trading data (at least) under your belt to start utilising these reports.
You will also need to have Enabled your Kounta Insights.
What dashboards can I see?
Through the extensive feedback from our Alpha test group, we have pre-built several ready to use dashboards full of data visualisations to help you spot opportunities to grow your bottom line.
The Company Performance dashboard is only visible to customers with more than one site - naturally. Otherwise what you are looking for is the Site Overview report below.
Give you a snapshot of how your company is performing across all sites within your nominated time period, and also how you're tracking for the year to date.
Get a snapshot of how your site is tracking today, this week and this year. The summary includes total sales and category, product, staff and register performance.
Take a look at your site's performance over a nominated time period. The summary includes total sales and category, product, staff and register performance.
For multi-site companies, select two sites and compare their performance side by side across your chosen time period.
Service Period Comparison
Select two timeframes and compare your site's performance side by side across your chosen service periods. Defaults to Breakfast (4am - 11am) vs. Lunch (11am - 5pm).
This dashboard shows the top-selling staff across your company in terms of revenue, average sale value and most sales refunded.
Individual Staff Performance
Select a specific staff member and drill down into how they've performed over your chosen time period.
Select two staff members and compare their performance side by side across your chosen time period.
Company Weekly Product Overview
This dashboard shows the top-selling products across your company. You can also see the products that have improved or declined the most in terms of sales week on week.
Individual Product Performance
Select a specific product and drill down into how it's performed over your chosen time period.
Product Across Sites
For multi-site companies, choose a product and see how it's performed across all of your sites within your chosen time period.
Select two products and compare their performance side by side across your chosen time period.
What do the filters do?
Each dashboard has its own set of filters relevant to the information that is displayed.
These filters allow restricting the data displayed based on criteria you specify. For example, you might want to filter the results to the last three months, or for a certain staff member.
When choosing a date range in my filters, what’s the difference between ‘complete’ weeks/days and normal weeks/days?
If I choose ‘last 1 complete week’, this will give me the previous completed Monday to Sunday time period. If I choose ‘last 1 week’ I will display data from the current week to date.
How do I drill down into my reports?
Currently, you can click on Site, Product and Staff names (on any dashboard where these are displayed) to drill down deeper into information about that particular entity.
Simply click on the name and select the link to the drill down dashboard.
How do I toggle data on/off the dashboard?
You can also choose to hide or show different data from each report on the dashboard simply by turning on or off the toggle for the corresponding data point in the report's legend.
Looking to get access to Insights? - Currently, Insights is only available to a select group of Beta testers, but if you sign up for the launch alert here, you'll be the first to know when it's public
Navigated here by mistake and actually looking for our basic back office reports? You can find more information on each of these reports reports
Looking for how to send, share & schedule your reports? We have a guide for that too.
Are you a part of our Advanced Insights BETA? Then you can also Explore and Build your own Kounta Insights reports.