How to use Sales insights.
Sales insights turn your sales history into a to-do list: what to prepare tomorrow, what to order, and who to expect.
- Who it is for
- Owners and managers
- Plan
- Every plan (Basic, Advance and Team)
Open your insights
- Open Reports and choose Sales insights.
- In Based on, pick how many weeks of history to use and press Apply.
- Read Expected best sellers for the next day so you can have them ready.
- Check Best sellers by day to see your average sales for each weekday.
- Use Next 7 days and what to order: it shows expected sales per item and a Suggested order that covers a week plus 20% spare, minus what you have In stock.
- Look at Top buyers per item and Customers likely to buy again this week to see your regulars.
Make it more accurate
- Ring up every sale at the POS, even quick cash sales. Each week of sales makes the forecast sharper.
- Pick the customer at checkout. Only sales with a customer count towards top buyers and regulars.
- Turn on stock tracking so In stock shows real numbers instead of Not tracked.
What your customers see
- Nothing directly. You can use the regulars list to have their usual item ready or send them a message.
Common problems
- The page says my predictions are rough.
- There are only a few days of sales so far. Keep logging sales; the insights get better every week.
- Top buyers is empty.
- No sales have a customer attached yet. Pick the customer on the POS before taking payment.
Related guides
More in Reports and insights, or start with the getting started guide. Still stuck? Contact us.