How to Add a Dashboard

1. From the Savi API, click on the "Account" tab.
   
2. Search and select the account you will be adding the dashboards to. 
   
3. Search and select the group(s) you will be adding the dashboards to (may require multiple tabs).
4. Scroll down to Dashboards and click "Add Dashboard".
   
5. Select the dashboard you would like to add then click "Save".
   
6. Repeat steps 3, 4, and 5 to add additional dashboards.

Determining which Dashboards to Add

1. How do they calculate sales?
   
1. We have one dashboard that takes total sales - tax, which will include tips, discounts, etc. in the total amount. 
   
1. This will affect Sales and Order Type Dashboards.  For these dashboards, you will use the dashboard that has a (1) following it.  ie. Ops - Sales (1)
2. We have one dashboard that calculates sales based upon taking the Sub-Total from the POS.  This will often exclude Tips and other misc. items from their sales figure.  
   
1. This will affect Sales and Order Type Dashboards.  For these dashboards, you will use the dashboards that are just the name.  ie Ops - Sales
2. Are we getting Labor Data for them?
   
1. If yes, you will use the Ops-Sales-Labor Dashboard
   
2. You will also add the Labor Dashboard
3. If no, you will use the Ops-Sales Dashboard
3. How many order types do they have? ie. Delivery, Drive-Thru, In-store, Catering.  
   
1. If they only have 2 dining options, you will use the Order Type Simple Dashboard
   
2. if they have more than 2 dining options, you will use the Order Type Dashboard.  
   
4. Are they doing People Counting or Dwell Times
   
1. If they are just doing people counting, add the Counting Dashboard
   
2. If they are doing the counting and Dwell times, use the Dwell-Count Dashboard
   
5. Are they separating their discounts and promotions as different transaction types, or are they treating them as one transaction type?
   
1. If they are treating them as one, just use the Loss Prevention General dashboard and you will not add the promotions dashboard.  
   
1. this is typically the case on all accounts except C-store and Little Caesar locations
2. If they treat them separately, use the Loss Prevention- Promo dashboard and add both the Discounts and Promotions Dashboards
   
1. this will be used on most c-store locations and Little Caeasar groups

General Dashboards for All Accounts

1. Item Sales
   
2. Loss Prevention
   
3. Discounts
   
4. Voids
   
5. Refunds
   
6. Promo- if required above in section 5