> ## Documentation Index
> Fetch the complete documentation index at: https://docs.taliuphq.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboard

> View your sales performance, top products, and employee metrics for your merchant location.

The Dashboard is the home screen for every merchant in Taliup HQ. It gives you an at-a-glance view of sales activity, financial summaries, and employee performance — all scoped to your location and timezone.

<Frame caption="The merchant Dashboard showing the Sales tab with KPI cards, a Sales Performance chart, and Quick Links sidebar.">
  <img src="https://mintcdn.com/taliup/adb0iuj3a3-2rbbz/images/taliup-hq/dashboard-sales.png?fit=max&auto=format&n=adb0iuj3a3-2rbbz&q=85&s=7b75c326264167fcd064c0a0ce1ed874" alt="Merchant Dashboard Sales tab with Gross Sales 1656.58, Net Sales 1376.36 (39 Transactions), Tips 76.71, Authorizations 0.00 KPI cards; a Sales Performance area chart for July 10, 2026; and Quick Links sidebar listing Products, Taxes, Timesheets, Settings, and FAQs." width="1024" height="556" data-path="images/taliup-hq/dashboard-sales.png" />
</Frame>

The dashboard is divided into two tabs: **Sales** and **Employees**.

***

## Sales tab

### KPI cards

The four metric cards at the top of the Sales tab update whenever you change the time period in the Sales Performance chart.

<Frame caption="The four KPI cards showing Gross Sales, Net Sales, Tips, and Authorizations for the selected period.">
  <img src="https://mintcdn.com/taliup/XRHGPvHwVboINbN9/images/taliup-hq/dashboard-kpi-cards.png?fit=max&auto=format&n=XRHGPvHwVboINbN9&q=85&s=0f4514d8847e82abf7c55dfd04aaa6ba" alt="Four KPI cards: Gross Sales 1656.58 (Including taxes and tips), Net Sales 1376.36 (39 Transactions), Tips 76.71 (Total tips received), Authorizations 0.00 (0 Transactions)" width="1024" height="120" data-path="images/taliup-hq/dashboard-kpi-cards.png" />
</Frame>

| Card               | What it shows                                               |
| ------------------ | ----------------------------------------------------------- |
| **Gross Sales**    | Total revenue including taxes and tips                      |
| **Net Sales**      | Revenue after refunds and voids, plus the transaction count |
| **Tips**           | Total tip amount collected in the period                    |
| **Authorizations** | Pre-authorized (open tab) total and transaction count       |

### Sales Performance chart

The Sales Performance chart plots **Gross Sales** over time as a shaded area chart. A dashed red reference line marks the **average sale amount** for the selected period. Hovering over the chart shows a tooltip with the exact gross sales value at that time.

<Frame caption="The Sales Performance chart for July 10, 2026 showing Gross Sales by hour, with a tooltip at 06:00 am and the average sale amount reference line at $125.80.">
  <img src="https://mintcdn.com/taliup/XRHGPvHwVboINbN9/images/taliup-hq/dashboard-sales-performance.png?fit=max&auto=format&n=XRHGPvHwVboINbN9&q=85&s=744513af3e6d13bb80b5f5e29dbf5563" alt="Sales Performance area chart with DAY / WEEK / MONTH / YEAR tabs and a date picker showing 2026-07-10. The chart shows hourly gross sales activity with a peak around 1 PM–2 PM. A tooltip reads '06:00 am — Gross Sales: 0.00'. The dashed red average-sale-amount reference line shows Avg Sale Amount: $125.80." width="1024" height="488" data-path="images/taliup-hq/dashboard-sales-performance.png" />
</Frame>

Use the period tabs to change the granularity:

| Tab       | Data granularity                      | Date input               |
| --------- | ------------------------------------- | ------------------------ |
| **DAY**   | Hourly breakdown for a single date    | Date picker (YYYY-MM-DD) |
| **WEEK**  | Daily breakdown for an ISO week       | Week-number picker       |
| **MONTH** | Daily breakdown for a calendar month  | Month picker (YYYY-MM)   |
| **YEAR**  | Monthly breakdown for a calendar year | Year picker (YYYY)       |

Selecting a different period or date immediately refreshes the KPI cards and chart data via an AJAX call — no full page reload required.

### Quick Links

The Quick Links sidebar provides one-click navigation to the most-used sections of your merchant portal:

* **Products** — manage your product catalog
* **Taxes** — configure tax rates
* **Timesheets** — view employee time records
* **Settings** — adjust entity configuration
* **FAQs** — access help documentation

### Summary

The Summary section is a detailed financial breakdown for the selected period.

<Frame caption="The Summary table showing a hierarchical breakdown of Gross Sales, Refunds, Payouts, Voids, Net Total, Tips, Taxes, Surcharge Total, and Authorizations.">
  <img src="https://mintcdn.com/taliup/XRHGPvHwVboINbN9/images/taliup-hq/dashboard-summary.png?fit=max&auto=format&n=XRHGPvHwVboINbN9&q=85&s=2ea8c83a1cd1a53fe7256b4119732e4f" alt="Summary table with two columns: # Transactions and Total. Gross Sales (incl. taxes, incl. tips) = 34 / 1656.58, broken down by ACH Sales (0.00), Cash Sales (17 / 880.78), Credit Card Sales (17 / 775.75, expandable), Debit Card Sales (0.00). Refunds = 0 / -0.00. Payouts = 5 / -280.22. Voids = 0 / -0.00. Net Total = 34 / 1376.36. Tips = 76.71. Taxes = 0.00. Surcharge Total = 7.04. Authorizations = 0 / $0.00." width="1024" height="485" data-path="images/taliup-hq/dashboard-summary.png" />
</Frame>

The table is organized into the following rows:

| Row                   | Description                                                                                               |
| --------------------- | --------------------------------------------------------------------------------------------------------- |
| **Gross Sales**       | All completed transactions (incl. taxes, incl. tips)                                                      |
| — ACH Sales           | Bank transfer transactions                                                                                |
| — Cash Sales          | Cash tender transactions                                                                                  |
| — Gift Card Sales     | Gift card redemptions (shown when applicable)                                                             |
| — Credit Card Sales   | Card-present credit transactions; click the chevron to expand by card type (Visa, Mastercard, Amex, etc.) |
| — Debit Card Sales    | Debit card transactions                                                                                   |
| — EBT Sales           | EBT transactions (shown when applicable)                                                                  |
| **Refunds**           | Refunded transactions (negative values)                                                                   |
| — Cash Refunds        | Refunds applied to cash tender                                                                            |
| — Credit Card Refunds | Refunds applied to credit cards                                                                           |
| — Debit Card Refunds  | Refunds applied to debit cards                                                                            |
| **Payouts**           | Cash payouts recorded at the terminal (negative values)                                                   |
| **Voids**             | Voided transactions (negative values)                                                                     |
| **Net Total**         | Gross Sales minus Refunds, Payouts, and Voids                                                             |
| **Tips**              | Total tips collected                                                                                      |
| **Taxes**             | Total taxes collected                                                                                     |
| **Surcharge Total**   | Total surcharge collected                                                                                 |
| **Authorizations**    | Open pre-authorized amounts not yet captured                                                              |

### Top Products

The Top Products table lists up to 20 of your best-selling products (custom products excluded), ranked by units sold.

<Frame caption="The Top Products table listing up to 20 best-selling products ranked by units sold, with expandable rows for monthly sales detail.">
  <img src="https://mintcdn.com/taliup/XRHGPvHwVboINbN9/images/taliup-hq/dashboard-top-products.png?fit=max&auto=format&n=XRHGPvHwVboINbN9&q=85&s=9369ee60797e2eff2b7929edce3d9c6e" alt="Top Products table showing products such as BondRight Construction Adhesive 295 mL (6 units, 39.24), SwitchPro 3-Way Light Switch White (6 units, 27.30), BrightGuard Reflective Safety Vest (5 units, $48.90), and other products. Each row has columns: Products, Units Sold, Total Sales, Units Available, and a chevron to expand monthly breakdowns." width="1024" height="962" data-path="images/taliup-hq/dashboard-top-products.png" />
</Frame>

| Column              | Description                     |
| ------------------- | ------------------------------- |
| **Products**        | Product name and unit price     |
| **Units Sold**      | Total quantity sold             |
| **Total Sales**     | Total revenue from this product |
| **Units Available** | Current inventory count         |

Click any product row to expand a monthly sales breakdown for the current year.

### Sales Distribution

The Sales Distribution section shows a breakdown of your sales by category with a **Top Selling Products (Quantity)** pie chart. This gives a visual overview of which products drive the most volume.

<Frame caption="Sales Distribution pie chart showing Top Selling Products by quantity, with a color-coded legend.">
  <img src="https://mintcdn.com/taliup/XRHGPvHwVboINbN9/images/taliup-hq/dashboard-sales-distribution.png?fit=max&auto=format&n=XRHGPvHwVboINbN9&q=85&s=740eb6b5a1645877ffd424c5afd6c04c" alt="Sales Distribution section titled 'Breakdown of your sales by category'. A multicolored pie chart labeled 'Top Selling Products (Quantity)' is shown alongside a legend listing product names including BondRight Construction Adhesive 295 mL, SwitchPro 3-Way Light Switch White, RollerPro Paint Roller Frame 9 in., IceMelt Pro Sidewalk Salt 10 kg, CablePro Outdoor Extension Cord 50 ft, BrightGuard Reflective Safety Vest, MeasureMax 25 ft Tape Measure, GripWorks Adjustable Wrench 8 in., SawSharp Jigsaw Blade Set – 10 Piece, and DriverPro 10-Piece Screwdriver Set." width="1024" height="297" data-path="images/taliup-hq/dashboard-sales-distribution.png" />
</Frame>

***

## Employees tab

The Employees tab contains three sections for analyzing individual employee performance within your location.

<Frame caption="The Employees tab with Thomas Walker selected, showing the Employee Performance chart, Employee Distribution bar chart, and Employee Tips table.">
  <img src="https://mintcdn.com/taliup/adb0iuj3a3-2rbbz/images/taliup-hq/dashboard-employees.png?fit=max&auto=format&n=adb0iuj3a3-2rbbz&q=85&s=b2c84ab1e6529d61809cfb767b44de81" alt="Employees tab with Thomas Walker selected in the Employee dropdown. The Employee Performance section shows a line chart titled 'Sales Performance: Thomas Walker' with a peak of 2218.98 in July 2026. The Employee Distribution bar chart shows Gross Sales by employee with Thomas at approximately 42. The Employee Tips table shows Thomas Walker with 34 Total Sales, 1789.84 Total Sales Amount, 66.90 Total Tips, and 52.64 Average Ticket." width="1024" height="633" data-path="images/taliup-hq/dashboard-employees.png" />
</Frame>

### Employee Performance

Select an employee from the **Employee** dropdown to display a monthly time-series chart of their gross sales over the rolling 12-month period.

<Frame caption="Employee Performance chart for Thomas Walker showing a peak of $2218.98 in July 2026.">
  <img src="https://mintcdn.com/taliup/adb0iuj3a3-2rbbz/images/taliup-hq/dashboard-employee-performance.png?fit=max&auto=format&n=adb0iuj3a3-2rbbz&q=85&s=c2921e9cf23847dc7586b0adabd36ca2" alt="Employee Performance card showing Thomas Walker selected in the dropdown and a line chart titled 'Sales Performance: Thomas Walker' plotting monthly gross sales from 2025-08 to 2026-07 with a spike to $2218.98 in July 2026." width="1024" height="517" data-path="images/taliup-hq/dashboard-employee-performance.png" />
</Frame>

When no employee is selected, the chart area displays a **No Employee selected** placeholder. Once an employee is chosen, the chart loads automatically.

### Employee Distribution

The Employee Distribution card shows a bar chart of **Gross Sales** grouped by employee, giving a quick visual comparison of sales volume across your team.

<Frame caption="Employee Distribution bar chart showing Gross Sales by employee.">
  <img src="https://mintcdn.com/taliup/adb0iuj3a3-2rbbz/images/taliup-hq/dashboard-employee-distribution.png?fit=max&auto=format&n=adb0iuj3a3-2rbbz&q=85&s=a7df92a1e0a6c09548f759dd38382940" alt="Employee Distribution card with a Gross Sales bar chart. The x-axis shows the employee name Thomas and the y-axis shows values from 0 to 50, with Thomas's bar reaching approximately 42." width="530" height="545" data-path="images/taliup-hq/dashboard-employee-distribution.png" />
</Frame>

### Employee Tips

The Employee Tips table shows tips received by each employee within a date range you specify.

<Frame caption="Employee Tips table showing Thomas Walker with 34 sales, $1789.84 in sales, $66.90 in tips, and a $52.64 average ticket for July 10, 2026.">
  <img src="https://mintcdn.com/taliup/adb0iuj3a3-2rbbz/images/taliup-hq/dashboard-employee-tips.png?fit=max&auto=format&n=adb0iuj3a3-2rbbz&q=85&s=c1aa8eaf234e502c1e29f79616b1f01b" alt="Employee Tips card with Date Range 2026-07-10 to 2026-07-10. The table shows one row: ID 1, Name Thomas Walker, Total Sales 34, Total Sales Amount 1789.84, Total Tips 66.90, Average Ticket $52.64." width="1024" height="191" data-path="images/taliup-hq/dashboard-employee-tips.png" />
</Frame>

Use the **Date Range** picker to filter the tips table by a custom start and end date. The table columns are:

| Column                 | Description                                                  |
| ---------------------- | ------------------------------------------------------------ |
| **ID**                 | Employee record ID                                           |
| **Name**               | Employee full name                                           |
| **Total Sales**        | Number of transactions attributed to this employee           |
| **Total Sales Amount** | Gross revenue from this employee's transactions              |
| **Total Tips**         | Total tips received by this employee                         |
| **Average Ticket**     | Average transaction value (Total Sales Amount ÷ Total Sales) |

***

## Data scope

All dashboard figures are scoped to your merchant entity and calculated in your entity's configured **timezone**. Dates and time groupings (hourly, daily, weekly, monthly, yearly) all respect this timezone, so sales that occur near midnight are attributed to the correct local business day.
