Analytics & Reports

Moneta Pay POS includes a comprehensive web-based dashboard with real-time analytics and historical reports. All reports support date range filtering — view today, yesterday, this week, or any custom range.

Sales Dashboard

The Sales Dashboard is your at-a-glance overview of business performance.

KPI Cards

The top row shows key metrics with trend indicators:

Metric	What It Shows
Total Sales	Revenue for the selected period, with trend sparkline and % change vs yesterday
Orders	Total order count with sparkline trend
Avg Order	Average order value, with % change and week-ago comparison
Revenue Rank	Your percentile ranking over the last 30 days — see where today stands

The second row shows:

Metric	What It Shows
Expenses	Total expenses with entry count and average
M-PESA	Mobile money collected, transaction count, and cash equivalent
Voids	Voided order value and count
Net Position	Sales minus expenses, with deposit tracking

Sales by Hour

A bar chart showing revenue distribution across the day. Quickly identify your peak hours — lunch rush, dinner service, and quiet periods.

Quick Rankings

Three summary tables at the bottom:

• Top Waiters — ranked by sales revenue with order count
• Top Items — best-selling menu items by revenue and quantity
• Payment Mix — cash vs M-PESA percentage breakdown

Staff Performance

Detailed per-waiter analytics for accountability and team management.

Waiter Performance Table

A comprehensive breakdown of each waiter's contribution:

Column	Description
Name	Waiter name
Orders	Total orders taken
Sales	Revenue generated
Avg/Sale	Average order value for this waiter
% of Orders	Visual bar showing share of total orders
% of Revenue	Visual bar showing share of total revenue

The Top Performers sidebar ranks waiters by revenue with medal indicators (gold, silver, bronze).

Hourly Heatmap

A color-coded grid showing sales intensity by waiter and hour of day. Toggle between Revenue and Orders views.

• Light cells = low activity
• Medium purple = moderate activity
• Dark purple = high activity

Use this to:

• Spot which waiters perform best during specific hours
• Identify coverage gaps (empty cells = no orders)
• Plan shift schedules based on actual performance data

Waiters vs Cashiers

Toggle between Waiters and Cashiers tabs to see performance for front-of-house staff vs cashiers separately.

Expenses & Cash

Daily cash flow management — know exactly where your money went.

Summary Cards

Card	Description
Total Expenses	Sum of all expenses with transaction count
Total Deposits	Cash deposited to safe/bank
Total Float	Opening cash float
Net (Deposits − Expenses)	Quick indicator — green means deposits exceed expenses

Expense Breakdown

A detailed table of every expense item with count, total, average, and percentage of total. The Top Expenses sidebar ranks the biggest expense categories.

Cash Reconciliation

The daily cash flow calculation that answers "how much cash should be in the till?":

  Sales (Gross)         110,530
− Voids                   3,540
= Gross Sales           106,990
− Expenses               13,415
= Net Sales              93,575
− M-PESA                 75,490
− Unpaid Bills (Credit)       0
= Expected Cash          18,085
− Float Delta                 0
= Expected Deposit       18,085

  Actual Safe Deposit         0
  Variance              -18,085

A non-zero Variance means the physical cash count doesn't match expected — investigate immediately.

Payments

Track how customers are paying — cash, M-PESA, or credit.

Summary Cards

Card	Description
Total Collected	All revenue with order count
Cash	Cash payments with count and percentage
M-PESA	Mobile money with count and percentage
Credit (Unpaid)	Outstanding unpaid bills

Payment Mix

Visual bar chart showing the cash vs M-PESA split. Useful for understanding customer payment preferences and planning cash management.

M-PESA Summary

Three key M-PESA metrics:

• Transactions — total M-PESA payment count
• Claimed — payments matched to orders (green)
• Unclaimed — unmatched payments that need manual reconciliation (orange)

M-PESA Transactions

A detailed log of every M-PESA payment showing transaction ID, time, customer name, amount, claim status, and which staff member claimed it. Use this for reconciliation and dispute resolution.

Voids

Track order cancellations for accountability and loss prevention.

Summary Cards

Card	Description
Total Voids	Count and total value of voided orders
Confirmed	Approved voids with value
Pending	Voids awaiting manager approval
Avg Void Value	Average amount per void

Voids by Reason

Visual breakdown of why orders were voided:

• Customer Changed Order — customer requested a change after printing
• Waiter Error — wrong item entered
• Customer Walkout — customer left without paying

Voids by Staff

See which staff members are proposing and approving voids. Toggle between Proposers (who requested the void) and Approvers (who authorized it) to spot patterns.

Recent Voids

Detailed log with timestamp, receipt number, amount, reason, waiter, proposer, approver, and status. Every void has a full audit trail.

Void Approval Workflow

Voids require a two-step process: a waiter proposes the void, and a manager approves it. This prevents unauthorized cancellations.

Menu Analysis

Understand which menu items drive revenue and which underperform.

Summary Cards

Card	Description
Total Revenue	All menu item sales
Items Sold	Total quantity across all items
Unique Items	How many different items were ordered
Avg Item Price	Average price per item sold

Top Seller Banner

Highlights the single best-selling item by quantity with a prominent display.

Sales by Category

Revenue breakdown by menu category — see which categories (e.g., Mains, Drinks, Desserts) contribute most to revenue.

Top Selling Items

Sortable table of all items ranked by revenue or quantity:

Column	Description
Item	Menu item name
Category	Menu category
Qty	Units sold
Revenue	Total revenue from this item
Avg Price	Average selling price

Use this to:

• Identify your best sellers and ensure they're always in stock
• Find underperforming items to consider removing or repricing
• Compare high-volume/low-price items vs low-volume/high-price items

Date Range Filtering

All reports support flexible date ranges via the date picker in the top-right corner:

• Navigation arrows — quickly step forward/backward by one day
• Custom range — click the date to open a calendar picker
• Refresh — reload data for the current range

Access & Permissions

• Analytics are accessible from Reports in the dashboard sidebar
• The Admin group has full access to all reports
• Staff in the Cashier group can view sales reports but not expenses or voids
• Remote access to analytics requires the Remote Access feature

Analytics are included from the Starter plan onwards. The Free Cloud plan includes basic sales overview only.