Coffee Shop Performance Dashboard
Streamlining Sales Tracking with Google Sheets
Coffee Shop Performance Dashboard
Streamlining Sales Tracking with Google Sheets
Introduction
Tracking sales activity progress is crucial for any business. However, delivering weekly or monthly reports can be time-consuming as metrics need recomputing whenever raw data is updated. Dashboards are definitely a solution to this. They present all key stats in one place and therefore make it easier for teams to monitor progress.
Below is a dynamic performance dashboard that I made using Google Sheets. It tracks sales, orders, and customers for a local café. Both all-time and monthly views of stats are available, which can be selected using a filter in the upper right corner of the dashboard.
To explore the template, please click on DASHBOARD.
Data Flow
In case you wonder how data is continuously updated for metric computation, please check out the INPUTS tab.
This is an interface that supports data entry and is used by the café staff. While they take requests from customers, data is automatically created in the appropriate data tables. Therefore, raw data is updated in real-time, making the dashboard dynamic.
Below is an example of using the INPUTS tab. Let's take a look!
This is a demo for using the CREATE ORDER function. However, you may notice there are 2 more buttons, PRINT INVOICE and ADD MEMBER, to help record data in other cases (refer to the Data Flow Diagram FYI).
I used Apps Script to create these buttons.