Dashboard and location readiness

The first screen an owner lands on after signing up and finishing the setup wizard is the Dashboard. At the top it answers "what should I do next to start working", and below it shows the numbers the way your venue wants to see them: the set of charts is yours to assemble.

Open: Admin panel → Dashboard (admin.cenaly.ge/dashboard). This is not a "calls dashboard" or an "orders dashboard": every line of a chart names its own data source, and one chart can compare different sections.

What this help section covers#

The Dashboard opens the Communications, AI & Records section. Next to it are the articles about messaging, incoming requests, AI tools and asset records:

What you need to start#

No extra settings, devices or subscriptions are required: the section reads what you already have.

Getting your venue ready: five steps#

The first block of the page, above the charts, is the "Getting your venue ready" checklist with a counter like "3 of 5 done". The five steps are the minimum after which the venue can actually serve a guest:

Three large buttons sit under the list: "QR codes for tables", "Open a shift" and "Test order". "Open a shift" appears only for formats with a register, and the "QR for tables" wording only where tables exist: in a shop or a salon the checklist talks about products, services and a link, not about dishes and tables.

The panel shows itself while the location is not ready. Once everything is done — or if you collapsed it yourself — only a green "5 of 5 done" line remains: the block does not disappear, so you can always come back to it. To expand it on purpose (and to send a colleague a link), use admin.cenaly.ge/dashboard?panel=readiness.

Readiness is computed locally, from your own profile, not by asking the server; the expensive checks (payments, orders, shift) are made once and remembered in the browser — opening the page does not re-query them.

Dashboards and tiles#

A dashboard is a named set of charts. You can have several — "Morning", "Delivery", "Phone" — and switch between them in the section header.

• "New dashboard" creates one, "Rename" changes the name, "Delete" removes it together with all its charts (it asks for confirmation).
• Tiles live in a 12-column grid, each in one of four sizes: Small, Medium, Large, Full width.
• A chart has "Duplicate" (handy when you need the same chart with a different filter) and "Delete".
• Data is computed when the page opens and on the "Refresh" button. There is deliberately no background polling: a dozen cards hammering the server on a timer buys nothing but load. The exception is tiles with the "Today so far" window: they recalculate every 5 minutes while the tab is open.
• The open dashboard lives in the address (?tab=<id>): F5, "back" and a link to a colleague all return to the same set.

The card states its condition honestly: "The source returned only part of the rows — the numbers are understated", "No data yet" (not an error — there were no records), "The service is being deployed". An error in one series dims that line, not the whole chart.

Location and period for all charts#

Above the charts of a dashboard sits the "Location · Period" bar. A manager opens the "Morning" dashboard, picks their location and "Yesterday" — and all eight charts are rebuilt at once, without editing each of them.

• Periods are calendar ones, not "the last N days": "Last month" picked on 1 November is October from the 1st to the 31st; a week starts on Monday; "This month" and "Year to date" run to the end of today.
• Day boundaries are in the location's time zone (see "Multiple locations: access and time"): pick a location in Novosibirsk and "Yesterday" follows its local day.
• On "Today" and "Yesterday" lines and bars are drawn by the hour. If the chart's step does not fit the period (say, "Hour" over "Year to date"), it becomes coarser.
• Saved charts are not changed: the bar's choice lives in the address (?loc=, ?period=). F5 and a link to a colleague open the dashboard with the same location and period; "Reset" brings everything back.
• A pinned chart ignores the bar: turn on "Keep this chart's own period and locations" in the editor. Pin a comparison of two locations or a year-over-year chart this way. While the bar has a choice, such a chart is labelled "📌 own settings".

A chart can use the same calendar period on its own too: in the editor, Window → "Calendar period".

Building a chart#

The "Add chart" button opens the editor. It is built around one idea: a series is a source plus a filter plus an aggregation.

Ready-made charts. A new chart shows a "Start from a ready-made chart" gallery above the form: "Revenue by fulfilment", "Revenue net of refunds", "Average check", "Delivery share of revenue", "Revenue by sales channel" (top 5), "Revenue by employee", "Today by hour", "Refunds", "Write-offs by reason", "Guests from bookings" — the recipes from "Recipes" below. A template fills in the form: check the series and filters, adjust them and save. Templates for sources unavailable to you are not shown.

Chart appearance:

Time window:

⚠️ The step and the window are linked: a chart cannot have more than 400 columns. An hourly step over a 30-day window is 720 columns, so such a chart will not build (and 720 points on one tile would be unreadable anyway). The editor counts the columns for you and, when there are too many, shows a warning with the numbers and a "Use the 'Day' step" button — that is, the finest step that still fits your window. Hourly is comfortable for windows of roughly up to two weeks.

Series. The "Add series" button, up to 8 series per chart (the ninth colour is already indistinguishable, colour blindness included). Each series has a label, a source, a colour, an aggregation and a filter.

• Aggregation: Count of records · Sum · Average · Median · Minimum · Maximum. The last five require a metric — the editor will say so.
• Filter: statuses, tags (all of them), "Title contains", metric conditions (equals, greater than, contains, has a value, is empty…).

Totals for the period#

Under every line and bar chart there is a "Total for the period" row — one number per series for the whole chart window. It answers "how much in total" without adding up the bars in your head.

If "Compare with previous period" is on in the editor, the total is followed by the change: "▲ +12 % vs previous period". The previous period is a window of the same length right before the current one.

⚠️ The total of "Average" is not the average of the bars. The average of daily averages is a different number from the month's average check: a day with three orders would weigh as much as a day with three hundred. So the server calculates the total of "Average" over all orders in the window at once. An average check with an honest total is easier to build as the formula "Revenue ÷ Orders" — see "Formulas: average check, share, difference".

💡 Empty bars (no records that day) do not go into the total. If the previous total is zero or there is no data for the previous period, there is no percentage — only the total itself. Pie and doughnut charts have no totals row: there the sum is the whole chart.

Breakdown by employee, table and CSV#

Revenue, order count or average check can be broken down by employee with a single series — no need for eight filtered series.

1. Open the chart editor and pick the Orders source (or Refunds).
2. In Break down by choose Employee. That is who the sale is credited to: the till operator signed in with a PIN, otherwise the cashier on the receipt, and if the bill was closed without the till — the waiter. Need the waiter specifically — choose Waiter.
3. Save. The tile shows a line per employee, labelled with their name; orders without an employee (website, QR menu) go to a Not specified line.
4. The ▦ Table button in the tile header shows the same numbers as rows: a row per day (or hour), a column per employee, the last row is "Total for the period".
5. The ⤓ Download CSV button exports that table as a file for Excel or Google Sheets.

💡 "Break down by" works for any dimension: locations, channels, fulfilment type. The table and CSV are available on every chart, not only broken-down ones.

Top values and "Other"#

When there are many values — tables, services, dozens of channels — eight lines are no longer readable. Then, next to "Break down by", choose "Lines" → "Top 5 + Other" (from 1 to 7):

• the five values with the largest total for the period get their own line: by revenue for "Sum", by record count for "Count" and "Average";
• all other values are added up into one "Others" line; records without a value compete on equal terms: if they make the top they get their own "Not specified" line, otherwise they go to "Others";
• the lines add up, day by day, to the same series without a breakdown — nothing is lost.

💡 A staff member with access to one location sees a single line — their location — in a "by location" breakdown.

Formulas: average check, share, difference#

A formula is a series calculated from two other series of the same chart: "revenue ÷ orders" = average check, "delivery ÷ all revenue, %" = delivery share, "refunds ÷ revenue, %", "revenue − costs".

1. Build two ordinary series, for example: "Orders → Sum → Order total" (label "Revenue") and "Orders → Count of records" (label "Orders").
2. Click "ƒ Add formula" under the list of series.
3. Pick the first series, the operation (÷ divide, − subtract, + add, × multiply) and the second series. For a share, turn on "Show as a percentage (×100)".
4. If the operand series are not needed on the chart, turn on "Hide from the chart" for each — they are still calculated for the formula.
5. Save.

💡 A formula makes no request of its own: the numbers come from series already calculated. Delete an operand series and the formula asks you to pick a new one, while the tile shows a "Formula cannot be calculated" line.

Two axes, bars + line, target and number format#

Revenue in money and the number of orders in pieces cannot share one scale: 40,000 next to 18 orders, and the orders line lies flat at zero. For such pairs a chart has a second scale on the right.

Revenue as bars and orders as a line on one tile:

1. Open the chart editor (⚙️ on the tile or "+ Add chart").
2. Type — "Bars + line".
3. First series: "Orders → Sum → Order total", label "Order total". Second: "Orders → Count of records", label "Number of orders".
4. Each series now has "Show as" (bars or line) and "Y axis". By default the first series is bars and the rest are lines, and the axis is chosen automatically: money on the left, pieces on the right.
5. Want a plan — in the "Number format and target line" block enter "Target line" 50000 and the caption "Plan". Save.

Number format. The unit of a value comes from the series itself: an order total is in the account currency, "Count of records" in pieces, a formula "in percent" with a % sign, call duration in minutes or seconds. In the same block:

• "Decimal places" — "Auto (up to 2)" or exactly 0…4: the tooltip, total and table show "1,234.50", axis ticks drop trailing zeros;
• "Shorten large numbers" — "12.5K" instead of "12,500" on the axes, in the tooltip and in the total.

A description for colleagues. The "How to read this chart" field in the editor is a text under the tile title: what is counted and what to look at ("Revenue without cancelled orders; the plan is the average day of last month"). The description of the whole dashboard is set with the ⓘ button next to the tabs — everyone who opens the dashboard sees it.

💡 The CSV export stays plain numbers without currency or shortening — Excel does not need the format.

Recipes: your own report from charts#

Cenaly has no separate spreadsheet-style report builder, but most reports an owner builds in Excel are series on a single chart, and every chart has a Table view and CSV export. The key move: one series — one slice (or one series with "Break down by" when the slice is the values of one field). Want revenue by fulfilment type? Make a series for delivery, one for pickup and one for dine-in, each with its own condition in the filter. Up to eight series per chart.

Building "Revenue by fulfilment type":

1. "Add chart", name it "Revenue by fulfilment type", type "Stacked bars", window — last 30 days, step "Day".
2. Series 1: source "Orders", "Aggregation" — "Sum", metric "Order total"; in the filter — "Metric conditions" → "Add condition": "Fulfilment" equals "Delivery". Label it "Delivery".
3. "Add series" and repeat for "Pickup" and "Dine-in".
4. Turn on the legend and save. The "Total for the period" row shows each type's revenue for the month.

💡 Build a recipe once, then "Duplicate" the chart and change only the filter: "Revenue by fulfilment type" → the same chart for your second location.

Not available yet: formulas over three or more series and a formula over another formula. Need such a slice — build it from several charts or open the ready reports in Finance and Statistics.

Data sources#

The list of sources comes from the server rather than being hard-wired into the panel — so a new source shows up on its own, without updating the app. There are eight today:

Two subtleties, without which the numbers read wrong:

• Call metrics are yours. Which metrics the AI extracts from a conversation is up to you — configured in Calls → settings → AI. The gear icon in the dashboard header leads exactly there: those definitions have no other author in the panel.
• For "Site widgets" a row is a daily group, not a single event. That is why the default aggregation is not "Count of records" but "Sum" over the "Events" metric — and the field label says so in words.

A source can be unavailable, and that is normal. Such an item is inactive and carries the reason: "Orders" needs the catalogue and orders index, and "Menu views" does not work on cenaly.ru (there is no Google Analytics sync on cenaly.ru at all). If the service lacked permission for a source's data, you will see it as a caption on the chart tile itself: the source list does not check permissions, otherwise every opening of the section would cost a trial read per source.

"Describe the chart in words"#

Above the dashboard (and inside the editor) there is a single field — "Describe the chart in words":

• in the dashboard header a phrase builds a new chart and opens it in the editor right away — the assistant will not save anything silently;
• in the editor the same phrase edits the open chart: "make it bars", "add a second series for delivery".

Input is typed or dictated (the "Dictate" button; the browser does the recognition, no audio is sent anywhere, and the button only appears where the browser supports it).

The answer is shown in full, including warnings about what the assistant dropped from your phrase: "Unknown metric replaced with a record count", "Unknown status in the filter discarded", "Only the first 8 series were kept". A silently swallowed invention of the model is a chart that counts the wrong thing.

Section tiles#

Besides your own charts, two ready-made tiles live on the dashboard:

• "Phone" — telephony money and calls. It appears only when the Calls section is on: an owner without telephony does not need someone else's feature on their main screen.
• "Documents" — the three numbers worth opening the section for: expiring, overdue, awaiting acknowledgement. Each number is a link with its own filter into Documents, not a generic entrance. The tile does not disappear when everything is fine (a vanishing tile in a fixed grid reads as a breakage), but on a brand without that section it is not shown at all.

Multiple locations: access and time#

Managers in Moscow and Kazan can work with the same chart set: dashboards are shared by the account, rather than being personal folders owned by their creator. An account can have up to 40 dashboards.

Colleagues see changes to a shared dashboard. The same chart can still show different totals to different people if their location access differs. Configure access in Staff roles.

To review specific dates:

1. Open the relevant chart's editor.
2. In the period settings, select Fixed dates and enter From and To. The entire final selected day is included.
3. Check the locations and series filters, then compare the result with the same interval in other reports.

Chart days and hours use the location's time zone. For a location in Novosibirsk (UTC+7), 27 October is local 00:00–24:00, and a sale at 00:30 on 28 October lands on 28 October, as in Finance. The zone is picked automatically when the chart covers one location: one location is selected in the series filter, or the account has one location. If locations are in different zones, the chart uses your device's zone; to use another one, pick it in the editor's Time zone field. The zone is printed under the tile when it differs from your device's.

Before 29 Oct 2026 charts used UTC. Saved charts now show local days on their own; to get the old numbers back, choose UTC as the zone.

If totals still differ from Finance, check the chart's zone and the report's locations. A role cannot be assigned its own default dashboard.

Limitations#

• The section is opt-in. It is off by default; "older" accounts will not see the readiness panel until "Dashboard" is switched on in the app store.
• There is no drag and drop. The order of dashboards and tiles is set at creation time — you cannot rearrange them with the mouse yet.
• Almost no background refresh. Numbers update when the page opens and on "Refresh"; only a "Today so far" tile refreshes itself — every 5 minutes while the tab is open.
• Up to 8 series per chart — not a matter of taste but the limit of distinguishable colours.
• On cenaly.ru the "Menu views" source is unavailable (no Google Analytics sync). The other seven sources are computed in both clouds.
• The "Orders" source requires the catalogue and orders index: without it the item is inactive and explains why.
• The AI assistant is optional. If no AI model is connected on your brand, the "Describe the chart in words" field simply is not there — the section works without it.
• Dictation is browser-side. In a browser without speech recognition there is no "Dictate" button.
• This is a builder, not accounting. Ready-made hard-wired reports live in Statistics and Finance; the dashboard does not replace them and does not produce tax forms.

Troubleshooting#

A symptom-by-symptom walkthrough lives in troubleshooting; if nothing helped, write to us — see how to get help.

FAQ#

How is the Dashboard different from Statistics?#

In Statistics the reports are hard-wired: you pick a period and look at what we computed. In the Dashboard you assemble the chart yourself — source, filter, aggregation — and collect into one set what you look at every morning.

Can I compare two locations on one chart?#

Yes: the sources have a "Location" dimension, and a chart holds up to eight series. Make two series of the same source with different filters and they will sit side by side. Pin such a chart ("Keep this chart's own period and locations") so that the location chosen above the dashboard does not rebuild it.

How do I see every chart for last month at one location?#

Pick the location and "Last month" in the "Location · Period" bar above the charts. The charts themselves do not change; a link with this choice can be sent to a colleague.

Who else sees my dashboards?#

Dashboards are shared by the account. The owner and employees with Dashboard, Statistics or Finance access can view them, but employee data is limited to their permitted locations. Editing requires Edit access in one of those sections.

Does the data refresh by itself?#

Only tiles with the "Today so far" window: they recalculate every 5 minutes while the tab is open. Other charts are computed when you open the page and on "Refresh" — polling a dozen cards about past weeks in the background gives nothing but load.

The assistant built the wrong chart — did it break anything?#

No. The assistant never saves silently: it opens the assembled chart in the editor, and you either fix it or close it. Everything it dropped from your phrase is listed as warnings above the result.

The readiness panel is in the way — can I remove it for good?#

You can collapse it with "Collapse": a single line remains. Removing it entirely is deliberately impossible: while the location is not ready this is the shortest path to the first order, and a finished panel takes no space anyway.

Where do I see the total for the month rather than per day?#

Under the chart — the "Total for the period" row: for "Count of records" and "Sum" it is the total for the whole window. With "Compare with previous period" on, the change in percent is shown next to it.

Why is the average check total not the average of the bars?#

The average of daily averages is not the month's average check: a day with three orders would weigh as much as a day with three hundred. So the total of "Average" is calculated over all orders in the window, and for the formula "Revenue ÷ Orders" by dividing the totals: revenue for the period ÷ orders for the period.

How do I show the delivery share of revenue?#

Make two series — revenue with the condition "Fulfilment" = "Delivery" and all revenue — click "ƒ Add formula", choose "÷ divide" and turn on "Show as a percentage". The operand series can be hidden from the chart. See "Formulas: average check, share, difference".

How do I show revenue and the number of orders on one chart?#

Use the "Bars + line" type: revenue as bars, orders as a line. The second axis on the right turns on by itself because the series have different units (money and pieces). See "Two axes, bars + line, target and number format".

Why didn't my chart get a second axis?#

A second scale is drawn only when the series have different units. Two revenues (dine-in and delivery) are both money, and one scale is more honest for them: on two different scales equal bars would look different.

How do I explain to colleagues what a dashboard shows?#

The ⓘ button next to the tabs is the description of the whole dashboard; the "How to read this chart" field in the editor is a caption for a single tile.

Can I split revenue by channel with one series?#

Yes: in the editor choose Break down by → "Sales channel" (or "Employee", "Location"). The series gets a line per value, and the table and CSV hold all values at once. Too many channels — choose "Lines" → "Top 5 + Other". See "Breakdown by employee, table and CSV".

Related articles#

• App store — where the Dashboard itself and the source sections are switched on
• Statistics and Finance — ready-made reports if you do not need a builder
• Calls — the source of your custom chart metrics
• My site: widgets — the "Site widgets" and "Website campaigns" sources
• Needs attention — the things waiting for a decision right now
• First day: where to start — launch checklists by business type
• Orders, Appointments, Documents — the sections the dashboard reads