Insights at Your Fingertips: Harnessing the Power of Zeller Dashboard

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19.10.2021 Features, Tools and Integrations

Insights at Your Fingertips: Harnessing the Power of Zeller Dashboard

Empower your business with real-time visibility over the financial health of your business.

As a merchant, visibility of your business’s incomings and outgoings is critical. Having the ability to quickly see how your business is performing at any point in time enables you to quickly understand your short-term cash flow, progress sales targets to meet (and outperform) business objectives, and ultimately make smarter business decisions. 

Yet for many business owners, this simply isn’t a reality. Most are flying blind until daily transactions are tallied up at close of business, and pertinent financial information is often unavailable until the bank issues a merchant services statement at the end of the month.

At Zeller, we believe in arming our merchants with as much information as possible so smart business decisions can be made quickly. Zeller Dashboard is your one-stop shop to track how your business is performing, and identify opportunities for growth.

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Powerful, real-time data at your fingertips

Zeller Dashboard provides insight into the financial health of your business at a glance. There are three distinct sections to the page.

  1. Daily and monthly sales totals, together with a graph depicting the total value of sales collected over the last 30 days.
  2. Daily and monthly performance insights, including total tips collected, tax payable, and surcharges paid.
  3. Recent transaction lists, which track payments accepted via Zeller Terminal, deposited to and transferred out of Zeller Transaction Account, and spent using Zeller Mastercard.  
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Each section has been expertly designed to highlight the most important figures and provide a snapshot of your business’s financials — without you needing to lift a finger. 

How Zeller Dashboard works

Zeller Dashboard page enables you to check key financial information  — all from the one place, complete with up-to-the-minute charts and graphs tracking daily and monthly progress. 

1. Track daily sales totals at a glance

Forget combing through financial records to manually calculate whether your business will meet its daily sales target. At the top of the page, you’ll immediately see:

  • your takings for the current month
  • your takings for the current day
  • a graph of your takings over the last month

This information will help you to quickly see how much your business has processed at any given time. 

Click View full report and you’ll be taken to the existing Reporting page, where you can gain deeper insights into your sales performance — including total sales by day of the week as well as hour of the day.

2. Monitor business performance by location

Under Site performance you can immediately identify: 

  • total amount collected
  • surcharges
  • tips received
  • tax payable
  • refunds issued

across all sites on both a daily and monthly basis — as well as how those figures compare to the previous period. You can also see performance per site, which is helpful for those with multi-site businesses.

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With this level of visibility, you’ll be able to more easily identify whether an end-of-day sales push is necessary, for example. 

3. View recent transactions in real-time

In the right-hand pane of Zeller Dashboard, click between Payment, Accounts, and Cards to see a list of recent transactions processed through Zeller Terminal, deposited and withdrawn from Zeller Transaction Account, and made using Zeller Mastercard. You can also quickly transfer funds from your Zeller Transaction Account to another account.

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Real-time transaction visibility gives your staff the ability to quickly identify the reason for a declined transaction and progress the sale, says Zeller merchant and owner of White Lily Couture, Quinton Evans. 

“I’ve shown my staff how to pull up the page and view transactions live. It saves a lot of time. When a card was declined on our previous, bank-issued terminal, it would beep and print off a receipt with a code that means absolutely nothing to anyone — except someone who works at a bank. A lot of the current EFTPOS technology is stuck in the past,” says Quinton. 

“But with Zeller, the reason is right there on the screen. You can tell the customer that the PIN they entered was incorrect, or that they’ve exceeded their withdrawal limit. That’s fantastic — it means the customer can fix the problem and make their purchase.”

You also have the ability to view live transactions from the Transactions page.

Zeller Dashboard replaces the original Overview page — which can still be accessed via Reports under Payments. By surfacing critical financial information in real-time, Zeller Dashboard gives your business an advantage: immediate visibility of how business is tracking at any point in time. 

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