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Dashboard Overview


Updated

Our Dashboard is a tool that gives sales insight and supports action required for online transactions. The sections in this guide offer information for each of the navigation tabs, with links to provide additional detail.

Whenever you log into Dashboard, you will be presented with a snapshot of your store(s) performance over the past 30 days. This includes the total number of:

  • Orders closed: Orders placed by a customer where the pickup/delivery time is in the past
  • Total sales
  • Average ticket size
  • Average sales per store

The Dashboard home page shows four tabs in the middle of the screen:

HomePageOverview_001.png

 

The Dashboard's right rail has several categories. Below are details on what each is used for. Your account may not have access to all the categories below based on how online ordering is configured for your brand.

Menus
Manage the online menu for your store(s). Accessing the Menus tab will allow you to easily update product, option choice and pricing. For more information on how to manage your menu including how to add, remove or add availability hours to products, visit Menu Overview.


Settings
Visit the Settings tab to adjust your store settings and store hours. Where Olo is integrated with your POS, you are also able to check the status of the connectivity to Olo, run a price update and review any menu POS mismatches.


Fraud​ ​Settings
 (found under Settings)
Shield is an Olo product to assist with fraud mitigation. For more information including settings and reporting, visit Fraud Mitigation.

Disable/Enable​ ​Store​ ​for​ ​Online Ordering
(found under Settings)
There may be times where you need to disable your online ordering to prevent further online orders from being accepted. You can use this feature to disable and re-enable your store(s). For more information, visit Disable Store for Online Ordering. When your store is ready for online ordering again, visit Enable Store for Online Ordering to re-enable your store.


Orders

Offers a quick snapshot of open orders to provide insight into upcoming scheduled orders. For more information, visit Open Orders Overview. The Orders tab allows you to look up specific past, current or future orders based on a number of criteria, including time frame and order type. For more information, visit Order Lookup and Details.


Adjustments

Online orders paid through credit card are paid in advance and therefore refunds need to be issued through the Olo dashboard. You can process either a full refund or a partial refund. If a guest paid in-store, the refund processed in Dashboard is for reporting purposes only and you are advised to refund the guest through the original form of payment. When processing a refund through the Dashboard, a refund may also need to be processed through your POS for reporting reconciliation purposes. For more information, visit Issue a Full Refund and Adjust a Subtotal.


Payments

When Olo withdraws the monthly Olo service fees, we EFT it from the bank account that is on file for the store. For more information on how to add and update your banking information, visit Edit Payment Settings.


Reports

Provides access to a number of reports for your store(s). For more information on the type of reports offered in Olo Dashboard, visit Reports.


Switchboard

Helps brands manage phone ordering for takeout and catering. The Switchboard interface seamlessly routes orders through trained call center representatives to the store locations to preparation. For more information, visit Switchboard Overview.


Brand

Offers metrics and allows you to set and update settings at the brand level. For more information, visit Brand Settings and Coupon Tool.


POS

The POS Health Matrix provides an overview of store status across the brand. This is a helpful tool in monitoring the status of stores, to ensure that all stores are online, connected and enabled for online ordering.


Menu​ ​Images
 
The Menu Image Management (MIM) Tool allows you to upload and select images for assignment to menu items so that these images display to customers on the menu pages. For more information, visit Menu Image Management Overview.

 

 

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