Dashboard Overview

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:

• Open Orders
• Offline Stores
• Disabled Stores
• Orders Placed
  
  

The toggle "Auto update every 2 minutes" can be found under the green "Refresh Now" button. If toggled to yes, the Open Orders tab will automatically refresh every 2 minutes to show the latest open orders. 

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

Favorites

View and manage all pages that you've "favorited" for quick and easy access. Favorites are custom to each dashboard user and only show the pages that the user has favorited. For more information on favorites, click here.

Stores
This tab contains the pages that are related to store operations management. Management options include:

Operational Settings	Delivery	General
Store Hours	Rails Management	Store Custom Fees
Enable & Disable Store	Dispatch Fee Scheduler	Open Vendor Webpage
Order Throttling
Bulk Order Throttling
Lead Time Extension
Capacity Rules

Disable/Enable​ ​Store​ ​for​ ​Online Ordering (found under Stores)
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

This tab contains pages to view orders, access Switchboard, and many of the Catering management tools including Account Management, Tax Exemption, Production Sheets, etc..

Switchboard (found under Orders)
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.

Guests

This tab contains insights into your guest data (i.e. Olo Guest Intelligence (OGI)) and marketing tools (e.g. coupons) to further engage with your guests. 

Menu

This tab pertains to managing 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.

Analytics

Analytics contains Olo's reporting experience, where users can easily create and schedule Reports, as well as dedicated pages for Operational and Guest insights, and audit reports.

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 Billing Details. You can also manage your merchant account(s) or disputes.

Onboarding

The Onboarding tab contains all of Olo's onboarding forms and trackers, including: New Store Opening forms, Franchise Activation forms, Olo Pay forms, and a store onboarding tracker. 

Integrations

Integrations houses the management of webhooks and API keys.

Settings

Visit Settings to manage configurations for the brand, or, for specific locations. 

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.

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.