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Reckon Product Ideas
Make a difference by sharing your ideas with the Reckon product development team. Your votes will directly influence the product roadmap and help guide our products future direction.

Please note all new ideas remain hidden from public view until reviewed by our team.

Announcement: September 2023

We are currently well underway building our next-gen user interfaces, starting with Payroll web and mobile (released), Invoices mobile (released) and soon, advanced Payroll, Reckon Mate enhancements, and Time web.

Where appropriate we'll add features from the Product Ideas Portal to both old and new interfaces, or, where new is replacing old, we'll add to the new range only.

Thank you for your patience - whilst we understand building new interfaces and products takes longer than adding a feature, we are certain the new designs will ultimately provide a better experience for all our customers.

The Reckon Product Team

Status New idea
Workspace Reckon Insights
Categories Visualisation
Created by Guest
Created on Jun 6, 2023

Add an out of the box 'Customer Sales' dashboard

Add a new out of the box Dashboard specifically focused on Customers.

Some of the Metrics that could be included on this Dash are:

  • New Customers MTD & YTD

    • Previous Month & Year

  • Repeat Customers MTD & YTD,

    • Previous Month & Year

  • Orders/Sales by day (M-F)

  • Breakdown by Gender

  • Breakdown by Age

  • AVG Sale $

    • Previous Month Comparison

  • Refunds $

    • Previous Month comparison

  • AVG Customer Lifetime Sales Value

  • Sales Last 4 Quarters (Pie chart showing % and $ for Sales in the last 4 quarters)

  • Quarter on Quarter Growth

  • 12 Month Sales Trend (Column Chart)

  • Sales By State

  • Sales By Country

  • Daily Avg Sales (Bar chart showing the Avg sale amount each day for a period)

  • Days with Highest Sales

  • Attach files