On the Dashboard page of the WISK Web Portal, these five tabs provide a high level summary of your venue's data:

These tabs show your venue's performance over time, comparing your data from each inventory period.

When looking at your data, the most recent inventory period is selected by default, but you can click the drop-down to select any other period.

Note: Only completed inventory counts appear. If you are currently taking an inventory count you must submit it before the inventory range appears.

When looking at these tabs, it's important to know how the data refreshes and when.

When looking at your most recent inventory period (your last two completed inventory counts), any changes to your data are reflected immediately in the dashboard.

If you make a change that can apply to multiple inventory periods, for example editing a POS Item, or changing an item category, there will be a batch update at the end of the day.

However, you can force a recalculation for an inventory period by either:

​Note: Changes only apply to unlocked inventory periods.

The Overview tab provides insights into your performance for the selected inventory period, and compares it to the past to spot any trends.

The following numbers display along the top of the page for the selected inventory period:

Below those numbers you'll see a line graph that compares your Performance % between inventory periods.

The goal is to get to as close as 100% as possible. The closer to 100%, the smaller your variance. This means you're consuming what you're supposed to based on your POS Item mapping.

You can mouse over any point on the graph to get more information for the specific inventory period.

This graph shows how your performance rating is calculated. The measure for success in this graph is having your actual and target cost % as close together as possible.

The closer they are, the smaller your variance for the period.

You can mouse over any point on the graph to see the actual/target cost % breakdown for the selected inventory period.

Your target cost fluctuates as your item costs go up and down.

As you scroll down the page, you'll see a breakdown by family of the:

If you mouse over any of the pie charts, it displays the dollar values for each family.

This graph compares your total sales for each inventory period. Place your mouse over a specific point to see the total for that period.

For more detailed sales information, please see the Sales Tab.

This graph compares your total purchases for each inventory period. This value is calculated based on the invoices you've added. Place your mouse over a specific point to see the total for that period.

For more detailed purchases information, please see the Purchases Tab.

The Variance Tab provides an in-depth look at how your variance cost is calculated. With this data you can see where your problem points are, including which items are most responsible for your losses.

The following numbers display along the top of the page for the selected inventory period:

This table shows the breakdown of the variance by family. For each family it displays the following information:

You can use this table to spot the families that have the largest variances. The larger the difference between the Actual and Target costs, the larger the variance.

After seeing your Variance by Family, the Variance by Category table drills down to see which categories are responsible for the variance.

This table has all the same columns as Variance by Family, but is now in the context of specific categories.

By comparing the Actual Cost to the Target Cost, you can measure your venue's overall performance.

This section shows your top 10 items with the largest losses. These are items where you consumed more than you sold.
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​Note: This can display fewer items if you have less than 10 with losses.

The items display by Variance Cost ($) in descending order. Click the "Detailed Variance Report" button to go to the Variance page to see more information about the items.

The table displays the following values:

This section shows your top 10 items by under usage. These are items where you sold more than you actually consumed, or have a negative consumption value (you gained stock without a reason to account for it).

​Note: This can display fewer items if you have less than 10 items with sales greater than consumption.

The items display by Variance Cost ($) in descending order. Click the "Detailed Variance Report" button to go to the Variance page to see more information about the items.

The table displays the following values:

This table shows the difference between your Target Cost and Actual Cost for each family by inventory period. Your most recent inventory period is at the top of the table.

The difference = Target Cost % - Actual Cost %.

A value is highlighted in red if it is greater than + or - 3%.

Ideally, you want your values to be as close to 0% as possible. You can use this table to see how your performance has improved or worsened over time.

In this example we can see that both Beer and Liquor have mostly been improving week to week, but Wine is still experiencing some larger swings.

The Inventory tab compares the beginning and ending counts in the selected inventory period, and provides a breakdown of the consumption (COGS). It also shows the progression of your inventory durations.

The following numbers display along the top of the page for the selected inventory period:

Below those numbers is a line graph that compares the dollar value of each inventory to the consumption cost/COGS of the inventory period.

The purpose of this is to see your inventory turnover. The closer the inventory value and consumption cost lines are, the more efficiently you are using your stock.

In other words, the product you have in your inventory is being sold and not taking up space / tying up cash flow.
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If you have a large gap between your inventory and consumption, you may have overstock or deadstock and should adjust your purchases from your suppliers. You may have also missed adding some invoices for the period.

You can mouse over any point on the graph to get more information for the specific inventory period.

To learn more about overstock and deadstock, see:

As you scroll down the page, you'll see a breakdown by family of the:

If you mouse over either of the pie charts, it displays the dollar values for each family.

In the Consumption pie chart you can mouse over the sub-sections to see the value per item category.

This graph shows the in-app time of each completed inventory count.

When a user is taking inventory on an iOS device, the in-app timer increases. If the user is idle or remains on the same screen for too long, the timer stops counting.
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This tracks how much time was actively spent taking the inventory.

To learn more about in-app time, please see:

Ideally, your first inventory will take the longest and it should decrease over time as you become more familiar with using WISK. There will be some variation if your inventory size increases, or you have new staff.

The Purchases tab provides a breakdown of your purchases for the select inventory period, and compares your spending to previous inventory periods.

The following numbers display along the top of the page for the selected inventory period:

Below those numbers you'll see a line graph that compares your purchases between inventory periods. This is the total value of all invoices added during the inventory period.

You can mouse over any point on the graph to get more information for the specific inventory period.

This table shows the products purchased during the selected inventory period, sorted from the highest to lowest amount spent.

As you scroll down the page, you'll see a breakdown of your purchases during the selected inventory period by:

If you place your cursor over a section of the chart, it displays the dollar value.

In the example above, $2,269.97 was spent on Liquor, which accounts for 53.13% of the total ($4,272.17).

This table shows any cost changes during the selected inventory period, and shows the specific invoice the change occurred in.

The Sales Tab provides a breakdown of your sales for the selected inventory period. It compares your sales to consumption over time, shows the sales per item family, and highlights your top sellers (by total sales and by profit).

The following numbers display along the top of the page for the selected inventory period:

Below those numbers you'll see a line graph that compares your sales and consumption for each inventory period.

These values are used to calculate your Actual Cost % (Consumption / Sales).

You can mouse over any point on the graph to get more information for the specific inventory period.

This table shows the breakdown of your sales by family. This is categorized based on the family of the items mapped to your POS Items.

For each family it displays the following information:

This table displays your top selling items based on your POS Item Mapping. Sales are assigned to an item based on the percentage of the overall cost it makes up.

For each item it displays the following information:

This table displays your items sorted by profit. It has the same columns as the Top Sales table.