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Insights by Revel

By Noor | Updated

Revel has released the Insights by Revel app (replacement for the Manager App). This app is designed to offer key insights for store managers and owners about the performance of the establishment based on the activity of the Revel iPad Point of Sale. Insights by Revel lets you create employee shifts, analyze sales and labor trends, and track payment activity for all transactions processed at an establishment.

The Insights by Revel app is available on the iPhone via the App Store. Upon purchasing the app, you will receive an email containing a license key. The license key is used to activate the application. For additional license keys to use on other devices, please contact Revel Sales by calling 415-744-1433.


Contents


Logging In

Log in by entering the following:

  • Establishment URL or Establishment Name: [yoursubdomain].revelup.com or yoursubdomain
  • Username: The username used to login to the Management Console.
  • Password: The password used to login to the Management Console. Do not enter your license key here.

After logging in, enter your license key on the next screen and tap Activate. The license key will be emailed to you separately after purchasing Insights by Revel. A license key is required to active Insights.

Select an establishment to view its dashboard.


The Dashboard

The Dashboard screen provides insights on transactions, payments, top selling products, labor trends, and shift alerts, grouped into five different sections as shown in the image below:

Assuming trending is turned on, the percentages (in red or green) on the right-hand side of the Dashboard screen signify an increase or decrease from a previous day. Turn trending on or off, or set the trend date by tapping the filter icon in the upper right. Turn trending off by tapping Clear All, or start or manage trending by selecting the time period against which you wish to perform comparisons, as shown in the image below.

Return to the store list by tapping the drop down arrow at top of the screen. This opens the establishment details window, allowing you to switch between establishments. When viewing stores, the application displays the Total Payments for each store for that day, as shown in the image below.


Reporting

To change the reporting period, tap the calendar icon in the upper left corner. Select a default time period, or tap custom to set a custom period, as shown below.

Note: Trending is ONLY available when reporting is on a single day.

Tap any of the sections to drill down into the reports. Most reports have two to three view modes (excluding the Payments report, which only has one): "Data View", "Pie View", or "Graph View" represented by "Mountain and Lines" or "Lines Only". Depending on the type of report there may be several sorting options, as shown in the images below.

Once you have selected your desired options, tap Done in the upper right corner to generate the data in the form of a graph (line/mountain and lines/pie/bar). Samples of the various reports are shown below.

Tap the filter icon in the upper right corner of the screen to filter the report by a trend (a day/week/month/year), by employee, or by role (cashier, host, chef, cook, driver, manager, etc.), as shown below.


Employees

Tap Dashboard > Employees > Schedules to display a list of employees either scheduled to work for the day or currently working:

Tap Employees > Contact List to display a list of employees along with their contact/role/wage details, as shown in the image below. From this list, you may either create a shift by tapping on an employee who is Available or edit or cancel a shift by tapping on an employee who is Scheduled or Working.

To create a shift:

  • Tap an available employee:
  • Tap Create Shift:
  • Enter the start and end times for the shift. You may need to scroll below the time selector to select the end time:
  • Tap Save to confirm your changes. A pop-up window will appear. Enter a reason for creating the shift and tap Okay. After creating the shift, you may also send an SMS message to the employee, alerting them of their upcoming shift:

Edit shifts by tapping on a scheduled or working employee and tapping the start or end times.

Cancel shifts by tapping on a scheduled employee and tapping Cancel Shift.

Clock employees out by tapping on a working employee and tapping Clock Out.

Tap the filter button near the upper right corner of the Employees screen to filter by Alert, Department, or Role. Employees Shift alerts (for late employees and for employees in or nearing overtime) can be configured on the Settings > Reports > Insights Application page in the Management Console. Once configured, they appear on the Schedules screen of the Insights app, as shown in the image below (on the right).

Insights_Shift_Alerts+.png

Learn more about Insights by Revel. If you need technical assistance, please reach out to Revel Support.


Have more questions? Submit a request

Insights by Revel

By Noor | Updated

Follow

Revel has released the Insights by Revel app (replacement for the Manager App). This app is designed to offer key insights for store managers and owners about the performance of the establishment based on the activity of the Revel iPad Point of Sale. Insights by Revel lets you create employee shifts, analyze sales and labor trends, and track payment activity for all transactions processed at an establishment.

The Insights by Revel app is available on the iPhone via the App Store. Upon purchasing the app, you will receive an email containing a license key. The license key is used to activate the application. For additional license keys to use on other devices, please contact Revel Sales by calling 415-744-1433.


Contents


Logging In

Log in by entering the following:

  • Establishment URL or Establishment Name: [yoursubdomain].revelup.com or yoursubdomain
  • Username: The username used to login to the Management Console.
  • Password: The password used to login to the Management Console. Do not enter your license key here.

After logging in, enter your license key on the next screen and tap Activate. The license key will be emailed to you separately after purchasing Insights by Revel. A license key is required to active Insights.

Select an establishment to view its dashboard.


The Dashboard

The Dashboard screen provides insights on transactions, payments, top selling products, labor trends, and shift alerts, grouped into five different sections as shown in the image below:

Assuming trending is turned on, the percentages (in red or green) on the right-hand side of the Dashboard screen signify an increase or decrease from a previous day. Turn trending on or off, or set the trend date by tapping the filter icon in the upper right. Turn trending off by tapping Clear All, or start or manage trending by selecting the time period against which you wish to perform comparisons, as shown in the image below.

Return to the store list by tapping the drop down arrow at top of the screen. This opens the establishment details window, allowing you to switch between establishments. When viewing stores, the application displays the Total Payments for each store for that day, as shown in the image below.


Reporting

To change the reporting period, tap the calendar icon in the upper left corner. Select a default time period, or tap custom to set a custom period, as shown below.

Note: Trending is ONLY available when reporting is on a single day.

Tap any of the sections to drill down into the reports. Most reports have two to three view modes (excluding the Payments report, which only has one): "Data View", "Pie View", or "Graph View" represented by "Mountain and Lines" or "Lines Only". Depending on the type of report there may be several sorting options, as shown in the images below.

Once you have selected your desired options, tap Done in the upper right corner to generate the data in the form of a graph (line/mountain and lines/pie/bar). Samples of the various reports are shown below.

Tap the filter icon in the upper right corner of the screen to filter the report by a trend (a day/week/month/year), by employee, or by role (cashier, host, chef, cook, driver, manager, etc.), as shown below.


Employees

Tap Dashboard > Employees > Schedules to display a list of employees either scheduled to work for the day or currently working:

Tap Employees > Contact List to display a list of employees along with their contact/role/wage details, as shown in the image below. From this list, you may either create a shift by tapping on an employee who is Available or edit or cancel a shift by tapping on an employee who is Scheduled or Working.

To create a shift:

  • Tap an available employee:
  • Tap Create Shift:
  • Enter the start and end times for the shift. You may need to scroll below the time selector to select the end time:
  • Tap Save to confirm your changes. A pop-up window will appear. Enter a reason for creating the shift and tap Okay. After creating the shift, you may also send an SMS message to the employee, alerting them of their upcoming shift:

Edit shifts by tapping on a scheduled or working employee and tapping the start or end times.

Cancel shifts by tapping on a scheduled employee and tapping Cancel Shift.

Clock employees out by tapping on a working employee and tapping Clock Out.

Tap the filter button near the upper right corner of the Employees screen to filter by Alert, Department, or Role. Employees Shift alerts (for late employees and for employees in or nearing overtime) can be configured on the Settings > Reports > Insights Application page in the Management Console. Once configured, they appear on the Schedules screen of the Insights app, as shown in the image below (on the right).

Insights_Shift_Alerts+.png

Learn more about Insights by Revel. If you need technical assistance, please reach out to Revel Support.

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