Omni Virtual Terminal : Analytics Overview

We are dedicated to helping small and medium businesses grow. With the help of Omni Virtual Terminal’s data and reporting capabilities, businesses finally have the information they need, all in one place. 

 

The analytics found inside of the Omni Virtual Terminal include: 

 

  • Summary Dashboard
    • Includes
      • Gross Sales YTD
      • Net Sales YTD
      • Refunds YTD
      • Monthly Growth Overview
      • Outstanding Receivables
      • Number of active customers (last 30 days)
      • Number of transactions (last 30 days)
  • Sales Dashboard
    • Includes everything in the summary dashboard, plus:
      • Hourly Activity 
      • New vs. Returning Customers
      • Deposits over the last 7 days
  • Deposit Report
    • Monitor your daily deposits and easily reconcile your transactions
  • Fee Statements
    • Review and download your processing statements every month
  • Company Overview Report
    • Do you have multiple locations or processing solutions? If so, you can now run a single report showing the transactional history across all of your accounts
  • Payment Methods Report
    • Review the cards on file that have expired or are about to expire so you never have to worry about a scheduled payment failing due to having the incorrect card information
  • Sales by Item Report
    • See which of your products or services are selling the best 
  • Sales by Item Category
    • Assign categories to your items to see how the individual parts of your business are performing
      • Ex. The owner of a hair salon wants to see all of the salons services (haircut, hair color, hair style) on one report and all of the salons products (shampoo, conditioner, hairspray) on another
  • Projected Inventory Report
    • Make sure you always have enough inventory in stock
  • Payments List View
    • Review all, or some, of your payments in a single report
  • Weekly Email Summary 
    • Receive a weekly email reporting on the total transactions processed in the prior week
  • Data Exports 
    • Payments
    • Invoices
    • Customers 
  • Users (w/ Roles and Permissions) 
    • Add users to your account and assign the appropriate role with the access the user needs
  • QuickBooks Online Lite Sync
    • Automatically send sales receipts to your QuickBooks Online account
  • Social Review Management
    • Easily review and respond to social media reviews for your business


For a closer look into the reporting found in the Omni Virtual Terminal, watch the video below!

 



If you have any further questions or need additional assistance, you can call our Support Team at 1.855.550.3288 or email support@fattmerchant.com.