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Stratamize POS

Your weekly business health cards

What AI Insights computes - revenue trend, best seller, slow movers, peak hour, stock - and that it is arithmetic on your own sales, not an outside model.

Menus and available actions depend on your role and enabled services. In the local demos, use sample records only; no real payments or messages are sent.

AI Insights is a short read of how the shop is doing, written as plain sentences instead of a table. Despite the name, nothing about it is a model or a prediction: it is arithmetic on your own sales, worked out fresh each time you open the page. Nothing about your business is sent anywhere.

Pick Today, This Week, This Month or This Quarter across the top. Each compares the period so far against the whole of the one before it, so on a Wednesday This Week is Monday to today against all of last week — expect the comparison to look poor early in a period and improve as it fills up.

The time it was worked out is printed at the bottom of the page. Refresh recalculates.

The Business Health Score

The ring is an average of four scores, listed under Health Breakdown:

  • revenue — how this period's takings compare with the last one.
  • employees — how many sales the busiest cashier has rung.
  • customers — how many different customers bought something.
  • inventory — how many products are low or out of stock.

Above 75 it reads Excellent, above 50 Good, below that Needs Attention. All four are always shown. On a quiet period the ones with nothing to measure fall back to a neutral middling score rather than dropping out, which is another reason not to manage against the ring.

Treat it as a mood ring for the week, not a metric to manage against. The bands are fixed and the same for a corner shop and a chain.

The cards

Revenue Trends — how much you took this period and the percentage change on the one before, plus your average sale and how many transactions it came from.

Top Performers — your top cashier, and the single product that sold the most units. Read the cashier line carefully: it is worded "had the highest average ticket", but the person it names is the one with the highest total takings. The big figure on the card is that total, labelled Revenue Generated; the average-ticket figure is the smaller one inside the sentence. For a real per-person comparison use Reports → Sales by Employee.

Slow Movers — a product you still have on hand that has not sold at all in this period, and how many days it has been since it last sold. It picks the one that has gone longest and looks only at simple products you hold stock of.

Peak Hours — the single busiest hour of the week and the day it falls on, by number of transactions. Useful for staffing against.

Customer Insights — how many different customers bought something, how many sales had no customer attached, and how much more the ones you know spend than the ones you do not.

Inventory Alerts — how many products are at five units or fewer, and how many are at zero. When neither is true it says so instead.

Some cards carry a link — View Analytics, Schedule Staff, Create PO — which takes you to the screen you would act on.

What it counts

The money and count cards use your sales for the period, dropping any sale refunded in full and any tab still open. A partial refund is not subtracted, as everywhere else outside the Sales Tax report.

Two cards work to their own rules, which is worth knowing before you act on them:

  • Peak Hours counts every finished sale in the period, including ones that were later refunded, so a busy hour of returns still reads as busy.
  • Inventory Alerts and Slow Movers both cover your whole company, not the location you have selected. The money and customer cards are scoped to the selected location.

If nothing has been sold in the period, the page shows No insights available yet.

What it will not do

It does not forecast, does not recommend a price, and does not suggest what to order. The cards above are the whole of it — there is no other analysis behind the page.