POS SOFTWARE
What is way simpler and faster for retailers than sifting by way of a POS report to grasp their knowledge is taking a look at a easy visible display. Right here I’ll present you tips on how to convert a typical PosBrowser report right into a easy AI-generated dashboard. It isn’t solely simpler to assessment but in addition to share with others.
And it solely takes minutes to do.
What Is a PosBrowser AI Dashboard?
A PosBrowser AI dashboard is a visible abstract generated from an exported report that routinely turns uncooked figures into charts and graphs and highlights them.
Right here is the fundamental course of.
- Run your normal report in PosBrowser and put it aside as a PDF. Bear in mind the identify you saved the report below.
- Click on on meta.ai.
- Please kind the + within the field and add your PDF into an AI assistant.
- Now ask the AI to supply a dashboard that exhibits the precise metrics you need, for instance, if I printed out a report on inventory gross sales by class, I’d ask for a dashboard that exhibits the precise measures you want.
Create a inventory valuation dashboard by division, prime 20 classes, ageing inventory, and gross sales tendencies over time.
Word: For this instance, I particularly used Meta AI as a result of it’s at present free. Since most of my purchasers don’t have paid AI accounts, I wished to pick a device that’s extremely accessible to everybody. Whereas you need to use different AI platforms, Meta AI is a superb place to begin if you wish to take a look at this course of with none additional value.
How Do You Test an AI Dashboard In opposition to the Authentic PosBrowser Report?
The AI can flip a text-heavy report right into a cleaner visible abstract inside seconds or minutes, relying on the platform and file dimension. Nonetheless, you should assessment the visible output in opposition to the unique report earlier than sharing it with employees or utilizing it for choices. AI does make errors.
Under, you’ll be able to see a pattern inventory valuation report beside the dashboard generated from the identical knowledge. The instance under exhibits how a typical POS report turned an AI dashboard.The inexperienced arrow is the place you’ll be able to add departments to look at.
Proceed
I counsel beginning off with a number of studies you recognize nicely, resembling a complete report. Take a look at the way it goes and use this instance to enhance your requests.
Get pleasure from.
Written by:
Bernard Zimmermann is the founding director of POS Options, a number one point-of-sale system firm with 45 years of business expertise, now retired and in search of new alternatives. He consults with varied organisations, from small companies to massive retailers and authorities establishments. Bernard is keen about serving to firms optimise their operations by way of progressive POS expertise and enabling seamless buyer experiences by way of efficient software program options.
