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Data-Driven Decisions

Robin’s comprehensive reporting suite gives you the insights needed to optimize operations, increase revenue, and understand your business better.
Pro Tip: Schedule reports to be automatically emailed daily, weekly, or monthly. Never miss important trends.

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Report Categories

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Quick Overview

Sales Reports

Revenue tracking and trends

Customer Analytics

Behavior and preferences

Product Performance

What’s selling, what’s not

Financial Summary

P&L ready reports

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Sales Reports

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Daily Sales Report

  • Summary View
  • Detailed Breakdown
Daily Sales Report - 24 Jan 2025

Total Sales:        RM 3,456.78
Transactions:       89
Average Sale:       RM 38.84

vs Yesterday:       ↑ 12.5%
vs Last Week:       ↑ 8.3%

Peak Hour:          12-1 PM (23 sales)
Top Product:        Nasi Lemak Special

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Period Comparisons

Compare this week to:
  • Previous week
  • Same week last month
  • Same week last year
  • Custom period
Track monthly trends:
  • Revenue growth
  • Transaction volume
  • Average ticket size
  • New vs returning
Long-term patterns:
  • Seasonal trends
  • Growth rate
  • Market changes
  • Business evolution

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Customer Analytics

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Customer Segments Report

Segment Performance

VIP Customers (Top 20%)
- Count: 156 customers
- Revenue: RM 45,600 (52% of total)
- Avg Frequency: 4.2x/month
- Avg Ticket: RM 125

Regular Customers (Next 30%)
- Count: 234 customers
- Revenue: RM 28,900 (33% of total)
...

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Cohort Analysis

Track customer groups over time:
  • Retention by join month
  • Lifetime value trends
  • Behavior changes
  • Optimal engagement timing

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Customer Journey

1

Acquisition

How customers find you First purchase analysis
2

Activation

Second purchase rate Time to return
3

Retention

Purchase frequency Churn indicators
4

Revenue

CLV development Upsell success

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Product Analytics

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Best Sellers Report

  • By Revenue
  • By Quantity
  • By Profit
Top products driving income:
  1. Premium Set Menu - RM 12,450
  2. Signature Coffee - RM 8,900
  3. Special Combo - RM 7,200

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Product Performance Matrix

Classify products into:Stars ⭐ High sales, high margin
  • Promote heavily
  • Ensure stock
Cash Cows 🐄 High sales, low margin
  • Volume drivers
  • Bundle opportunities
Question Marks ❓ Low sales, high margin
  • Marketing needed
  • Test promotions
Dogs 🐕 Low sales, low margin
  • Consider removing
  • Clear inventory

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Financial Reports

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Profit & Loss Summary

  • Gross sales
  • Less: Refunds
  • Less: Discounts
  • Net revenue
  • By category breakdown
Pro Feature:
  • Cost of goods sold
  • Payment processing fees
  • Operating expenses
  • Gross profit margin
  • Net profit margin
  • Daily settlements
  • Pending amounts
  • Fee deductions
  • Bank deposits
  • Running balance

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Tax Reports

Essential for compliance:
  • SST collected summary
  • Tax-exempt sales
  • E-invoice register
  • Monthly SST-02 data
  • Annual tax summary

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Operational Reports

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Staff Performance

Sales Metrics

Per staff member:
  • Total sales
  • Transaction count
  • Average sale
  • Items per transaction
  • Speed of service

Productivity

Efficiency tracking:
  • Sales per hour
  • Peak performance
  • Training needs
  • Incentive calculations

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Inventory Reports

If inventory enabled:
  • Stock movement
  • Reorder alerts
  • Wastage tracking
  • Turnover rate
  • Dead stock analysis

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Custom Reports

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Report Builder (Pro)

1

Select Data

Choose metrics to include
2

Add Filters

Date range, products, segments
3

Choose Format

Table, chart, or hybrid
4

Save Template

Reuse for regular reporting
5

Schedule Delivery

Auto-email to stakeholders

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Advanced Analytics

Pro users can access:
  • Predictive analytics
  • Anomaly detection
  • Correlation analysis
  • What-if scenarios
  • AI insights

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Export & Integration

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Export Formats

  • PDF Reports
  • Excel/CSV
  • API/Webhook
  • Professional layout
  • Charts included
  • Print-ready
  • Password protected
  • Shareable

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Dashboard Integration

Connect Robin data to:
  • Google Data Studio
  • Microsoft Power BI
  • Tableau
  • Custom dashboards
  • Accounting software

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Scheduled Reports

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Setting Up Automation

Automated Reporting

Configure regular reports:Daily: End-of-day summary Weekly: Monday performance review Monthly: Full business analysis Custom: Any frequency neededDelivered via:
  • Email
  • WhatsApp (coming)
  • Cloud storage
  • API endpoint
Yesterday’s performance:
  • Total sales
  • Top products
  • Issues/refunds
  • Today’s weather impact
Management summary:
  • Revenue vs target
  • Customer metrics
  • Product performance
  • Action items
Executive overview:
  • P&L summary
  • Growth metrics
  • Market position
  • Strategic insights

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Analytics Best Practices

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Regular Review Rhythm

Daily: Quick operational check Weekly: Performance review Monthly: Strategic analysis Quarterly: Deep dive & planning

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Key Metrics to Track

Focus on metrics that matter:🎯 North Star Metric: Your main goal 📈 Leading Indicators: Predict future 📊 Lagging Indicators: Confirm results 🔄 Operational Metrics: Daily health

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Using Insights

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Action Framework

1

Observe

What does the data show?
2

Interpret

Why is this happening?
3

Decide

What should we do?
4

Act

Implement changes
5

Measure

Did it work?

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Common Questions

  • Check date range
  • Verify filters
  • Ensure transactions exist
  • Refresh data
  • Include refunds?
  • Correct timezone?
  • All locations included?
  • Pending transactions?
  • Contact support
  • Describe requirements
  • Usually 24-48 hours
  • Pro plan recommended

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Next Steps

AI Business Insights

Let AI analyze your reports

Sales Dashboard

Real-time performance view
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