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    InsightDash

    How To Use InsightDash

    Simple step-by-step guides to help you get the most out of your data

    Upload Your Sales DataAI AnalysisView Your DashboardCreate P&L StatementsFilter by DateCompare PeriodsExport ReportsManaged Service (Done-For-You)

    Upload Your Sales Data

    Works with any POS export or daily sales file

    1. 1Click "Upload Data" from the navigation
    2. 2Drag and drop your POS export, daily sales CSV, or Excel file
    3. 3AI auto-detects dates, sales amounts, and categories
    4. 4Confirm column mapping and proceed to dashboard

    AI Analysis

    Get insights tailored to your retail business

    1. 1AI recognizes your business type (gas station, restaurant, etc.)
    2. 2Patterns like peak hours and slow days are identified
    3. 3Get actionable recommendations for your business
    4. 4View AI summary with key findings on your dashboard

    View Your Dashboard

    See daily revenue, category breakdown, and trends

    1. 1Total sales, average transaction, and growth in KPI cards
    2. 2Sales trends over time in line charts
    3. 3Category breakdown (fuel, snacks, beverages, etc.)
    4. 4Top selling products and peak hours

    Create P&L Statements

    Generate professional Profit & Loss reports

    1. 1Navigate to P&L Analysis from the menu
    2. 2Upload your financial data (Excel/CSV)
    3. 3Map columns to P&L categories (Revenue, COGS, Expenses)
    4. 4View your complete P&L statement with AI insights
    5. 5Compare periods and track trends over time

    Filter by Date

    Focus on specific weeks, months, or seasons

    1. 1Quick presets: Last 7 days, This Month, Last Quarter
    2. 2Or pick a custom date range
    3. 3Great for comparing holiday seasons or promotions
    4. 4All charts and KPIs update instantly

    Compare Periods

    This summer vs last summer, weekday vs weekend

    1. 1Enable "Comparison Mode" toggle
    2. 2Compare any two time periods side by side
    3. 3See which categories grew or declined
    4. 4Spot trends like seasonal patterns

    Export Reports

    Professional reports for banks, partners, or records

    1. 1Click the "Export" button
    2. 2Choose PDF for presentations or Excel for records
    3. 3Great for loan applications or partner meetings
    4. 4Download and share instantly

    Managed Service (Done-For-You)

    We build and maintain your dashboard for you — no software to learn

    1. 1Fill out the Managed Signup form with your business details and consents
    2. 2We confirm scope by email and send you a secure Stripe subscription link
    3. 3Send us your daily/weekly POS exports (or grant access) — we handle the rest
    4. 4Receive a professional dashboard + monthly P&L, delivered by the 5th of each month
    5. 5Ask questions anytime — priority support is included
    Start Managed Signup

    Tips for Retail Data

    Export daily sales from your POS system as CSV
    Include date, amount, and category columns if possible
    Works with most date formats (MM/DD/YYYY, YYYY-MM-DD)
    Compare this month vs last month for quick insights
    Export PDF reports for bank loan applications
    AI detects fuel, food, beverage categories automatically

    Ready to Start?

    Transform your data into insights in just a few clicks

    Get Started FreeTry Demo