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Dashboard Overview

Updated over a week ago

Here’s a quick guide to help you navigate VendSoft's dashboard:

1. Access the Dashboard

When you log into VendSoft, you land on the Dashboard. This gives you a snapshot of your vending business with key metrics like:

  • Profit and Loss – gross sales, commissions, cost of goods sold, and net income

  • Expenses – total recorded expenses

  • Cash Flow – cash collected, commissions, purchases, and expenses

  • Sales by Product Type – by quantity and revenue

  • Sales by Month – helps track trends

  • Top Products – shows your best sellers

2. Adjust the Time Frame

Use the date range picker in the top right to filter all dashboard data by the period you want to review.

3. Switch Between Dashboards

From the dashboard selector at the top left:

  • Choose between the predefined Trips Data and Telemetry Data dashboards

  • Or open your saved custom dashboards

4. Create a Custom Dashboard

  1. Click Actions > Create Dashboard

  2. Enter a name for your new dashboard and hit Save

  3. Then click Add Widget to begin customizing

5. Add Widgets

Choose the data you want to track, such as:

  • Cash collected by day/week

  • Driver comments

  • Recent sales

  • Inventory alerts

  • Purchases by supplier

  • And more!

Click Add after selecting each widget.

6. Save and Manage Your Layout

Once you’ve added the widgets you need:

  • Click Save Dashboard to keep your layout

  • Use Actions > Rename or Delete if needed


Additional Tips for Using the Dashboard

Here are a few useful options on the VendSoft Dashboard that can enhance your experience but may not be immediately obvious:

1. Saving the Default Trips or Telemetry View as a Custom Dashboard

When you open the VendSoft Dashboard, you'll see one of the two predefined views: Trips Data or Telemetry Data. These are set by default and cannot be edited directly. However, if you'd like to customize them, there’s an easy workaround.

  • Click on the Actions button located at the top of the dashboard.

  • From the dropdown menu, select Save Dashboard.

  • This will save the current view as a custom dashboard, which you can then edit and personalize however you like — including adding, removing, or rearranging widgets.

2. Changing the Data Source for Individual Widgets

Once you've created a custom dashboard, you can add widgets to it that help you track the metrics that matter most to your business.

  • After you’ve added a widget, hover over it and click the three dots icon (⋮) in the top right corner.

  • From the dropdown menu, click Settings.

  • Inside the settings panel, you may find an option to select a Datasource. For certain widgets, this allows you to choose between Trips Data and Telemetry Data, depending on how you track your machine performance.

3. Customizing the "Machines with Low Inventory" Widget

The Machines with Low Inventory widget is a great tool for identifying machines that may need restocking soon.

  • By default, this widget flags items when the quantity in a machine drops below 3 units.

  • To adjust this threshold, click the three dots icon on the widget and go to Settings.

  • In the settings panel, you can set your preferred low-stock threshold — for example, change it from 3 to 5 if you want earlier alerts.

This lets you fine-tune your inventory monitoring to match the needs of your operation.

Tip:

Your dashboard can be as simple or detailed as you need. Add only the widgets that matter most to you, and update it anytime.

Looking for more help? Check out our Video Library or Help Center for more tutorials.

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