The Dashboard provides a real-time overview of your vending business, helping you monitor performance and key metrics at a glance.
Access the Dashboard
When you log in to VendSoft, you land on the Dashboard.
Key Metrics
The Dashboard displays:
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
Quantity and revenue
Sales by Month
Trends over time
Top Products
Best-selling products
Adjust Time Frame
Use the date range picker (top right) to filter all dashboard data for a specific period.
Switch Between Dashboards
Use the dashboard selector (top left) to:
Switch between predefined dashboards:
Trips Data
Telemetry Data
Open your saved custom dashboards
Create a Custom Dashboard
Click Actions → Create Dashboard
Enter a name
Click Save
Click Add Widget to start customizing
Add Widgets
You can add widgets to track specific data, such as:
Cash collected (daily/weekly)
Driver comments
Recent sales
Inventory alerts
Purchases by supplier
Click Add after selecting each widget.
Save and Manage Layout
Click Save Dashboard to save your layout
Use Actions → Rename or Delete to manage dashboards
Additional Tips
Customize Default Dashboards
The default Trips Data and Telemetry Data dashboards cannot be edited directly.
To customize them:
Click Actions
Select Save Dashboard
This creates a copy that you can edit (add, remove, or rearrange widgets).
Change Widget Data Source
For some widgets, you can switch between data sources:
Click the three dots (⋮) on a widget
Select Settings
Choose the Datasource (Trips Data or Telemetry Data), if available
Customize Low Inventory Alerts
The Machines with Low Inventory widget highlights machines that need restocking.
By default, the threshold is 3 units.
To adjust it:
Click the three dots (⋮) on the widget
Select Settings
Set your preferred threshold (e.g., 5 units)
Tip
Customize your dashboard to focus on the metrics that matter most.
You can update it at any time as your needs change.
For more help, visit the Video Library or Help Center.