Manage all aspects of your business with the Clover Dashboard

The Clover Dashboard is available for all Clover users and provides a view of all their business’s information in one place, in real-time. Because the dashboard provides access to live data, businesses get up-to-the-minute insights rather than waiting to review their numbers in various month-end reports.

Dashboard reporting helps you make better informed decisions for your business by allowing you to visualize KPIs and track performance, as well as see data directly within the dashboard to analyze trends and gain insights from what you see daily, weekly, and/or monthly.

Using the Clover Dashboard, you can:

Access the Clover Dashboard

As a Clover customer, you can access your Clover Dashboard from your computer, your tablet, or your mobile phone. Simply go to clover.com/dashboard and log in using your Clover Account credentials. Refer to our Help Center for information about how to log in if you have trouble.

Set Business Operation Details

The Account & Setup section allows you to add/edit details about your business including taxes, service rates, employees, Wi-Fi and printer options, as well as view your statements, monthly software plan details, and business metrics – from items sold to which items were sold by which employee.

In summary, the Acount & Setup section lets you:

• View various reports and determine the times reports run and how to receive them
• Enter/edit tax rates and additional fee, tax exemptions
• Enter/edit service change rates and/or convenience fees
• Enter/edit employee details and permissions
• Set up where/how you want customers to add a tip and add suggested amounts
• Set up Wi-Fi and Wireless Manager options for your network
• Set up your printer options
• View your Monthly Statements
• View/edit your Service Plan details

Access/Use the Virtual Terminal

What happens when you are away from your Clover device, but don’t want to miss a sale? Clover Virtual Terminal gives you the flexibility and convenience of processing payments and refunds—wherever you happen to be. To use Virtual Terminal, all you need is an internet connection and a computer, phone, or tablet.

In addition to allowing you to take payments anywhere, Clover’s Virtual Terminal can also:

Log in to your Clover Dashboard from a smartphone, tablet, or computer and you’re ready for business anytime, anywhere.

IMPORTANT: Virtual Terminal payments are considered card-not-present transactions because they’re entered manually. For this reason, your credit card processors may charge higher transaction fees. Please contact us with questions about transaction fees.

Set up Online Ordering

Clover Online Ordering¹ gives you an easy way to take advantage of the benefits of online ordering for pickup and dine-in and boost sales during these complicated times.

View and Manage Reports

There is a wide range of reports in the Reporting section of the Clover Dashboard. First, there is a Sales Overview Report where you can see a sales summary, which includes orders, gross sales, net sales, average ticket size and amount collected. In addition, you can see the breakdown of the sales by tender type (credit card vs cash vs gift cards), your top revenue items, top sold categories, and top sold items

• Under the Orders, you can see details of all your orders and review a receipt for any order.  You can also resend a customer a copy of their receipt under the Transactions > Payments section.
• Under Closeout, you can set up your preferences. You can view all your closeout reports online or you can have a summary of your daily sales sent to you via email automatically. 
• Under Cash Log, you can see your cash flow reports.
• Under Tips, you can see a total of all tips for all employees or just one, and you can see the entire transaction including a copy of the receipt.

For those using the Clover Dining software, you can easily edit your restaurant’s floor plans, as well. Each report can also be printed and or exported for your reference.

Manage Item Inventory

The Inventory section provides the details surrounding your inventory: from the item, the categories, printer labels, and revenue classes. You can also view your most popular items by quantity sold and top items by net sales during a specific time frame.   The Inventory section of the Clover Dashboard or the Inventory app on your Clover device lets you manage your inventory of merchandise or menu items:

You can show or hide an item from your register as well. 

Manage your Employees

In the Employee section of the dashboard, you can create profiles for each of your staff and these profiles can be different depending on their level. You can set and manage your employees’ roles, permissions, and passwords so that each employee has access to the features you want them to use, and the others are hidden.

Additionally, the Employees section gives you the ability to view all transactions made by each individual employee. This can be a helpful tool for gaining insights on your best performing employees, or for tracking down a specific transaction. To view individual employee reports, simply open the Dashboard and click the Employees tab. Here you will find a list of all your employee profiles. Click the “Reports” link beside the employee’s name to view all transactions made by the employee – you have the option to filter the report by day, week, or date range.

Manage your Customers

Learn about your customers and their purchasing habits, send them announcements about your business, and offer rewards to encourage them to return – you can even leave messages for your customers on your receipt!

With permission from your customers, you can create customer profiles to make it easy to start orders for them. You can also make promotions available to them.

Manage your Clover Apps

The More Tools section of the Clover Dashboard includes any third-party apps you have already installed, as well as list of available apps on the Clover App Market that you can download to help your business grow.  You will also see the service plans and billing information. 

Log in to your Dashboard to get started today!

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¹Clover Online Ordering is included free as part of the Counter Service or Table Service Restaurant plans. No additional subscription is required. Other processing fees continue to apply.  To start using Online Ordering, log in to the Clover Dashboard. If you have any questions, feel free to reach out to our 24/7 Customer Service Desk at 1-888-263-1938.