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Overview

The analytics module provides real-time insights into your sales performance, inventory status, and business trends through interactive charts and key performance indicators.

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Accessing Analytics

1

Navigate to Analytics

Click “Análisis” in the sidebar navigation to open the analytics dashboard.
2

View the dashboard

The analytics page displays multiple sections:
  • Top KPI cards showing today’s metrics
  • Inventory status chart
  • Annual revenue summary
  • Daily income and expenses trends

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Today’s Performance Metrics

The top section shows four key performance indicators for today:

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Total de Ventas (Revenue)

Shows total sales revenue for the current day with percentage change from yesterday.
  • Red gradient card with bar chart icon
  • Displays total monetary value of sales
  • Shows percentage change (e.g., “+8% respecto a ayer”)
  • Data sourced from analyticsService.getTodayStats()

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Órdenes Totales (Total Orders)

  • Yellow gradient card with document icon
  • Shows count of completed transactions
  • Includes comparison to previous day
  • Helps track sales volume regardless of value

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Productos Vendidos (Products Sold)

  • Green gradient card with users icon
  • Total quantity of items sold today
  • Useful for inventory turnover analysis
  • Shows growth percentage

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Nuevos Clientes (New Customers)

  • Purple gradient card with tag icon
  • Count of unique customers who made purchases today
  • Tracks customer acquisition
  • Displays day-over-day change

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Inventory Status Analysis

The inventory chart visualizes stock availability:
1

View the donut chart

The circular chart shows inventory distribution across three categories.
2

Interpret the segments

  • Green segment: Productos disponibles (Available stock)
  • Yellow segment: Stock bajo (Low stock - requires reordering)
  • Red segment: Agotado (Out of stock)
3

Check percentages

Hover over segments to see exact counts and percentages.
Data is calculated by analyticsService.getInventoryAnalysis():
  • Disponible: Products with >10 units or unlimited availability
  • Stock Bajo: Products with 1-10 units remaining
  • Agotado: Products with 0 stock

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Annual Revenue Summary

The annual chart displays monthly revenue trends:
1

Review the line chart

The chart shows revenue progression across the last 6 months.
2

Identify trends

Look for:
  • Upward trends (business growth)
  • Seasonal patterns
  • Unusual drops (investigate causes)
  • Peak months (prepare for similar periods)
3

Compare months

Hover over data points to see exact monthly revenue values.

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Inventory Rotation

The rotation chart shows which products are selling:
Helps identify fast-moving vs. slow-moving inventory.
  • Displays product sales distribution
  • Highlights top-selling items
  • Identifies stagnant inventory that may need promotion
  • Informs purchasing decisions
The income line chart shows daily revenue:
1

View daily performance

Chart displays the last 7 days of sales revenue.
2

Identify patterns

Look for:
  • Weekday vs. weekend differences
  • Best performing days
  • Days that need attention
3

Plan accordingly

Use insights to:
  • Schedule staff appropriately
  • Plan promotions for slow days
  • Prepare inventory for busy days
Data retrieved via analyticsService.getAnalyticsData() which processes daily sales.

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Expenses Tracking (Egresos)

The expenses chart mirrors the income chart:
  • Shows daily operational costs
  • Helps monitor spending patterns
  • Supports profitability analysis
  • Highlights unusual expense spikes

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Refreshing Analytics Data

1

Click Actualizar

Click the purple “Actualizar” button in the top-right corner.
2

Wait for refresh

The system:
  • Calls analyticsService.getAnalyticsData() to fetch latest data
  • Updates all charts and KPIs
  • Recalculates percentages and trends
3

Review updated data

All metrics now reflect the most current information.
Analytics automatically refresh when you navigate to the page, but manual refresh ensures the latest data.

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Understanding Calculations

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Revenue Calculations

// Today's total revenue
const totalRevenue = sales.reduce((sum, sale) => sum + sale.total, 0);

// Average order value
const averageOrderValue = totalRevenue / totalOrders;

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Inventory Status

// Products are classified as:
if (product.availability === 'unlimited') {
  // Disponible
} else if (product.stock > 10) {
  // Disponible  
} else if (product.stock > 0) {
  // Stock Bajo
} else {
  // Agotado
}

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Growth Percentages

// Calculate percentage change
const growth = ((currentValue - previousValue) / previousValue) * 100;

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Key Insights to Monitor

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Daily Performance

1

Check morning metrics

Review today’s KPIs each morning to set goals.
2

Monitor throughout the day

Refresh analytics periodically to track progress.
3

Review end-of-day

Compare final results to goals and previous days.

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Inventory Health

  • High disponible percentage (>70%): Good stock levels
  • High stock bajo percentage (>30%): Need to reorder soon
  • High agotado percentage (>15%): Urgent attention required
  • Consistent growth: Business expanding well
  • Flat line: Market saturation or need for marketing
  • Declining trend: Investigate causes (competition, seasonality, etc.)

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Best Practices

Review analytics daily to make data-driven business decisions.
  • Check daily: Review KPIs every morning
  • Track trends: Look for patterns over weeks and months
  • Compare periods: Analyze week-over-week and month-over-month
  • Act on insights: Use data to drive inventory and sales decisions
  • Monitor inventory: Keep “Agotado” percentage below 10%
  • Watch growth metrics: Positive trends indicate healthy business
  • Investigate anomalies: Sudden changes need immediate attention

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Using Analytics for Decision Making

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Inventory Decisions

1

Review rotation chart

Identify top-selling products.
2

Check stock status

Ensure best-sellers have adequate stock.
3

Analyze slow movers

Consider promotions for products with low rotation.
4

Plan purchases

Order based on sales velocity and current stock.

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Sales Strategy

1

Identify peak days

Review income trends to find busiest days.
2

Schedule staff

Ensure adequate coverage on high-volume days.
3

Plan promotions

Run sales on typically slower days to boost revenue.

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Financial Planning

1

Track monthly revenue

Use annual summary to project future income.
2

Monitor expenses

Keep spending in line with revenue.
3

Calculate profitability

Compare income vs. expenses for net profit.

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Troubleshooting

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Charts Not Displaying

  • Refresh the page (Ctrl+R or Cmd+R)
  • Click the “Actualizar” button
  • Check your internet connection
  • Ensure you’re logged in with valid credentials

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Incorrect Data

  • Verify date filters are set correctly
  • Check that sales have been properly recorded
  • Refresh analytics to get latest data
  • Contact administrator if discrepancies persist

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Performance Issues

  • Clear browser cache
  • Close unnecessary browser tabs
  • Check system requirements
  • Try a different browser

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Technical Reference

Analytics operations use the analyticsService.js service:
  • Get analytics data: analyticsService.getAnalyticsData()
  • Today’s stats: analyticsService.getTodayStats()
  • Inventory analysis: analyticsService.getInventoryAnalysis()
  • Executive summary: analyticsService.getExecutiveSummary()
  • Custom period: analyticsService.getCustomPeriodData(start, end, groupBy)
Charts are rendered using Chart.js library and data is fetched from https://cemac-api.vercel.app/analysis/sales.

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