The Dashboard in the bessa Manager provides you with a central overview of your company's key revenue metrics. At a glance, you can see total revenue (net, taxes, gross), broken down by article groups, tax types, payment methods, users, and open orders. With comprehensive filter options, you can narrow down the displayed data to specific time periods, locations, registers, or users.
Info: The Dashboard is a read-only view – no data can be edited or deleted. All displayed values are based on the booked transactions of your register.
Adjusting Filters
Click the Adjust Filters button in the top action bar to open a side filter panel on the left. The Dashboard content remains visible on the right. Click Close Filters (×) to close the panel again.
Available Filter Options
The following options are available in the filter panel:
Time Period – Choose from preset time periods: Day, Week, Month (default), Quarter, Year, or Custom. Use the arrow buttons (‹ ›) next to the time period display to navigate forward and backward within the selected time period. When selecting "Custom," an additional date field appears for free-form input. The maximum time span is 12 months.
Company – Filter revenue data to one of your companies. The currently selected company is pre-selected by default.
Locations – Select one or more locations to view their specific revenue. If left empty, all locations are included.
Registers – Narrow down the data to one or more specific registers. If left empty, all registers are included.
Users – Filter the report to specific register users to view only their revenue. If left empty, all users are included.
Select Customer – Use the free-text search field to look up a specific customer and view their revenue statistics.
Click the Reset button to reset all active filters to their default values.
Important: All time filters in the Dashboard are based on the start date of the associated daily closing – not on the calendar day on which the individual booking or invoice was created.
Example: During a New Year's Eve event on December 31, the daily closing is typically completed in the early morning hours of January 1. All revenue from this shift – including transactions made after midnight on January 1 – is assigned to December 31, as the daily closing was started on that day. If you filter the Dashboard to the "December" time period, these revenues are included. In the "January" time period, however, they will not appear.
Tip: The active filter selection is displayed as a summary in the action bar, e.g. "February 2026 + 1 Filter." This helps you keep track of which filters are currently active.
Dashboard Sections
The Dashboard is divided into several sections arranged vertically. Each section displays a specific category of revenue data.
Total Revenue
At the top, three KPI cards are displayed side by side:
-
Net – Net revenue (excluding taxes)
-
Taxes – Total amount of taxes incurred
-
Gross – Total amount including taxes
These cards provide an at-a-glance view of total revenue for the selected time period and active filters.
Article Groups
This section lists all article groups with their respective tax rate in brackets and the corresponding revenue amount. Entries are sorted by revenue in descending order. Negative amounts (e.g. from returned deposits) are also displayed here.
Below the list, you will find two buttons leading to more detailed reports:
-
Article Report – Opens a detailed breakdown of revenue by article groups and individual articles. For detailed information, see Reports.
-
Article Options Report – Shows booked article options (e.g. cooking level, sides) per article. For detailed information, see Reports.
Info: Both report dialogs display context information (time period, company, register) as read-only and offer a Download function for data export.
Tax Types
Here you can see a breakdown of the different tax types (e.g. VAT 10%, VAT 20%, VAT 0%) with their respective amounts.
Payment Methods
This section shows all payment methods used, including the number of transactions and the corresponding amount. Tip amounts are listed as separate lines with the suffix "Tip."
Below the list, three buttons are available that open detailed report dialogs:
-
Cancellations – Shows cancelled payments by payment method
-
Cash Book – Chronological list of all register movements
-
Internal Bookings – Overview of internal bookings such as personal consumption or complimentary items
Details on these reports can be found in the corresponding sections below.
Users
This section lists all register users with their respective revenue. Tip amounts are also displayed as separate lines with the suffix "Tip."
Open Orders
This section displays all orders that have not yet been settled, along with the outstanding amount.
Comparison Mode
The comparison mode allows you to directly compare current revenue data with a comparison period, enabling you to identify trends and developments at a glance.
Activating Comparison
In the filter panel, check the Activate Comparison checkbox. An additional selection will appear:
Comparison Type – Choose between:
-
Previous Period (default) – Compares e.g. the current month with the previous month
-
Same Period Previous Year – Compares e.g. the current February with February of the previous year
Below the comparison type, the selected comparison period is displayed as static text (e.g. "January 2026"). In the action bar, the comparison is reflected as an additional filter in the summary.
Changes in KPI Cards
With the comparison mode active, the three total revenue cards (Net, Taxes, Gross) display additional information:
-
A colored badge showing the percentage change compared to the comparison period
-
The comparison period amount in brackets
The badges use the following color coding:
-
Green badge with ↗ – Positive trend / revenue increase (e.g. ↗ 12.5%)
-
Red/pink badge with ↘ – Negative trend / revenue decrease (e.g. ↘ 58.3%)
-
Grey badge with — – No change
Example: A card shows "127,151.97 €" with a green badge "↗ 24.7% (101,924.80 €)" – this means current revenue has increased by 24.7% compared to the comparison period (101,924.80 €).
Note: When comparison is active, the cards change their layout: Net and Taxes are displayed side by side, while Gross is shown below in full width and slightly larger.
Changes in List Sections
All list sections (Article Groups, Tax Types, Payment Methods, Users, Open Orders) receive an additional column when comparison is active:
|
Column |
Content |
|---|---|
|
Name |
Entry designation |
|
Change (Badge) |
Percentage change + comparison period amount |
|
Current Amount |
Revenue amount for the current period |
The badges in the lists follow the same color logic as the KPI cards: green (↗) for growth, red/pink (↘) for decline, grey (—) for no change.
Example: An entry shows "↗ 15.3% (42,680.00 €)" – the revenue for this entry has increased by 15.3% compared to the value of 42,680.00 € in the comparison period.
Layout Changes with Active Comparison
Due to the additional comparison column, the layout is adjusted to be more compact:
-
Without comparison: All sections are displayed in full width, stacked vertically
-
With comparison: Tax Types and Payment Methods are displayed side by side (2-column layout). Similarly, Users and Open Orders are arranged side by side
Cancellations
The Cancellations dialog is opened via the button of the same name in the Payment Methods section.
It shows an overview of all cancellations within the selected time period, broken down by payment method. Each line contains the number of cancellations and the corresponding (negative) amount.
At the top of the dialog, the time period, company, and register are displayed as read-only context information.
Use the Download button to export the report. Click Close to return to the Dashboard.
Cash Book
The Cash Book dialog is opened via the button of the same name in the Payment Methods section.
Important: To display the Cash Book, a specific register must be selected under Registers in the filter panel. Without this selection, the Cash Book button is not available.
The Cash Book displays a chronological listing of all register movements within the selected time period. Entries are shown in four columns:
|
Column |
Description |
|---|---|
|
Date/Time |
Timestamp of the booking |
|
Type |
Booking type shown as a colored badge |
|
Comment |
A manual comment or the associated receipt number |
|
Amount |
Booking amount in € |
The following booking types exist:
-
Payment (green badge) – Regular payment receipts
-
Refund (red badge) – Invoice cancellation
-
Deposit (green badge) – Manual cash deposit into the register (e.g. change money)
-
Withdrawal (red badge) – Manual cash withdrawal from the register (e.g. for purchases)
-
Count (Shortage) – The cash count shows a negative discrepancy compared to the recorded register balance
-
Count (Surplus) – The cash count shows a positive discrepancy compared to the recorded register balance
-
Opening (grey badge) – Register opening with cumulative amount
-
Closing (grey badge) – Register closing with cumulative daily closing amount
Entries are sorted in reverse chronological order (newest first). Use the Load More button to load additional entries.
At the top of the dialog, the time period, company, and register are displayed as context information. Use Download to export the report, and Close to return to the Dashboard.
Tip: The Cash Book is ideal for tracking all register movements and can be used for submission to your tax advisor or for internal auditing purposes.
Internal Bookings
The Internal Bookings dialog is opened via the button of the same name in the Payment Methods section.
Internal bookings include transactions that do not generate actual payment income, such as personal consumption or complimentary items. The display uses a multi-level structure:
-
Category Header – Shows the booking type with total count and amount (e.g. "8x Personal Consumption (0.00 €)")
-
Individual Lines – Listed below with the individual articles including count, article name, tax rate, and amount (e.g. "3x Cappuccino (20%) | 0.00 €")
Info: The displayed amount for internal bookings depends on the configured valuation for internal bookings in the Company Settings. Depending on the configuration, the amount may be 0.00 € or the actual article price. Internal bookings serve documentation and tracking purposes.
At the top of the dialog, the time period, company, and register are displayed as context information. Use Download to export the report, and Close to return to the Dashboard.
Printing and Sharing
Two additional functions are available in the top action bar:
Print
Click the Print button to open your browser's native print dialog. This allows you to print the Dashboard directly or save it as a PDF.
Share (Create Filter Link)
Click the Share button to open the Create Filter Link dialog. This allows you to create a link to the current Dashboard with the selected filters and share it with colleagues or your team.
You have two options for the date selection in the shared link:
-
Relative Time Period (default) – The recipient sees their current relative time period (e.g. "Last Month" always shows the most recent month)
-
Fixed Time Period – The recipient sees exactly the time period you selected (e.g. "January 2024" always remains January 2024)
Click Copy Link to copy the link to your clipboard. Click Cancel to close the dialog without action.
Tip: Use the relative time period when you want to share regularly recurring reports (e.g. a monthly revenue overview). Use the fixed time period when you want to document a specific reporting period.
Frequently Asked Questions (FAQ)
Why don't I see any data on the Dashboard? Check your active filters. A location, register, or user may be selected for which no bookings exist in the chosen time period. Reset the filters using the "Reset" button.
What do the negative amounts in Article Groups mean? Negative amounts occur, for example, from returned deposits or cancellations assigned to the respective article group.
Can I customize the Dashboard or move widgets? No, the Dashboard layout is fixed and cannot be individually configured. The sections are arranged in a fixed order.
How long is Dashboard data available? Data is available for the entire period for which bookings exist in your system. Using the time period filters, you can display up to 12 months at once.
Where can I find more detailed reports? Use the link buttons on the Dashboard (e.g. "Article Report," "Cash Book") to access more detailed analyses. More comprehensive reporting functions can be found under Reports.
Related Topics
-
Reports – Detailed reports on articles, article options, and further analyses
-
Daily Closing – Information on the daily register closing
-
Tips – Everything about tip management
-
Location Management – Managing your locations