Retailer Dashboard

About the Retailer-Dashboard Page

When you select a retailer from the Retail tab, the Retailer-Dashboard page is displayed with Retailer buttons, allowing you to navigate to other pages in the tab.

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Retailer Dashboard Page Elements

Element

Description

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Fiscal/Calendar Year Sales broken out by the Fiscal/Calendar Year-to-Date (current year); Fiscal/Calendar Year-to-Date (prior year); and, Fiscal/Calendar Year (prior year-12 months). Scratchers sales are based on validations.

Displays the Fiscal/Calendar year sales information broken out by game type.

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Fiscal/Calendar Year Profit broken out by out by the Fiscal/Calendar Year-to-Date (current year); Fiscal/Calendar Year-to-Date (prior year; and, Fiscal/Calendar Year (prior year-12 months).

Displays the fiscal/Calendar year profit information broken out by Bonus, Commission (Comm), New Game Incentive, and Other Incentive.

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Number of packs in In-transit, Confirmed and Active status.

Click or touch on the arrow icon.  Displays the Retailers>Scratchers>Summary page.

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Contribution to Education made over the prior two-year time period based on the current (today’s) date.

Download the Flyer by clicking on the Download icon.

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Retailer open tasks.

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Retailer recent visits

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Recent ISR calls.

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Recent scratchers shipments.  Clicking on the arrow goes to the details page.

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Recent consumables shipments. Clicking on the arrow goes to the details page.

About Retailers Buttons

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The Retailer buttons appear beneath the Retailer tab when you click on a retailer on the Retailers page.

The table below describes the Retailer buttons.

Button
Description

History

Displays and maintains contact history for a specific retailer.

Visits

Allows you to record each visit including:

        Executing predefined tasks

        Document any notes

        Setup future tasks

Tasks

Displays and maintains to-do items that are assigned to a specific retailer.

Sales

Displays sales information for a specific retailer, broken down by

        Date range

        Breakdowns by game and price point

        Fiscal Year and Quarterly comparisons

        Comparisons to similar retailers

Acct

Allows you to view accounting information for a selected retailer and time frame, including the following:

        Settles - books that were settled within the selected time frame.

        Pays - Winning ticket payout information.

        Adjust - Any adjustments that occurred.

        Comm - Breakdown of total commissions paid for the selected time frame and prior year.

Scratchers

Displays information about the current scratchers inventory for the retailer, broken out by game and price point.

Forms

Allows you to fill out electronic forms for the retailer and view previously filled out forms.  Signature capture allows retailers to sign the forms.

Survey

Allows you to administer surveys to the retailer.

Goal

Displays retailer goals by year comparing to base sales and goals.

Promo

View all promotions in various statuses and ability to create promotions.

Equip

View all installed and POS equipment at retailer location.  Ability to add/edit POS materials at retailer location.