AskTreez Recipes

The same tasty data with a brand-new flavor

We’ve put together some AskTreez Recipes to help you see important business KPIs (Key Performance Indicators). Have an interesting, useful Recipe? Please email us at asksupport@treez.io and we will add it to the cookbook!

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Average Transaction Time by Ticket Type

This recipe shows you how to find the transaction time of your various sales channels. 

Step 1: Navigate to your AskTreez portal and select the ‘Retail’ drop-down tab. 

Step 2: In the Retail drop-down menu, select the ‘Performance Overview’ dashboard.

Step 3: Scroll down to the ‘Ticket Type’ table and locate the ‘Avg Transaction Time (MIN)’ column to identify the transaction time for each ticket type.

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Top Performing Cashier by Month   

This recipe shows you how to find your top-performing sales associate and the KPIs and products associated with their sales performance. 

Step 1: In AskTreez, click the Retail drop-down tab. 

Step 2: In the Retail drop-down menu, select the ‘Cashier Performance’ dashboard.

Step 3: Scroll to the Date Range filter and select your date range. 

Step 4: Continue scrolling down until you reach the ‘Cashier Snapshot’ table. Click the KPI column heading to sort the table.

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View Gross Receipts for First Time Customers 

This recipe shows you how to filter and analyze gross receipts for your first-time customers.

Step 1: In your AskTreez portal, click the Retail drop-down tab. 

Step 2: In the Retail drop-down menu, select the ‘Retail Manager’ dashboard.

Step 3: Scroll down to the ‘Customer Type’ filter and select ‘First Time Customer’. 

Step 4: Scroll back to the top of the dashboard and view your Gross Receipts total now filtered by first-time customers. 

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See Which of Your Products Are Close to Expiring

This recipe shows you how to find expiring products.

Step 1: In AskTreez, click the Inventory drop-down tab. 

Step 2: In the Inventory drop-down menu select the ‘Retail Inventory Aging’ dashboard.

Step 3: Scroll to the ‘Expired Filter’ and search by ‘Almost Expired’. This will return products that are within 60 days of expiring.

Step 4: Scroll further down to the ‘Inventory Age’ grid. It will now show you all products that are within 60 days of expiring. 

NOTE: This will only update for products that have expiration dates added to their invoice product profile. 

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Which Products Have Been in Inventory the Longest

This recipe shows you how to identify the products that have been sitting on your shelf the longest. 

Step 1: In AskTreez, click the Inventory drop-down tab. 

Step 2: In the Inventory drop-down menu select the ‘Inventory Aging’ dashboard.

Step 3: Scroll down to the ‘Inventory Age’ grid.

Step 4: In the Inventory Age grid, sort the table by clicking the ‘Days in Inventory’ column. Now you will see how long a product has been sitting on your shelf since it was accepted into your inventory.

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