Moneris Insights - View the Sales Page
Written by Ray Aravind
Updated at May 10th, 2025
Table of Contents
Procedure
Overview
The Sales page is divided into three sections:
- a sales graph which displays your total sales for the selected time period
- a Weekly recap section , which provides a recap of the previous week's sales
- a Goals section which shows Sales goal progress to date
These sections are described below.
FAQ 1
Memories Insights - Sales Graph
The Sales graph is the main focus of this page. It is an interactive graph capable of displaying current sales for the selected time period, a forecast of sales based upon spend trends, and your sales from the same time period of the previous year as applicable.
Note: If you are a brand new merchant, or new to Moneris, the last year's figures will not be available to you until you've been using Moneris devices for at least a year in your business.
The sales figures that appear on screen are gross values drawn from credit and debit transactions processed by your Moneris device within the time period. Cash sales are not captured in this data.
You can choose to view the data for different time periods. Refer to the Select a date range topic for more information on switching time frames for data views.
Actual, Forecast, and Last Year figures
On the dashboard you can click or tap at various points on the line and see specific figures for that point in time. The popup that appears shows the date or date range, the percentage of change year over year, and the actual sales, forecast sales, and last year's sales in dollar values.
Note: The desktop and mobile versions of these graphs are different due to space constraints of the smaller screen. The desktop version will display actual and historical forecasts and year to date (YTD) sales values. The mobile version only shows the actual and historical forecasts (not the YTD values).
It is important to note that most transactions are settled on the same day that they are processed on your Moneris device, or on the next day (roughly 97% of transactions), and thus will appear in the sales figures displayed on the Sales page. However, a small number of transactions (roughly 3%) can take up to four days to settle, which means that they will not be included in the sales figures shown.
You will not see immediate changes to sales values every time you process a transaction; you need to wait for the batch to be closed and settled.
Notes about dates along the X axis
The X axis of the graph is dynamically labelled with dates or days depending on which view you are using (Week, Month, QTD, or YTD), and also which platform you are viewing on (mobile or desktop). The X axis appears across the bottom of the graph (shown here with the red arrow); the Y axis appears to the left of the graph (shown here with the green arrow).
The table below explains what you will see based on your view selection and platform.
| Date view | Mobile platform | Desktop/Laptop web browser |
1 Week (1W) |
|
|
1 Month (1M) |
|
|
Quarter to Date (QTD) |
|
|
Year to Date (YTD) |
|
|
Weekly recap
The Weekly recap section displays highlights from the previous week's sales. It displays the last week's gross sales and forecast at the top. Then it breaks down the sales performance (gross sales and number of transactions processed) for the best and worst days of the week, as well as the performance of the other five days.
The Competition section of the weekly recap is drawn from sales recorded by your competitors under the same merchant category to which your business belongs in your geographic area.
Note: This is based on your competitors also using Moneris devices to process credit and debit transactions. Cash transactions, merchants from a different business type, and non-Moneris merchants are not represented here.
The Customers section provides a quick view of new and returning customer counts, and the gross average sale value.
Note: The Customer Dashboard provides a much more detailed view of this customer data.
Goals
The information displayed in the Goals section is drawn from the Sales goal you created and the credit and debit transactions processed by your Moneris device. You have the option to create a new goal or to view all goals by clicking/tapping their respective buttons).