Moneris Insights - Pages
Written by Ray Aravind
Updated at May 10th, 2025
Table of Contents
Procedure
Overview
In this section, we will go over everything you need to know to gain insights into your business' health in three key pillars: Sales, Customers, and Competitors.
The Moneris Insights pages are designed to provide you with important information about the health of your business, to help you make impactful changes within your business based on the three key pillars.
A note about number rounding
The only values that are rounded in Moneris Insights are as follows:
- All percentage values - including percentages in comparison pills
- Y axis on the sales line graphs
- All customer counts
- All transaction counts
For everything else, the full dollar and cents value of your sales revenue is displayed.
Access the Pages
Moneris Insights - Acces the Sales, Customers or Competition Pages
Once you log in to Moneris Insights, follow these steps to access the Sales, Customers, or Competition pages.
- To access the Sales page: From the main menu, click/tap the Sales page icon.
- To access the Customer page: From the main menu, click/tap the Customer page icon.
- To access the Competition page: From the main menu, click/tap the Competition page icon.
Select a Date Range with Date Presets
Moneris Insights - Select a Date Range with Date Presets
Use the date selector tool to enter a date range to view data. The date selector offers preset time periods, eliminating the need to enter a date range manually.
Note: For the initial release, you will not be allowed to enter or select a date range; your only options are the date presets.
Use date presets
Date presets are a quick way to access data without needing to enter a date range. The preset date options offered are:
- 1W: This is the default view, and represents the current week. The system considers a week to run from Sunday to Saturday.
- 1M: This represents the current month to date. The system considers a month to align to the calendar months.
- QTD: This represents the current quarter to date. A quarter is comprised of 3 calendar months, so Quarter 1 runs from the beginning of January to the end of March. Quarter 2 runs from the beginning of April to the end of June, while Quarter 3 occupies July through to the end of September, and Quarter 4 spans October to December.
- YTD: This represents the current year to date. The system considers a year to align to the calendar year (January - December).
The date presets appear across the top of the sales dashboard on the desktop version, and across the bottom on the mobile version.
