Total Customers
The total number of customers who have made payments through Square
Template created by
Square Sales Performance
Monitor Square payment volume, revenue trends, and transaction data in one clean view.
4.7/5 based on 2,374 reviews | GDPR Compliant
Square sales performance, unified
Square handles your payments. This dashboard handles your insights.
Get the essential data on your total customers, new customers, daily orders, and daily revenue all in one place. See breakdowns by product and tag, and monitor your product mix across in-person and online sales.
SegMetrics’ Square Sales Performance Dashboard is built for businesses using Square who need a unified view of sales performance without toggling between Square’s different reporting tools. (Plus, SegMetrics lets you see names, emails, and customer journeys behind every metric.)
See what clearer data can do for your Square-powered business.
What's Included
The KPIs you get access to with this dashboard…
New Customers
The number of first-time customers who made their first purchase during a specific time period
Product Mix
A breakdown of the distribution of sales across your different products
Revenue
The total revenue generated from all Square transactions during a specific time period
Orders
The total number of orders processed through Square during a specific time period
Best Selling Products
A ranking of your top-performing products by customers, orders, and revenue
Sales by Tag
Total sales broken down by CRM tags for segmented performance tracking
Deep Dive
Inside the Square Sales Performance Dashboard Template
Why this Dashboard
Why use the Square Sales Performance Dashboard?
Square bridges the gap between in-person retail and online sales, but its reporting tools can leave your data siloed. SegMetrics’ Square Sales Performance Dashboard brings your POS and e-commerce data together into one clear, actionable view.
Stop switching between reports. Get the metrics you need, when you need them, and grow your business across every channel.
Who it's for
This dashboard is perfect for:
- Businesses processing payments through Square
- Retailers using Square POS alongside online sales
- Teams who need a unified view of in-person and e-commerce performance
- Anyone who wants clearer visibility on Square sales performance than the native dashboard provides
What you can do
What can you do with this info?
Monitor your Square sales health at a glance. Identify red flags in your revenue instantly, especially when you use Metric Alerts with this sales data.
How Often
How often should you use it?
Review this dashboard daily or weekly, depending on the speed and size of your business. Definitely daily if you’re running a major promotion.
Integrations needed
What integrations do you need to use this dashboard?
The Square Sales Performance Dashboard requires your Square integration and optionally your CRM if you’re using one alongside Square. See our full list of integrations.
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Built on your Square data
This dashboard reads straight from the integration below. Connect it once and the template fills itself in.
How SegMetrics Works
You have questions. SegMetrics has answers.
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SegMetrics connects your data from all your marketing tools, including ad platforms, CRMs, email systems, payment processors and more. Find the hidden profits in your marketing.
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