Overview
Business Pulse Check provides a daily "health snapshot" of your business performance. It analyzes yesterday's sales data, identifies key trends and potential issues, and offers AI-generated insights to help you make data-driven decisions quickly—without needing to be a data expert.
Who is this guide for?
Store Owners & Managers who need to monitor daily performance.
Business Operators who want to spot problems before they escalate.
Decision-makers looking for quick, actionable insights from their sales data.
Before You Begin
Data Requirement: Your EPOS360 system must have recorded at least one full week of sales to generate meaningful comparisons.
Profile Setup (Recommended): Complete the Business Questionnaire for personalized insights. Without it, the AI can only provide generic analysis.
Time: Reports are generated daily at 00:00 (midnight). Check in the morning to review the previous day's performance.
How to Access Pulse Check
Open your EPOS360 app.
Tap the "Insights" tab in the main navigation.
Select "Pulse Check".
The report for the latest available day (typically yesterday) will load automatically.
Understanding Your Daily Pulse Check Report
The report is divided into three core analysis sections, each with a health status indicator.
Section 1: Yesterday's Sales Analysis
This section compares your performance from yesterday to the same day last week.
What you'll see:
Key Metrics:
Sales Amount: Total revenue and the percentage change (↑ or ↓) from last week.
Order Count: Total number of transactions and the percentage change.
Average Order Value (AOV): Average spend per order and the percentage change.
AI Summary: A 1-2 sentence conclusion written by the AI, pinpointing the main driver of the day's performance
Drill-Down Analysis: The AI bases its summary on a deep comparison of 10+ factors, including:
Channel performance (In-store vs. Online)
Product-level sales
Discount usage
External factors (holidays, weather)
Tap "Provide Suggestions" to get AI advice on improving the weakest health metric.
Section 2: Sales Health Analysis
This section evaluates the stability and predictability of your revenue.
What you'll see:Three key health indicators, each marked as Healthy, Needs Attention, or Requires Action:
Daily Goal Achievement Rate:
Measures: How often you hit your daily sales target over the last 28 days.
Health Thresholds:
Healthy: ≥ 90% of days
Needs Attention: 80% - 89% of days
Requires Action: < 80% of days
Note: If no goal is set, you'll be prompted to set one.
Monthly Goal Progress:
Measures: Your progress against the cumulative monthly sales target for the last 28 days.
Health Thresholds: Same as above (≥90%, 80-89%, <80%).
Weekly Sales Stability (Highest Negative Deviation):
Measures: The worst single-day drop in sales compared to its typical performance over the last 7 days.
Health Thresholds:
Healthy: Deviation ≤ 5%
Needs Attention: Deviation 5% - 15%
Requires Action: Deviation > 15%
How to interact:
Tap "Provide Suggestions" to get AI advice on improving the weakest health metric.
Section 3: Product Sales Health Analysis
This section examines the performance and efficiency of your product catalogue.
What you'll see:Three key product health indicators, also marked with health statuses:
Slow-Moving Products Ratio:
Measures: The percentage of your products that had zero sales in the last 7 days.
Health Thresholds:
Healthy: ≤ 5%
Needs Attention: 5% - 20%
Requires Action: > 20%
Action: Tap "View List" to see which products are not selling.
Sales Quantity Concentration:
Measures: How many of your products make up 80% of your total items sold. A low number means sales are concentrated in very few items.
Example: "4 products drive 80% of your volume."
Health Thresholds (for the ratio of these core products to your total catalogue):
Healthy: ≤ 5%
Needs Attention: 5% - 20%
Requires Action: > 20%
Sales Revenue Concentration:
Measures: How many of your products make up 80% of your total revenue.
Health Thresholds: Same as Sales Quantity Concentration.
How to interact:
Tap "Provide Suggestions" to get AI advice on improving the weakest health metric.
Best Practices
Make It a Morning Routine: Check PulseCheck first thing each business day to start with a clear, data-backed understanding of your performance./
Set Realistic Goals: Use the Goal Setting feature (in Insights or Settings) to establish daily and monthly targets. The health analysis depends on this.
Don't Just Look, Act: Always click "Provide Suggestions" when a metric is in Needs Attention or Requires Action. The AI will provide concrete next steps.
Review Product Health Weekly: Use the slow-moving products list every week to make decisions about menu changes, promotions, or inventory ordering.