The Payment Dashboard in Optopro provides a detailed and organized view of all financial activities across your optical store. It is designed to give you instant clarity on how payments are flowing into your business—categorized by entities, payment methods, payees, time periods, and amounts received. This allows your team to track financial performance effortlessly and make informed operational decisions.

Key Functions of the Payment Dashboard

Payments by Entities: This section displays payment summaries grouped by business entities or store locations.

• • Compare performance across branches
  • Identify which entity is generating higher revenue
  • Monitor financial health at an organizational level

 Payments by Pay Method: Easily view a breakdown of payments collected through various modes such as:

• • Cash
  • Credit/Debit Card
  • Online/Bank Transfer
  • Insurance
  • Split Payments

This helps you understand customer payment preferences and simplifies end-of-day reconciliation.

Payments by Payees: Track all payments collected by individual staff members or designated payees.

• • Monitor team performance
  • Maintain accountability and transparency
  • Verify collections during shift changes or audits

Payment Period Overview: Filter and review payments received over different time periods—daily, weekly, monthly, or custom date ranges.

• • Identify revenue trends
  • Compare performance across time periods
  • Support financial forecasting and planning

Total Amount Received: View the consolidated amount received across all transactions.

• • Understand your total revenue at a glance
  • Confirm financial accuracy
  • Use as a reference for bookkeeping or managerial reporting