Account & Setup
- Configure taxes, fees, service rates, printer & Wi‑Fi options.
- Set employee roles & permissions; view plan details & statements.
- Fine‑tune tips, closeout preferences, and app access.
Clover Dashboard — run your business from anywhere
One secure, real‑time view of sales, customers, employees, inventory, online orders, reports and apps — accessible from laptop, tablet, or phone.
At‑a‑glance KPIsNet revenue, today’s key numbers, hourly trends.
Manage everythingInventory, staff, online ordering, reporting & apps.
Work from anywhereVirtual Terminal + invoicing from any browser.
Built for every small business
Whether you’re running a café, retail shop, salon, food truck, or a professional service, the Clover Dashboard centralizes daily operations and gives you the insight to grow with confidence.
Retail
Restaurants
Quick‑service
Services
eCommerce
Mobile & Field
What you can do in the Dashboard
Reporting & Analytics
- Sales overview (orders, gross/net sales, average ticket size).
- Filter by time range, employees, order type, and device.
- Export/print reports; track cash logs, tips, and closeouts.
Inventory Management
- Add items, categories, modifiers & variants with clear descriptions.
- Use printer labels & revenue classes to route and track items.
- Manage stock quantities; show/hide items on the register.
Customer Engagement
- Create customer profiles and link purchases.
- Send announcements, promotions and offer rewards.
- Add custom messages to receipts to build loyalty.
Employees
- Create profiles with admin/manager/employee roles.
- Control app/data access with permissions.
- View transactions per employee; run performance reports.
App Marketplace
- Install third‑party apps (scheduling, delivery, accounting, etc.).
- Customize your dashboard with tools your business needs.
- Manage plans and billing from one place.
At‑a‑glance performance insights
See today’s key numbers, hourly net revenue, top items, and trends across locations. Filter and export reports or sync with accounting tools to simplify tax prep.
Virtual Terminal — take payments from any browser
- Accept credit/debit without your device; process refunds remotely.
- Request payments by email; send digital receipts; monitor in one dashboard.
- Save cards on file; set up recurring payments; AVS/CVV protection built‑in.
- All transactions sync with Clover POS so sales stay in one place.
Online Invoicing — get paid faster
Send professional invoices by email with a hosted checkout link. Customers pay securely by card, you both get confirmations, and every invoice is tracked in your Dashboard.
- Log in to Dashboard → Virtual Terminal → Send Invoice.
- Enter amount and customer info → send.
- Customer pays online → you both receive confirmations.
How a workday flows with Clover
| Step | In the Dashboard | Outcome |
|---|---|---|
| Open | Check net revenue vs. last week; confirm staff shifts. | Spot issues early; optimize staffing. |
| Midday | Review top‑selling items and hourly trends. | Adjust promos or purchase orders. |
| Afternoon | Invoice a phone order via Virtual Terminal. | Get paid remotely and securely. |
| Close | Send auto closeout email; export reports. | Smoother accounting handoff. |
FAQs
Do I need Clover hardware to use the Dashboard?
The Dashboard is available to Clover merchants and works with your Clover account. Log in from any browser to view reports, manage items, settings, and more.
Can I take payments without my device?
Yes — the Virtual Terminal lets you accept card‑not‑present transactions, issue refunds, send invoices, save cards on file, and set up recurring payments.
Does Online Invoicing require extra software?
No — invoicing is included with Virtual Terminal and uses your Clover account. Payments can clear as quickly as within a day depending on processor timelines.