TORO Insight

TORO Insight is your store’s dashboard —a real-time window into what’s happening at your shop, accessible from your phone, tablet, or computer. Sales numbers, employee activity, customer data, inventory, and more —all pushed from your POS and available wherever you are. Whether you’re on vacation, at a trade show, or just in the back office, Insight keeps you connected to the heartbeat of your business.

This guide walks through everything Insight offers —from setting up your account to using every section of the dashboard.

Quick Start #

Getting on Insight takes about two minutes. Here’s the fast path:

1. Find the TORO Insight button on your POS dashboard. Open Admin Tools and look for the TORO Insight button. It’s always there, even if you’ve never signed up.
2. Click it and start your free trial. If you haven’t subscribed yet, you’ll see a quick overview of what Insight does. Tap “See My Dashboard Free” to kick off a free trial that runs through the rest of the current month plus a full month after.
3. Create your username and password. As soon as the trial starts, the account setup window pops up automatically. Pick a username, pick a strong password, confirm it, and hit Create. Write the password down somewhere safe —the POS doesn’t show it back to you later, and there’s no email-based recovery.
4. Log in. Head to insight.torocigarpos.com on any phone, tablet, or laptop, sign in with what you just created, and you’re looking at your store live.
   
   That’s it. To add more logins for managers or employees, come back into TORO Insight on the dashboard and click Manage Access.

Setting Up Your Account #

Here’s the full breakdown of what the Quick Start above covers.

Creating Your Account #

1. Open Admin Tools on your POS and click the TORO Insight button. If your store isn’t subscribed yet, you’ll see a quick overview of what Insight does. Tap “See My Dashboard Free” to start your free trial —the trial runs through the rest of the current month plus one full month after (e.g., if today is March 20, you have free access through April 30). After the trial, Insight continues on a paid subscription unless you cancel.
2. Once the trial activates, the Account Setup window opens automatically. You’ll be asked to either Create a New Account or Link an Existing Account. If this is your first time, choose Create a New Account.
3. Fill in your details:
   
   Username —6 to 100 characters. Letters, digits, dots, underscores, and hyphens only —no spaces or special characters. This is what you’ll use to log in. Capitalization doesn’t matter; the system stores everything in lowercase.
4. Password —at least 10 characters, and it has to include at least one uppercase letter, one lowercase letter, one digit, and one symbol (like !, @, #, $). Your password also can’t be the same as your username. Pick something you’ll remember but others won’t guess.
5. Confirm Password —type it again to make sure.
6. Your store is automatically detected from the POS, so you don’t need to enter it.
7. Hit Create. The first person at your store to sign up gets immediate access. Anyone who signs up after that lands in pending status until an approved user grants them access (more on that below).
8. You’ll see a confirmation with your username, store name, and access status. Write your password down somewhere safe before you close the dialog —the POS doesn’t show it back to you and there’s no email-based recovery if you forget it. (If you do forget it, that’s fine —a manager can reset it for you. See below.)

Linking an Existing Account #

If you already have an Insight account (maybe you manage multiple stores), choose Link Existing Account instead. Enter your existing username and password, and the system will add your current store to your account. Same approval rules apply —if you’re the first user at this store, you’re in immediately. Otherwise, a manager needs to approve you.

Setting Up Employees for Insight #

Before an employee can create their own Insight login, you need to enable Insight access for them in their employee settings. Here’s the full process:

Step 1: Enable the Insight Access setting

1. Go to Dashboard > Admin Tools > Employee Management.
2. Open Employee Settings (or Adjust Employee Settings if defaults are already confirmed).
3. Find the Insight Access setting in the matrix.
4. Set it to Yes for the access levels that should have Insight access (Admin, Manager, etc.), or set it individually for specific employees.
   
   Once this setting is enabled, a “Setup TORO Insight” button will appear on that employee’s account.
   
   Step 2: Create the employee’s Insight account
5. Go to Employee Management and open the employee’s account.
6. Open their Account Information screen.
7. You’ll see the “Setup TORO Insight” button. Click it.
8. The employee can create a new username and password, or link an existing Insight account if they already have one from another store.
   
   That’s it. Once they create their credentials, they can log in at insight.torocigarpos.com with their own account.

Approving Additional Users #

The first person to create an Insight account at a store gets automatic access. Everyone after that needs approval. Here’s how a manager handles it:

1. On the POS, open Admin Tools and click the TORO Insight button to open the Insight control panel.
2. Click Manage Access. You’ll see a list of all employees and their Insight status —Approved or Pending.
3. Select the pending user and click Approve to grant them dashboard access.
4. You can also Remove Access if someone no longer needs it, or Reset Password if someone has forgotten theirs (see below).

Changing Your Insight Password #

If you know your current password and just want to change it —maybe you suspect it’s been seen, or you just want a stronger one —you can do it yourself right from the POS.

1. Open your own employee account: Employee Management > Account Information.
2. Click the “Setup TORO Insight” button. Since you already have an account linked, you’ll see your username, store, and a few buttons.
3. Click Change Password.
4. Enter your current password, your new password, and confirm the new password. The new password has to follow the same rules as when you created your account —at least 10 characters with uppercase, lowercase, digit, and symbol.
5. Hit Change Password. On success, you’ll be signed out of every device that’s currently logged in —including the dashboard tab on your phone —and you’ll need to log back in everywhere with the new password. This is intentional. If the password is being changed because it might have been compromised, killing all the existing sessions makes sure nobody on the old password can keep using the account.

Resetting an Employee’s Password #

If someone forgets their Insight password, there’s no self-service recovery on the dashboard side (we don’t always have an email on file for Insight users, so password reset emails aren’t a clean option). Instead, a manager resets it for them right from the POS, in person. This requires the Reset Insight Password access function, which a store admin assigns to the appropriate access level —usually Manager or Owner.

1. Verify the employee’s identity in person. This is the whole point of doing it on the POS —you can confirm who they are before changing anything.
2. On the POS, open Admin Tools, click TORO Insight, then click Manage Access.
3. Select the employee in the list (they need to be in Approved status —you can’t reset a password for a pending user).
4. Click Reset Password. If you don’t have the access function assigned to your access level, you’ll be asked for an admin override at this point.
5. Enter the new password the employee wants (or one you generate for them and they’ll change later). It has to follow the same policy —10 characters, uppercase, lowercase, digit, symbol. Confirm it.
6. Confirm the warning that they’ll be signed out of all devices, and the password is reset. The employee can immediately log in with the new password —any active lockout from too many failed attempts is also cleared.
   
   The employee’s old sessions on phones, tablets, and browsers all stop working at the moment of the reset, so make sure they know they’ll need to log back in everywhere. They should also change the password to something only they know on their next login if you set it for them.

Login Lockout #

If anyone tries to log in to the Insight dashboard with the wrong password 5 times in 15 minutes, the account is locked for 15 minutes. This is per-username, so it doesn’t matter what device they’re trying from. A successful login clears the counter, and a manager-driven password reset (above) also clears it —so a forgotten-password reset gets the user back in immediately even if they’ve been hammering the wrong password.

Logging In #

Once your account is set up, head to insight.torocigarpos.com on any device. Enter your username and password. The first time you log in, you’ll need to accept the Terms of Service —just read through them, check the box, and you’re in.

If you have one store, you’ll land directly on your dashboard. If you manage multiple stores, you’ll see a store picker where you can choose which one to view.

Installing the App #

Insight works great in a browser, but it works even better as an installed app on your phone or tablet. Go to Settings (gear icon) and look for the Install App section. On most devices, you can add it to your home screen so it launches like a native app —faster, cleaner, and always one tap away.

The Dashboard #

The dashboard is organized into tabs along the bottom of the screen. What you see depends on your subscription tier —Basic, Pro, or Enterprise. Each tier unlocks more sections, and you can tap any tab to jump to that area.

Your data refreshes automatically every 60 seconds, so what you’re looking at is always close to real-time. You can also pull down to refresh manually.

Switching Stores #

If you manage more than one store, there’s a dropdown at the top of the dashboard. Tap it to switch between stores without logging out. Enterprise users also get an “All Stores” option that shows a consolidated view across all their locations.

Sales Tab #

The Sales tab is where most owners spend their time. It gives you an instant read on how your day is going.

Today’s Sales #

The big number at the top is your total for the day so far. This number matches what you’d see on your nightly Daily Report email — it’s the actual revenue you brought in, with comps and gift card redemptions excluded (those show up on their own lines below). A $100 tab paid with $50 cash and $50 comp counts as $50 of real revenue; tabs that are 100% comped don’t count toward your transaction total.

Below the headline, you’ll see how today compares to your average for this day of the week and the same day last year — both shown as percentage changes. Green means you’re up, red means you’re down.

You’ll also see your transaction count and average ticket size, plus detail lines for comps, gift card redemptions, total discounts, and credit card tips — the full day’s picture without diluting the headline. Below that is an hourly breakdown — a bar chart showing sales by hour. You can tap to toggle between dollar amounts and transaction counts. Past hours are filled in, the current hour is highlighted, and future hours are dimmed. It’s a quick way to see when your rush hits and when things slow down.

If the store is closed for the day, this section shows yesterday’s totals instead.

Payment Mix #

A breakdown of how your customers are paying — cash, credit, debit, and anything else you accept. Revenue tenders (the ones that actually bring money in) feed the percentage bar at the top; Gift Card redemptions and Comps are shown below a divider so you can see the full picture without them skewing the mix.

Sales Trends #

This section zooms out. Toggle between Weekly, Monthly, and Yearly views to see your sales over time. Each view shows bars for recent periods with dollar amounts, plus a total revenue and transaction count summary. It’s the quickest way to spot whether things are trending up or down.

Takeout vs. Staying #

If your POS tracks whether customers are taking their purchase to go or enjoying it in-store, this section splits those numbers apart. You’ll see the dollar amount, transaction count, and percentage for each channel.

Recent Transactions #

A scrollable list of your most recent sales, newest first. Each one shows the customer name (or “Walk-in” for anonymous transactions), the time, the total, and any discounts applied. Tap a transaction to expand it and see the full itemized breakdown —every item, quantity, and line total. If the customer has contact info on file, you’ll see their phone number and email here too.

Access Requests #

When employees need elevated permissions —like the ability to apply a discount or void a transaction —they can request it right from the POS. Those requests show up here so you can approve or deny them from anywhere.

There are two types:

• Permanent requests give an employee ongoing access to a function. You’ll see who’s asking, what they need, and which access level it affects. Approve it and they have that ability going forward. Deny it and nothing changes.

• One-time requests are for a single action. The employee needs to do something right now —like override a price —and they need a temporary password. You’ll see the action, the reason they gave, and a one-time password they can use. Approve it and they can proceed. Deny it and they’ll need to find another way.

Each request shows how long ago it was submitted, and you can tap to see full details or contact the employee directly.

Items Tab #

The Items tab focuses on what’s moving (or not moving) in your store.

Top Items Today #

See which products are driving your sales today. Toggle between By Revenue (which items are bringing in the most dollars) and By Quantity (which items are selling the most units). A progress bar next to each item shows its share relative to the top seller. This section shows your top 10.

Sales by Product Type #

Similar to Top Items, but grouped by category —Premium Cigars, Accessories, Beverages, Humidors, and whatever other product types you’ve set up. Toggle between revenue and quantity views. Each category shows its total and percentage of overall sales.

Ordering (Enterprise) #

The ordering panel lets you create and manage purchase orders right from Insight. This is a powerful feature for owners who want to handle ordering from their phone or while they’re away from the store.

Creating an order:

1. Tap Create Order and select your ordering mode and vendor.
2. Choose between a Standard Order (pre-configured by the system based on your sales patterns) or a Custom Order (where you specify your own parameters for different product categories).
3. The system calculates suggested quantities based on burn rate, current stock, and desired supply levels.
   
   Managing orders:

• Pending Orders shows orders being built. You can watch progress and view details.

• Completed Orders shows finalized orders ready to send. Review items and costs, then submit to the POS or email directly to your vendor.

• Staged Orders are pre-built orders based on your burn rate and stock levels, ready for review.

You can edit quantities, add notes, and delete orders you don’t need. Unsent orders automatically expire after a configurable number of hours (set in Settings).

Inventory (Enterprise) #

Generate inventory reports filtered by brand or vendor. Each report shows every item in stock for your selected filter, with quantity on hand, boxes/singles breakdown, and cost per unit. You can track past reports by date and delete ones you no longer need.

Guests Tab #

The Guests tab is all about your customers.

Customers Today #

See how many transactions today had a customer attached. Below the count, you’ll find Top Spenders Today —a ranked list of who spent the most. Tap any customer to see their phone number and email, with one-tap links to call, text, or email them.

Open Tabs #

If customers have open tabs, they show up here with a summary —how many tabs are open and the total value. You’ll see the oldest tab date so nothing slips through the cracks. Each tab shows the customer name, number of items, when it was opened, and the running total. Tap to expand contact details.

Top Customers #

Your VIPs, ranked. Toggle the time range —Today, Week, Month, Year, or All Time —to see who’s spending the most. Each customer shows their cigars purchased and total dollars spent. Tap to expand and contact them directly.

SMS Tab (Enterprise) #

Communications Panel #

Send targeted SMS campaigns to customer segments right from Insight.

1. Choose your filter —target customers by membership level (Gold, Silver, Bronze) or by tags you’ve assigned (VIP, etc.).
2. Select a time range —Today, Week, Month, Year, or All Time. The system finds customers matching your criteria within that window.
3. Preview the list before sending to make sure you’re reaching the right people.
4. Compose and send your message through the SMS integration.
   
   This tab also includes group text buttons for your staff —one-tap messaging to everyone on the clock, all staff, management only, or admin only.

Store Tab #

The Store tab covers everything about your physical location and team.

Time Clock #

See who’s working right now. Clocked-in employees show with a green indicator, their name, and when they started. Below that, Clocked Out Today shows who already worked and their hours. Group text buttons let you quickly message everyone on the clock or everyone who worked today.

Notifications #

If your store uses task reminders (like bathroom checks, trash duty, or table runs), this section shows the recent activity. Each notification shows the task name, type (interval, at close, before close), message, and schedule. Expand any notification to see a history of employee responses —who acknowledged it, who snoozed it, and who ignored it.

Employee Directory #

Your complete staff roster with contact info. Each employee shows their name, role, phone, and email. Tap to expand contact options. At the top, group text buttons let you message all staff, management, or admins in one tap.

Vendor Directory #

All your vendors and their sales reps in one place. Each vendor shows the company name and how many reps you have on file. Expand to see rep names, phone numbers, and email addresses with one-tap contact buttons. Great for when you need to reach a rep while you’re at a show or away from your desk.

Store Info #

Your store’s name, address, and phone number. Simple and always accessible.

Settings #

Tap the gear icon to access settings. Here you can customize how Insight looks and behaves.

Theme #

Choose between Light, Dark, or Auto mode. Auto switches between light during the day and dark at night. Your choice is saved and persists across sessions.

Font Size #

Pick from Default, Medium, Large, or X-Large. Each option shows a preview so you can see what it looks like before committing. Helpful if you’re reading the dashboard from across the room or want a more comfortable text size on your phone.

Order Expiry #

Control how long unsent orders stick around before being automatically cleaned up. Options range from 12 hours to 7 days. Orders that have already been submitted are never deleted —this only affects orders still in draft.

Subscription Tiers #

Insight comes in three tiers, each building on the last.

Basic #

Everything you need to track daily sales:

• Today’s Sales with hourly breakdown

• Sales Trends (weekly, monthly, yearly)

• Payment Mix

• Takeout vs. Staying

• Recent Transactions

• Access Requests

Pro #

Everything in Basic, plus deeper insight into items, customers, and your team:

• Top Items Today

• Sales by Product Type

• Customers Today

• Open Tabs

• Top Customers

• Time Clock

• Employee Directory

• Vendor Directory

• Notifications

• Store Info

Enterprise #

Everything in Pro, plus powerful management tools:

• Ordering Panel (create and manage purchase orders)

• Inventory Reports (filtered by brand or vendor)

• Communications Panel (SMS campaigns)

• All Stores view (consolidated multi-store dashboard)

• Multi-store login

Tips and Things to Know #

Every timestamp is in your store’s local time. Clock-ins and clock-outs, open tab ages, recent transaction times, and notification history all render in the timezone of the store you’re viewing — not UTC, not your phone’s location. Arizona uses Phoenix time (no DST), Indiana uses Indianapolis time, Michigan uses Detroit time, and everywhere else maps to the expected Eastern / Central / Mountain / Pacific / Alaska / Hawaii zone. Nothing to configure — it’s derived from your store’s state address automatically.

Your session lasts 30 minutes of inactivity. If you leave the app idle for half an hour, you’ll be logged out automatically. Just log back in —it’s instant.

Data comes from your POS. Insight doesn’t have its own database of products or customers. Everything you see is pushed from your POS system throughout the day. If something looks off, check your POS first.

One-tap contacts are your friend. Almost every section that shows a person —customers, employees, vendors —lets you tap to call, text, or email them. It’s designed to be a natural extension of managing your store.

The demo account is always available. If you want to show someone what Insight looks like before they sign up, log in with username demo and password ilovetoro. It uses sample data so nothing real is exposed.

Access requests don’t expire. If an employee requests access and you don’t see it right away, it’ll still be there next time you open Insight. Take your time.

Group texting works through your phone’s SMS app. When you tap a group text button, Insight opens your default messaging app with the phone numbers pre-filled. You type the message and send it yourself —Insight doesn’t send it for you.