Insights App
Get your Sales Reports directly on your phone in just few clicks
In this article:
INSTALL, LOG IN / OUT, SWITCH VENUES, REFRESH
Learn how to:
Install, Log In, Log Out, Switch Venues & Refresh your Insights App,
in this article:
VIDEO DEMO
SALES :
From here you can see all your Sales based on:
Dates, Order Types (Cash, Card, Gift Vouchers, ... ), Top Selling Products, ...
Start by selecting the Date or Date Range:
Summary
Summary tells you, based on the date you chose, how much you did that day in:
Sales Amount: Net Revenue including the Tax
Net Sales: Net Revenue excluding Tax & Refunds
Total Orders: Numbers of Orders made
Average Sale: Average Sale amount per Order
( If you are unsure what ' Net Sales ' includes / excludes, for example:
click on it, an explanatory pop-up will appear:
'Net Revenue exc. tax & Refunds' )
Sales Comparison
To better understand your Sales Trends, compare your:
Monthly sales with the previous month
Daily / Weekly sales with the previous week
& see the differences per trading hour
Compare your Yearly / Monthly Trends:
Select a Year or Month (This Month, Last Month, Custom dates) from the dropdown
and automatically see the comparison with the Previous Year / Month,
for example:
Custom Dates: April
Selected Month: April. Sales Amount: $ 205.11K
Previous Month: March. Sales Amount: $ 207.89K
= -1.34 % compared to the previous Month
Compare per Hour:
click on the columns to display the amount
Scroll sideways to display more times
BLUE column: average of the Previous Month's Sales at 11PM: $ 1.207,00
ORANGE column: average of this Month's Sales at 11PM: $ 435.40
Compare your Daily / Weekly Trends:
Select a Day / week from the dropdown and automatically see the comparison,
for example:
Yesterday (thursday)
Prev. Thursday Sales Amount: $ 6,841.88
This Thursday sales Amount: $ 4,963.99
= -27.45% compared to the previous Thursday
Compare per Hour:
click on the columns to display the amount
Scroll sideways to display more times
BLUE column: Previous Thursday's sales at 12PM: $ 651.40
ORANGE column: Yesterday's (Thursday) sales at 12PM: $ 44
Order Types
Order Types are:
Dine In, Pick Up, Takeaway, Delivery, Catering, ...
Here are displayed the Top 3 of your most commun order types,
based on the Total Sales amount of the date(s) selected.
A good way to understand your Customers eating preferences
Top Products
Top Products show your most sold / popular Items with their quantities,
organised by Price ( higher to lower ),
on the date(s) you selected
Top Reporting Groups
Reporting Groups are created in your Back Office and assigned to your Products,
they help you understand your Product Sales trends
( ⚠️ If no Reporting Groups are assigned to Products, they will be reported as 'Others' )
Here our Reporting Groups for Thursday are compared to last Thursday:
for example: we can see that our 'Specials' didn't sell as well
Learn how to create Reporting Groups, in this article:
CARD PAYMENTS :
From here you can see all your Card Payments:
Summaries (refunds, fees,payouts, ..), Sales Channels & Payout History by Dates
Summary
Card payments Summary shows you the:
Total of all your Card payments on all your Channels
( POS, Online Store, Manual Payments, ... )
POS & ECOM Sales ( Total Card Sales )
- Refunds ( only card refunds )
- Adjustments (Refunds, chargebacks, and other adjustments are added to the payable batch as they occur and are not related to the sales day of the original transaction)
- Fees ( credit card surcharge )
= Net Payout ( Paid to your Bank Account )
⚠️ The Tips are currently not displaying in the app, this feature is coming soon
Sales Channels
Sales Channels are channels where you Sell your Products:
In Store (POS), Online Store, Uber Eat, ...
This way you know which platform is more used by your customers
( If you don't have an Online Store, Uber Eat, ... only ' POS ' will display )
Learn how to create new Sales Channels, in this article:
Payout History
Payout History shows you all the Card Payouts that you have received
according to the dates you selected
(ex: last 7 days )
Click on a date to display the amount (ex: 24/4 : $6,022.77 )
Scroll sideways to access more dates (if more dates were selected)
Coming Soon
End of Day Reports for Oolio Platform Customers.
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