Reports: Sales Summary
The Sales Summary gives you a comprehensive view of sales including Number of Sales, Net Sales , Tax Amount, Total, and Sales Average which can be broken down by the day, week or month or Hour
This updates every 10 mins
In this article:
VIDEO DEMO
UNDERSTAND YOUR ' SALES SUMMARY '
To access your ' Sales Feed ' => In your Back Office => Reports => Sales Summary :
2. You can start by selecting your preferred dates:
Grouped By: Daily, Weekly, Monthly
Hours: By Preset time frames or Custom Hour Range.
Date Range: Use the calendar icon to select your day / date range
All Day: Apply a starting / Ending time to be more precise
Venues: if you have multiple venues: filter by venue or all venues
3. Hover above a date / dot on the chart to display its Sales Amount:
4. Compare your Sales by Days to understand your most popular days of trading, hover on a column to display it's amount:
( for example: here Friday does the highest sales amount based by monthly analysis )
5. Compare your Sales by Hours to understand your most popular time(s) of trading, hover on a time column to display it's amount:
( for example: here 7pm / 19h is the time generating the most sales )
6. Sales Summary: Understand your Sales Summary by columns: click on the ' Eye Icon ' to hide or display more data columns & easily compare:
Date / Range: Report Day/week/Month or Custom Date range
Sales Count: Number of sales within the period you selected ( day, week, month, ... )
Customers: Total number of guests recorded against the orders for the period selected.
Net Sales = Total Collected - (Tax +Tips +Cash Rounding + Payment Surcharge )
Taxes: The total amount tax collected in the set time range.
Tips: The total amount of collected tips from the payment terminal or online store in the set time range.
Sales Amount = Net Sales + Taxes
Sales Average = Average sale value for the day/month/week or with specified filters. This will be calculated by sales amount divided by the number of sales.
Cash Rounding: For Cash payments: there might be a rounding difference positive or negative ( for example: $ 9.97 will be cashed off as $ 9.95 therefore generate a $ -0.02 difference & $ 9.98 will be cashed off as $ 10 therefore generate a $ +0.02 difference in the reports )
Payment Surcharge: Total Payment Surcharged collected from Payment Terminal & Online Store for period selected.
Surcharge:Total Order level surcharge like Public Holiday or Weekend Surcharge collected over the selected period.
Discount: Total Discounts on items or on orders collected over the selected period
Refund Count: how many refunds have been applied to that day / date range
Refund Amount: Total amount of refunds applied to that day / date range
Total Collected =Total Amount collected from the sales during the selected period. Includes Net Sales, Taxes, Tips, Payment Surcharge & Cash Rounding.
7. Advanced Filters: click on the ' Filter Icon ' to organise your sales amount by:
Sales Channels: In Store, Online ( if you have an online store ), Doordash, Uber Eats, .. depending on what your business offers
Devices: If you have more than 1 device ( POS, mPOS, iPad, ... ) you can see the sales of that one particular device.
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