Getting Started: Sales

The Sales dashboard allows you to analyze real time sales data and download reports.

 

  • A Sales Summary card details net sales, service charges, tax, and tips. This summary directs the user to the Payouts dashboard for more granular detail.
  • The Revenue Accounts card shows the number of products and net sales per revenue account. This data is available for download as a CSV.
  • The Zone Breakdown card displays net sales per zone. This data is available for download as a CSV.
  • The Refund Summary card shows refund/comp/void quantity broken down by revenue account. This data is available for download as a CSV.
  • The Discounts & Fees card details the discount and fee quantity/amount by name. This data is available for download as a CSV.
  • The Comps and Coids card details comps and voids by reason. 
  • The Cash Paid In/Out card details all cash that has been paid in or out. 
  • The hourly breakdown and ability to filter by orders placed vs. scheduled have been removed. The hourly breakdown (previously used for tips) can be replaced by the payments page data download. Orders placed vs. scheduled have been taken into account in the new calculations.

Transaction Report will provide you with a CSV download of the following fields: 

  • Name
  • Payment Time
  • Payment Type
  • Order Placed
  • Placed Business Day
  • Order Placed Hour
  • Order Scheduled
  • Order Scheduled Hour
  • Spot
  • Zone
  • Tab Server
  • Order Server
  • Order Value
  • Tip
  • Auto-gratuity