Sales Dashboard

The Sales dashboard has been redone to avoid confusion among operators when comparing figures across dashboards.

  • A Sales Summary card details net sales, service charges, tax, and tip. 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 discount and fee quantity/amount by name. This data is available for download as a CSV.
  • The hourly breakdown and ability to filter by orders placed vs. scheduled has been removed. The hourly breakdown (previously used for tips) can be replaced by the payments page data download. Orders placed vs. scheduled has been taken into account in the new calculations.
  • To see sales of future orders, toggle the Orders toggle to Scheduled 

Transaction Report will provide you 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
  • Autogratuity