Retail Back Office: Dashboard - Sales

Retail Back Office: Dashboard - Sales




Navigation: Log into the BO for your Store, then on the Home page Dashboard select Sales

The Sales dashboard appears:

 

Select the Time Period from the dropdown, then click Apply. The Sales dashboard will appear for that selected Time Period. You will be able to view the below information, based on the selected Time Period:


Net Sales

 - Blue tile with a Dollar Sign ($) icon. Displays Net Sales data based on the selected Time Period.
  1. Formula = Gross Sale - Tax - Gross Void (or Net void + Void Tax) - Discount - Discount Tax - Void Discount - Void Discount Tax
  2. When clicked on, you will be able to view the following:

Net Sales Table

Contains columns for Date, Net Sale, Tax, Discount, and Grand Sale.
  1. You can sort by any column (alphabetically [A-Z, Z-A] or numerically [largest-smallest, smallest-largest]).

  2. When a value in the Date column is clicked a drill down table appears for the Day’s Net Sales. Sorting is identical to the Net Sales table.
    1. When any value in the Receipt No column is clicked a drill down table appears for the single Receipt. It contains sections for Receipt Summary, Order Summary, Tax Summary, and Payment Summary.


 

Net Sale by Hour Graph

The graph will appear below the table, with Hours denoted horizontally and Net Sales vertically.
 

Net Sales by Tender Graph

Displays Tender Types that took place during the selected Time Period, with Tender Type denoted horizontally and Net Sales vertically.




Avg. Receipts

 - Green tile with a graph symbol. Displays the average Receipts in the Store based on the selected Time Period.


Avg. Cover

 - Purple tile with dollar sign ($). Displays the average Cover in the Store based on the selected Time Period.


Tax

 - Yellow tile with percentage symbol (%). Displays the Total Tax collected for all Receipts based on the selected Time Period.

You can view the following information:

Tax Table

Contains columns for Tax Name, Tax Percentage, Net Sales, Tax Amount and Tax Exempt – along with Total amounts for Tax Amount and Tax Exempt.



Net Sale by Hour Graph

Will appear below the table based on the selected Time Period. Hours will be denoted horizontally and Net Sales vertically.


Sales by Tender Graph

All the tender type that occurred towards sales calculation for the selected Time Period, with Tender Type denoted horizontally and Net Sales vertically.



Transactions

 - Pink tile with card icon. Displays the transactions that occurred in the Store during the selected Time Period. When clicked, you will be able to view the following information below:


Transactions Table

Contains columns for Check No, Date, Payment No., Tender, Masked Card No, Auth Code, Status, CC Tip Charge, Service Charge, Amount, and Tip.


When any Check No value is clicked on, a Check# page appears. It includes Summary sections for the Check, Order, Tax, and Payment. You can email the Customer a copy of their receipt by entering their Email Address then clicking the SEND RECEIPT button.
  1. Only one Address can be entered at a time and the button won’t be available until an Address is entered. Click Back to return the Transactions table. The following information appears on the page:



Net Sale By Hour Chart

Net Sales broken down by hours. Hours are denoted horizontally and Net Sales vertically.
 


Net Sales by Tender Graph

Net Sales broken down by Tender Types that contributed to calculated sales during the selected Time Period, with each represented by a color that occupies a portion of the circular graph.
 


Customers


  1. Based on the selected Time Period, the total number of customers that have shopped.
  2. The Customer tiles will have people icon with orange color.


Discounts


  1. Based on the selected Time Period, the total discounts applied to the receipt (item based, receipt based, open item, open receipt, mix and match discounts).
  2. The Discount tiles will have dollar icon with yellow color.
  3. When clicked on the Discount tiles, you will be able to view the Table, Net Sale by Hour graph, Sales by Service type and Sales by Tender graphs will appear below.


Discount Table


  1. The discount table contains the columns such as Discount Name, Total, %Total, Count, Average, Discount Coupon Type, Total Receipts, % of Receipts Discounted, Gross Sales, % Discount of Gross Sales, Receipts Discounted along with Search and Column option will appear based on the selected time period.
  2. The Total Discount is available for the columns such as Total, %Total, Count, Average.
  3. The pagination is handled here and the minimum rows per page will be 5 and maximum rows per page will be 20 (5,10,15,20).
  4. The Sorting option is available for each and every column (A-Z, Z-A, Small to large numbers, large to small numbers).


Net Sale by Hour Graph


  1. The graph appears below the table based on the selected time period.
  2. The hours are denoted in horizontal view and net sales are denoted in vertical view.
 

Sales by Tender Graph


  1. The graph appears below the table based on the selected time period.
  2. All the tender type that takes place for the selected time period for sales calculation appear here along with the graphical representation.
  3. The Tender type is in horizontal view and net sales in vertical view.
                                  

Refunds


  1. Based on the selected Time Period, the Refund transactions occur.
  2. The Refund tiles will have graph icon with purple color.
  3. When clicked on the Refund tiles, you will be able to view the Table, Net Sale by Hour graph, Sales by Service Type and Sales by Tender graphs appear below.


Refund Table


  1. The refund table contains the columns Date, Receipt#, Reason, Device, Refund By, Payment Type, Amount along with Search and Column option appear based on the selected time period.
  2. The Total will be available for the Amount column.
  3. The pagination is handled here and the minimum rows per page will be 5 and maximum rows per page will be 20 (5,10,15,20).
  4. The Sorting option is available for each and every column (A-Z, Z-A, Small to large numbers, large to small numbers).
 
Search  :
The Search option is available in the main screen.
The minimum search character is 3 and all the suggestions relevant to 3 characters will appear.
When user enters the character lesser than 3 characters, no search occurs.
The Search option will allow alpha-numeric search. 
COLUMNS:
Upon clicking the field - a dropdown will be shown where you can select and deselect the column which you has to view. 
Upon selecting the column - The respective column will be shown in the Main page. 
By deselecting it - The respective column will not be shown in the report.
All option will be available Upon clicking it - all the columns will be shown. 
By default - Select all option will be selected.
                                                                           
Net Sale by Hour graph:
The graph appears below the table based on the selected time period.
The hours are denoted in horizontal view and net sales are denoted in vertical view.
 
Sales by Tender graph:
The graph appears below the table based on the selected time period.
All the tender type that takes place for the selected time period for sales calculation appear here along with the graphical representation.
The Tender type are in horizontal view and net sales in vertical view .
     
                                    

Labor


  1. Based on the selected time period, the labor involved percentage appear.
  2. The Labor tiles have people icon with pink color.

COGS


  1. Based on the selected time period, the cost of goods sold for the store will appear.
  2. The COGS tiles have food prepare icon with red color.
  3. When clicked on the COGS tiles, you will be able to view the Table, Net Sale by Hour graph, Sales by Service Type and Sales by Tender graphs appear below.

COGS Table


  1. The COGS table contains the columns such as Item, Quantity, Cost along with Search and Column option appear based on the selected Time Period.
  2. The Total be available for the Cost column.
  3. The pagination be handled here and the minimum rows per page will be 5 and maximum rows per page will be 20 (5,10,15,20).
  4. The Sorting option be available for each and every column (A-Z, Z-A, Small to large numbers, large to small numbers).

Net Sale by Hour Graph


  1. The graph appears below the table based on the selected time period.
  2. The hours is denoted in horizontal view and net sales in vertical view.
 

Sales by Tender Graph

  1. The graph appears below the table based on the selected time period.
  2. All the tender type that takes place for the selected time period for sales calculation should appear here along with the graphical representation.
  3. The Tender type is denoted in horizontal view and net sales in vertical view.
                                                

SPLH


  1. Based on the selected time period, the Sale Per Labor Hour will appear.
  2. The SPLH tiles should have sand clock icon with blue color. 

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