Retail Back Office: Dashboard - Summary

Retail Back Office: Dashboard - Summary

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

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


SALES

This shows the total Sales based on the selected Time Period. The following information appears: 
  1. Gross Sales: The Gross Sales during the selected Time Period.
    1. Formula: Sum of all payments + Gross Void + Discount + Discount Tax + Void Discount + Void Discount Tax - (GC Sold + HA Sold + Membership Sold + GiveX Sold)

  2. Net Sales: The Gross Sales – minus applied sales returns, allowances and discounts – during the selected Time Period.
    1. Formula: Gross Sale - Tax - Gross Void (or Net Void + Void tax) - Discount - Discount Tax - Void Discount - Void Discount Tax.

  3. Non-Taxable Net Sales: The amount of sale from retail items with zero tax during the selected Time Period

  4. Grand Sales: The Net Sales – plus applicable Tax – during the selected Time Period.
    1. Formula: Net Sale + Tax

  5. Gross Receipt: The total of all payments made during the selected Time Period.
    1. Formula: Sum of all payments

  6. Gross Void: The total amount (including Tax) voided during the selected Time Period.
    1. Formula: Total Price (Retail Item Price + Tax) Retail Item and Modifier, that is voided

  7. Net Void: The total amount (excluding Tax) voided during the selected Time Period.
    1. Formula: Total price (Retail item price) Retail Item and modifier, that is voided


DISCOUNT TYPES


The Discount amounts with the Total at the top:
  1. Promo: Promo discounts during the selected Time Period.
  2. Comp: Comp discounts during the selected Time Period.
  3. Donation: Donation during the selected Time Period.
  4. Discount Tax: Discounts Tax during the selected Time Period.
  5. Refunds: Refunds during the selected Time Period.



SUMMARY


Includes the following information:
  1. Opening Balance: The Balance at the start of the selected Time Period.
  2. Paid In: The amount Paid In during the selected Time Period.
  3. Paid Out: The amount Paid Out during the selected Time Period.
  4. Cash Drop: The amount of Cash Drop during the selected Time Period.
  5. Cash Expected: The amount of Cash Expected during the selected Time Period.
  6. Over / Shortage: The Over / Shortage during the selected Time Period.
  7. Actual Cash: The Actual Cash during the selected Time Period.



DEPARTMENT SUMMARY


All departments involved in Sales during the selected Time Period.
  1. The Department Summary toggle determines when the Departments section will appear along with its respective Sale and Total amounts.
  2. Finally, the Total will be available at the top for all the Departments columns. 


DISCOUNTS

Displays every Discount included as part of sales during the selected Time Period, with the Total at the top.
  1. Receipt Discount: Receipt discount during the selected Time Period.
  2. Item Discount: Item discount during the selected Time Period.
  3. Discount Tax: Discount tax during the selected Time Period.
  4. Void Discount: Void discount during the selected Time Period.
  5. Void Discount Tax: Void Discount tax during the selected Time Period.
  6. Discount in Gift Card: Discount in gift card during the selected Time Period.


PAYMENT SUMMARY


Includes summaries for payment types. All 3 will appear by default. Finally, the Total will be available at the top.
  1. Credit Card: The sum of Credit Card payments during the selected Time Period.
  2. SideCC: The sum of Side CC payments during the selected Time Period.
  3. Other Payment: The sum of other types of payments during the selected Time Period.


CREDIT CARD



Displays all Credit Card transactions during the selected Time Period. Includes the following columns:

Name, Count, Amount, Service Charge - along with the Deposit column (which will be available if the Show Cash Reward toggle is enabled on the Admin screen). The Total of the Amount column is at the top.



OTHER PAYMENTS


Payments other than Credit Card (such as HA, GiveX, Loyalty, Cash, Gift Card, etc.) will appear here – with the Total at the top. Includes the following columns:


Name (type), Count (number of payments), Amount collected, along with Service Charge.


TAXES


Displays all Taxes collected during the selected Time Period. Includes the following columns:
  1. Name: Displays the Name of the Tax.
  2. %: Displays the tax percentage calculated.
  3. Net Sales: Displays the Net Sales for this tax.
  4. Amount: Displays the amount taken in Taxes.
  5. Tax Exempt: Displays the amount that’s Tax Exempt.
  6. Tax Refund: Will appear by default.


GUESTS


Displays Receipt statistics based on the number of Guests, and includes the following data:
  1. Receipt Count: The total number of Receipts during the selected Time Period. It will appear only when Guest/Receipts toggle is enabled in Report Settings. Any Receipt Void will not be included.
  2. Guest Count: The total number of Guests during the selected Time Period. It will appear only when Guest/Receipt toggle is enabled in Report Settings.
  3. Average Per Receipt: The average amount (in currency) per Receipt. Formula = Total Amount / Total Receipts.
  4. Average Per Guest: The average amount (in currency) per Guest. Formula = Total Amount/Total Guest.

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