The Sales Summary gives a quick, graphical overview of sales performance. From this page, you can compare sales performance between different time periods and easily access additional reports if particular numbers require more information.

Accessing the Sales Summary

Accessing the Sales Summary can be done from the navigation bar in the Back Office.

1. Log in to the Back Office with your Lightspeed credentials.
2. From the navigation menu, select Reports > Sales Summary.
3. (Optional) Click Print to print out a physical copy of the Sales Summary for use offline.
4. (Optional) Click Download, select either CSV or XLSX format, and click Download again to download the Sales Summary as a spreadsheet.

Filtering the Sales Summary

Use the filtering options to view and compare information from specific time frames.

To view a single time period:

1. Choose a date range from the calendar dropdown menu, such as Last 7 Days, and click Apply.
2. (Optional) Filter the date range by change interval and/or day of the week using the other dropdown menus.
   • Change interval: Choose between Hourly, Daily, Weekly, or Monthly. For example, you can view your YTD (Year to Date) data broken down by week.
   • Days of the week: Choose a day or days of the week. For example, you can view only the sales data from the weekend by checking off Fri, Sat, and Sun.

To compare time periods:

1. Choose a date range from the calendar dropdown menu, such as Last 7 Days, and click Apply.
2. Choose a date range from the Compare with dropdown menu, such as Same days previous week, and click Apply.
3. (Optional) Filter the date range by change interval and/or day of the week using the other dropdown menus.
• Change interval: Choose between Hourly, Daily, Weekly, or Monthly. For example, you can view your YTD (Year to Date) data broken down by week.
• Days of the week: Choose a day or days of the week. For example, you can view only the sales data from the weekend by checking off Fri, Sat, and Sun.

Understanding the Sales Summary

The Sales Summary charts display your Gross or Net sales based on your chosen time period, followed by a breakdown by each day of the week and time of day.

The Sales Summary bar shows the total of the time period's Gross sales, number of orders, average spent per order, number of covers, average spent per cover, and no cover orders.

The Sales Summary breakdown sections show individual lines for more targeted information.

Sales Summary charts

Use the Sales Summary charts to view your Gross or Net sales at a glance. The information will change depending on your filters, but you will always be able to see a breakdown by Day of Week and Time of Day.

To toggle between Gross sales and Net sales, click the dropdown menu and choose which sales to view.

Hover over a bar on the graph to view that specific time period's Gross sales, Cover count, and Orders. When the change interval is Daily, the hover will also show any transitory accounts, or unsettled orders, for that day.

Sales Summary bar

Use the Sales Summary bar to view important totals at a glance. These totals will change depending on your filters.

Gross sales: The total of your gross sales for the selected time period.

Orders: The total number of orders placed and closed out for the selected time period. An order split into multiple receipts is still considered a single order for the purposes of the Sales Summary.

Order average: The average amount paid per order for the selected time period.

Covers: The total number of individual customers for the selected time period.

Cover average: The average amount paid per customer for the selected time period.

No cover orders: The total number of orders closed without creating a cover for the selected time period.

Sales Summary breakdown sections

The Sales Summary breakdown provides details on your sales in some important areas, including Gross sales, Accounting groups, and Order profiles.

Sales breakdown: Your sales flow, starting with your Gross sales, listing your deductions, and ending with your Net sales. For merchants in the UK only, Net sales will have service charges deducted.

Service charges: This section shows the amount made in service charges.

Refunds: This section shows the amount given out in refunds.

Losses: This section shows the amount in losses.

Payments: This section shows your total sales by the method of payment used, such as credit card or cash. Set up your payment methods in the Back Office.

Tips: This section shows the amount made in tips sorted by the payment method used, such as credit card or cash. Adjust your tips settings in the Back Office.

Discounts and comps: This section shows the discounts most commonly given out on orders. Set up discounts in the Back Office.

Accounting groups: This section shows your top five accounting groups and the sales for each group. The total value is based on your Net sales.

Voids: This section shows the amount voided off customer receipts.

Order profiles: This section shows your top five order profiles and the sales for each profile. Set up your order profiles in the Back Office. The total value is based on your Net sales.

Transitory accounts: This section shows your transitory accounts, or orders left open without payment, for a chosen period, broken into two sections: the Start of period amount and orders and the End of period amount and orders.

• Start of period amount: The total amount in unsettled orders carried over from the day before the selected time period. For example, if the time period is the month of July, the Start of period amount is the total amount in unsettled orders as of June 30th.
• Start of period orders: The total number of unsettled orders carried over from the day before the selected time period. For example, if the time period is the month of July, the Start of period orders is the total number of unsettled orders as of June 30th.
• End of period amount: The total amount in unsettled orders at the end of the selected time period. For example, if the time period is the month of July, the End of period amount is the total amount in unsettled orders as of July 31st.
• End of period orders: The total number of unsettled orders at the end of the selected time period. For example, if the time period is the month of July, the End of period orders is the total number of unsettled orders as of July 31st.
• Change in amount: The difference in the unsettled orders amount from the start of the period to the end.
• Change in orders: The difference in the number of unsettled orders from the start of the period to the end.

Taxes: This section breaks down the amount of taxes you receive on paid orders. The information here will depend on your tax settings in the Back Office.

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