The Sales Report dashboard allows you to view and filter sales information by important criteria of the Back Office, such as accounting groups, order profiles, and reporting shifts. Use this dashboard to save time by viewing your sales data in one report, instead of visiting multiple reports.

To download a copy of this report, click Download, choose from CSV (comma-separated values) or XLSX (Excel), and click Download again.

Accessing the Sales Report dashboard

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

1. Log in to the Back Office with your Lightspeed credentials.
2. Click Reports > Sales Report.

Filtering the Sales Report dashboard

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

To view a single time period

Filter your information by a single time period by choosing a date range from the dropdown. You can also filter by specific days of the week, POS users or POS user groups, and shifts.

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 day of the week, POS user, or shift using the other dropdown menus.
   • 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.
   • POS users: Choose the POS user or POS user group. For example, you can view only the sales data from your managers.
   • Shifts: Choose the shift or a time range. For example, you can view the sales data from only the lunch shift.

To compare time periods

Compare time periods to get an idea of when your sales are highest or lowest. You can also compare specific days of the week, POS users or POS user groups, and shifts.

The Compare with filter will only show data within the same time period. For example, if you view the lunch shift on Mondays, you will only be able to compare it to previous lunch shifts on Monday.

1. Choose a date range from the calendar dropdown menu, such as Last 7 Days, and click Apply.
2. Click the Compare with dropdown and choose an option or enter a custom date range.
3. (Optional) Filter the date range by day of the week, POS user, or shift using the other dropdown menus.
   • 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.
   • POS users: Choose the POS user or POS user group. For example, you can view only the sales data from your managers.
   • Shifts: Choose the shift or a time range. For example, you can view the sales data from only the lunch shift.
4. Choose a comparison period, such as Same period previous month, and click Apply.

Using Compare with will add columns to each section of the table for the original time period, the comparison time period, and the differential percentage between them.

Selecting a Sales Report dashboard view

View your sales data broken down by each criterion. This information can be filtered by choosing specific categories, such as Gross sales.

1. Click a tab, such as Order profiles, to view more detailed data.
2. (Optional) Click the gear icon and check or uncheck the box for each column, then click Save.
3. (Optional) Click the three-dot menu to filter that column. Enter a name or number to find that information specifically, or apply delimiters. For example, you can view only the Hot food accounting group, or Net sales between £500 and £1500.

Understanding the Sales Report dashboard

The Sales report dashboard is broken down into tabs. Each tab displays information from a specific criterion from the Back Office.

• Accounting groups: Accounting groups organize similar items together for tax, printing, and reporting purposes. This tab lists all of your accounting groups and displays data broken down into specific areas like Gross sales and split percentages.

  

• Statistics categories: Statistics categories, also known as statistics groups, are organizational tools that help you filter items on certain reports. This tab lists all of your statistics categories and displays data broken down into specific areas like Gross sales and split percentages.

  

• Order profiles: Order profiles allow you to apply preset settings to orders at the POS, either manually or on an automatic schedule. This tab lists all of your order profiles and displays data broken down into specific areas like Gross sales and split percentages.

  

• Floor plans: Floor plans and tables are useful for representing the layout of your restaurant and organizing it into different areas. This tab lists all of your floor plans and displays data broken down into specific areas like Gross sales and split percentages.

  

• POS configurations: POS configurations are a collection of settings controlled from the Back Office and applied to your POS devices. This tab lists all of your configurations and displays data broken down into specific areas like Gross sales and split percentages.

  

• POS devices: POS devices are the iPads and iPhones that run the Lightspeed Restaurant app that employees use to take and manage orders. This tab lists all of your devices and displays data broken down into specific areas like Gross sales and split percentages.

  

• Payments: Payments are an important part of everyday operations, whether by applying a discount, accepting a payment amount, or voiding a receipt. This tab lists all of your payment methods and displays data broken down into specific areas like Gross sales and split percentages.

  

• Shifts: Reporting shifts define different periods during the day, such as Breakfast, Lunch, and Dinner. This tab lists all of your reporting shifts and displays data broken down into specific areas like Gross sales and split percentages.

  

In each tab, you can view data related to the tab's criterion. This data will change depending on your filters.

Split % by sales: The percentage of all gross sales, totalling to 100%. This percentage is calculated by taking the total amount of gross sales and dividing it by the overall total amount of gross sales.

Split % by covers: The percentage of all covers, totalling to 100%. This percentage is calculated by taking the total number of covers and dividing it by the overall total number of covers.

Split % by orders: The percentage of all orders, totalling to 100%. This percentage is calculated by taking the total number of orders and dividing it by the overall total number of orders.

Split % by amount: The percentage of total sales collected, totalling to 100%. This percentage is calculated by taking the total sales collected and dividing it by the overall total sales.

Gross sales: The total of all sales and services before discounts and taxes are removed.

Net sales: The total of all sales and services after discounts and taxes are removed.

Amount: The total amount collected of all sales and services, minus discounts.

Covers: The total number of covers.

Cover average (gross): The average each cover spent.

Orders: The total number of orders.

Order average (gross): The average amount spent per order before discounts and taxes are removed.

Discounts: The total amount in discounts given out.

Voids: The total amount of voids given out.

Refunds: The total amount in refunds.

Taxes: The total amount paid in taxes.

Losses: The total amount in losses.

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