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Understanding the Sales dashboard

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

Customize the dashboard according to your business needs to have essential reporting data readily available at a glance. This report includes data on total revenue, bestsellers, top-selling employees, cash reports, best customers, popular payment methods, and shift performance.

Table of contents

Sales_dashboard.png

Understanding the sales overview

Get an overview of your daily gross sales, the weather, and the impression (the stars to rate the day’s performance by POS users when opening a sales period) illustrated by a line chart.

  1. Log in to the Back Office with your Lightspeed Restaurant credentials.
  2. Select Reports > Sales dashboard from the navigation bar.
  3. To adjust the reporting period, follow steps 4a–4c:
    1. Click the calendar icon.
    2. Define the period: Day, Week, Month, Year.
    3. Click Apply.
  4. Review sales overview data.
  5. Hover over the chart to get the exact amount of gross sales for the selected time.
  6. (Optional) To compare gross sales of two selected time periods, follow steps 6a-6d:
    1. Toggle on Compare data.
    2. Set a start date from the first calendar.
    3. Set an end date from the second calendar.
    4. Click Compare.

Sales overview data

Section name Description
Closed receipts Number of receipts that have been settled.
Open receipts Number of receipts that have not been settled yet.
Net total Revenue excluding taxes.
Calculation: Total item sales + service charges - discounts - voids.
Tax total Tax share of Gross total.
Gross total Revenue excluding taxes.
Calculation: Total item sales + service charges + discounts - voids.

Quick overview banner widgets

Widget name Description
Occupancy time per table Average table occupancy time.
Revenue per cover Average sale per cover.
Revenue per sale Total direct sales.
Revenue per table Average sale per table.
Revenue per order Average sale per order.

Diagram widgets

Widget name Description
Bestselling account profiles Total sales (total item sales - service charges + discounts + voids) sorted by top-selling account profiles in descending order. The percentage share of an account profile in the total sales is depicted by bars. Click View account profile report for account profile sales details.
Bestselling accounting groups Total sales (total item sales - service charges + discounts + voids) sorted by accounting groups from top-selling descending. The percentage share of an accounting group in the total sales is depicted by bars. Click View accounting groups report for accounting group sales details.

Bestselling items

Total sales (total item sales - service charges + discounts + voids) sorted by items from top-selling descending. The percentage share of an item in the total sales is displayed in bars. Click View items report for item sales details.
Top-selling employees Gross sales (total item sales + service charges + discounts - voids) sorted by top-selling employees (POS users) in descending order. The percentage share of an item in the total sales is depicted by bars. Click View employee report for employee sales details.
Cash Report Cash activity displayed in sales, refunds, cash added, and cash removed. The share of tips from the total revenue is listed separately. Click View cash report for cash sales details.
Best customers Total sales (total item sales - service charges + discounts + voids) sorted by most valuable customers in descending order. Click View all customers for customer details.
Most popular payment methods Displays revenue earned, sorted by most popular payment methods in descending order. Click View fiscal report to open the fiscal report with fiscal sales details.
Shift performance Gross sales (total item sales + service charges + discounts - voids) and net sales (total item sales (taxable + non-taxable sales) + service charges - discounts - voids), sorted by most active reporting shifts in descending order. Click View shift report to open the shifts report for sales details by shift.

 

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