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Discounts report

Beta disclaimer: At this time, Advanced Insights is available in public beta for Lightspeed Restaurant customers in North America. If you meet this criterion and want to help test this feature, contact your Sales Account Manager or Lightspeed Support.

When applied correctly, discounts can encourage customer loyalty and increase customer satisfaction. When applied indiscriminately, they can lower your profits. View this report to see if and when your employees apply discounts and comps (complementary sales).

Table of contents

Accessing the Discounts report

Advanced Insights organizes your server data in a bar graph and table. To get started, choose your location and time frame.

  1. Sign in to your Advanced Insights dashboard.
  2. At the top of the navigation menu, click the Locations drop-down and select a location. This report can only be viewed for a single location at a time.
  3. In the main navigation menu, click Servers. On the Servers page, select the Discounts tab.
  4. By default, the report displays the data for the last 28 days. To choose a different time frame, use the Calendar drop-down in the upper right corner. 

Note: You cannot select a custom time period for this report.

Understanding the Discounts bar graph 

The Discounts bar graph is a visual representation of your discounts data over the specified period of time. After you filter your report, the bar graph your data in two colors: green represents comps and orange represents discounts.

  • Discounts - Products offered at a reduced price.
  • Comps - Products offered free of charge.

Hover over a bar to view a breakdown of Categories, Rank, Server Name, Average, and Variance for each server. For a description of each metric, view the table below.

Discounts-Servers-Landing-Page.png

Discount columns

Column Description
Categories Includes Covers and Checks. See the table below for descriptions of each.
Rank The employee’s ranking among all employees who applied discounts during the specified time period.
Server Name The name of the server. You can click on the server’s name to view their server scorecard.
Average The average number of covers and checks for the server, as well as the percentage of the server’s total gross sales that were discounted.
Variance The percent difference between the server’s average and the overall average.

Understanding the Discounts table

The Discounts table displays the Checks, Covers, Sales, Discounts, Amount, % of Total, and % of Gross for each server over the course of the specified period of time.

After you select the date range for the report and filter your results, click the Export button to download the table as a CSV. The CSV does not include the server scorecard.

For a description of each column, view the table below.
Discounts-Table.png

Discount metrics

Column Description
Server The name of the server. Select or deselect servers by clicking on the checkbox to the left of the server’s name. You can also click on the server’s name to view their server scorecard.
Checks The total number of tickets (checks) sold during the specified time period.
Covers The total number of customers served. For example, a table of five customers counts as five covers.
Sales The server’s gross sales (the total item sales including taxes and discounts, minus gift cards, voids, and gratuity).
Discounts The number of discounts applied by the server.
Amount ($) The total dollar amount of discounts applied by the server.
% of Total The amount the server discounted compared to all servers as a percentage. For example, if a server applied $90.00 worth of discounts and the sum of all applied discounts was $100.00, then the server’s percent of the total is 90%.
% of Gross The total of a server’s discounts as a percentage of the gross sales total.

 

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