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Analytics: Sales Reports (LB 2.0)

Joyce D. avatar
Written by Joyce D.
Updated this week

Overview

This report was developed to show a breakdown of Sales for all locations or 1 location at a time and filter by date & source.

The list of sales sources includes: Android App, Call Center, Door Dash, ES, ezCater, FJ, Grubhub, In-store, iOS App, Mobile App, Mobile Site, Online, OPA, Postmates, Toast, UberEats, Web, WR.

This report shows (per selected date or a date range):

  1. Total number of orders

  2. Total Sales

  3. Average Ticket (per order)

  4. Sales Overview

  5. Sales Breakdown (per day sales)

If the Admin user has one of the Admin or Corp Manager roles, they will see the aggregated report of all locations. If the Admin user has a Store Manager, they can only see and filter the collected reports for the assigned stores.

How are Sales calculated?

  • Order Count: The sum of the number of orders in each period, depending on time, source, and location filters

  • Taxes: Sum of the tax value of all orders in the period

  • Tips: Sum of the tip value of all orders in the period

  • Delivery Fee: Sum of the delivery charge value of all orders in the period

  • Discount: Sum of the coupon value of all orders in the period

  • Sales Total: Sum of the subtotal + delivery charge of all orders in the period

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