When you first access the Sales Summary Report page, you will encounter several key elements:

1. Marquee Cards:

   • These four boxes provide quick snapshots of data

   • They are designed to help restaurant operators make informed decisions and understand their sales and revenue activity

2. Visualization Charts:

   • These charts offer an overview of sales data

   • They include new and engaging data points for better insights, such as daily and hourly gross sales averages

3. Totals Tab:

   • This tab breaks down revenue into specific data points and helps you understand the origins of all the numbers presented

To refine the data displayed, you can use the following filters:

1. Locations Filter:

   • View data based on all locations, individual locations, or the website location

   • The website location includes website-level revenue such as merchandise and payment requests not associated with a specific location

2. Channels Filter:

   • View revenue by specific channels (i.e. catering or online ordering)

3. Date Range Filter:

   • View data by “today”, “yesterday”, “this week”, “last week”, “this month”, “last month”, or a custom date range

   • Note: the date range is currently limited to the last two years

1. Gross Sales:

   • Includes goods and services subtotals, and pocketed fees (e.g. pickup fees, in-house delivery fees, convenience fees, etc.)

2. Net Sales:

   • Net Sales is calculated by subtracting discounts and refunds from Gross Sales

3. Tips:

   • Includes all tips received, whether on-premise, online ordering, or private events gratuities

   • Note: Tips are not included in gross and net sales calculations

4. Orders Count:

   • The total number of orders received during the selected time range

Click here for a more detailed breakdown to learn more about the Reporting Definitions and Calculations 

• Gross Sales Chart:

  • Provides a visual representation of gross sales data

  • You may hover over the chart to see detailed information for each revenue channel

  • Adheres to the selected filters

• Day of Week Average:

  • Helps understand sales trends on different days by showing average sales per day of the week

• Time of Day Average:

  • Helps understand sales trends at different times of the day by showing average sales per hour

The Totals Tab provides a detailed breakdown of all the information from the Overview tab, allowing you to view data in a more granular way. The numbers will match those in the overview tab, but you can sort and filter the data to suit your needs.

You can apply the same filters as in the overview tab:

• Locations: Sort data by all locations, individual locations, or the new website location

• Channel: View revenue from all channels or filter by specific channels like catering or online ordering

• Date Range: View data by “today”, “yesterday”, “this week”, “last week”, “this month”, “last month”, or a custom date range. The date range is currently limited to the last two years

You can view the information on the Totals tab in several ways:

1. By Day:

   • View sales data by individual days

2. By Week:

   • View sales data on a weekly basis

   • Helps operators see weekly performance

3. By Month:

   • View sales data by month

   • Useful for end-of-month reporting

4. By Quarter:

   • View sales data by quarter

   • Beneficial for operators who report quarterly

5. By Year:

   • View sales data on a yearly basis

• Gross Sales: Total revenue from goods and services plus pocketed fees. Note this data point does not include revenue not ultimately retained by the restaurant, i.e. bentobox fees, taxes, tips, etc.

• Net Sales: Gross sales minus discounts and refunds

• Discounts: All promo codes, loyalty discounts, and on-premise discounts

• Refunds: Total amount processed in refunds

• Taxes: Total tax collected by the restaurant

• Service Charges: Pocketed service charges kept by the restaurant

• Tips: Tips received on all orders

• Voids: Relevant only to on-premise users

You can export the data to a CSV file, which will mirror the filtered and sorted view you see on the screen. This allows you to manipulate the data as needed for your restaurant's reporting purposes.