Reporting Definitions and Calculations

Edited

Gross Sales

Definition: Gross Sales include all dollar amounts ultimately retained by the restaurant. This encompasses goods and services, as well as fees and service charges that the restaurant keeps.

Included in Gross Sales:

  • Goods & Services

  • Fees and Service Charges retained by the restaurant

Excluded from Gross Sales:

  • Sales taxes charged to the diner (remitted to the government)

  • Fees charged by BentoBox to the restaurant (e.g., $0.99 service fee for Online Ordering, 3% catering fee, 1% event fee)

  • Tips or gratuities given to the restaurant’s employees

Formula:

Gross Sales = Goods & Service Subtotal + Pocketed Fees

For a detailed breakdown of Gross Sales Data Points by channel, click here.

Net Sales

Definition: Net Sales provide a more accurate representation of a restaurant’s income by subtracting Discounts and Refunds from Gross Sales.

Formula:

Net Sales = Gross Sales − (Discounts + Refunds)

Refunds 

When an order is refunded, the Refunds column displays the refunded amounts for:

  • Goods & Services

  • Service Charges

  • Tips

Formula:

Refunds = Refunded Goods & Services + Refunded Service Charges + Refunded Tips

Refunds are reflected on the day the refund is issued, not the day the order was transacted. Refunded taxes appear in the Tax column, not the Refunds column. The Refunds column does not include:

  • Refunded Taxes

  • Refunded BentoBox Fees

Discounts 

This data point represents the total discount amount applied to an order, including promo codes, loyalty rewards, or on-premise discounts.

Taxes 

This data point refers to the total amount of tax applied to an order, reflecting the net tax collected after accounting for any refunds.

Formula:

Taxes = Total Taxes Collected − Refunded Taxes

Service Charges 

This data point includes all service charges and fees collected and retained by the restaurant, such as:

  • Custom Fees

  • In-House Delivery Fees

  • Pickup Fees

  • Shipping Fees

  • On-Premise Service Charges

  • COVID-19 Relief Fund

  • Event Fees

BentoBox and DoorDash fees are not included as they are not retained by the restaurant. Refunded service charges are reflected in the Refunds column.

Tips 

This data point includes all tips and gratuities collected by the restaurant. Refunded tips are reflected in the Refunds column and Net Sales calculation, as the restaurant is responsible for handling any tips owed to their team.

Overview Charts

Day of Week Average

Definition: This metric calculates the average gross sales for each day of the week across all BentoBox revenue streams, considering the Locations, Channels, and Date Range filter selections.

Formula:

Example: If you are looking at last month’s data for online ordering, and there were 4 Fridays with gross sales as follows:

  • First Friday: $1,000

  • Second Friday: $1,500

  • Third Friday: $1,200

  • Fourth Friday: $1,300

Total Gross Sales on Fridays Last Month:  $1,000 + $1,500 + $1,200 + $1,300 = $5,000 

Count of Fridays Last Month: 4

Day of Week Average for Online Ordering Last Month: $5,000 ÷ 4 = $1,250 

On average, this store processed $1,250 in gross sales each Friday of last month.

Time of Day Average 

Definition: This metric calculates the average gross sales for each hour of the day across all BentoBox revenue streams, considering the Locations, Channels, and Date Range filter selections.

Formula: 

Example: If you are looking at last week’s data for online ordering, specifically the 12:00 PM - 12:59 PM time window, with gross sales as follows:

  • Monday: $100

  • Tuesday: $150

  • Wednesday: $150

  • Thursday: $200

  • Friday: $500

  • Saturday: $400

  • Sunday: $250

Total Gross Sales processed 12:00 PM - 12:59 PM Last Week: 

$100 + $150 + $150 + $200 + $500 + $400 + $250 = $1,750

Count of 12:00 PM - 12:59 PM Time Windows over Date Range Selected: 7

Average: $1,750 ÷ 7 = $250 

On average, this store processed $250 in gross sales during the 12:00 PM - 12:59 PM window each day last week.

Date, Time-Zone, & Location Considerations

Location-Level Revenue: Revenue channels attributed to their respective location include:

  • Online Ordering

  • Catering

  • Private Events

  • Catered Events

  • POS

Revenue generated at a specific location will be attributed to that location's local time zone, ensuring accuracy and respecting each location’s time zone. Data will be normalized to ignore time zone differences.

Example: In the “Time to Day (Avg)” chart, the 7:00 PM bar will include revenue from a New York location (orders placed between 7:00 and 7:59 PM Eastern time) and a San Diego location (orders placed between 7:00 and 7:59 PM Pacific time).

Account-Level Revenue: Revenue channels recorded as account-level revenue and attributed to the “Website” location include:

  • Merchandise

  • Payment Requests

  • Tickets

Account-level revenue will be attributed to Eastern Standard Time (EST), regardless of the account's location. This default can be modified in site admin.

Example: If a merchandise order is placed by a website visitor in California at 4:00 PM local time (Pacific), the revenue will be attributed to 7:00 PM (Eastern).

Business Week: To align with ISO standards, the business week begins on Monday, tracking weekly sales from Monday to Sunday. The "This Week" date range filter reflects this period.

Business Day Cut-Off: A standard cut-off time of 3:59 AM applies across all BB locations. A “business day” for Saturday spans from 4:00 AM Saturday to 3:59 AM Sunday.

User’s Time Zone: Components referring to “today” display data based on the user’s local time zone, considering the standardized "business day" cut-off.

Example: If you are a BentoBox customer with a single location in San Diego (Pacific time zone) and you are physically located in New York (Eastern time zone):

  • Locally, the time is 5:00 AM on Sunday.

  • When you load the Sales report, Gross Sales today would show “$0,” because the Sunday "business day" has not yet begun in San Diego.

  • Meanwhile, your business partner in Los Angeles (Pacific time zone) loads the Sales report at 2:00 AM (their time).

  • Gross Sales today would show the sum of gross sales from Saturday 4:00 AM to 2:00 AM Sunday, as the Saturday "business day" is still in effect in San Diego.

In summary, "today" related data is based on the user’s local time and "business day." When multiple locations across different time zones are involved, the data will be adjusted accordingly.

Breakdown of Gross Sales Data Points by Channel

Channel

Included Data Points

EXCLUDED Data Points

Online Ordering

subtotal
custom fee
COVID-19 relief fund
in-house delivery fee

tip
tax
BB service fee
DoorDash delivery fee

Catering

subtotal
custom fee
pickup fee
in-house delivery fee

tip
tax
BB service fee

Merchandise

subtotal
pickup fee
local delivery fee
shipping fee

tax

Tickets

subtotal

tax

Private Events

subtotal paid
fees (ones collected by restaurant)

gratuity
tax
BB convenience fee (aka “online proposal fee”)

Catered Events

subtotal paid
fees (ones collected by restaurant)

gratuity
tax
BB convenience fee (aka “online proposal fee”)

Payment Requests

amount paid

 

POS

subtotal
non-gratuity service charges

tip
tax
gratuities & other service charges

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