Sales - Sales Summary

Running the report

Report options

Select your start date / end date

The first and last trading day to include. Your store's close of trade time is used, so a sale after midnight but before close of trade counts towards the previous trading day. Both default to today.

Show sales figures

Whether every rand figure on the report includes or excludes VAT (value-added tax or your country's equivalent sales tax). Your brand chooses which one is the default: it's always first in the list, marked (Brand default), and already selected when you open the report. If your brand has chosen exclusive, the list reads Exclusive (Brand default) and Inclusive.

Choose Inclusive to compare with your cash-ups, which count the money customers actually paid. Choose Exclusive to look at your sales without the VAT you pay over to your tax authority. The line under the date, the Turnover and Sale payment headings and the totals all tell you which one you're looking at, for example Turnover (incl VAT).

The report at a glance

The dates are trading days in your store's local time. If your store's close of trade is not midnight, the line ends with an *, the period runs from close of trade on the first day to close of trade after the last day, and a note at the foot of the page explains it.

1. Totals: total turnover, number of transactions and the overall average sale.
2. Channels, devices and types: Sales channel, Device type (left column) and Transaction type (right column).
3. Date, day and hour: Hour of day, Day of week (left) and Date (right).
4. Cashiers and packaging: Cashier name (right) and Packaging type (left).
5. Payment type: what your sales were paid with (right column).
6. Average sales deviation: every average sale above compared with your overall average.
7. Voids note: how much was voided in the period, with a link to the Voids report.

The left column holds Sales channel, Device type, Hour of day, Day of week and Packaging type; the right column holds Date, Cashier name, Transaction type and Payment type. The examples below are one week at Bob's Burgers Times Square, including VAT.

Totals

The headline figures for the whole period.

1 Total turnover

The value of every completed sale in the period, after discounts, including or excluding VAT as chosen. Tips are not turnover. Voided sales are left out (see Voids note). In Exclusive mode the same week reads Total turnover (excl VAT): 73 489.04.

2 # transactions

The number of completed sales. Each sale counts once, however many items or payments it had.

3 Overall average transaction size

Total turnover divided by the number of transactions: 84 512.40 ÷ 1 236 = 68.38. Every average further down is compared with this figure.

Channels, devices and types

Every breakdown table has the same columns. Each one adds up to the totals at the top (except Payment type, see below).

Value

The sales channel, device, type, cashier, hour, day, date or payment type.

Turnover (incl VAT) / (excl VAT)

The turnover for that value. The heading says which VAT basis you chose.

# trans

The number of sales.

Average

Turnover divided by # trans: the average sale for that value.

T/O %

That value's share of the table's turnover. The column adds up to 100%.

Colour coding

The Turnover, # trans and Average cells are shaded within each table: green for the highest, amber in the middle, red for the lowest. It's a quick way to spot your strongest and weakest values; red does not mean something is wrong.

Sorting

The note Click the column headings to change the sort order sits under the totals. In the report viewer, click Value, Turnover, # trans or Average in any table to sort it by that column; click again to reverse the order.

Device type is what the sale was rung up on: your till, a self-order kiosk, an online ordering page, or an integration that sends orders in from a delivery partner.

Transaction type is the kind of sale as set up for your store, for example a normal sale or a staff meal.

Date, day and hour

Date lists each trading day, oldest first. To fit the page it shows the 10 most recent trading days only. If your period is longer, everything before them is added together on one line, Previous dates, so the table still adds up to the total.

Day of week adds up every Monday, every Tuesday and so on in the period, Monday first. Over a month you see which day of the week is strongest on average, not a single date. Days are trading days, so a sale at 01:00 on a Saturday morning before a 02:00 close of trade counts as Friday.

Hour of day uses the clock time the sale was rung up, in your store's local time: 12 to 13 is every sale from 12:00 to 12:59, on every day in the period.

Cashiers and packaging

Cashier name is the person logged in on the till when the sale was rung up. Sales with no cashier, such as kiosk, online and delivery-partner orders, show as Unknown.

Packaging type splits sales into eat-in and take-away, as chosen on the order.

Payment type

How your sales were paid. The heading reads Sale payment (incl VAT) or (excl VAT) and the table is marked *, with the note Some sales might have more than one payment and they exclude tips. under it.

Sale payment

The part of each payment that paid for the sale. Tips and change are taken off, so the column adds up to your turnover.

# trans

The number of payments, not sales. A sale paid partly by card and partly in cash counts once under each, which is why this table can have more transactions than the totals.

Pmnt %

That payment type's share of the sale payments.

Account - channel

Sales put on account and settled later, for example orders paid by a delivery partner, shown per sales channel.

Unpaid

Sales still open and unpaid. They're counted in # trans with no payment amount.

Average sales deviation

Every value from the tables above in one list, with its average sale and how far that average is above or below your overall average. It's sorted from the highest average to the lowest and runs in two columns. A few rows from the top and bottom of the example week:

1 Reading it

The heading shows your overall average sale (68.38 in the example). % deviation is how far each average is from it: Sales channel - Online order averaged 85.25, which is 24.68 above. A positive figure means bigger sales than usual, a negative figure smaller ones. Use it to spot where customers spend more per visit (a channel, a time of day, a cashier who upsells) and where they spend less.

Voids note

If anything was voided in the period, the end of the report says so:

Voided sales are never part of the turnover above. Click the note to open the Voids report for the same dates. The voided amount is always shown including VAT; in Exclusive mode the note says so: R 245.50 (including VAT).

Watch the video

A short walkthrough of the Sales Summary report: choosing the dates, reading the totals and the sections, and using the column headings to sort.

Can't see the video? Watch it on YouTube.

Frequently asked questions

Glossary

% deviation

How far an average sale is above (positive) or below (negative) your overall average.

Average

Turnover divided by the number of transactions.

Brand default

The VAT setting your brand has chosen for sales reports. It's preselected in Show sales figures.

Close of trade

The time your store's trading day ends. Sales before it count towards that day.

Device type

What a sale was rung up on: till, kiosk, online ordering or an integration.

Exclusive (excl)

Figures with VAT taken out.

Inclusive (incl)

Figures including VAT, the money your customers actually paid.

Packaging type

Eat-in or take-away.

Previous dates

All trading days older than the 10 most recent, added together.

Sale payment

The part of a payment that paid for the sale, without tips or change.

Sales channel

Where the order came from, for example the counter, online ordering or a delivery partner.

T/O %

Share of turnover.

Trading day

Close of trade to close of trade, in your store's local time.

Transaction

One completed sale (in Payment type, one payment).

Turnover

The value of your completed sales after discounts, without tips.

VAT

Value-added tax or your country's equivalent sales tax.

Void

A sale that was cancelled. Voids are not turnover.