Table of Contents
- Viewing Sales Report
- Order & Item Timers
- Drawer Close Report
- Labor/Sales report - Wages & Tips report
- Discounts
- Top Selling Item / Options Items
Viewing Sales Report
Access Sales Reporting in your Local Stores Web Admin.
Go to Web Admin > Reports and Stats > Sales
Choose in the quick access bar (top centre) Sales / Order Totals / Loyalty / All Orders or All Lineitems.
Let's take a closer look at Sales.
Access Advanced Options to select the report Interval (Week, Month, Year), Filter Sales by Register or Service Type or download the report to csv.
Let's change the Interval from month to week view and then browse quickly to a week in the past.
Customising Dates of sales report
Drill In to see sales details per order by payment type.
Click the daily total of a specific Tender Type, e.g. credit to drill in to the Order View.
ORDER & ITEM TIMERS
1. Accessing Order Timers in Web Admin
2. Order Details Overview
Order Details: Scorecard Timer Graphs
Order Details: Scorecard Timer Data
Event Timeline: Order Status History
Line Item Aggregate: Summing it up by day
Line Item Aggregates: Summing hourly for a better view
3. Accessing Order Scorecard Timers on POS
Accessing Order Timers in Web Admin
1. Drill into the order for detailed stats, or
2. view aggregates in store or chainwide
Go to store level > Reports and Stats > Sales
Click on an order category total, e.g. "cash" total
Franchisees can click through to the individual orders, by going to sales, clicking on a tender type for the day (i.e. credit, cash), then click into an order.
For aggregate values go here (HQ or stores): Reports and Stats > Timer Scorecards (Beta).
Click on an and order number (159)
Order Details
Every order has a tremendous amount of detail stored and available to view. Order Details is a rich source of information.
Order Details: Scorecard Timer Graphs
The Scorecard timer shows the clock time and the Time the order spent in each of the prep stages.
Order Details: Scorecard Timer Data
These charts show the time spent in each status.
Event Timeline: Order Status History
This list contains every tap, and edit relating to the order, displayed by clock time, time in status, and status.
Line Item Aggregate: Summing it up by day
Select time period to view. Single days can be viewed by hour or 15 mins.
Finish Line constant day-to-day
Default view has all categories. Simply click on the legend dots to eliminate elements.
This chart with QB and Finish Line shows consistent day-by-day performance
Line Item Aggregates: Summing hourly for a better view
Hour-by-hour variations in service quality become more clear
Select time period and interval to view. Single days can be viewed by hour or 15 min intervals.
This hourly graph shows that QB station “can” be under 1:30 while Finish Line varies between 3 and 6 mins.
1:40 Prep Station 1
+ 3:00 to 6:00 Make line
= 4:40 to 7:30 Make time
What should be the team goals for Finish Line times?
How many peak hour sandwiches can be made if make time is 3 mins shorter?
Accessing Order Scorecard Timers on POS
Drill easily into the order for detailed stats, now also in the POS Order History.
Go to POS Menu > Order History
Tap order to open > tap Scorecard Timer
View order details for #0162
Allows you to look at an individual order and see the prep/wait time and details of the order. Helps with Speed quality and also resolving complaints from a customer.
Drawer Close Report
Load the local stores Web Admin page > Reports and Stats > Drawer
Find here an overview of your stores Z Reports, grouped per week.
Tip: Advanced Options > download an overview of the weeks Z Reports in csv format
Drawer Close Report > Details
Show a Z Report with all Details.
Wages & Tips report - Labor/Sales report
Load the local stores Web Admin page > Reports and Stats > Wages & Tips
Check your stores productivity in Sales Revenue and Labor Expense.
A Brands HQ should use the Wages & Tips report to pay out tips to employees, as that correctly and consistently distributes credit card tips to "on the clock" employees when orders are processed. This report accounts for all DISTRIBUTED gratuity to employees.
Discounts
Load the local stores Web Admin page > Reports and Stats > Discounts
Useful for getting an overview of Discounts applied at specific periods i.e. “07/02/2017 - 07/08/2017”.
Find details about:
- Order Discounts, total number of Completed Orders vs. Orders With Discounts
- Item Discounts, total number of Items Sold vs. Items with Discounts
- Discounts vs. Sales, total Net value of all completed orders in the selected period vs. the Discounted Value
- Number of discounts applied to items and orders
Find here an overview of all Discounts applied in the specified period, how often they’ve been applied and the resulting total Value per discount type.
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Top Selling Items / Options report
Find your best selling Items / Options Items.
See in detail how many Units of specific Items have been sold, how much this is in percent of all sold Items, how high the generated Sales is and how much this is in percent in relation to the whole Sales of the specified period.