What's the difference between Cash/Card sales and Total Items Moved?
The most often asked question is why is there a difference between Cash and Card Sales and Total Items Moved. In short, cash and card sales shows what's been sold and paid for. Total items moved shows the full value of everything that's gone through posBoss, including discounts, hospo and wastage. Cash and card totals removes account discounts, Items put to wastage or hospo, refunds as well as any account assignments.
For a more in depth look - Let's break down what the graphs on the dashboard display...
The top section of the dashboard displays the latest information on what's happening in your business at a glance. It's split into two sections:
Consistency is key
A snapshot of your day so far, showing how you’re tracking against your target (based on the average of the last three weeks - e.g. your last 3 Thursdays). It also shows when your last order was taken.
This lets you know which orders are due today and makes it easy to place them with your suppliers - with a little fun at the finish line. Check out how to set them up here.
The Rest of the Dashboard
Below Today's progress are a number of reports you can run to display a day, week or month's worth of information. Let's break them down...
Total Items Moved
The total items moved report shows everything moved through the posBoss app at the full sales price. This is otherwise known as Gross Sales.
This displays the mean (average) order value of all orders in the time period selected.
The count of orders made through posBoss in the time period selected.
Order Value by Hour
This graph shows the value of orders placed through posBoss, divided into hourly columns. Perfect for analysing your busy and quiet periods over time and making decisions on staffing.
Cash & Card Sales
The cash & card sales report displays what you are expecting to bank at the end of the day. This figure takes into account discounts, Items put to wastage or hospo, refunds as well as any account assignments and payments. The total is displayed followed by the cash/card breakdown expected.
Please note: If you have integrated tipping and surcharge - these will add to the total cash and card sales.
Progress for <DATE>
"Consistency is key". This section of the dashboard shows you a visual representation of your progress for the current day - NB: it will always show current day - even when selecting a week or month period.
Please note: this is calculated using Items Moved and not Cash and Card sales. This means that all Item movement through posBoss will be calculated, regardless of how or if it is paid for.
The Target is based on the Items Moved from the last three weeks of the same day (eg: The last three Thursdays).
Category Breakdown By Value
This pie-chart shows you the value of and percentage of sales for each of your categories - Coffee, Food, Alcoholic, Non-alcoholic, Retail, Other and Uncategorised.
Top Items By Quantity
This graph shows your top 5 sellers rated by how many items are sold. For more information on your top sellers and low/no sellers, head to the Items Analysis report on the Stock page.
Top Items By Value
This graph shows your top 5 sellers rated by the highest value $$$ sold. For more information on your top sellers and low/no sellers, head to the Items Analysis report on the Stock page.
Items By Quantity Breakdown
This graph shows your top 5 items sold by quantity, as a percentage of everything sold. All items not in the top 5 will be grouped as "Other". This doesn't mean they are not categorised - this report is showing your top 5 items and how many of them you sell (what percentage of the pie) against all your other items.
Items By Value Breakdown
This graph shows your top 5 items sold by value, as a percentage of everything sold. All items not in the top 5 will be grouped as "Other".
This doesn't mean they are not categorised - this report is showing your top 5 items and how many of them you sell (what percentage of the pie) against all your other items.