Firstly, the number one question we're asked is...
Why is there a difference between the Orders total and Sales total on the dashboard?
In short, Sales (cash and card totals) shows what's been sold and paid for. Orders shows the full value of every item and mod with a sales price that's been ordered through posBoss. This total includes the value of any discounts, hospo and wastage applied. Sales removes account discounts, Items put to wastage or hospo, refunds as well as any account assignments as no cash or card payment has been taken.
For a more in depth look - Let's break down what the graphs on the dashboard display...
Progress for today
The top section of the dashboard displays the latest information on what's happening right now in your business.
Displayed here is 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 and the total number of orders for the day so far..
Order Reminders
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 the top section there are a number of reports you can run to display more than just today's totals. Use the date picker to select the date range.
Let's break them down...
Orders
Total Value of Orders
This report shows every item and mod with a sales price that's been ordered through posBoss. This is otherwise known as Gross Sales.
Average Order Value
This displays the mean (average) order value of all orders in the time period selected.
Order Count
The count of orders made through posBoss in the time period selected.
Cover Count
This displays the amount of covers entered into the system using our Table Layout functionality. Quick sales are not calculated in this number - only tabled guests.
Sales
The 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.
Regulr Overview
The Regulr overview graph shows how many Regulr orders have arrived and been accepted on the posBoss iPad app as well as the total value of those orders. These orders are assigned to accounts but not calculated in the cash/card Sales graph. For payment information on Regulr orders, please refer to the sales transaction summary report under Reports.
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.
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.