Analytics Dashboard
The Analytics Dashboard is a one-stop overview of all register activity. Sales, returns, discounts…it’s all there.
IMPORTANT: Sales tax figures in reporting are estimates based on how you have configured your Tax Groups in BackOffice. For official filings, always verify your current local rates, then manually calculate tax using net taxable and non-taxable revenues. Be aware that tax laws can change at any time and you should contact a tax professional for specific tax advice regarding your business.
Table of Contents
View the Dashboard
Navigate to the Analytics Dashboard in BackOffice and select a date or date range to filter data by.
- In BackOffice, click 'Analytics' and select 'Analytics Dashboard'.
- Click the date button.
- Select a preset or custom range and click 'Retrieve'.
Dashboard Comparisons
Choose a comparison period from the date picker to see how the date range performs against a similar time period. The Sales Bar and Dashboard Tiles update to show how the business fared.
- Click the date button.
- Choose a comparison period.
- Tap 'Retrieve'.
Need to compare sales performance between locations? If your locations are linked together, try running the Sales by Location report.
Reading the Analytics Dashboard
Check out the information that is included on the Analytics Dashboard.
Sales Bar
The Sales Bar gives a high-level summary of activity. Look below each metric to see how the numbers compare to a previous period of time.
Gross Sales
Total sales before discounts, returns, gratuity, and tax. Sales of liabilities are not included here, but liability redemptions are.
Returns
Amount refunded to customers before tax, gratuity, and discounts.
Discounts
Total discounts on all sales minus total discounts on return transactions.
Want to see a breakdown of which discounts were used? Check the Sales by Discount Report.
Net Sales
Gross Sales minus Discounts and Returns.
Sales Tax
Total tax collected on sales minus total tax refunded on return transactions.
Top Dashboard Tiles
Look below each metric to see how these numbers compare to a previous period of time.
Transactions
Total number of sales and returns performed at the register.
Average Sale Value
Average value of a sale before tax (not including liabilities sold). This is Gross Sales minus Discounts and divided by number of sales.
Average Items per Sale
Average quantity of items on each sale. Each instance of an item is considered a count (e.g. a quantity of 5 of a single item counts as 5 items for that sale).
Top Dashboard Tiles Restaurants Only
For businesses classified as restaurants, the Analytics Dashboard tiles display restaurant-specific data. Look below each metric to see how these numbers compare to a previous period of time.
Transactions
Total number of sales and returns performed at the register.
# Guests Served
Total number of guests served.
Average Sale Value
Average value of a sale before tax (not including liabilities sold). This is Gross Sales minus Discounts and divided by number of sales.
Average Sale Per Guest
Average sale amount per guest served, including tax.
Sales Graph
The combination bar/line graph is a visual sales summary.
Bottom Dashboard Tiles
The final set of tiles displays the top five best selling items by dollar amount, a breakdown of sales by tender, and the number of new vs. returning customers.
If you think the Analytics Dashboard is displaying incorrect information, visit our Analytics Troubleshooting guide for help.
Summary View
The Summary View provides a slimmed down, printer-friendly version of the most important analytics.
- Click 'Summary View' at the top.
Nothing happening? Disable your pop-up blocker and try again.
Sample Summary View
The Net COGS and Gross Margin reflect weighted average costs. If you do not want to use weighted average cost, follow the steps here to disable the feature.
Sales
Sales | Total sales before discounts, returns, gratuity, and tax. Sales of liabilities (gift cards/certificates) are not included here, but liability redemptions are.
Discount | The total discounts on all sales minus total discounts on return transactions.
Want to see a breakdown of which discounts were used? Run the Sales by Discount Report.
Returns | Amount refunded to customers before tax, gratuity, and discounts.
Net Sales | Gross sales minus discounts and returns.
Gratuity | Credit card tips accrued at the register minus refunded gratuity.
To learn about accepting and paying out gratuity, visit the Tips and Gratuity article.
Gift Card | Total sales of gift card liabilities minus discounts and returns.
Tax | Total tax collected on sales minus the total tax refunded on returns.
Total Tendered | Total amount given taken in. Sales minus discounts and returns plus gratuity and tax.
Net Cogs | Cost of goods sold. The cost of all your sold items minus the cost of items that were returned.
Gross Margin | Percentage of revenue left over after accounting for the cost of goods sold.
Drops / Payouts / Pay ins / Purchases
Drops/Payouts/Purchases | Total removed from the cash drawer for drops/payouts/purchases.
Pay Ins | Total amount of cash added to your drawer through pay ins.
Mda Total | Miscellaneous Drawer Access Total. The effect that drops/pay ins/payouts/purchases have on your cash drawer. Pay Ins minus Drops/Payouts/Purchases.
Sales by Tender Chart
Cash/Credit/AMEX/etc. | Total amount given to you by customers (Sales minus Discounts minus Returns plus Gratuity and Tax) broken down by tender.