This article provides a comprehensive overview of CAKE Dashboard's Sales Reports. Dive into detailed data on items sold, discounts applied, refunds processed, net sales, and much more! This guide will help you understand each individual report within the sales section, enabling you to leverage the full potential of your sales insights.
CAKE Sales Report is here to provide you with an in-depth look into your sales performance, helping you understand what's driving your success. Whether you're interested in knowing your top-selling items, understanding modifier sales, or tracking revenue growth, our comprehensive report has got you covered.
Key reports included:
Overview: Get a quick snapshot of all your sales transactions within your chosen date range. See key insights at a glance to understand your restaurant's performance.
Payment Type: Dive into your sales data categorized by different payment methods. Keep track of your revenue streams efficiently and make informed decisions to optimize your payment processes.
Order Type: Understand the breakdown of your sales based on different types of orders. Whether it's dine-in, takeout, or delivery, gain insights into how your customers prefer to enjoy your offerings.
Employee: Evaluate individual employee performance by tracking sales attributed to each staff member. Recognize top performers and identify areas for improvement.
Register: Monitor sales transactions processed through specific POS terminals. Identify trends and optimize your checkout processes for enhanced efficiency.
Zone: Gain geographic insights by analyzing sales data based on different zones or areas within your restaurant premises. Target your marketing efforts and make operational decisions tailored to each section of your restaurant.
Revenue Center: Understand your sales performance categorized by designated operational areas and different times of the day. Track revenue generation across various sections of your business for strategic analysis.
Discounts: Get a comprehensive breakdown of discounts applied, grouped by discount reasons. Analyze your discount data effectively to identify trends in customer behavior or promotional strategies.
The Sales: Overview Report provides a concise summary of your sales within the specified date range, offering valuable insights into your restaurants performance. Within this report, you'll find various key metrics and indicators to help you understand your sales data more effectively.
Features:
Visual Representation: Refunds and Discounts & Comps are highlighted in red to signify negative values, making them easily identifiable.
Detailed Insights: You can select Discounts & Comps, Tax, and Tips to navigate to respective detailed reports, allowing for a deeper analysis of your sales information.
Access to Formulas: Need to understand the calculations behind the numbers? You can view the formulas for this report at any time by clicking on the information icon at the top of the report or by hovering over any present information icons within the report.
Key Metrics and Definitions:
Let's explore the key metrics included in the Sales: Overview Report:
Item Sales: The total revenue generated from the sale of items before any discounts or refunds are applied.
Discounts & Comps: The cumulative value of percentage (%) or dollar discounts, free items, or rewards provided to customers.
Refunds: The total amount refunded to customers.
Net Sales: Calculated as the difference between Item Sales and the sum of Discounts & Comps and Refunds (Item Sales -(Discounts & Comps + Refunds)).
Tax: The amount of sales tax collected on purchases.
Gross Sales: The total revenue generated before deducting taxes and fees, calculated by adding Net Sales and Tax.
Tips: The sum of tips received from customers, including any service charges.
Fee: The total amount of fees; this includes Extra Fee, Card Fee, CAKE OLO Fee, and other applicable fees.
Total Sales: The overall revenue generated, calculated as the sum of Gross Sales, Tips, and Fee.
Avg ($) / Order: The average revenue generated per order, calculated by dividing Net Sales by the Total Order Count.
Avg ($) / Guest: The average revenue generated per guest, calculated by dividing Net Sales by the Total Guest Count.
Avg Guest (#) / Order: The average number of guests per order, calculated by dividing the Total Guest Count by the Total Order Count.
Total Order Count: The total number of orders processed, excluding refunds.
Total Guest Count: The cumulative number of guests served. In cases where the guest count is unavailable, a default count of 1 is applied.
The Sales: Payment Type Report offers a detailed breakdown of payments received, categorized by different payment types. It allows you to gain insights into your sales transactions based on how payments were made.
Features:
Further Breakdown: Select the arrow to the left of each payment type to access a detailed breakdown, providing you with additional insights into specific payment methods.
Payment Types:
Payments are grouped into the following categories:
Credit Card (Card-Present): Payments made with physical credit cards, including Visa, MasterCard, Discover, and others.
Credit Card (Card Not-Present): Payments made without the physical presence of the credit card, such as keyed-in card information, online orders, and transactions through third-party integrations like Doordash and UberEats.
Non-Card: Payments made using methods other than credit cards, such as cash, third-party payment platforms, and checks.
Data Table:
The data table in the Sales: Payment Type Report consists of the following columns:
Name: Payment type grouped under Credit Card (Card Present/Not Present) and Non-Card.
Quantity (#): Total count of transactions made in each payment type.
Total Sales ($): Total payment collected within the date range.
The Sales: Order Type Report offers insights into your sales data categorized by various order types, such as Dine-In, Takeout, Call-In, Delivery, and more. This breakdown helps you understand how different dining options contribute to your overall sales performance.
Order Types:
The report categorizes orders based on the following dining options:
Dine-In: Orders placed for dining inside the restaurant premises.
Takeout: Orders placed for takeaway or to-go.
Delivery: Orders delivered to customers' specified locations.
Customized Order Types: This report includes any specialized order types that have been created on your POS system.
Check out our Order Types article to learn how to create custom order types tailored to your restaurant's unique needs.
Data Table:
The data table in the Sales: Order Type Report includes the following columns:
Name: Order Type, such as Takeout, Dine-In, Delivery, etc.
Quantity (#): Total count of orders per order type.
Avg Ticket ($): Average revenue generated per order type, calculated as Total Net Sales divided by Quantity.
Total Net Sales ($): Total net sales generated by each order type.
The Sales: Employee Report offers an overview of employee productivity, allowing you to assess the performance of individual employees in generating sales. This insight can help you identify top performers, areas for improvement, and trends in employee productivity.
Data Table:
The data table in the Sales: Employee Report consists of the following columns:
Name: Name of the employee.
Quantity (#): Total number of orders processed by each employee.
Avg ($) / Order: Average revenue generated per order by each employee, calculated as Total Net Sales ($) divided by Quantity.
Guest (#): Total number of guests served by each employee.
Avg ($) / Guest: Average revenue generated per guest served by each employee, calculated as Total Net Sales ($) divided by Guest.
Avg Guest (#) / Order: Average number of guests served per order by each employee, calculated as Guest divided by Quantity.
Total Net Sales ($): Total sales generated by each employee within the selected date range.
Gift Card Sales (#): Total number of gift card sales processed by each employee.
Gift Card Sales ($): Total revenue generated from gift card sales processed by each employee.
The Sales: Register Report provides valuable insights into sales activities specific to each Register and OrderPad in your restaurant. By analyzing this data, you can track performance, identify trends, and optimize operational efficiency.
Data Table:
The data table in the Sales: Register Report includes the following columns:
Name: Register Name, including OrderPad if applicable.
Quantity (#): The number of orders fulfilled in each register and/or orderpad.
Total Net Sales ($): Total net sales generated by each register and/or orderpad.
The Zone Report groups sales data based on the zones configured on the POS system. By analyzing this data, you can gain a better understanding of sales performance across different areas of your establishment, enabling you to make informed decisions to optimize operations and enhance customer experience.
Check out our Zones article to discover how you can configure zones to optimize your restaurants layout and operations.
Data Table:
The data table in the Zone Report includes the following columns:
Name: Zone names as defined in the POS system.
Quantity (#): The number of orders fulfilled in each zone.
Total Net Sales ($): Total net sales generated by each zone.
The Revenue Center Report offers insights into sales data grouped by Revenue Centers and associated Day Parts. By analyzing this data, you can effectively monitor sales activities for specific revenue centers during different times of the day, enabling you to make informed decisions to optimize operations and maximize revenue.
The Discounts Report offers a comprehensive breakdown of discounts applied within your restaurant, providing valuable insights into the reasons behind these discounts and their impact on your business.
Check out our Discounts Settings article to learn how to configure discounts.
Data Table:
The data table in the Discounts Report includes the following columns:
Discount Reasons: Provides a list of reasons for discounts offered on items or orders.
Count (#): Total number of times each discount reason is applied.
Discount ($): Total discount amount associated with each discount reason.
% Disc: Percentage of total discounts represented by each discount reason.
In conclusion, our Sales Report is more than just numbers; it's your roadmap to success in the competitive restaurant industry. By providing a comprehensive overview of your sales performance and actionable insights into various aspects of your business, our report empowers you to make informed decisions, drive revenue growth, and stay ahead of the curve. With customizable features and user-friendly interfaces, it's never been easier to understand your restaurant's performance and optimize your operations. Take the first step towards maximizing your restaurant's potential today with our Sales Report.
