The Sales Summary report delivers a daily encapsulation of vital sales insights for each site, complete with a consolidated total per site.
Visualise these daily metrics effortlessly through illustrative charts for a more intuitive grasp of your data.
For companies with multiple sites, this report is split per site.
If required, this report can be created as a Saved Report and set up to send out periodically.
Report Filters
Access the Sales Summary report via: Reports & Analysis > Sales > Sales Summary.
Select the required report parameter options from:
| Select Sites |
Select which sites and/or site groups to include in the report. |
| Date Range |
Select which date range to include sales for. |
Report Output
The Sales Summary report is split into three sections:
Section 1 - Net Sales Chart
The first section of the Sales Summary report is a chart tracking daily net sales within the selected date range per site.
The chart is interactive, where you can hover over the chart plot to view the exact net sales figure, and also select the site(s) in the chart legend to show/hide the data on the chart.
Section 2 - Overall Sales Per Site
The second section of the Sales Summary report is a summary sales per site, displaying:
| Site |
Displays the name of the site that sales are for. |
| Trans Count |
Displays the Transaction Count for the site. |
| Average Sale |
Displays the average gross transaction value. |
| Tax |
Displays the total tax value. |
| Discount |
Displays the total discount value. |
| Sales Gross |
Displays the total gross sale value. (Excludes discount.) |
| Sales Net |
Displays the total net sale value. (Excludes discount and tax.) |
| Sales (%) |
Displays the proportion of sales across the entire report. |
Section 3 - Daily Sales Per Site
The third section of the Sales Summary report displays the same information as in Section 2, but this time the data is split per site to provide daily sales.