Sales Report
Sales Report
The Sales Report provides a complete financial overview of your restaurant’s performance within a selected date range. It includes revenue breakdowns, payment methods, tax details, discounts, tips, and outstanding payments. This report is essential for tracking daily, weekly, and monthly business growth.
1. Sales Summary Cards
The top section displays important financial summary cards:
- Total Sales – Overall revenue generated in the selected period.
- Total Orders – Number of completed orders.
- Traditional Payments – Breakdown of Cash, UPI, Card, Bank Transfer.
- Payment Gateways – Revenue from integrated gateways (if enabled).
- Additional Amounts – Includes Total Charges, Taxes, Discounts, Tips.
- Tax Breakdown – Tax mode and total tax collection.
- Outstanding Payments – Total pending payment amount and number of outstanding orders.
These cards provide a quick snapshot of your restaurant’s financial health.
2. Date & Time Filters
- Select predefined ranges (Today, Current Week, Custom Range).
- Choose specific Start Date and End Date.
- Set custom Time Period (e.g., 12:00 AM – 11:59 PM).
- Filter by specific User (if multi-user system).
- Export report for accounting purposes.
Use weekly and monthly filters to track growth trends and seasonal performance.
3. Detailed Sales Table
The lower section displays daily breakdown including:
- Date
- Total Orders
- Payment Methods Breakdown (Cash, UPI, Card, Bank Transfer)
- Due Amount
- Outstanding Received
- Delivery Fees
- Discount
- Tip
- Total (Including Tip)
- Total (Excluding Tip)
This breakdown allows restaurant owners to understand daily revenue distribution and payment patterns clearly.
4. Why Sales Report is Important
- Track real revenue vs outstanding payments
- Understand payment method trends
- Monitor tax collection
- Identify discount impact on revenue
- Measure daily operational performance
- Support financial auditing
- Plan inventory and staffing based on sales trends
5. Best Practice for Owners
- Review Sales Report at end of each business day.
- Compare weekly performance.
- Monitor outstanding payments regularly.
- Use export feature for accountant reconciliation.