You'll need Reports permission to view this page. If you don't have access to this module, ask someone with Managers permission to update your user permissions.
Your data importer will need to be running and connected to the internet on your server computer in order for information to show in this report.
As this report is a snapshot into the current dates trade, no information will show until you are open and transactions have started to be processed through your tills.
In order to get the most out of this report, it will be helpful if you have created a budget in Loaded.
To access head to Reports and Dashboard.
The dashboard is where you will find an overview of your outlets performance.
The top of the page shows a dollar total for orders, sales, your budget, and any discounts that have been processed so far today. In order to dig deeper into any of these values you can click on the dollar figure and you'll be brought further into the days reports.
The Recent Orders graph breaks down the number of orders processed across each half hour. You can see the dollar value associated with this by hovering over the bar with you cursor.
The Item Category breakdown, shows you how your sales are split across the different categories from your tills, displayed as a percentage of total orders placed. You can quickly see the dollar value associated with each portion of the pie chart by hovering over it with your cursor.
The This Weeks Sales report highlights and variance between your budgeted and actual sales for each day in the current trading week.
Finally, the month to date budget tracker compares your actual sales to monthly targets, the red line indicates the months budget, and the blue line indicates your actual sales. You can see the actual dollar figures for both the budget and actual sales for each day by hovering over the line with your cursor.
Other articles and resources that you might find useful.
- Orders vs. Sales
- Installing your data importer
- How to create a budget
- Information on your POS integration