Sales Summary Reports help you keep your fingers on the pulse of your business by monitoring key sales metrics in real time analyzing longer-term trends.
- Use the Sales Report to view location-specific sales data.
- Use the Account Sales Summary Report to see combined sales data for all of your locations.
- Use the Enterprise Overview for historical sales data by location, as well as a breakdown of new versus returning customers at each location.
Note: in order to view these reports, you must have View sales summary report permissions under Settings > Roles > Analyze Sales. Your user profile must also have access to multiple locations.
Select Reports from the top menu bar. The Sales Report serves as the main landing page for this section of Back Office. By default, up-to-the-minute sales for the current day are shown. Change the Start Date and End Date fields to view past dates or a range of dates.
The top section is divided into Marijuana, Paraphernalia, and Total columns. The Marijuana column shows total sales from all Product Types where the Is Marijuana setting is Yes, while the Paraphernalia column shows total sales of all non-marijuana Product Types.
The sales amounts in the top section do not include tax, and negative numbers are shown in parentheses.
The Tax section shows total taxes collected, broken down by tax type.
Net Tender Breakdown shows the total amount of each payment type. These amounts include tax.
Finally, the Paid In/Out section shows all Paid In, Paid Out, and End Drawer Drops from all Registers.
If all drawers are properly balanced, the total of this section should equal the negative of your Cash total from the Net Tender Breakdown. For example:
- Paid In: $10.00
- Paid Out: -$200.00
- End Drawer Drops: -$8,402.74
- Total of Paid In, Paid Out, and End Drawer Drops: -$8,592.74
- Cash total: $8,592.74
End Drawer Drops represents the total cash drops of all drawers that were ended during your specified date or date range. For this reason, it's important to make sure all drawers are closed during the same calendar date that they were opened in order to avoid discrepancies on this report.
Account Sales Summary Report
From the Reports section of Back Office, select Account Sales Summary from the left-side menu.
The Account Sales Summary Report shows each location's Net Sales (total sales minus discounts and returns, excluding taxes), and also the total of all locations.
While there is no option to set a Start Date or End Date, the report shows totals for today, yesterday, and the current month, as well as daily averages for the current month, and a projected total for the current month based on month-to-date sales trends.
From the Reports section of Back Office, select Enterprise Overview from the left-side menu.
Current-day sales are shown by default, or click the date selector to change to any previous date.
The Sales By Location graph shows Net Sales (total sales minus discounts and returns, excluding taxes) for each location side-by-side over the past 7 days, past 30 days, or past 12 months leading up to your selected date. Hover your cursor over any point on the graph to show additional details.
Daily Sales shows Net Sales totals for each location on your selected date.
Customers shows the total number of customers and patients served on your selected date at each location. This does not include recreational sales where no customer profile was attached. Optionally, toggle between All Customers, New Customers, or Returning Customers