The Sales Overview in the Dutchie Backoffice integrates key financial metrics from various separate reports into a single convenient dashboard that provides oversight for multiple locations or a single location over any time frame.
Things to know
- This requires the View Multi-Location Sales Reports user permission found in the POS section.
- The sales summary and overview can both be exported to a .CSV file using the Export button.
Overview
Go to Reports > Sales > Overview to:
- See how different payment types are used at your store.
- Show all of your stores' sales data in one place.
- View and export reports to see a summary of data from multiple time periods including yesterday, last week, last month, the latest quarter, or a custom date range.
- Track financial data for all of your locations from one view.
Multi-location reporting
Use the Location dropdown to select one or more locations:
Sales summary
The top section shows a Sales summary for all selected locations, including:
- Gross sales
- Discounted amount
- Returned amount
- Net sales
- Tax amount
- Fees/donations
- Total income
Click View report to see a location-specific breakdown and additional information including tip and loyalty as payment totals.
Sales breakdown
Scroll down to the Sales breakdown section, where you can view gross sales, net sales, or total income broken down by:
- Payment type (cash, Pay by Bank, etc.)
- Customer type (medical, recreational, etc.)
- Product master category (flower, edibles, concentrates, etc.)
- Order source (walk-in, Dutchie E-Commerce, third-party menu integrations, etc.)
- Order type (in-store, delivery, etc.)
Hover your cursor over any total to highlight it in the chart, and click to view further details and a location-specific breakdown.