Glances & Sales Overviews

Product Navigation

To navigate through the Glances feature press on the navigation bar on the top left-hand side of your screen.

From here you will see “Glances” listed under the dashboard with a downward pointing arrow.

You will see different options to choose from like:

  • Hourly Sales
  • Daily Sales
  • Payment Types
  • Service Areas

Hourly Sales Glance

Hourly Sales will show you the sales made per hour for any particular day. You have the option to view today’s current sales, yesterday’s sales, or you can select a custom date range.

  • Today’s Closed Orders – The chart will show you the closed orders as they accumulate throughout the day.
  • Today’s Sales Per Hour – Will show you the closed orders throughout the day broken down by hour.
  1. These three metrics are all present in the “Today, Yesterday, and Custom” menu options.

Daily Sales Glance

The second Glance option that you have is Daily Sales. This Glance will display the number of closed sales per day over the period of one workweek. There are two graphs on this screen. This Week’s Closed Orders and This Week’s Sales.

  • This Week’s Closed Orders – Represents the total number of orders closed for the period of one workweek.
  • This Week’s Sales – Represents the total amount of sales for the period of one workweek.

Payment Types Glance

The thirds Glance option that you have is Payment Types. This Glance will display the number of types of payments closed sales over the period of one workweek. There are two icons on this screen represent total credit or cash sales. 

Similar to Hourly Sales, the Payment Types Glance will show you the sales made per hour for any particular day. You have the option to view today’s current payment types, yesterday’s payment types, or you can select a custom date range.

  • Today’s Payment Types – This option will allow you to see the payment types used for the current workday as represented by orders after they are closed.
  • Yesterdays’s Payment Types – This option will allow for a quick comparison between Today’s & Yesterday’s Payment Types and pull data from the total closed order of the previous workday.
  • Custom Payment Types – Custom, in this instance, represents a custom date or period of time. Once you select this option a drop-down menu will appear and offer three additional options: Last 7 Days, Last 30 Days, Last 90 Days, or a custom range.
  1. Last 7 Days Payment Types Glance – This glance will
    allow you to view your total payment types for the prior week. It is important to note that this glace would not include your current workday’s data. It begins to pull information up to one total week prior to your current workday.
  2. Last 30 Days Payment Types Glance – This glance will allow you to view your total sales transactions by payment types up to one month prior to the current workday.
  3. Last 90 Days Payment Types Glance – This glance will allow you to view your total sales and total transactions by payment type up to three months (or one standard business quarter) prior to your current workday.
  4. Custom Range Payment Types Glance – This is an additional option that will allow you the flexibility to check a custom range of dates to view total payment types for a particular range of days.

Each of the aforementioned options, including the four select suboptions, create charts for total, order count, refunds, net sale, tax, and tips for each payment type. Some examples of accessible payment options are:

  1. Cash
  2. Credit Card
  3. Third-Party (like Grub Hub or Door Dash)
  4. Gift Cards
  5. Check
  6. Any House Accounts

Services Areas Glance (Restaurants Only)

The fourth glance option is the Services Area Glance. This Glance was created to allow you to see what service areas are pulling in the most revenue throughout your restaurant. Across the top of your screen, you have three options. Today, Yesterday, and Select. Each option will create the same Glance which is then organized by Service Area.

  • Today’s Service Areas – This option will allow you to see the service areas used for the current workday as represented by orders after they are closed.
  • Yesterdays’s Payment Types – This option will allow for  a quick comparison between Today’s & Yesterday’s Service Areas and pull data from the total closed order of the previous workday.
  • Custom Payment Types – Custom in this instance represents a custom date or customer period of time. Once you select this option a drop-down menu will appear and offer three additional options: Last 7 Days, Last 30 Days, Last 90 Days, or a custom range.
  1. Last 7 Days Service Area Glance – This glance will allow you to view net sales of each service area for the prior week. It is important to note that this glace would not include your current workday’s data. It begins to pull information up to one total week prior to your current workday.
  2. Last 30 Days Service Area Glace – This glace will allow you to view your total sales by service area up to one month prior to the current workday.
  3. Last 90 Days Service Area Glance – This glance will allow you to view your total sales and transactions by service area up to three months (or one standard business quarter) prior to your current workday.
  4. Custom Range Service Area Glance – This additional option will allow you the flexibility to check a custom range of dates to view total net sales by service for any custom range of days.

Each of these options including the four select sub-options creates charts that represent the Total Sales, Order Count, Number of Guests, Net Sale Tax & Tips, and average sale for each service area. Some examples of service areas are:

  1. Patio
  2. Online Order
  3. Main Dining
  4. Takeout
  5. Bar Tabs
  6. Delivery