Sale | Sales report and statistics

Key Highlights

  • POS Online provides 5 kinds of Sales reports & statistics: by Product/Category/Account/ Customer/Customer Segmentation/Tag.
  • Each kind of report will have each meaningful insight for each activity or plan of your business such as promotion plan, advertising plan, or operational plan.
  • Sales Statistics by Product/Category is the sale performance of your business by-products for sale/by categories of products for sale.
  • Sales Statistics by Account is the sale performance of your business by created Staff Accounts.
  • Sales Statistics by Customer is the sale performance of your business by created Customers.
  • Sales Statistics by Customer segmentation is the sale performance of your business by recorded customer segmentation information when creating sale orders.
  • Sales Statistics by Tag is the sale performance of your business by recorded sale tag when creating sale orders.
  • Only accounts having the "Sales Statistics" role in the "Sale" section can access Sales reports & statistics.

Read & Analyze Sale Statistics & Report

Open "Sale" menu and Select "Sales Statistics" and follow the below guide to read & analyze each kind of report.

Step 1: Select Report Timming

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Select "Day" if you want to display Sales Statistics on a specific day. The system will automatically display statistics of the current day, click again to select another day you want to generate statistics.

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Select "Week" if you want to display Sales Statistics in a specific week. The system will automatically display statistics of the current week, click again to select another week (in list of latest 12 weeks) you want to generate statistics.

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Select "Month" if you want to display Sales Statistics in a specific month. The system will automatically display statistics of the current month, click again to select another month (in list of latest 12 months) you want to generate statistics.

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You can also click on (*) to select another specific custom day range and time range you want to generate statistics.

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The sales statistics of the selected time will be displayed by the table and visualize the value contribution of each item by the pie chart.

Step 2: Read & Analyze Sales Statistics by Product

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This report is the sale performance of your business by-products for sale.

With this kind of report, you can have useful information about your products to recommend for customers through the menu:

  • best-selling products: top products having the best sales quantity
  • combo: build favorite combo products (drink + food) by combining foods and beverages having the best sales quantity.

You can also base on the performance of each product for sale to run promotion programs that can increase sale performance or engage with customers.

  • if you want to run the promotion to excite your customers, you should select the products having the highest sales quantity. Since they are customers' favorite products and this will make the promotion more attractive instead of selecting products which are not favorite of customers. Notes: to select a suitable time for this kind of promotion, you should find out the timing of having the highest sales value for the promotional product. With this demo data: Happy Friday: discount 20% for Mocha or Latte from 9 am to 10 am.
  • if you want to promote products having the lowest sales quantity but turning out the high profit on every single product; you should create the combo promotion. In more details, you can combine this kind of product with products having high sales quantity. With this demo data: when order Latte or Mocha, get 20% discount on Super Energy Combo.

If you want to run the promotion to introduce the new product, you should select the time range having a high sales quantity to run the promotion (high traffic). You can also combine the new product with the best-selling products to apply the combo or free sample promotion. With this demo data: Try the unique flavor come to town: Latte + Peach cake = $ Latte.

If you want to run the social advertising, you should select best-selling or signature products as the theme for the content.

To have the accurate for the analysis, you should use data of the latest three months. Besides that, the customer behavior might be affected by the seasonality, so that to define the suitable programs for the season of the current year, you should use the data of the same period in last year.

Step 3: Read & Analyze Sales Statistics by Product Category

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This report is the sale performance of your business by categories of products for sale.

You can use this kind of report to add the new product to the menu. To find out the new suitable product for the menu, you should base on potential product categories having a high sales quantity and also value. So, you can create new flavors, size, topping, etc. product for this kind of category. With this demo data: you can add the new types/flavors of cocktail to the Phin Cafe category.

Step 4: Read & Analyze Sales Statistics by Staff Accounts

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This report is the sale performance of your business by staff accounts.

If you have created staff accounts based on the working shifts of the staffs (for examples: morning, afternoon and night shifts), this data is essential for monitoring the operation performance of every working shift.

You should monitor this data month-by-month to rearrange the working schedule of staffs to meet the requirement of the store operation timely.

Step 5: Read & Analyze Sales Statistics by customers

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This report is the sale performance of your business by customers (in the customer list).

You should use this data monthly to filter the customers contributing the highest sales value. So, you can run a particular customer program besides the regular customer reward program.

Step 6: Read & Analyze Sales Statistics by customer segmentation

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This report is the sale performance of your business by specific customer segments. This data is essential for defining the target customer of your store.

You should collect and use this data to understand the customer segmentation to support advertising or social media plans.

Step 7: Read & Analyze Sales Statistics by Sale Tag

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This report is the sale performance of your business by sale tag.

This data is essential for tracking the performance of some custom program of your coffee shop/restaurant: Promotion, Happy Hour, Online Food Delivery Service, etc.