The POS Sales Projections Report can be used to give a year-over-year (YoY) comparison of Sales.
Requirements:
You will need to be a staff member with Owner, Managed Owner, Store Owner, Store Manager, or Store Staff access.
Instructions:
Step 1: Log in to your Flipdish portal using your email address and password.
Step 2: From the left-hand panel, click on "Sales".
Step 3: Click on "Sales Projection".
Step 4: Choose the relevant property from the drop-down menu for which you'd like to generate the report.
Step 5: Set your desired date range.
Sales Projections Report Key Terms
Projected Retail Order Price: Projected data is based on the previous years' data (year over year).
Actual Retail Order Price: Actual Sales processed during the time period selected in the report filter.
Difference in Retail Order Price: The difference between the Actual and Projected Order Prices.
Filters and Grouping
This report defaults to grouping data based on Property > Venue > Year > Month > Day of Week. Click the ">" to expand data groups.
If you need to rearrange how your data is grouped, you can drag and drop as well as delete grouping settings.
When you hover over the Group column, you'll see 3 horizontal lines. Drag this header column to the grey space labelled 'Drag here to set row groups' to update data Grouping.