About the POS Dashboard Screen
The POS Dashboard screen (screenshot below) provides a visual real-time display of net sales, order counts, and diner activity. This is ideal for managers needing a current overview of operations. The dashboard presents the following sections:
- Net Sales - A simple gauge of net sales orders fulfilled via POS for the date range selected. The dashboard provides a quick overview at-a-glance for busy managers. Net sales are gross sales less discounts.
- Net Sales by Day - Net Sales grouped by Day and shown over time period to track daily performance. Helps in tracking daily sales trends and identifying peak sales days.
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Net Sales by Location - "Sum of all orders fulfilled via POS and compared across locations.
Net = Gross Sales - Discounts" - Order Count - A simple gauge showing the count of all unique orders fulfilled via POS for the date range selected so Managers can quickly determine order volume to date.
- Orders by Diner Type - Count of all diners placing an order withing a given time period by Diner Type: resident, staff or guest. Order count by diner type may be more than overall diner count due to more than one diner assigned to an order.
Each section is interactive; so by displaying your cursor over a graph or area, additional details appear.
Accessing the POS Dashboard Screen from the POS Manager Module
The POS Dashboard screen can be accessed from the POS Manager module as follows:
- From the Tools menu, select POS Manager to open the POS Manager module.
- From the POS Manager module screen, select the POS Dashboard option.
Note: If you do not see POS Dashboard as an option in the POS Manager module, please reach out to MealSuite Support to enable it. If you are MealSuite Support, you can enable the POS Dashboard option for an account by accessing Account Settings in Touch Admin and selecting the Enable New POS Reports Beta Program (POS Manager) check box.
- Select the POS Overview tab to display the Dashboard screen.
Filtering Results on the Dashboard Screen
The following filter are available:
- Date
- Location
- Staff
- Meal Period
- Item Type
- Diner Type
- Order ID
- Order Source
- Delivery Type
Downloading Results from a Dashboard Section
For each section on the dashboard, you can download its results in one of the following file types:
- .csv
- .xlsx
- .json
- .png
To do so, complete the following steps:
- For the section whose data you want to download, tap the ellipsis at the top right corner and tap Download results.
- From the resulting file types that appear (.csv, .xlsx, .json, .png), select the desired file type.
- The file is downloaded.
About the POS Dashboard Reports
A wide variety of real-time reports are associated with the POS Dashboard that offer a comprehensive view of POS financial and operational analytics for dining room management.
Accessing POS Dashboard Reports from the POS Manager Module
The POS Dashboard reports can be accessed from the POS Manager module as follows:
- From the Tools menu, select POS Manager to open the POS Manager module.
- From the POS Manager module screen, select the POS Dashboard option.
Note: If you do not see POS Dashboard as an option in the POS Manager module, please reach out to MealSuite Support to enable it. If you are MealSuite Support, you can enable the POS Dashboard option for an account by accessing Account Settings in Touch Admin and selecting the Enable New POS Reports Beta Program (POS Manager) check box.
- Select the desired report type to display its reports.
Sales and Payment Summary Reports
The Sales and Payment Summary reports are as follows:
- Detailed Sales
- Payments by Tender
- Discounts by Date and Staff
- Meal Plan Activity by Type
- Sales by Meal Period
- Sales by Diner
Sales Details Reports
The Sales Details reports are as follows:
- Sales by Menu Item (Product Mix)
- Menu Category Mix %
- Menu Item Mix %
- Menu Item Sales by Diner
- Average Order by Staff
- Net Sales by Order Source
- Net Sales by Delivery Type
- Menu Items Ordered by Diner Type
- Void Details
- Entree and Meal-Related Category Items by Date and Meal Period
Payment Details Reports
The Payment Details reports are as follows:
- Payment by Diner and Non-Meal Plan Tender
- Meal Plan Use by Plan Type and Diner
- Refunds by Date and Payment Type
- Meal Plan Refunds by Date and Diner
- Department Charges by Diner
- Bill to Room Charges by Diner and Date
Service Details Reports
The Service Details Reports are as follows:
- Orders by Day of Week and Hour
- Orders per Meal Period (Breakfast, Lunch, Dinner) by Diner Type (Resident, Guest, Staff)
- Average Order per Meal by Hour and Staff
- Average Time to Close by Staff
- Average Time to Close by Location and Date
- Average Time to Close by Meal Period
- Average Time to Pay by Fulfillment
- Average Time to Order by Order Channel
Daily Financials Reports
The Daily Financial reports are as follows:
- Sales Summary by Date
- Payment (Non-Meal Plan)
- Meal Plan Summary
- Void Details
- Discount Detail
- Refund Details
- Department Charge
- Bill to Room
- Gift Card Purchased
- Gift Card Redemption
- Credit Card Sales
- Cash Sales
- Detailed Sales Tax by Name and Rate
- Open and Unpaid Orders
Downloading a POS Dashboard Report
A POS dashboard report can be downloaded in one of the following data types:
- .csv
- .xlsx
- .json
To do so, complete the following steps:
- For the report whose data you want to download, tap the ellipsis at the top right corner and tap Download results.
- From the resulting file types that appear (.csv, .xlsx, .json), select the desired file type.
- The file is downloaded.
FAQs
What POS report shows the delivery type for the order?
The Service Details report > Average Time to Pay by Fulfillment section displays the delivery type that was selected for the order. The delivery types are To Go, To Table, To Room, and Delivery.