Who is this guide for?Everyone with back office access: Admins, Finance and Viewers.
Open the dashboard
On the back office
- Sign in to the back office and click Dashboard in the menu.
- Pick a period: Today, This week, This month, Year to date or Custom dates.
- Read the headline row. Each figure is compared with the period before it.
The headline row
- Net sales is the headline: your money after discounts and refunds.
- Sales sits next to it: how many sales you made. A low net with a normal count means smaller baskets; a low count means a quiet day.
- Average sale is before tax and tips.
- Refunded is what you gave back, and its share of gross.
The day's money
This card has two parts. Don't add them together.
- What was sold runs from Gross, minus Discounts given and Refunds (before tax), down to Net sales.
- What came across the counter splits Card from Cash. It's more than net sales because it includes tax and tips, shown as of which tax and of which tips.
- Tax belongs to the state and tips belong to your staff, so neither counts as your revenue.
When a day starts and ends
Your business day runs from 4:00 AM to 4:00 AM. A sale rung up at 1:30 AM counts toward the day before, so a late night stays on one day.
The dashboard counts completed sales only. Voids and tickets that were never paid are left out.
Your pricing program doesn't add a line here. Gross already reflects what customers paid.
On Surge Free the dashboard shows Today. Other periods are part of Surge Plus and Surge Premium.
Related guides
Still stuck?
info@surgeups.comEmail us your business name and what you were trying to do.