Monthly Sales

Monthly shows one calendar month at a glance. Use it to spot your strongest days, see how guest traffic moved, and check the month’s totals before you do the books.

Open Sales > Monthly in the Back Office . You need manager access to open it.

Pick a month

The page opens on the current month. Use the arrows beside the month to step back or forward, or click the month to pick one from a grid. You can look ahead up to six months.

Monthly uses the same reports as Daily, so a month here matches the same dates picked as a range on Daily. To see a single day in detail, use Daily.

Operation Report

The first card summarizes the month. It works the same way as the Operation Report on Daily, with two differences:

A Gross Sales bar chart at the top shows each day of the month. Each bar is that day’s Total Receivables, including tax, tips, and fees.
There is no Received Cash table. For cash by station and the deposit amount, pick the month as a range on Daily.

The card has the Orders, Sales, and Payments tables, plus Received Cards, Profit & Loss, and Total Discounts when they have something to show. Click Open, Canceled, or Total Discounts to list those orders. Click Daily Data for a table with one row per day that has sales and a Total row at the bottom. Export the card with its own button.

Best-Performing Days

Best-Performing Days ranks the month’s days by net sales, highest first. Each row shows the rank, the date with its weekday, and Net Sales. Days with equal net sales list the earlier date first.

The top 10 show first. Click Show all, which shows the number of days, to see every day with a report. Click Show top 10 to go back. Days with no activity have no report and don’t appear. If the month has none, the card shows No sales reports for this period.

Guest Traffic

Guest Traffic is a bar chart of the guest count for each day of the month, labeled by day number. Download the chart with its button.

Breakdowns

The card below Guest Traffic splits the month’s net sales By Daypart and By Channel. See Breakdowns on Daily.

Service Items, tax, and platforms

These cards match the ones on Daily. Service Items and Gross Receipt Tax appear only when the month has them. Platform Sales always shows.

Service Items - each service item’s total.
Gross Receipt Tax - each tax with the sales it was charged on and its rate.
Platform Sales - sales by where orders came from. Switch the toggle to Order Type to split each platform by order type.

Operation Memos

The card lists every memo dated in the month, oldest first. Add, edit, and delete memos the same way as on Daily. See Operation Memos.

Recreate the month

If the month’s numbers look wrong, for example after you edit or reopen past orders, click Recreate at the bottom of the page. It rebuilds the report for each day of the month up to today from the orders, then rebuilds the month’s summary. A day with no activity is removed from the report.

Rebuilding a full month can take a while, and the page waits up to a minute for it. The button shows Recreating... until it’s done, then the page reloads the numbers and shows Sales report recreated.

Daily Sales - one day or any date range, with tips, server reports, and shifts.
Sales Orders - find and manage a single order.
Pay In/Out - drawer counts, sessions, and server settlements.