Articles on: Dashboard

Dashboard - Sales - Discount

Introduction



In this helpdesk article, we will delve into the "Sales - Discounts" tab in your dashboard. This section provides valuable insights into the total discounts applied in your sales transactions. We'll guide you through how to use this feature to analyze discounts based on various criteria, including date range, discount name, order type, payment methods, location, and employee responsible for processing the discount.

Table of Contents



Accessing the Sales Discounts Tab
Understanding the Sales Discounts Dashboard



Accessing the Sales Discounts Tab:





To access the "Sales - Discounts" tab, follow these steps:

Step 1: Log in to your dashboard.



Step 2: Navigate to the "Sales" section.



Step 3: Select the "Discounts" tab.




Understanding the Sales Discounts Dashboard



Once you are in the "Sales - Discounts" tab, you will find a comprehensive overview of the discounts applied in your sales transactions.



Order Number: Identifies the unique number assigned to each order.
Discount Name: Specifies the name or description of the discount applied.
Discount Value: Indicates the monetary value or percentage of the discount.
Date Created: Records the date when the discount was applied.
Time: Specifies the time when the discount was applied.
Transaction ID: Identifies the unique identifier associated with the transaction.
Employee: Indicates the staff member who applied or authorized the discount.
Type: Specifies the type or category of the discount (e.g., Cash, Card).
Revenue Center: Identifies the specific area or department where the discount was applied (e.g., dining area, bar).
Amount: Indicates the total amount discounted from the order.



Filtering Discounts:



You have the option to filter discounts based on the following criteria:



Date Range: Specify a custom date range to view discounts processed within a specific time frame. This helps you track seasonal trends or promotional periods.
Discount Name: Filter discounts by their specific names. This can be particularly useful if you want to analyze the performance of a particular promotion or campaign.
Order Type: Categorize discounts based on order types such as dine-in, takeout, delivery, or others. Understanding which order types receive the most discounts can inform your business strategy.
Payment Methods: Analyze discounts based on the payment methods used by customers. This information can help you identify popular payment options and tailor your promotions accordingly.
Location: If your business has multiple locations, you can filter discounts by location. This allows you to compare discount usage and effectiveness across different branches.
Employee: Identify discounts processed by specific employees. This can be beneficial for tracking individual performance or assessing the impact of employee-driven promotions.



Utilizing the Data:

The data provided in the "Sales - Discounts" tab offers valuable insights into your discounting strategies and their outcomes. Here are some ways you can use this information:

Performance Evaluation: Assess the success of your discount campaigns by comparing the discounts applied with their respective names and dates.

Customer Insights: Analyze which payment methods are preferred by your customers when discounts are applied. This can help you tailor your payment options.


Conclusion



The "Sales - Discounts" tab in your dashboard is a powerful tool for gaining insights into your discounting practices. By using the filtering options available, you can customize your analysis and make data-driven decisions to improve your business strategy, enhance customer experiences, and optimize your discount campaigns.

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Updated on: 05/22/2024

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