Daily Operations Summary (Quick Service Restaurant, Add-On Tax)

Summary report that shows condensed sales and operating metrics.

Description

Report Tags

The Daily Operations Summary report is a condensed summary report that consists of multi-KPI tiles and tables that show sales and operating metrics. This report is for quick service restaurants with add-on taxes.

Permissions: Sales and Operations.

Simphony, RES 3700, e7, Add On Tax, and Quick Service.

Sales and Margin

Visualization: Multi-KPI tile.

Permission: Sales and Operations.

Table 2-105 Sales and Margin

Category	Data Format	Description
Net Sales	Currency	Net sales amount
Margin Percent	Percent	Margin percent

Costs

Visualization: Multi-KPI tiles.

Permission: Sales and Operations.

Table 2-106 Costs

Category	Data Format	Description
Cost of Goods Sold %	Percent	Prep cost total divided by net sales total
Labor Cost %	Percent	Regular and overtime pay divided by net sales total

Sales Metrics

Visualization: Grid.

Permission: Sales and Operations.

Click Sales Metrics to drill down.

Table 2-107 Sales Metrics

Category	Data Format	Description	Drill-Down Report
Net Sales	Currency	Net sales	Net sales name drills down to Net Sales Amount drills down to Sales Mix
Service Charges	Currency	Service charges	Drills down to Service Charges
Tax Collected	Currency	Amount of taxes collected	Drills down to Taxes
Total Revenue	Currency	Sum of net sales, service charges, and taxes. Does not include non-revenue service charges.
Non-Revenue Service Charges	Currency	Non-revenue service charges	Drills down to Service Charges
Total Collections	Currency	Total revenue plus non-revenue service charges
Total Discounts	Currency	Sum of item discounts and subtotal discounts	Drills down to Discount

Service

Visualization: Grid.

Permission: Sales and Operations.

Click Service to drill down.

Table 2-108 Service

Category	First Column Data Format	Second Column Data Format	Description	Drill-Down Report
Checks	Integer	Currency	Number of checks and average spend per check	Drills down to Checks
Net Sales per Labor Hour	N/A	Currency	Net sales per labor hour
Drive Thru	Integer	Time	Number of parked cars and average amount of time

Operating Costs

Visualization: Grid.

Permission: Sales and Operations.

Table 2-109 Operating Costs

Category	Data Format	Description	Drill-Down Report
Cost of Goods Sold	Currency	Cost of goods sold	Drills down to Cost of Goods Sold
Cost of Goods Sold Percent	Percent	Prep cost total divided by net sales
Labor Cost	Currency	Regular pay plus overtime pay	Drills down to Labor Summary
Labor Cost Percent	Percent	Total labor cost divided by net sales
Operating Margin	Currency	Monetary amount of operating margin

Adjustments

Visualization: Grid.

Permission: Sales and Operations.

Table 2-110 Adjustments

Category	Count Data Format	Amount Data Format	Description	Drill-Down Report
Returns	Integer	Currency	Returns count and amount	Returns drills down to Adjustments — Returns Amount drills down to All Checks with Returns
Voids	Integer	Currency	Voids count and amount	Voids drills down to Adjustments — Voids Amount drills down to All Checks with Voids
Manager Voids	Integer	Currency	Manager voids count and amount	Manager Voids drills down to Adjustments — Voids Amount drills down to All Checks with Manager Voids
Error Corrects	Integer	Currency	Error corrects count and amount	Error Corrects drills down to Adjustments — Error Corrects Amount drills down to All Checks with Error Corrects
Cancels	Integer	Currency	Cancels count and amount	Cancels drills down to Adjustments — Cancels Amount drills down to Canceled Transactions