Skip to main content

Reports & Financial Targets

Access sales analytics, financial reports, and set performance targets.

Sales Reports

Daily Summary

  • Total revenue (MXN)
  • Number of orders
  • Average order value
  • Payment method breakdown (cash vs card)
  • Order source breakdown (POS vs delivery platforms)

Time-Based Analysis

  • Hourly sales heatmap — identify peak and slow periods
  • Daily, weekly, and monthly trends
  • Year-over-year comparison

Item Performance

  • Best-selling items by quantity and revenue
  • Worst performers and candidates for removal
  • Category-level breakdown
  • Modifier popularity (which customizations are most common)

Financial Targets

Set targets and track progress:

  1. Go to Reports > Targets
  2. Set daily, weekly, or monthly revenue targets
  3. The dashboard shows real-time progress toward targets
  4. Color indicators show if you're on track (green), falling behind (yellow), or missing targets (red)

Delivery Reports

Delivery-specific metrics are covered in Delivery Intelligence:

  • Per-platform revenue and commission
  • Net profit after platform fees
  • POS vs delivery revenue mix

Employee Performance

  • Orders processed per employee
  • Average transaction value by employee
  • Shift-level reporting

Inventory Reports

  • Stock value (current inventory valued at cost)
  • Consumption rates
  • Waste and shrinkage tracking
  • Purchase order history

Exporting Data

Reports can be viewed on-screen with interactive charts powered by Recharts. For data export, use the API endpoints to pull raw data.

Charts & Visualization

The reporting dashboard uses interactive charts:

  • Line charts: Revenue trends over time
  • Bar charts: Category and item comparisons
  • Pie charts: Payment method and order source distribution
  • Heatmaps: Hourly sales patterns