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Available for: Manager Finance Admin This report is currently in open beta. Leave feedback → Go to report →

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What this report shows

A comprehensive breakdown of your sales performance. Track net sales, payment discrepancies, discounts, and see how sales split across outlets, brands, fulfillment types, and product categories.

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Filters

Filter interface showing serving date/time, outlets, source, fulfillment type, serving hour of day, serving day of week, brand, and order created date/time filters
  • Serving date/time — When orders were fulfilled. Defaults to the past 7 days.
  • Outlet(s) — Filter by one or multiple outlets. Supports wildcard search (e.g., “contains atlas”).
  • Source — Where orders came from (POS, scan to order, kiosk, etc.)
  • Fulfillment type — Dine-in, pickup, or delivery
  • Serving hour of day — Filter by specific hours
  • Serving day of week — Filter by specific days
  • Brand — Filter by brand if you operate multiple brands
  • Order created date/time — When the order was created (different from serving time)

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Sections

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Key metrics

At-a-glance performance indicators: net sales, total covers, order count, average cover value, and average order value. Hover over the info icon next to each metric to see its definition.
Key metrics showing net sales, total covers, order count, average cover value, and average order value

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Sales summary

Financial breakdown from gross sales to final payments. Shows gross sales, discounts, net sales, tax, service charges, and expected payment.
Sales summary showing gross sales, discounts, net sales, tax, service charges and fees, expected payment, and payment discrepancy
Also tracks payment discrepancies — the difference between expected and actual payment. Click on any order ID to investigate underpaid or overpaid orders.
Payment discrepancy summary showing order details and clickable order links

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AI-generated insights

Automatically identifies trends, patterns, and notable changes in your sales data.

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Net sales charts

Three charts showing net sales broken down by:
  • Day — Daily sales by fulfillment type
  • Day of week — Which days perform best
  • Hour of day — Peak and off-peak hours

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Payment type summary

Breakdown of payment methods used, split into integrated payments (processed through Atlas) and manual payments.
Table showing payment sources, types, amounts, refunds, and transaction counts

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Outlet summary

Compare sales performance across your outlets: gross sales, net sales, order count, and average order value per location.
Tables displaying outlet and brand performance metrics including gross sales, net sales, order count, and average order value

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Brand summary

Sales performance by brand. Useful for multi-brand operators.

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Discount summary

Track promo code usage and total discount amounts.
Table showing promo code name, order count, and discount amount

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Fulfillment type summary

Sales breakdown by how orders were fulfilled (dine-in, pickup, delivery).
Table showing fulfilment type, gross sales, net sales (excl. tax), order count, and average order value

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Source summary

Sales breakdown by order source (POS, scan to order, web, delivery platforms, etc.)
Table showing source, gross sales, net sales (excl. tax), order count, and average order value

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Item category summary

Product sales organized by reporting category. Click on any item to see modifier breakdowns.
Table showing reporting categories, item names, quantities, gross sales, and net sales
To set up reporting categories, edit your product on the Products page and set its Reporting category.