A breakdown of your card transactions, for the selected date range, is displayed in the Insights tab. This page is broken down into four main sections; Sales Summary, Sales Highlights, Sales Breakdown and Insights graph providing you with information about sales totals, transaction type and customer spending patterns.
|1) Sales Summary||3) Sales Breakdown|
|2) Sales highlights||4) Insights Graph|
The value and volume of your Sales and Refunds, and the corresponding total sales value, is displayed in the Sales Summary section of the Insights tab. Data for each of these values can be viewed on the insights graph. By default sales data for the current week will be displayed.
- Total Sales
The Total Sales value equates to your sales minus refunds. i.e. If your sales total was £1,000 and your refund total was £100 then your total sales value would be £900.
The Sales figure corresponds to the total value of all payments within the date range selected in the Spark Bar. This value is independent of any refunds carried out. Of the two figures displayed, the top number corresponds to the total VALUE of sales for the selected time period and the second figure, in brackets, corresponds to the total VOLUME of sales, i.e. the number of sales carried out.
The Refunds figure corresponds to the total value of all payments within the date range selected in the Spark Bar. Of the two figures displayed, the top number corresponds to the total VALUE of refunds for the selected time period and the second figure, in brackets, corresponds to the total VOLUME of refunds, i.e. the number of refunds carried out.
Rather than calculating your sales totals manually simply select your desired date range using the Spark Bar and your sales totals will be displayed in the Sales insights tab.
Specific highlights about your sales are displayed in the Sales Highlights section of the insights tab.
- Average Spend
Displays the average value of each transaction. Average spend is calculated by dividing the sales value by the sales volume, based on your selected date range. For example, if you made two sales, one for £20 and one for £10, the average spend would be £15.
- Best hour/ day/ week/ month
Displays the period of time within your chosen date range with the highest value of sales. The scale of this will update automatically according to the chosen breakdown on the Insights graph.
- Busiest Period
Displays the time of the day within your chosen date range with the highest average volume of sales. For example, let’s assume that you are viewing last week’s sales and the busiest period is shown as 12-2pm. This means that, on average, more people transacted between 12-2pm than at any other time of day.
Did you know...
The Busiest Period function can be used to plan staffing, stock or promotions.
Your sales data can be broken down, not only by transaction type, but also by three other criteria;
- Channel Type
- Debit vs Credit Card
Select from the drop-down to reveal a breakdown for each, as a percentage of all sales. For example 40% of sales were paid with a credit card. You can switch between percentage and actual values by selecting either “%” or “£” in the top right of the Sales Breakdown section.
The volume or value of sales processed through each channel type can be shown by sorting by channel type.
- Face to Face – Transactions that are recorded via your physical terminal. This includes payments processed by Chip & PIN, Magstripe, Contactless, Signature and Manual Entry.
- CNP (Cardholder-not present e.g. over the phone) – Transactions where the cardholder is not present at the point of sale. These transactions are usually recorded using a virtual terminal.
- eCommerce – Sales processed via your online shop.
Debit vs Credit Card
This shows the volume or value of sales processed via debit vs credit cards. Any store cards or fuel cards used to make a payment will be classed as “Other”.
If you have multiple outlets, you can view the volume or value of sales processed by each outlet or for your business as whole. By selecting the relevant option from the drop-down menu in the top left corner of your Dashboard and then adjusting the Sales breakdown section as required.
The volume or value of sales processed by each of your terminals within a given outlet can be viewed by selecting the relevant outlet from the drop-down menu in the top left of your Dashboard and then selecting the Terminal option in the Sales Breakdown drop-down.
The insights graph provides you with a visual representation of your transaction data, displaying; Total sales, Sales or Refunds data for the date range highlighted in the Spark bar.
The Insights Graph is an interactive and customisable tool that can be altered to display a range of different data in a variety of formats. Across the top of the graph is a range of options that will alter the content and format of the Insights Graph.
By clicking on the drop-down menu in the top left of the insights graph you can update the plotted line to show:
- Total Sales
Did you know...
You can hover over a specific point on the Insights graph to reveal more information.
Display by Value or Volume
The Insights graph can display either the value or volume of Sales, Total sales or Refunds. To select which is displayed click on either the “value” or “volume” button located at the top of the graph, this will automatically update the graph to display your data for your chosen criteria. All other parameters will be left unchanged.
You can vary time period represented by each point on the graph by clicking the desired timeframe in question at the top of the Insights Graph. This will enable you to view figures broken-down by hour, day, week or month.
N.B. for ease of use only certain timescales are compatible with certain date ranges, those options that are available will be displayed in red, when not available the option will be greyed out.
Your transaction data can be displayed as either a bar or line graph. To change the graph format simply click on either the bar or line icon in the top right hand corner of the Insights graph.
Q: How do I check my totals for a given date range?
A: Your Total sales (i.e. your card sales minus any refunds) for any given time period can be found in the Insights tab on the Sales page. In order to show your Sales totals:
- Go to the Sales page.
- Select Insights tab.
- Select required date range from the Spark Bar.
- Your Total Sales, Sales and Refunds for your chosen date range will now be shown.
Q: How do I view my Sales Summary for each outlet?
A: You can filter your sales information by outlet using the outlet drop-down in the top left of the Sales page. The outlet selection drop-down menu is preserved across the Overview, Sales, Settlements and Invoice pages of your dashboard. You can change between your various outlets by clicking on the relevant outlet at any time whilst on any of the relevant pages.
The data displayed will be automatically updated to the selected outlet with all other filters and display settings unchanged.
Q: What is the difference between Total Sales, Sales & Refunds?
A: The Total Sales value equates to your sales minus refunds. The Sales figure corresponds to the total value of all payments. The Refunds figure corresponds to the total value of all refunded transactions.
Q: How do I change the date range shown on the insights graph?
A: The date range displayed can be changed using the Spark Bar, calendar tool or dropdown menu. Changing the date range will automatically update the Insights graph to display data from the new range. All other graph settings will be unchanged, the only exception being if the timescale selected is not compatible with the new date range, in which instance it will be adjusted to the closest possible setting. For example, if you are viewing a month’s worth of data you will be unable to see this plotted by hour.
Q: How do I change between Sales, Total Sales & Refunds?
A: You can choose which of the data types you wish to display on the insights graph by selecting the desired option from the drop-down menu in the top left of the graph.