Sales Projection Report

The Sales Projection feature allows businesses to set projected sales and customer counts for a location and compare them with actual performance. This helps in tracking business trends, analyzing performance, and making data-driven decisions.

• Set projections for sales and customer counts for specific stores or venues.
• Compare actual sales vs. projected sales to measure performance.
• View and manage projections through a calendar-based UI.
• Generate detailed reports with variance analysis and export data for further review.

Sales Projection Setup

• Navigate to Settings → Sales Projection

• Use the Calendar View to manage projections for different locations and dates.

• Click on a specific date in the calendar to open a pop-up.
• Enter Projected Sales and Projected Customers and Previous Year's Sales for that date.

• Click Save to store the data.
• Clicking on the same date again allows users to view or edit previously saved projections.
• Click on Delete icon to delete an entry.

• If a specific store or venue is selected, projections apply only to that location.
• If Enterprise is selected, projections apply to the entire business (aggregated across all stores/venues).

Sales Projection Report

Navigate to Reports → Sales Reports → Sales Projection Report

Apply filters such as:

• Location (Venue/Store)
• Date Range
• Net of Discounts (checkbox to include/exclude discounts)

The reports include the following fields:

• Venue: The store or location where the sales projection applies.
• Store: The specific store under the selected venue (if applicable).
• Date: The reporting date for the sales and customer projections.
• Projected Sales: The expected revenue set for the selected date and location.
• Actual Sales: The total revenue recorded for the selected date and location.
• $Variance: The difference between actual and projected sales in currency value.
• % of Projected Sales: The percentage of actual sales achieved compared to the projection.
• Projected Customers: The estimated number of customers expected for the selected date.
• Actual Customers: The total number of customers recorded for the selected date.
• Variance (Difference in customer count): The difference between actual and projected customer counts.
• % of Customers: The percentage of actual customers achieved compared to the projection.
• Last Year's Sales: The total revenue recorded on the Previous Entry (based on the user entry)
• Current Year's Sales: The total revenue recorded for the selected date and location. (equal to Actual Sales)
• Sales Variance: The Difference between Previous year's Sales and Current year Sales
• % of Last year's Sales: The Percentage of Current year sales to Previous year sales

Exporting & Printing Reports

• The report can be exported to Excel for further analysis.
• Users can also generate a PDF for printing or sharing.

Bulk Import

Users can import the Sales Projection via the import facility

Go to Utilities -> Imports -> Other -> Sales Projection Setup Import

Articles in this section

• Item Import Field Descriptions
• Overview
• Merchant Onboarding
• Navigation Bar
• Reports
• Items
• Settings
• Dashboard Overview
• Company
• Register

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