Keep track of your price adjustments and promos using the Adjustments reports on Insights.
These reports help you answer questions like:
- Is my promo strategy working or is it costing me too much? How much did I make from the sales associated with the promo?
- How much money has gone to staff meals, senior’s discount, and VIP discounts?
- What are the details under each instance of price adjustment?
There are two reports you can choose from.
1. Adjustment Snapshot dashboard
This dashboard shows the following:
- Total regular adjustments value- the total value of templated discounts and surcharges such as senior’s, VIP discount, credit card surcharge
- Custom adjustments value - the total value entered by the staff for one-off cases
- Promotions value - the total value of the discount from the promo/s that you ran
- Adjustment Comparison - a table containing the adjustment reason, adjustment amounts, the number of sales with adjustments and the value of sales after the adjustment is applied
- Promotions Comparison - a table containing the promotion name, total discount, the number of sales with promotions, and the total of sales on promotion and the Gross Sale Amount
Note - Multiple adjustments can be applied to one order if adjustments are applied per line item. This is why you’ll be able to find “Multiple Reasons” under the Adjustment Reason column in the Adjustment Comparison below.
2. Adjustment Feed Report
This tabular report contains the following details about each transaction that had a price adjustment or promo:
- Type of adjustment - whether it's a price adjustment template (VIP, Senior's), a one-off custom adjustment, or promo
- Staff - who entered the price adjustment or promo?
- Time - the date and time of the transaction
- Product name - which products was the adjustment or promo applied to?
- Adjustment value - how much was added or deducted?
Note - Multiple adjustments can be applied to one order if adjustments are applied per line item. This is why you’ll be able to find “Multiple Reasons” under the Adjustment column in the table below.
3. Adjustments value by Reporting Groups
If you have Reporting Groups set up, you will see the total discounts for each reporting group and their corresponding percentage in this report.
Access the Adjustment Snapshot Dashboard & Adjustment Feed Report
1. Insights, select Adjustments
2. Select Adjustment Snapshot or Adjustment Feed Report
3. In the Filters field, select the Site Name and Date Range- then select Run
Access the 'Adjustments value by Reporting Groups' report
1. Insights, select Product Performance
2. Select Reporting Groups Overview
3. In the Filters field, select the Site Name and Date Range- then select Run
4. Scroll down to Adjustments value by Reporting Groups