Sales by Type

This is a Club Prophet Executive Report v4 – Power BI or PBI Power Business Intelligence – a reporting tool from Microsoft..

Note: Samples are using demo data and do not reflect real-world data.

 

Sales by Type

There is a Sales by Type option in Club Prophet’s software that allow you to categorize the Type of Sale.  This is commonly used to indicate Dine-In vs. Take-Out or To-Go orders in F&B.  This report will summarize the total spent by date and list each sale transaction separated by each Sale Type.

The default view is to show the total spent by the customer for each Sale Type.  Notice the Sales Type filter in the bottom right.  In this example, The Sales Type selected is Dine In and To Go.

Hint: Hold down the Ctrl key to click multiple Sale Types. 

A date range is selected in the above example as well.  If you want, you can use the Days of the Week to pick any combination of days; This is handy to see the data just for the weekend.

FILTERS

There are various filters you can use to narrow down the data.  Filters are the gold background controls as well as the Filters right-hand sidebar.  In addition to the Sale Types, you can also filter to a particular store, a specific customer, etc.

 

Tips

• Filters which are the gold back color controls on the report allow you to pick from a list.  Hold down the Ctrl key on the keyboard to select multiple items.
• If you want to search for a particular value, use the filters in the right pane menu.  They will have a search box in addition to a list of the items.
• Use the Advanced option in the right menu panel for advanced search options.
• Use the three dots […] in the top right of a visual for more options like Export data.

• Use the Help button to open the user guide for any given report .