Merchant Dashboard - Breakdown and Overview

As a coffee shop owner we understand how critical business insight is and how necessary it is for your daily operations. Our goal is to build technology and tools that empower the indie coffee community and grow your coffee shop, so below is a full walk through of our Merchant Portal Dashboard. Feel free to email us at success@joe.coffee with any additional questions or reports needed for your reporting needs.

How to leverage your Sales Summary

Please note: When you open your dashboard it will automatically default to your daily view for your company view. If you have more than one store location you can select the store name filter and select the specific store you'd like to view for a daily, weekly, monthly or customer date range.

Name		Description
Net Sales		Items - discounts
Orders		Total Orders based on selected date filter
Average Ticket Sales		Net Sales divided by Total Orders for the selected date equals Avg Ticket
Tips		Tips paid by customer
Tax Total		Tax applied to goods and fees paid by customer
Payment Type
Card		Transactions paid by credit/debit card through mobile & in person order
joe Bucks		Payment done with joe balance through Mobile App
Gift Cards		Purchases made by customers with store gift card balance
Bank		Payment completed by customers who have linked their bank accounts
Apple/Google Pay		Payment completed by customers who have linked their apple/google pay for in person & mobile orders
Cash		Cash Transactions for in person orders

How does joe Loyalty Marketing Dashboard impact your bottom line?

Note: We recommend you continue to learn more about the loyalty marketing provided by joe by reviewing Loyalty Marketing Dashboard gives shop owners powerful insight article. For a simple reporting view breakdown review the table below!

Name		Description
Loyalty Marketing Attributed Revenue		Total new revenue driven by joe’s automated marketing programs and new customer acquisition.
Loyalty Attributed Revenue		Total new revenue driven by joe’s automated marketing programs among customers you activated.
Marketplace Attributed Revenue		Total new revenue driven by new customers that discovered you through joe’s marketplace.
Total Gift Card Balance		Net Sales from Gift Cards
Total Gift Card Net Sales		Total Gift Card Balance held by customers
Total Active Customers		Marketplace users are customers that discovered you through the joe app. Loyal customers are users that made their first joe purchase at your shop. New users have made their first order on the joe app at your store.
Marketplace Customers		Marketplace users are customers that discovered you through the joe app.
New Users		Loyal customers are users that made their first joe purchase at your shop.
Loyal Customers		New users have made their first order on the joe app at your store.

How do you leverage your Transaction Trends for Business Operations?

Note: Your transaction trends tab includes a variety of views that will best utilized when view is set for Weekly, Monthly or Annual date selections. Our Partners leverage these views when they are seeking to review staffing, item cost analysis and sales trends for their shops. In addition, they can view the customer satisfaction rating and average medium to order completed. The last view will have the top 10 line items ordered at your store locations.

Name		Description
% Skipped Line		Percentage of customers that indicated they were able to skip the line. For the best experience, target 95%.
% Ready when arrived		Percentage of customers that indicated their order was ready when they arrived. For the best experience, target 95%.
Average Customer Rating		Average rating on a scale of 1-5 that your customers have rated their experience. The network average is 4.8. This is not public information and is ony visible for partners and internal use only.
AVG Minutes to Order Completed		This is how long it takes for baristas to mark an order ready after making it. Target 5-7 minutes for the best experience.
Trailing Weekly Orders		Week begins on Monday. First and last weeks may be partial.
Trailing Daily Orders		Daily Orders based on date selection from filter. Default is day of
Orders By Hour		Orders by hours based on store operating hours
Sales By Hour		Total sales by hour based on store operating hours. The darker colors indicates higher sales
Top Order Items		Top 10 Ordered Items from the daily, weekly or customer date range selected.

How do I leverage my Earning and Deposits Views?

Note: This view is best set to consolidate a high level understanding of the Earnings for the end of the day closing, weekly reporting and end of the month reporting for taxes, tip payout and more. This view isn't directly associated to your transfer amount due to bank transfer delays, for that specific reconciliation please view your transfer summary below that provides order dates to support alignment.

Sales Overview Summary and Daily Algorithms:

Transfer Amounts = - joe Commission + Reimbursements - Total Collected
Total Collected = Tips + Sales Tax + Service Charge Tax + Net Sales
Net Sales = Gross Sales - Discounts
Gross Sales = Net Sales + Discounts

Name		Description
Gross Sales		Item Base Price + Discounts
- Discounts		Discounts include any promos or rewards applied to an order paid by shop
= Net Sales		Gross Sales - Discounts
+ Service Charge Tax		Tax on fees paid by consumers
+ Sales Tax		Tax the customer paid on order - to be remitted by shop
+ Tips		Tips paid by customers (Card/Mobile Orders only)
= Total Collected		Net Sales + Tips + Sales Tax + Service Charge Tax
- joe Commission		In person orders of 2.6% + .10 rate for joe Point of Sale. 9% is our standard mobile marketplace and online ordering fee (drops to 7% with link placement on website, Instagram, and Google Biz Profile) or discounted rates upon registration.
+ Reimbursements		Promotion and marketing campaigns paid for by joe to be reimbursed to partners
= Transfer Amount		Amount Transferred to your for the date period selected
Fees paid by Consumers		For customers that do not preload, we pay significantly more in processing fees. In order to keep commission as low as possible for our partners we rely on people preloading to avoid the fee or paying the convenience fee so that we can squeeze out a profit and continue to improve our technology to better serve our partners and customers

How do I reconcile my transfer amounts using the transfer summary view?

The Transfer Amount alignment algorithm equates to non-cash sales - commission + reimbursements = Transfer Amount. Cash Sales are not populated in this view because those are deposited by mangers/owners at end of day. Review Operations Overview for Cash breakdown.

Name	Column	Description
Store Name	A	Store Name selected on the filter based on filter
Order Date	B	The date or date range associated of the orders in this specific transfer amount
Transfer Date	C	Date that Stripe transferred funds to your bank. *Note that banks have different turnaround times on deposits.
Batch ID	D	Are the confirmed (completed) orders we group together to properly begin processing. The BATCH ID is all the confirmations that get sent together based on date.
Total Collected	E	All credit, debit, apple, google and or ACH payments processed through stripe. Excluding all cash sales for Point of Sale Partners. For payment type breakdown for specific date please utilize your Operations Overview
joe Commission	F	In person orders of 2.6% + .10 rate for joe Point of Sale. 9% is our standard mobile marketplace and online ordering fee (drops to 7% with link placement on website, Instagram, and Google Biz Profile) or discounted rates upon registration.
Reimbursement	G	Promotion and marketing campaigns paid for by joe to be reimbursed to partner
Transfer Amount	H	Amount transferred to the store's bank account post cost. Non-Cash sales - Consumer fee - Commission + reimbursements = Transfer Amount.