In this article, you will gain a comprehensive understanding of the monthly report, which is divided into three sections: credit card revenue, cash revenue, and gift card revenue
Table of Contents:
📖 Tutorial
Terminology and Definition
Terminology | Definition |
Gross Net Total | The net income of the store, excluding all (the sum of the items below, items not showing if empty) |
Credit Card | The net income of this payment method |
Gross Amount Submitted | The total amount received using this method |
Refunds | The amount refunded to customers |
Subtotal Before Fees | The amount after deducting refunds, not removing fees |
Transaction Fees (CC) | The rate deducted by credit card |
Adjust Fee | Adjustment Fees |
Net Total | Net income. Net Total = Subtotal Before Fees - Transaction Fees (CC) |
Income Summary
Credit Card Summary
Credit card income summary table (Not displayed if there is none)
Cash Summary
Cash income summary table (Not displayed if there is none)
Gift Card Summary
Includes Convenience Fee (Store) (Not displayed if there is none)
Revenue Boost
In some months, your monthly report attachment also includes a Revenue Boost page. It comes right after the cover, before the report content, and shows the value Peblla helped drive for your store last month. The page is created automatically from your store's data. You don't need to set anything up, and it is not available in Store Portal.
When the page is included
The page is included when at least one of the six boosts below reaches $1,000 or 1% of your net sales for that month. If none does, the page is skipped for that month and your monthly report is still sent as usual. It is added back automatically in any month that qualifies.
What's on the page
Each section only appears when your data qualifies, so the page can look different from store to store and month to month. Sections always appear in this order:
What a month! 🎉: the headline, with the total value Peblla helped drive this month.
Best promotion: your top campaign from the Promotions module, with its related sales and order count. Shown when the campaign's related net sales reach $5,000.
App members: how many members placed orders in your branded app, and how many orders they placed. Shown when at least 50 members ordered in the app that month.
Boost cards: one card for each boost that reaches $1,000 or 1% of your net sales (see the list below).
Member spend: how much more members spend per visit than non-members. Shown when members spend more than 20% more.
A few more wins worth noting: a summary line for smaller boosts of $200 or more. Boosts under $200 are not shown.
Sales by channel: the share of your sales from each channel, shown as percentages only. Shown when at least two channels have sales and one of them is Kiosk or Web & App.
Since joining Peblla: the total value Peblla has helped drive since you joined, with the number of months. Not shown in your first month.
The six boosts are:
Kiosk: the ordering labor saved when guests order at the Kiosk, estimated from your Kiosk order count.
Promotions: sales from orders that used a Promotions campaign (including coupons) or a Rewards Center reward. Manual and automatic discounts applied at the POS are not included.
Web & App: net sales from online and app orders.
Loyalty: sales from orders where members used points.
Upsell: sales from recommended add-ons that guests accepted.
SMS: sales from orders placed by members within 1 month after they received an SMS marketing message.
How to read the numbers
The amounts show the sales and value associated with each Peblla tool. They are not extra revenue on top of your sales.
One order can count toward more than one boost. For example, a member who comes back after an SMS message and orders in the app with a coupon counts toward SMS, Web & App and Promotions. Because of this, the headline total can be higher than your net sales.
Best promotion and App members are shown for reference and are not added to the headline total.
Net sales are calculated the same way as Net Sales in the Sales Summary report.