The Daily Sales Summary (DSS) provides a complete record of one day’s sales and labor activity. It organizes details into three sections: labor, deposits, and transactions, so records can be reviewed in context. The DSS serves as the central place to confirm daily performance, make corrections, and prepare data for approval. Any updates apply only in review and are cleared if the DSS is repolled. Completing and approving the DSS ensures accurate reporting and supports downstream processes such as payroll and financial reconciliation.
Navigation
Navigation Steps
Open the Sales & Forecasting application.
Expand Daily Sales Summary.
Select Daily Sales Summary (DSS).
Click a Daily Sales entry to open the daily sales summary.
Header
The DSS Header includes the available functions of the DSS record. Users can save the changes made at any point and will return to the header to mark the DSS as 'Completed'.
Field | Description | |
1 | DSS Record | Displays the report name and selected business date. |
2 | Save | Saves any unsaved changes on the page. |
3 | Complete | Marks the record as complete and locks further edits.
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4 | Help | Opens the help menu with support articles and R365 Academy videos. |
5 | Full Screen | Expands the sidesheet to full screen. Clicking the button again will return the sidesheet to its original size. |
6 | Close | Closes the page and returns to the previous view without saving changes. |
Review Summary Section
The Review Steps section provides widgets that display key Sales, Labor, and Transaction metrics along with the details that make up each, which are polled from the POS at the end of each day. A review of all three sections must be completed in order to mark the DSS as complete.
Field | Description | |
1 | Net Sales | Shows the total net sales and the total guest count for the day. The total guest count field can be edited manually. An icon appears next to the total net sales to indicate status:
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2 | Total Labor | Shows the total labor hours, dollars, or percent for the day. Use the metric selector at the bottom of the widget to change the metric type. An icon appears next to the total labor to indicate status:
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3 | Total Deposit | Shows the total deposit and the over/short amount for the day. An icon appears next to the total deposit to indicate status:
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4 | Labor | Opens the Labor Review section dropdown, which summarizes daily labor details. When punch edits are enabled, employee punches are editable. |
5 | Deposit | Opens the deposit section dropdown and displays values from the POS. If Till Management is enabled, deposits must be entered through ‘Edit This Deposit’ or the Till Management page. |
6 | Transactions | Opens a view of all sales tickets marked as comps, promotions, paid outs, and house accounts. Provides a link to learn more in the Transactions Review section. |
- Displayed when total net sales are greater than or equal to the forecasted sales for the day.
- Displayed when total net sales are less than the forecasted sales for the day.
Business Trends Identified by AI
The Business Trends Identified by AI section uses recent sales and labor data to surface key operational insights from each day's activity. Insight cards highlight trends and risks that may affect labor efficiency and profitability, showing where performance aligns with expectations and where further review may be helpful.
AI insights require customer opt-in before they appear on the DSS. See AI Labor Insights — Opt-In and Opt-Out for setup steps.
AI-Generated Content
AI insights are generated using recent location data and may not reflect every variable. Use them as a starting point for review, not as a final recommendation.
Insight Cards
Each insight card analyzes a specific area of labor activity. Cards appear based on the data available for the selected business date.
Deep-Dive Analysis
Some insight cards include additional detail through deep-dive analysis. Deep-dive results appear within the insight card and provide a closer look at contributing factors.
Break Analysis
When the Overtime Risk or Actual vs. Scheduled insight identifies break-related patterns, the analysis includes:
Break violations that created a gap between scheduled and actual hours
Staffing no-shows that caused unplanned overtime or coverage changes
Patterns that may indicate recurring scheduling issues
Employee Deep-Dive
The employee-level analysis breaks down individual labor activity, including:
Hours worked across multiple roles for a single employee
Tip data correlated with labor efficiency and scheduling, showing where tip performance aligns with staffing decisions
Overtime risk at the employee level
Guest Count Analysis
Labor trend insights incorporate guest count data to provide context on staffing efficiency:
Labor hours compared to guest volume by day part
Periods where staffing levels did not match customer traffic
Impact of guest count trends on scheduled vs. actual labor
What the Insights Show
Each insight card may include:
Trend summary — A plain-language description of what the data shows for the selected business date
Key contributing factors — The data points driving the trend (for example, specific day parts, employees, or schedule gaps)
Impact — The operational or financial effect of the identified trend
Suggested action — A recommended next step based on the analysis
Not every card includes all four elements. Content depends on the data available and the severity of the identified trend.
Data Freshness
AI insights use data from the DSS after it has been processed into the reporting layer. Insights are typically available within a few hours of the POS import completing. If insights are not yet available, check back later in the day.
Insight | Description |
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Overtime Risk | Highlights when labor hours are trending toward the overtime thresholds defined in the location's overtime rules. When break violations or staffing no-shows contribute to overtime patterns, those factors are included in the analysis. |
Daily Labor Trend | Highlights how labor hours and costs align with sales activity and guest counts across day parts to reveal periods of over- or understaffing. Guest count data is factored into the analysis when available, showing how staffing levels compare to customer volume.
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Actual vs. Scheduled Labor Impact | Highlights differences between scheduled and actual labor activity to reveal trends that impact overall labor spending. Includes break violation data and staffing no-show impact when available. |
Additional Notes Section
The Additional Notes section allows comments to be added to the Daily Sales Summary (DSS), files to be uploaded, and add events. Use this section to record any details that are relevant for the day.
Field | Description | |
1 | Comments | Provides a field to enter details about the location’s daily activity and assign a corresponding daypart. Once an entry is made, it will appear below this field where other users can view and leave comments. |
2 | Attachments | Provides a field to upload files associated with the Daily Sales Summary (DSS). |
3 | Events | Opens a sidesheet to enter event information, including name, category, location, description, date, time, and attachments. |