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. The 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.
In Beta
This feature is in beta. AI insights can make mistakes.
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. |
Daily Labor Trend | Highlights how labor hours and costs align with sales activity across day parts to reveal periods of over- or understaffing. |
Actual vs. Scheduled Labor Impact | Highlights differences between scheduled and actual labor activity to reveal trends that impact overall labor spending. |
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. |