The Sales Overview feature provides a quick summary of your store's performance. You can use this tool to track daily activity, manage shift reporting, and view historical sales data.
Review sales and run end-of-day closure
- On your Card Machine, tap the menu icon in the top-left corner.
- Open Sales Overview.
- Enter your Manager PIN.
- Use the quick filters at the top of the screen to select the device and the hours you want to save.
- Tap Done.
- Choose Save and close, or turn on Print if you want a printed copy.
You can see your saved summaries at the bottom of the screen in Previous sessions, where you can review or print them at any time.
Automatic Sales Summary
If you enable automatic daily summaries, the card machine saves a summary every 24 hours at your Default Starting Time. You can change this time or turn auto-save off in Settings. Each card machine keeps its own history. You also have a full breakdown of the overview by channel and brand.
You can also view your sales in the Teya App and the Business Portal.
- Open the Teya App and tap Sales in the bottom navigation bar.
- Use the date filters on the Sales page to switch between periods such as today, yesterday, this week, this month, or a custom date range. You also have a full breakdown of the overview by channel and brand.
- Open the Business Portal and log in with your credentials.
- In the left sidebar, select Overview under Sales.
- Use the date filters on the Sales page to switch between periods such as today, yesterday, this week, this month, or a custom date range. You also have a full breakdown of the overview by channel and brand.
Features of the Sales Overview dashboard
The dashboard provides a full analytics breakdown with Overview and History tabs. It includes the following features to help you track your business:
- Gross sales: Breaks your total down by card, cash, and meal cards. It shows your change in sales compared to the previous day, along with a bar chart comparing current and previous periods by hour.
- Tips: Displays your usual tip percentage to provide insights into customer habits.
- Refunds: Shows the total count of refunded transactions for the selected period.
- Last sales: Displays your most recent transactions and their status (approved or declined).
- Busiest hours: Highlights your most active times of day alongside a detailed activity chart.
Understanding differences between sales figures and settlements
You may sometimes notice that the sales figures shown in Sales Overview do not match the amount paid in your Settlement report.
This is expected because your sales total shows the full value of your card transactions, while your settlement amount shows what is paid to you after fees and other deductions are applied.
Fees can reduce the final payout amount
Your settlement report and the settlement breakdown overview include a breakdown of the final amount paid to you.
If the amount in your bank account is different from what you expected, you can check this in the Teya App, Business Portal or on your Card Machine by opening the specific settlement and reviewing the deductions and overview related to it.
The final settlement amount may be affected by deductions such as:
- transaction fees
- refunds
- chargebacks
- partial payments
How does my Card Machine track sales?
- If you activated your Card Machine from April onwards, the Terminal Sales Overview is pre-set to track sales from midnight to midnight, matching your Settlements, Teya app and Business Portal.
- If you activated it before April, your sales day may be customised, so totals on your Card Machine might not match what you see elsewhere. These existing Card Machines require a time-frame adjustment by you to midnight to midnight.