Overview

The Gross Revenue metric in Dashview provides a comprehensive view of your total earnings before refunds or deductions. This metric includes adjustments based on how taxes and gift cards are handled in your system settings to ensure consistency and accuracy in financial reporting across your dashboards.

Prerequisites

• Access to your Dashview dashboard
• Knowledge of your business’s tax configuration (included vs. excluded)
• Familiarity with how gift cards are used in your facility

Tax Handling in Gross Revenue

The Gross Revenue figure adjusts based on your tax setup in Retail Configuration:

• If taxes are included: The full amount is counted in Gross Revenue as-is
• If taxes are excluded: The system adds the tax amount back into the Gross Revenue total to reflect the full transaction value

Tip: This ensures your revenue reports reflect the complete value of what was charged to clients, even if tax isn’t embedded in the original pricing.

Gift Card Revenue Logic

When gift cards are used in your business, the Gross Revenue metric accounts for them in the following way:

• Gift card purchase: Counted as revenue at the time of sale
• Gift card redemption: The claimed amount is subtracted to avoid double-counting

This approach ensures Gross Revenue only reflects actual funds contributed to your revenue—not pre-paid credits being used again.

Reporting Impact

• All reports and dashboards referencing Gross Revenue in Dashview reflect these handling rules.
• Figures are calculated consistently whether your tax is included or excluded and whether gift cards are used or unclaimed.

Tip: For historical accuracy, these rules apply across all existing and future data in Dashview.

What You Need to Do

No setup or changes are required on your part. However, we recommend:

• Reviewing your tax settings under Retail Configuration if unsure whether taxes are included or excluded
• Monitoring your Dashview financial widgets to understand how gift card usage affects your gross revenue totals

FAQs

Q: Why is my Gross Revenue higher than expected?

A; If your tax is excluded in pricing, the tax is added to the revenue figure to show the full chargeable value.

Q: Why might my Gross Revenue drop after gift cards are used?

A: It’s not a drop—it's a correction. The system subtracts gift card claims to prevent inflating revenue by counting gift card redemptions as new revenue.

Q: Does this affect my CORE reports too?

A: No. This logic has always applied in CORE reports. Dashview now mirrors that same logic for consistency.

Need help? Reach out to our support team via [email protected]