Sales Summary

Overview

The Sales Summary shows daily transaction data across all channels. Although this report will default to show data for “Today,” it can be filtered to also view historical data. You’ll be able to view data per channel, day, location, and brand. This report can be used by managers or accountants to do daily reconciliation of sales— Since it has data based on processed cash and payout deposits. 

From the Sales Summary, you can see information like:

• Net sales
• Order details
• Refunds/Adjustments
• Tips
• Expected deposit

The Sales Summary also includes a Comparison Tool for evaluating performance across different time periods, offering additional reporting for more in-depth analysis.

Sales Summary Time
Sales summary data is based on the day you earn that sale and will show in normalized time.

Example:
If a restaurant is open until 2am, the sales summary page splits sales into two different days— sales before midnight will calculate as today sales, and sales after midnight will calculate as next day sales.

Viewing Sales Summary

Follow the steps below to view the Sale Summary report.

• Step 1
  
  From the Otter Dashboard, select Apps > Analytics.

  

• Step 2
  
  Select the Sales Summary tab from the left-hand menu.
   

  

  Non-Otter POS customers
  If you're not using Otter POS, you will need to select Business Performance to view reporting.

   

• Step 3
  
  Use filters to create your desired view. Scroll down to view by channel, channel, day, location, and brand.

  
   

• Step 4
  
  Sales Breakdown: Pivot different sales metrics (e.g., sales, discounts, tips, taxes, refunds) by specific dimensions
  
  • View by location: Filter by location
  • Group by: Group the data by either channel, brand, or payment method 
  • Search: Search to quickly find specific channels, brands, or payment methods
  • Download: Download your data 
  • Customize: Ability to reorder or hide columns 

• Step 5
  
  Time Series Chart: Click on the Gear Icon to adjust time granularity & view sales trends through out the day/hour and see how it compares to a different period.
  
  Charts will adjust automatically based on the date range you select. You can still manually adjust granularity at any time.
   

  
  
  
  
   

Linked Deposits Timeline
Because the Sales Summary is based on the day you earn that sale— the money can be split into multiple deposits and can take longer to settle. 

Check out Otter’s Payout Schedule with Stripe here to learn more.

Need help understanding the reporting data?

Hover over each metric to access detailed definitions and a breakdown of the data included.

Viewing the Comparison Tool

The Comparison Tool, available in the Sales Summary > Analytics tab, is a feature is built directly into reporting, allowing users to overlay or toggle between two time periods within the same report view. By selecting a predefined option (same day, last week, same month last year) or even defining a custom date range, the system automatically calculates and displays the comparative data side-by-side with the current period.

Use this tool to help evaluate performance across different time periods, spot trends, identify anomalies, and receive additional reporting for more in-depth analysis.

Step	Process	Image
1	From the Otter Dashboard, select the top left Apps dropdown > Analytics.
2	Select the Sales Summary tab from the left-hand menu.
3	Navigate to the date filters. There will be a Comparison dropdown.
4	In the dropdown, you will see different options depending on the data filters you have selected.
5	Once a date range and comparison option has been selected, the report will reload providing data insights, in both the graph and the breakdown section

Comparison Tool Limitations
On the comparison bar filter, there is a “limitation” of only being able to pick 6 selections. This feature is also currently only available in the Sales Summary in the Analytics tab in the Otter Dashboard.

Sales Summary in the Otter Business Manager App

Once an operator has signed into the Otter Merchant app, they will have the ability to view Sales Summary reports that perfectly match the data in the Otter Dashboard. The real-time Sales Summary data in the Otter Merchant app reflects data across all locations, select locations, and/or single locations. Follow the steps listed below to view Sales Summary report in the Otter Merchant app.

Step	Process	Image
1	The Home page of the Otter Merchant app has a Sales Summary default view. For organizations with multiple locations, the user can click into a specific location to view location specific Sales reports.
2	If you want to view multiple select location’s Sales Summary report, click on the Locations filter button. You can select locations to filter by, and will click Save to view the report.
3	After clicking into a specific location from the Home page, a Sales Summary report is generated based on live order data excluding data from unselected locations.
4	To set a filter for specific channel(s), click the Channel filter button. Filter between Channels & Fulfillment Modes to report specified data. After selecting the preferred filters, click the Apply Filters button to run the report.
5	For Otter POS users, you can view their POS Sales report by clicking the POS Sales button. This button will show the Otter POS End of Day Report for the selected timeframe. For non-Otter POS operators, you will not see the Otter POS end of day report.

Otter Business Manager App Information
For more information about using the features in the Otter Business Manager app, go to the Otter Business Manager App article.

FAQs

• By default, the Sales Summary will show in Normalized Time— which is the timestamp when an order occurs in the local time of the store.

  You can change the timezone view by clicking the 3 dots at the top of the page. Then you can select what timezone you’d like to view the report in.

  

   

• Data is delayed by about 10 minutes. For the table you’re viewing, you can see when the data was last refreshed in the bottom right corner.

  

  
   

• Discrepancies can occur for several reasons:
  • Data Delays: Delivery partner data may take 24–36 hours to update in Otter Dashboard due to settlements or adjustments made by the delivery service or eater. Due to this delay, Sales Summary should not be compared to live daily sales. 
  • Login Issues: If delivery partner login credentials have changed, data may not import correctly into Otter Dashboard. Ensure the correct login is being used to connect your delivery partner account to Otter. 
  • Disconnected stores: Some stores may not be fully connected to their delivery partners. Check the Integrations tab to confirm all stores are properly connected. 
  
  If discrepancies continue, please contact Support and include:
  • Store name and brand name 
  • Store address
  • Delivery partner login information (including Uber Eats PIN, if applicable) 

Updated December 24, 2025 20:10