Sales Trend Analysis
Sales Trend Analysis lets you view month-over-month trends for key business metrics as bar charts. You can switch between periods (past 6, 12, or 24 months) to see seasonal fluctuations, growth trends, anomalies, year-over-year comparisons, and differences between stores at a glance.
Access
- Per-Store Report:
/{culture}/organizations/{orgId}/stores/{storeId}/finance - Business Account-Wide Report:
/{culture}/organizations/{orgId}/reports
Roles with access: SuperUser / StoreManager / FinanceManager.
Switching Periods
Use the toggle in the upper right of the trend list to switch between the past 6 months / 12 months / 24 months. The selected period is reflected in the URL, so it can be bookmarked and shared.
Trends Displayed
For the selected period, the following metrics are displayed side by side as Chart.js bar charts.
- Sales Trend: Monthly sales amount (in ¥)
- Transaction Count Trend: Monthly number of transactions
- Customer Count Trend: Monthly number of active customers
- Reservation Count Trend: Monthly number of reservations
- Staff Count Trend: Monthly staff count
- Product Count Trend: Trend in number of products sold
- Google Review Trend: Trend in review score (out of 5)
- Store Count Trend: Number of stores under the business account (business account-wide report only)
Reading the Charts
- Hovering over a bar shows that month's value, the same month's value from the previous year, the year-over-year change (YoY%), whether a "forecast" tag applies, and actuals up to the current point in time
- The bar for the current month is displayed with a lighter color, a border outline, and a "forecast" tag, and is a projected value pro-rated linearly to month end
- Only cumulative metrics (sales, transaction count, reservation count) are forecasted. Staff count, product count, customer count, and Google review score remain at their current actual value for the current month
- The Y-axis automatically adjusts its units (e.g. ¥1.2M / 800K)
Year-over-Year Comparison (YoY)
When data from the same month in the previous year is available, the tooltip shows the previous year's value and YoY growth rate alongside it, e.g. "Same month last year: ¥4,520,000 (+12.3% YoY)." Selecting a period of 12 months or more also lets you see a full year-over-year comparison at a glance.
Store Comparison (Business Account-Wide Report Only)
If your business account has multiple stores, a "Store Comparison" panel is displayed below the trend chart.
- Select the stores you want to compare via checkboxes → click "Update Comparison"
- Each selected store's trend is overlaid on a single graph, color-coded by store
- Click "Clear Selection" to return to the original all-store combined view
Points to Read from the Trends
- Understanding Seasonal Fluctuations: Viewing 12 or 24 months lets you spot months where sales dip at the same time every year — useful for deciding when to reinforce promotions in advance
- Checking Growth Rate: If YoY stays positive consecutively, you're on a growth trajectory. If a metric keeps trending negative, it's worth identifying the cause
- Spotting Anomalies: Investigate months with sudden swings (competitor openings, stockouts, weather, campaigns, POS integration troubles, etc.)
- Variance Between Stores: Store comparison can reveal patterns like "the same promotion only boosted Store A" or "Store B is weak on weekends"
Automatic Anomaly Detection
Among the daily sales figures for the last 30 days, any day that deviates significantly from the average (Z-score > 2) is automatically flagged as an Anomaly card on the business dashboard. This mechanism automatically catches day-level anomalies that wouldn't be visible in the monthly chart.
Automatic Month-over-Month Insights
When sales, transaction count, customer count, or average spend per customer changes by 5% or more compared to the previous month, an insight card is automatically generated based on the size and direction of the change. This helps you notice important changes even without reading the chart.
Preparing Historical Data
At initial setup, or after adding a POS integration, you can use the "Backfill History" button (SuperUser only) on the business account-wide report screen to bulk-backfill up to 12 months of sales and transaction count data from your POS data.