The Accounting Multi-Licenses Dashboard is designed for dispensaries that operate under multiple cannabis licenses. At a glance, you can see sales performance, returns and tax breakdowns for each license on a daily basis. Whether used as an executive summary or to quickly review sales performed under each license, this dashboard promotes quick business insights.
Note that you might encounter slight discrepancies in the aggregated results shown here, if compared with the Accounting Dashboard. This is likely due to the different aggregating applied here.
How This Dashboard Can be Used
- Accounting reconciliation, filtered by the selected license, and/or customer type
- Manage your operational finances, including gross sales, discounts, returns, and taxes
Metric Cards Explained
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Metric Card |
What does it show? |
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Cannabis Sales |
Under the selected receiving license, it shows the total dollar amount for all Cannabis related sales for the selected date range. The amount is based on gross sales without taxes and discounts. |
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Cannabis Discounts |
Under the selected receiving license, it shows the total dollar amount of discounts applied on Cannabis related sales for the selected date range. The discount amounts are calculated based on gross sales. |
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Accessory Sales |
Under the selected receiving license, it shows the total dollar amount for all accessory sales (Merch Product Type) for the selected date range. The amount is based on gross sales without taxes and discounts. |
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Accessory Discounts |
Under the selected receiving license, it shows the total dollar amount of discounts applied on accessory sales for the selected date range. The discount amounts are calculated based on gross sales. |
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Returns |
Under the selected receiving license, it shows the total dollar amount of returns made on all sales for the selected date range. The return dollar amount is based on gross receipts, including taxes and discounts. |
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Accessory Returns |
Under the selected receiving license, it shows the total dollar amount of returns made on accessory sales for the selected date range. The return dollar amount is based on gross receipts, including taxes and discounts. |
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Cannabis Returns |
Under the selected receiving license, it shows the total dollar amount of returns made on Cannabis related sales for the selected date range. The return dollar amount is based on gross receipts, including taxes and discounts. |
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Net Sales |
Under the selected receiving license, it shows the total dollar amount collected before taxes and after discounts for the selected date range. If any returns are made, then Net Sales will be the total amount after deducting the returns amount. On a receipt, this would be the subtotal before taxes and after discounts are applied. |
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Custom Tax |
Under the selected receiving license, it shows the total dollar amount of custom tax amount collected. |
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Dynamic Tax |
Under the selected receiving license, it shows the total dollar amount of dynamic tax amount collected. |
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Excise Tax |
Under the selected receiving license, it shows the total dollar amount of excise tax amount collected. |
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Sales Tax |
Under the selected receiving license, it shows the total dollar amount of sales tax amount collected. |
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Cash Intake |
It shows the total dollar amount collected in cash for the selected date range. This amount is calculated based on gross sales and is tied to ticket sales instead of license sales. |
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CATM Intake |
It shows the total dollar amount collected in the Cashless ATM for the selected date range. This amount is calculated based on gross sales and is tied to ticket sales instead of license sales. |
Receiving License is generated from the license number on the package itself.
Any non-cannabis item will have null for license, which includes merchandise and other non-cannabis items like CBD.
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