Sales demand analysis
Stage 2 · Analysis
The operator jobs behind Sales searches
Interpret observed language, identify required evidence, and preserve record authority before proposing Tools.
- 1
Close and understand one service date
Review completed Sales, gross Sales, completed-Sale count, average Sale, item quantity and item Sales for the Kitchen-local day.
The current producer proves completed Order gross Sales only. Refunds, discounts, tax, tips, tenders and net Sales remain absent unless their owning producers exist.
Evidence: restaurant daily sales report · restaurant close of day report
- 2
Reconcile totals to completed transactions
Trace a period total back to its completed Sales, line quantities, channels, order numbers and accountable closers.
A bounded PII-free ledger makes the aggregation defensible without exposing Orders, customers, raw actor ids or FinancialFacts.
Evidence: restaurant sales summary · restaurant item sales report
- 3
Understand what sold
Review stable item quantities and gross line Sales within the selected Kitchen and period.
Item rollups use captured Sale lines and stable source identities. Renamed or missing current catalogue items must not rewrite historical Sales.
Evidence: restaurant product mix report · restaurant sales by item
- 4
Compare equivalent periods
Compare the same bounded gross-Sales measures across complete owner-local periods.
Comparisons preserve timezone, currency, range and metric semantics. A change explains what happened, not why it happened.
Evidence: week over week restaurant sales · restaurant sales by period
Record map
Evidence the capability owns, references, or derives
kitchen.finance.sale
Kitchen Sale
Owner: Sales
Immutable completed KitchenSale owns the captured gross Sale, item lines, quantities, currency and source identities.
- Sale and source Order identity
- completed time
- currency-safe gross amounts
- item quantities and captured prices
- channel, Menu and closer references
kitchen.finance.sales-report
Sales report
Owner: Sales
The bounded server projection derives gross Sales measures without becoming another Sale or claiming net revenue, payment, cost or profit.
- Kitchen-local period
- currency-separated totals
- counts, averages and item rollups
- transaction reconciliation and exclusions
Required record questions
What must Sales make knowable?
- Which Kitchen, owner-local timezone and inclusive date range define the report?
- Which immutable completed KitchenSales are included and which historical Orders lack canonical Sales?
- Which currency groups must remain separate?
- Which exact gross-Sale, item-Sale, delivery-fee, quantity, count and average definitions are used?
- Which transaction rows reconcile to each aggregate?
- Which Menu, item, channel, order type and closer identities were captured at the Sale?
- Which refunds, discounts, taxes, tips, payments or costs are absent rather than zero?
- Is the selected period complete, bounded and within query limits?
- Which comparison period uses equivalent calendar and metric semantics?
- Which deduction is an observation versus an unsupported causal explanation?