Set up and manage revenue centres
About revenue centres
Revenue centres let you group sales by service area – such as bar, terrace, dining room or delivery – so you can compare performance across different parts of your business. After you create revenue centres, you can filter your Sales summary report to view data for each one.
Each revenue centre is made up of one or more revenue streams. Revenue streams include devices, floor plan sections and order channels. You map these streams to a revenue centre, and Square uses them to categorise each order automatically.
When an order matches multiple mapped streams, the system checks in this order: Device first, then Floor plan section, then Channel. The first match determines the revenue centre. If a device is not mapped, the floor plan section or channel may still match – so the order can still be assigned to a revenue centre.
If a revenue stream is already assigned to one revenue centre and you assign it to another, it moves automatically. The review screen shows which streams are being reassigned.
You can also update a specific order’s revenue centre assignment from the order details in Orders.
Before you begin
You need an active Square for Restaurants Premium subscription.
You need the appropriate team member permissions to access reporting settings. See Set Up Team Members for details.
To use floor plan sections as revenue streams, first create a floor plan with sections defined. See Create a floor plan for details.
Create a revenue centre
Sign in to Square Dashboard and go to Reports > Settings > Revenue centres.
Select Create revenue centre.
Enter a name in the Revenue centre name field (for example, Outside, Online, Terrace).
Select the revenue streams to map to this revenue centre. Streams are grouped by Devices, Floor plan and Channel. Use the search bar to find specific streams.
Select Next to review your selections.
On the review screen, confirm the name and mapped streams. If a stream is being reassigned from another revenue centre, you’ll see a note indicating the change.
Select Create.
Edit a revenue centre
Sign in to Square Dashboard and go to Reports > Settings > Revenue centres.
Find the revenue centre you want to update and select Edit.
Update the name or change the mapped revenue streams as needed.
Select Next to review your changes.
Select Save.
Delete a revenue centre
Sign in to Square Dashboard and go to Reports > Settings > Revenue centres.
Find the revenue centre you want to remove and select the overflow menu (⋯), then select Delete.
Review the confirmation message. The revenue centre will no longer be available to group or filter reports in your Sales summary.
Select Delete to confirm.
View reports by revenue centre
After you create revenue centres, you can filter your sales data to compare performance across service areas.
Sign in to Square Dashboard and go to Reports > Sales summary.
Use the revenue centre filter to view data for a specific revenue centre or compare across all of them.
Learn more about your reporting options in View sales summary, sales trends and payment methods reports.