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Set up and manage revenue centers

Who is this article for?
  • Account owners or team members with the Manage revenue centers permission. Set permissions in Square Dashboard.
  • Square for Restaurants Premium subscribers.
  • Square Premium subscribers with advanced restaurants capabilities added. Add capabilities in Square Dashboard.
  • About revenue centers

    Revenue centers let you group sales by service area — such as bar, patio, dining room, or delivery — so you can compare performance across different parts of your business. After you create revenue centers, you can filter your Sales summary report to view data for each one.

    Each revenue center 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 center, and Square uses them to categorize 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 center. 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 center.

    If a revenue stream is already assigned to one revenue center 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 center 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 Crea un plànol de distribució for details.

    Create a revenue center

    1. Sign in to Square Dashboard and go to Reports > Settings > Revenue centers.

    2. Select Create revenue center.

    3. Enter a name in the Revenue center name field (for example: Outside, Online, Patio).

    4. Select the revenue streams to map to this revenue center. Streams are grouped by Devices, Floor plan, and Channel. Use the search bar to find specific streams.

    5. Select Next to review your selections.

    6. On the review screen, confirm the name and mapped streams. If a stream is being reassigned from another revenue center, you'll see a note indicating the change.

    7. Select Create.

    Edit a revenue center

    1. Sign in to Square Dashboard and go to Reports > Settings > Revenue centers.

    2. Find the revenue center you want to update and select Edit.

    3. Update the name or change the mapped revenue streams as needed.

    4. Select Next to review your changes.

    5. Select Save.

    Delete a revenue center

    1. Sign in to Square Dashboard and go to Reports > Settings > Revenue centers.

    2. Find the revenue center you want to remove and select the overflow menu (⋯), then select Delete.

    3. Review the confirmation message. The revenue center will no longer be available to group or filter reports in your Sales summary.

    4. Select Delete to confirm.

    View reports by revenue center

    After you create revenue centers, you can filter your sales data to compare performance across service areas.

    1. Sign in to Square Dashboard and go to Reports > Sales summary.

    2. Use the revenue center filter to view data for a specific revenue center or compare across all of them.

    Learn more about your reporting options in Consulta el resum de vendes, les tendències de vendes i els informes de mètodes de pagament.

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