Introduction
The Sales Overview Dashboard provides high-level KPIs and trends to allow Restaurant Partners a quick understanding of their brand’s current performance. The Restuarant Partner can perform more detailed analyses by drilling down by location/marketplace area, order type, platform, and product.
Limitations
Feature Availability
This feature is available on the New Admin Dashboard only
Data Update Frequency
All metrics are updated every hour
Data Definition
Orders
In-store orders for which patrons used a QR code to only accrue loyalty points (but not pay for the order) are excluded from reporting
In-store orders where patrons used the Scan-to-Pay feature (i.e., used a QR code to accrue loyalty points AND pay for the order) are included
This change was made based on Restaurant Partner feedback
Dates
For any date-related fields, the order fulfillment date is used rather than the date on which the order was placed
Charts
The Cart Average over Time chart is available only for Marketplace Restaurant Partners
The Sales by Location chart is available only for single-brand Restaurant Partners
Restaurant Experience
Navigating to the Sales Comparison Dashboard
Click on the “Analyze” tab in the navigation bar
Click on the “Dashboard” button in the left-hand menu bar
Click on the “Sales Overview Dashboard” button
Defining the Dashboard Parameters
Date Range
The dropdown menu can be used to select one of the following pre-defined date ranges: today, yesterday, this week, this month, this year, last 7 days, last 30 days, last 3 months, and last year
Alternatively, the date picker to the right of the dropdown menu can be used to set a custom date range
By default, the last 30 days is selected
Timezone
In the time zone section, choose which time zone should be used to determine the order fulfillment date and time
By default, EST is selected
Location (Single-Brand) or Area (Marketplace)
In the Locations (single-brand) or Areas (marketplace) field, use the dropdown menu to select which location(s) or area(s) should be included; multiple options can be selected
Alternatively, you can also type in a location or area name directly in the field. As you type, the drop-down list will show locations or areas whose names most closely match the input. Once you see the location or area you want to pick, click on the name.
Multiple options can be added
By default, all locations or areas are selected
Order Type
Use the dropdown menu to select which of the following order types(s) should be included; multiple options can be selected
Pickup
Delivery
Dine In
Pocket Kiosk
By default, all order types are selected
Platform
Use the dropdown menu to select which of the ordering platform(s) should be included; multiple options can be selected
Android
App Subscription (Subscription orders)
Toast (Scan-to-Pay orders)
iOS
Web
By default, all platforms are selected
Product
Use the dropdown menu to select which of the ordering product(s) should be included; multiple options can be selected
Catering: Catering orders
Direct Order: Non-recurring (i.e., non-subscription) Web and App orders
Pocket Kiosk: Pocket Kiosk ordres
Scan To Pay: In-store orders paid with Scan-to-Pay
Subscription: Subscription orders
By default, all products are selected
Apply Filters
Once the desired options are selected, continue refining other criteria or click on the “Apply Filter” button to apply the parameters
Please note that clicking on the “Apply Filter” button will apply all changes to reporting parameters
Data Definition
Orders
In-store orders for which patrons used a QR code to only accrue loyalty points (but not pay for the order) are excluded from reporting
In-store orders where patrons used the Scan-to-Pay feature (i.e., used a QR code to accrue loyalty points AND pay for the order) are included
This change was made based on Restaurant Partner feedback
Dates
For any date-related fields, the order fulfillment date is used rather than the date on which the order was placed
Data Update Frequency
All metrics are updated every hour
Understanding the Data
Sales(GMV) Trend
At the top of the section are the total GMV figures for the chosen date range (in teal) and the same date range a year ago (in grey)
The percentage label at the top of the section shows the change in total GMV between the chosen date range and the same date range a year ago
Below are line graphs that show the daily GMV over the chosen date range (in teal) and the same date range a year ago (in grey).
When hovering over the line graph, the GMV figures at the top will be updated to show the Daily GMV figures for a specific date during the chosen time period (in teal) and the same date a year ago (in grey)
The percentage change label will also be updated to show the variance in daily GMV between the two days
Guest Trend
At the top of the section are the total number of unique patrons for the chosen date range (in teal) and the same date range a year ago (in grey)
The percentage label at the top of the section shows the change in the total number of unique visitors between the chosen date range and the same date range a year ago
Below are line graphs that show the daily number of unique visitors over the chosen date range (in teal) and the same date range a year ago (in grey)
When hovering over the line graph, the figures at the top will be updated to show the daily number of unique visitors for a specific date during the chosen time period (in teal) and the corresponding date a year ago (in grey)
The percentage change label will also be updated to show the variance in the daily number of unique visitors between the two days
Orders Trend
At the top of the section are the total number of orders fulfilled for the chosen date range (in teal) and the same date range a year ago (in grey)
The percentage label at the top of the section shows the change in the total number of orders fulfilled between the chosen date range and the same date range a year ago
Below are line graphs that show the daily number of orders fulfilled over the chosen date range (in teal) and the same date range a year ago (in grey)
When hovering over the line graph, the figures at the top will be updated to show the daily number of orders fulfilled for a specific date during the chosen time period (in teal) and the corresponding date a year ago (in grey)
The percentage change label will also be updated to show the variance in the daily number of orders fulfilled between the two days
Executive KPIs
The Executive KPI section shows the following key metrics
The percentages show how the metrics have changed since the same time period a year ago
Metric Name | Definition |
Total Amount |
|
Avg Check |
|
Avg Tip |
|
Avg Service Charge |
|
Avg Discount |
|
Avg Redeemed Loyalty |
|
New Guests |
|
Returning Guests |
|
Pickup Orders |
|
Delivery Orders |
|
Web Orders |
|
App Orders |
|
Sales Over Time
The Sales Over Time chart shows how GMV generated on each platform has changed over time
The picker at the bottom can be used to change how the GMV date is aggregated and plotted
It is set to Daily by default
Hovering over a dot within the graph will bring up a pop-up box that shows the GMV for a specific hour / day / week / month
The export button in the upper right-hand corner of the chart will export the current view of the data in a CSV format with the following columns:
Column Name | Description |
hour_shifted_fulfillment_date / day_of_week_shifted_fulfillment_date / week_shifted_fulfillment_date / month_shifted_fulfillment_date | Hour / Day / Week / Month period |
platform | The name of the platform |
sales_sum | Total GMV |
Check Average Over Time (Marketplaces Only)
The Check Average Over Time chart shows how the check average on each platform has changed over time
The picker at the bottom can be used to change how the GMV date is aggregated and plotted
It is set to Daily by default
Hovering over a dot within the graph will bring up a pop-up box that shows the GMV for a specific hour / day / week / month
The export button in the upper right-hand corner of the chart will export the current view of the data in a CSV format with the following columns:
Column Name | Description |
day_shifted_fulfillment_date |
|
platform |
|
sales_avg |
|
Delivery / Pickup Sales by Platform
The Delivery / Pickup Sales by Platform bar chart shows, for each order type, how much GMV was generated on each platform
Hovering over a bar will bring up a pop-up box that shows the total GMV for the period for delivery or pick-up by platform
The export button in the upper right-hand corner of the chart will export the current view of the data in a CSV format with the following columns:
Column Name | Description |
order_type |
|
platform |
|
sales_sum |
|
Sales by Location (Single-Brand Only)
The Sales by Location chart is a box and whisker chart that shows the maximum, upper quartile, median, lower quartile, and minimum of check sizes by location
Hovering over a bar will bring up a pop-up box that shows the maximum, upper quartile, median, lower quartile, and minimum figures for the chosen location
The export button in the upper right-hand corner of the chart will export the current view of the data in a CSV format with the following columns:
Column Name | Description |
location_name |
|
sales_min |
|
sales_25_percentile |
|
sales_median |
|
sales_75_percentile |
|
sales_max |
|
Orders Heatmap
The Orders Heatmap helps Restaurant Partners visualize how the number of orders fulfilled varies by time of the day (the vertical axis) and day of the week (the horizontal axis)
To the right of the heatmap is a scale that shows how different shades of teal correspond to the number of orders
Hovering over a specific grid on the heatmap will show the number of fulfilled orders during that time of day and day of the week
The export button in the upper right-hand corner of the chart will export the current view of the data in a CSV format with the following columns:
Column Name | Description |
day_of_week_shifted_fulfillment_date |
|
hour_of_day_shifted_fulfillment_date |
|
order_id_count |
|