Introduction
The Sales Comparison Dashboard compares key sales metrics across two, customizable date ranges with the ability to drill down by location or 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
Comparing Metrics
Only one metric can be compared across two date ranges at a time
Restaurant Experience
Navigating to the Sales Comparison Dashboard
Click on the “Analyze” tab in the navigation bar
In the menu bar on the left-hand side, click on “Dashboards”
Click on the “Sales Comparison Dashboard" button
Defining the Dashboard Parameters
Metric
Use the dropdown menu to select which metric should be compared: Sales $, Order Count, Loyalty Spent $, Discounts $, or Tips $. Only one metric can be selected at a time.
Location
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 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
Time Zone
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
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
Defining Date Ranges for Comparison
In the “First Range Metric” and “Second Range Metric” sections, the date ranges for metrics comparison can be chosen
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 “First Range Metric” is set to the last 7 days, and the “Second Range Metric” to the last 30 days
Data Definition
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
Data Update Frequency
All metrics are updated every hour
Understanding the Data
In the “First Range Metric” and “Second Metric Range” sections, the “Total” figures show the sum of chosen metric for each of the time ranges chosen
The % Previous Year line shows how the “Total” compares to the same date range a year ago
The line graph on the right side visualizes how the chosen metric has changed over the first or second date range
The bar at the bottom of each Range Metric section can be used to adjust how the reported metrics are aggregated in the graph: hourly, daily, weekly, monthly, and yearly
For example, selecting the
Weeklyoption will report the metrics by weekTo make adjustments, click on the desired option
Hovering over a data point brings up a pop-up that displays the metric for a specific hour, day, week, month, or year
The export button in the upper-right corner of the chart can be used to generate a CSV export of the data, with the following columns:
Column Name | Definition |
hour_date_day / day_date_day / week_date_day / month_date_day / year_date_day |
|
value_sum |
|