Introduction
The Cohort Analysis Dashboard shows a waterfall analysis of key metrics by cohort with the ability to define the cohorts by first order dates. It replicates the waterfall-style charts that many marketers are used to from Google Analytics, but gives users more flexibility in filtering the dashboard criteria or adjusting granular definitions of guest cohorts.
Limitations
Feature Availability
This feature is available on the New Admin Dashboard only
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
Data Update Frequency
All metrics are updated every hour
Restaurant Experience
Accessing the Dashboard
Once on the New Admin Dashboard, click on the “Analyze” tab on the top navigation bar
Click on the “Dashboards” button in the menu bar
Scroll through the page and click on the “Cohort Analysis Dashboard” button
Defining the Dashboard Parameters
Locations (Single-Brand) or Areas (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 matches 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 orders
Scan for Loyalty: In-store orders for which a QR code was scanned for loyalty accrual or redemption
Scan To Pay: In-store orders paid with Scan-to-Pay
Subscription: Subscription orders
By default, all products are selected
Discounted
In the Discounted section, specify if you wish to include only guests whose first orders included discounts, did not include discounts, or both
Yes: Only include guests whose first orders included discounts
No: Only include guests whose first orders did not include discounts
No selection: Include all guests
To unselect “Yes” or “No,” click on the button again
By default, all guests are included (i.e., neither “Yes” nor “No” is selected)
Apply the Parameters to the Dashboard
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 Cohorts
Date Range
In the Date Range section, you can specify the date range during which the guests' first orders must have been fulfilled to be included in the reporting
In other words, if “last year” is selected, only guests whose first orders were fulfilled during the last year would be included in the cohort analysis shown in the section
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, last year is selected
Cohort Size / Date Group
The Cohort Size / Date Group section defines the increments by which guests will be grouped into cohorts based on their first orders.
“Month” will group guests by the month of their first orders (e.g., January, February), “Week” by the week of their first orders (e.g., week of 04/11/2022, week of 04/04/2022), and so on
Choose the desired option from the dropdown menu
By default, Month is selected
Metric
In the Metrics section, you can choose which metrics you wish to display by cohorts. The following options are available:
Metric | Definition |
Retention |
|
Orders |
|
Check Average |
|
Sales |
|
Discounts |
|
Loyalty Credits Spent |
|
Refunds |
|
Choose the desired option from the dropdown menu; by default, Retention is selected
Apply Filters to Cohorts
Once you are done adjusting the cohort definition and specifying which metric you’d like the dashboard to show, click on apply the filter for the changes to be reflected on the dashboard
Understanding the Data
First Order Cohorts Chart & Table
The line chart plots the chosen metric for a maximum of 12 time periods
The length of each time period is equal to the option selected in the “Cohort Size / Date Group” section. In other words, if cohorts are defined monthly, up to 12 monthly periods will be shown. If cohorts are defined weekly, up to 12 weekly periods will be shown.
Hovering over a line brings up a pop-up box that shows the exact metrics for a given time period for all cohorts
The export button in the top right corner can be used to generate a CSV export of the data with the following columns:
Column | Definition |
date_diff |
|
day_first_order |
|
value_avg |
|
Understanding the Table
The table displays the chosen metric for up to 12 time periods in a table format
Hovering over a cell brings up a pop-up box that shows the exact metric for a given time period for a specific cohort
The export button in the top right corner can be used to generate a CSV export of the data with the following columns:
Column | Definition |
date_diff |
|
day_first_order |
|
value_avg |
|
Location Averages
The Location Averages table shows the average of the chosen metric across all time periods for each cohort by location
Hovering over a cell brings up a pop-up box that shows the average of the chosen metric for a specific cohort by location
The export button in the top right corner can be used to generate a CSV export of the data with the following columns:
Column | Definition |
location_name |
|
day_first_order |
|
value_avg |
|