Introduction
The Product Mix Report generates reporting on key sales metrics at the item level. The Restaurant Partners have the ability to drill down by location, brand, order type, platform, product, menu group, and menu item.
Limitations
Feature Availability
This feature is available on the New Admin Dashboard only
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
Defining Report Parameters
Menu Groups
Currently, menu groups can only be searched by name — search by GUID is not supported
Menu Items
Currently, menu items can only be searched by name — search by GUID is not supported
Restaurant Experience
Navigating to the Product Mix Report
Once on the New Admin Dashboard, click on the “Analyze” tab in the navigation bar
In the menu bar on the left-hand side, click on “Reports”
Navigate to the “Operations” section and click on the “Product Mix Report” option
Defining Reporting 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 date range will be set to the last 30 days
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
Packaging Instructions
The “Packing Instruction” toggle works by manually identifying menu groups related to utensils on the backend. As a result, there’s a high possibility of some utensils are still being included even when the toggle’s off. If you notice any such cases, please escalate to the Data Engineering team and it will be taken care of ASAP.
This toggle determines if items from the packing instructions menus (e.g., utensils) are included in the analyses below
Each item on the packing instructions menus is considered a separate item with a quantity of 1 and a price of $0
By default, items from packing instructions are excluded
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 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
Brands (Marketplace Only)
NOTE: The below field is visible to Marketplace (multi-brand) Restaurant Partners
Use the dropdown menu to select items from which of the menu item(s) should be included; multiple options can be included
Alternatively, you can also type in a brand name directly in the field. As you type, the drop-down list will show brands whose names include the input. Once you see the brand(s) you want to pick, click on the option to add to the list.
By default, all brands are included
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
Menu Groups
Use the dropdown menu to select items from which of the menu group(s) should be included; multiple options can be included
Alternatively, you can also type in a menu group name directly in the field. As you type, the drop-down list will show menu groups whose names include the input. Once you see the menu group you want to pick, click on the option to add to the list
Currently, menu groups can only be searched by name — search by GUID is not supported
By default, all menu groups are included
Menu Items
Use the dropdown menu to which of the menu item(s) should be included; multiple options can be included
Alternatively, you can also type in a menu item name directly in the field. As you type, the drop-down list will show menu items whose names include the input. Once you see the menu item you want to pick, click on the option to add to the list.
Currently, menu items can only be searched by name — search by GUID is not supported
By default, all menu items are included
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
The Order Item List table shows the following metrics:
Column Name | Description |
Menu Item Name |
|
Menu Item Name |
|
Order Count |
|
Avg Unit Price |
|
Sales |
|
Avg Modifier Quantity |
|
Max Nesting Level |
|
Navigating the Table
Adjusting Column Orders
Click on the Settings button to rearrange the column order or to adjust which columns are shown
To rearrange the column order, click on the Settings button in the upper right-hand corner of the table. Then, drag & drop the columns in the order you wish them to appear using the highlighted button.
Adjusting Which Columns Are Shown
To adjust which columns are shown, click on the Settings button in the upper right corner of the table and check the boxes next to the column names you wish to see
Sorting the Table
To sort the table by one of the columns, click on the column header of the column you wish to sort by
Creating Column-Based Filters
To create filters, click on the Filter button in the upper right corner of the table and specify which columns you wish to filter the table by
To add multiple filtering criteria, click on the “Add filter” button
Export
The Export button in the bottom right corner of the table can be used to generate a CSV or PDF export of the data, with the same column names
