Restaurant Experience
Accessing the Dashboard
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 “Dashboards”
Click on the “Promotions Dashboard” option
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 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
External GUID
In the External GUID field, use the dropdown to select which External GUID should be included; multiple options can be selected.
Alternatively you can also type in an External GUID directly in the field. As you type, the drop-down list will show External GUIDs whose name closely matches the input. Once you see the External GUID you want to pick, click on the name.
Multiple options can be added.
By default, all External GUIDs are selected
Promotion
In the Promotion field, use the dropdown to select which Promotion should be included; multiple options can be selected.
Alternatively you can also type in a Promotion directly in the field. As you type, the drop-down list will show Promotions whose name closely matches the input. Once you see the Promotion you want to pick, click on the name.
Multiple options can be added.
By default, all Promotions are selected
Code
In the Code field, use the dropdown to select which Code should be included; multiple options can be selected.
Alternatively you can also type in a Code directly in the field. As you type, the drop-down list will show Codes whose name closely matches the input. Once you see the Code you want to pick, click on the name.
Multiple options can be added.
By default, all Codes are selected
Location (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
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
Understanding the Data
Summary Table
The Summary table shows various attributes & metrics by promo.
By default, the data is sorted alphabetically in ascending order by the Promo field
You can click on the column header to sort the table by that field in ascending or descending order
The setting icon can be used to rearrange and select/deselect columns shown in the table
The filter icon can be used to further filter the data shown in the table
To apply a filter, click on the filter icon and then the “Add filter” button. To add multiple criteria, click on the “Add filter” button again.
The export button in the bottom right corner of the table downloads the current view of the data in a csv or pdf format with the following columns:
Column Name | Description |
Promo |
|
Discount Level |
|
Discount Type |
|
Uses |
|
Discount |
|
Web Uses |
|
Web Discounts |
|
App Uses |
|
App Discounts |
|
New Uses |
|
New Discounts |
|
Returning Uses |
|
Returning Discounts |
|
Promo Guests Versus Non Promo Guests
The Promo Guests Versus Non Promo Guests bar chart compares a different metric value of all guests who have redeemed the promo/codes selected versus all guests who have not.
Hovering over a bar will bring up a pop-up box that shows the total metric value for the two cohorts
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 |
metric |
|
promo_patron |
|
value_sum |
|
Guests Table
The Guests table shows guest info of who has redeemed the selected promos/codes.
You can click on the column header to sort the table by that field in ascending or descending order
The filter icon can be used to further filter the data shown in the table
To apply a filter, click on the filter icon and then the “Add filter” button. To add multiple criteria, click on the “Add filter” button again.
The export button in the bottom right corner of the table downloads the current view of the data in a csv or pdf format with the following columns:
Column Name | Description |
Patron Email |
|
Promotion Name |
|
First Redeemed At |
|
Discount |
|
Redemptions Over Time
The Redemptions Over Time chart shows how redemptions on each platform has changed over time
The picker at the bottom can be used to change how the redemptions date is aggregated and plotted
It is set to Monthly by default
Hovering over the line within the graph will bring up a pop-up box that shows the redemptions 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 |
month_shifted_fullfilled_at |
|
platform |
|
redemptions_sum |
|
Avg Spend Before vs. After Redemption
The Avg Spend Before vs. After Redemption bar chart shows the average spend per patron in X days before their first redemption of the selected promos/codes compared to Y days after
By default, the bar chart is set to 90 days before and 90 days after. Users can manipulate this using the input boxes below the bar chart.
Hovering over a bar will bring up a pop-up box that shows the average spend GMV for before or after the first redemption
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 |
before_after |
|
value_sum |
|