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

• 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	Total Sales + Tax + Tip + Service Charges - Discounts - Redeemed Loyalty
Avg Check	Total Sales (GMV) divided by the number of orders
Avg Tip	Total Tip divided by the number of orders
Avg Service Charge	Average total service charge among orders with service charges
Avg Discount	Average applied discount among orders with discounts
Avg Redeemed Loyalty	The average dollar value of redeemed loyalty awards among orders with loyalty redemptions
New Guests	The number of new guests who have placed and received an order
Returning Guests	Percentage of returning guests (% of guests with 2 or more orders) among all guests
Pickup Orders	The number of pickup orders fulfilled
Delivery Orders	The number of delivery orders fulfilled
Web Orders	The number of Web orders fulfilled
App Orders	The number of iOS & Andriod orders fulfilled

 

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:

 

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:

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:

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:

 

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	The day of the week (the horizontal axis). 0 = Sunday, 1 = Monday, and so on.
hour_of_day_shifted_fulfillment_date	The beginning of the time of day period in a 24-hour time format (the vertical axis). In other words, 19 corresponds to the 7:00-7:59PM time period.
order_id_count	The number of orders fulfilled during the chosen time period