Introduction
The Sales Overview Dashboard provides high-level KPIs and trends to allow Restaurant Partners a quick understanding of their brand’s current performance. The Restuarant Partner can perform more detailed analyses by drilling down by location/marketplace area, order type, platform, and product.
Limitations
Feature Availability
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This feature is available on the New Admin Dashboard only
Data Update Frequency
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All metrics are updated every hour
Data Definition
Orders
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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
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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
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This change was made based on Restaurant Partner feedback
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Dates
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For any date-related fields, the order fulfillment date is used rather than the date on which the order was placed
Charts
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The Cart Average over Time chart is available only for Marketplace Restaurant Partners
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The Sales by Location chart is available only for single-brand Restaurant Partners
Restaurant Experience
Navigating to the Sales Comparison Dashboard
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Click on the “Analyze” tab in the navigation bar

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Click on the “Dashboard” button in the left-hand menu bar

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Click on the “Sales Overview Dashboard” button

Defining the Dashboard Parameters
Date Range
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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

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Alternatively, the date picker to the right of the dropdown menu can be used to set a custom date range

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By default, the last 30 days is selected
Timezone
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In the time zone section, choose which time zone should be used to determine the order fulfillment date and time
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By default, EST is selected
Location (Single-Brand) or Area (Marketplace)
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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

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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.
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Multiple options can be added
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By default, all locations or areas are selected
Order Type
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Use the dropdown menu to select which of the following order types(s) should be included; multiple options can be selected
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Pickup
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Delivery
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Dine In
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Pocket Kiosk
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By default, all order types are selected
Platform
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Use the dropdown menu to select which of the ordering platform(s) should be included; multiple options can be selected
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Android
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App Subscription (Subscription orders)
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Toast (Scan-to-Pay orders)
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iOS
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Web
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By default, all platforms are selected
Product
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Use the dropdown menu to select which of the ordering product(s) should be included; multiple options can be selected
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Catering: Catering orders
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Direct Order: Non-recurring (i.e., non-subscription) Web and App orders
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Pocket Kiosk: Pocket Kiosk ordres
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Scan To Pay: In-store orders paid with Scan-to-Pay
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Subscription: Subscription orders
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By default, all products are selected
Apply Filters
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Once the desired options are selected, continue refining other criteria or click on the “Apply Filter” button to apply the parameters
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Please note that clicking on the “Apply Filter” button will apply all changes to reporting parameters
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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
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For any date-related fields, the order fulfillment date is used rather than the date on which the order was placed
Data Update Frequency
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All metrics are updated every hour
Understanding the Data
Sales(GMV) Trend
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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)

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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

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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).

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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)
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The percentage change label will also be updated to show the variance in daily GMV between the two days
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Guest Trend
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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)

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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

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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)

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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)
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The percentage change label will also be updated to show the variance in the daily number of unique visitors between the two days
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Orders Trend
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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)

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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

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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)

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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)
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The percentage change label will also be updated to show the variance in the daily number of orders fulfilled between the two days
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Executive KPIs

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The Executive KPI section shows the following key metrics
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The percentages show how the metrics have changed since the same time period a year ago
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Metric Name |
Definition |
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Total Amount |
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Avg Check |
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Avg Tip |
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Avg Service Charge |
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Avg Discount |
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Avg Redeemed Loyalty |
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New Guests |
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Returning Guests |
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Pickup Orders |
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Delivery Orders |
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Web Orders |
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App Orders |
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Sales Over Time
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The Sales Over Time chart shows how GMV generated on each platform has changed over time

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The picker at the bottom can be used to change how the GMV date is aggregated and plotted
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It is set to Daily by default
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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

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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 |
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hour_shifted_fulfillment_date / day_of_week_shifted_fulfillment_date / week_shifted_fulfillment_date / month_shifted_fulfillment_date |
Hour / Day / Week / Month period |
platform |
The name of the platform |
sales_sum |
Total GMV |
Check Average Over Time (Marketplaces Only)
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The Check Average Over Time chart shows how the check average on each platform has changed over time

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The picker at the bottom can be used to change how the GMV date is aggregated and plotted
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It is set to Daily by default
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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

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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_shifted_fulfillment_date |
|
platform |
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sales_avg |
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Delivery / Pickup Sales by Platform
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The Delivery / Pickup Sales by Platform bar chart shows, for each order type, how much GMV was generated on each platform

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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

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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 |
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order_type |
|
platform |
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sales_sum |
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Sales by Location (Single-Brand Only)
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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

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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

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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 |
location_name |
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sales_min |
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sales_25_percentile |
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sales_median |
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sales_75_percentile |
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sales_max |
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Orders Heatmap
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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)

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To the right of the heatmap is a scale that shows how different shades of teal correspond to the number of orders

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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

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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 |
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hour_of_day_shifted_fulfillment_date |
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order_id_count |
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