[Analyze] Sales Comparison Dashboard

minute read

Introduction

The Sales Comparison Dashboard compares key sales metrics across two, customizable date ranges with the ability to drill down by location or area, order type, platform, and product.

 

Limitations

Feature Availability

  • This feature is available on the New Admin Dashboard only

Data Update Frequency

  • All metrics are updated every hour

Comparing Metrics

  • Only one metric can be compared across two date ranges at a time

 

Restaurant Experience

  • Click on the “Analyze” tab in the navigation bar

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  • In the menu bar on the left-hand side, click on “Dashboards”

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  • Click on the “Sales Comparison Dashboard" button
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Defining the Dashboard Parameters

Metric

  • Use the dropdown menu to select which metric should be compared: Sales $, Order Count, Loyalty Spent $, Discounts $, or Tips $. Only one metric can be selected at a time.

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Location

  • 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

_SCD__Location_Dropdown.png
 
  • 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

_SCD__Location_Typeahead.png
  • By default, all locations 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

_SCD__Order_Type.png

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

_SCD__Platform.png

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

_SCD__Product.png
 

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

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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

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Defining Date Ranges for Comparison

  • In the “First Range Metric” and “Second Range Metric” sections, the date ranges for metrics comparison can be chosen

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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

_SCD__Date_Preselect_-_Sanitized.png
  • 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 “First Range Metric” is set to the last 7 days, and the “Second Range Metric” to the last 30 days

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

    • This change was made based on Restaurant Partner feedback

 

Data Update Frequency

  • All metrics are updated every hour

 

Understanding the Data

  • In the “First Range Metric” and “Second Metric Range” sections, the “Total” figures show the sum of chosen metric for each of the time ranges chosen

_SCD__Range_Metric_Totals_-_Sanitized.png
  • The % Previous Year line shows how the “Total” compares to the same date range a year ago

_SCD__Range_Metric_YoY_-_Sanitized.png
  • The line graph on the right side visualizes how the chosen metric has changed over the first or second date range

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  • The bar at the bottom of each Range Metric section can be used to adjust how the reported metrics are aggregated in the graph: hourly, daily, weekly, monthly, and yearly

    • For example, selecting the Weekly option will report the metrics by week

    • To make adjustments, click on the desired option

_SCD__Range_Metric_Line_Chart_Aggregation_-_Sanitized.png
  • Hovering over a data point brings up a pop-up that displays the metric for a specific hour, day, week, month, or year

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  • The export button in the upper-right corner of the chart can be used to generate a CSV export of the data, with the following columns:

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Column Name

Definition

hour_date_day / day_date_day / week_date_day / month_date_day / year_date_day

  • The hour, day, week, month, or year period

value_sum

  • The sum of the chosen metric for the hour, day, week, month, or year

 

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