Introduction

The Cohort Analysis Dashboard shows a waterfall analysis of key metrics by cohort with the ability to define the cohorts by first order dates. It replicates the waterfall-style charts that many marketers are used to from Google Analytics, but gives users more flexibility in filtering the dashboard criteria or adjusting granular definitions of guest cohorts.

 

Limitations

Feature Availability

• This feature is available on the New Admin Dashboard only

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

Data Update Frequency

• All metrics are updated every hour

Restaurant Experience

Accessing the Dashboard

• Once on the New Admin Dashboard, click on the “Analyze” tab on the top navigation bar

• Click on the “Dashboards” button in the menu bar

• Scroll through the page and click on the “Cohort Analysis Dashboard” button

 

Defining the Dashboard Parameters

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 matches 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 orders

  • Scan for Loyalty: In-store orders for which a QR code was scanned for loyalty accrual or redemption

  • Scan To Pay: In-store orders paid with Scan-to-Pay

  • Subscription: Subscription orders

• By default, all products are selected

Discounted

• In the Discounted section, specify if you wish to include only guests whose first orders included discounts, did not include discounts, or both

  • Yes: Only include guests whose first orders included discounts

  • No: Only include guests whose first orders did not include discounts

  • No selection: Include all guests

 

• To unselect “Yes” or “No,” click on the button again

• By default, all guests are included (i.e., neither “Yes” nor “No” is selected)

Apply the Parameters to the Dashboard

• 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

Defining Cohorts

Date Range

• In the Date Range section, you can specify the date range during which the guests' first orders must have been fulfilled to be included in the reporting

  • In other words, if “last year” is selected, only guests whose first orders were fulfilled during the last year would be included in the cohort analysis shown in the section

• 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, last year is selected

Cohort Size / Date Group

• The Cohort Size / Date Group section defines the increments by which guests will be grouped into cohorts based on their first orders.

  • “Month” will group guests by the month of their first orders (e.g., January, February), “Week” by the week of their first orders (e.g., week of 04/11/2022, week of 04/04/2022), and so on

• Choose the desired option from the dropdown menu

• By default, Month is selected

Metric

• In the Metrics section, you can choose which metrics you wish to display by cohorts. The following options are available:

Metric	Definition
Retention	Percentage of guests in each cohort that placed an order
Orders	Number of orders fulfilled for each cohort
Check Average	Check the average of all orders fulfilled for each cohort
Sales	Total GMV generated from each cohort
Discounts	Total discounts redeemed by each cohort
Loyalty Credits Spent	Total loyalty credits redeemed by each cohort
Refunds	The total refund issued to each cohort

• Choose the desired option from the dropdown menu; by default, Retention is selected

Apply Filters to Cohorts

• Once you are done adjusting the cohort definition and specifying which metric you’d like the dashboard to show, click on apply the filter for the changes to be reflected on the dashboard

Understanding the Data

First Order Cohorts Chart & Table

• The line chart plots the chosen metric for a maximum of 12 time periods

  • The length of each time period is equal to the option selected in the “Cohort Size / Date Group” section. In other words, if cohorts are defined monthly, up to 12 monthly periods will be shown. If cohorts are defined weekly, up to 12 weekly periods will be shown.

• Hovering over a line brings up a pop-up box that shows the exact metrics for a given time period for all cohorts

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

Column	Definition
date_diff	Time period
day_first_order	First included date for each cohort
value_avg	Reported metric for a specific cohort during a specific time period

 

Understanding the Table

• The table displays the chosen metric for up to 12 time periods in a table format

• Hovering over a cell brings up a pop-up box that shows the exact metric for a given time period for a specific cohort

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

Column	Definition
date_diff	Time period
day_first_order	First included date for each cohort
value_avg	Reported metric for a specific cohort during a specific time period

 

Location Averages

• The Location Averages table shows the average of the chosen metric across all time periods for each cohort by location

• Hovering over a cell brings up a pop-up box that shows the average of the chosen metric for a specific cohort by location

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

Column	Definition
location_name	Name of the applicable location
day_first_order	First included date for each cohort
value_avg	Average of the reported metric for a specific cohort