[Analyze] Product Mix Dashboard

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Introduction

Product Mix Dashboard visualizes various item KPIs and trends and allows users to narrow focus into top items, menu group performance, order times, and patrons. Restaurant Partners can drill down by location/brand, order type, platform, product, menu group, and menu item.

 

Limitations

Feature Availability

  • This feature is available on the New Admin Dashboard only

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

  • For any date-related fields, the order fulfillment date is used rather than the date on which the order was placed

Defining Parameters

Menu Groups

  • Currently, menu groups can only be searched by name — search by GUID is not supported

Filtering Charts

Menu Items

  • Currently, menu items can only be searched by name — search by GUID is not supported

Data Update Frequency

  • All metrics are updated every hour

 

Restaurant Experience

Navigating to the Product Mix Dashboard

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

_SCD__Analyze_Tab_-_Sanitized.png
  • In the menu bar on the left-hand side, click on “Dashboards”

_SCD__Dashboard_Button_-_Sanitized.png

 

  • Click on the “Product Mix 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

_PMD__Date_Select_-_Sanitized.png
  • Alternatively, the date picker to the right of the dropdown menu can be used to set a custom date range

_PMD__Date_Range_Picker_-_Sanitized.png
  • 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

 

Packing Instructions

  • This toggle determines if items from the packing instructions menus (e.g., utensils) are included in the analyses below

    • Each item on the packing instructions menus is considered a separate item with a quantity of 1 and a price of $0

  • By default, items from packing instructions are excluded

 

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

_PMD__Location_Dropdown_-_Sanitized.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

_PMD__Location_Typeahead_-_Sanitized.png
  • 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

_PMD__Order_Type_-_Sanitized.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

_PMD__Platform_-_Sanitized.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

_PMD__Product_-_Sanitized.png

 

Menu Groups

  • Use the dropdown menu to select items from which of the menu group(s) should be included; multiple options can be included

_PMD__Menu_Group_Dropdown_-_Sanitized.png
  • Alternatively, you can also type in a menu group name directly in the field. As you type, the drop-down list will show menu groups whose names include the input. Once you see the menu group you want to pick, click on the option to add to the list

    • Currently, menu groups can only be searched by name — search by GUID is not supported

 

_PMD__Menu_Group_Typeahead_-_Sanitized.png
  • By default, all menu groups are included

 

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

Items Sold Count Trend

  • At the top of the chart are the total count of items sold from the selected menu group(s) for the chosen date range (in teal) and the same date range a year ago (in grey)

_PMD__Item_Sold_Stats_-_Sanitized.jpeg

 

  • The percentage label at the top of the chart shows the change in the total count of items sold from the selected menu group(s) between the chosen date range and the same date range a year ago

_PMD__Item_Count_Percentage_-_Sanitized.jpeg

 

  • Below are line graphs that show the total count of items sold from the selected menu group(s) over the chosen date range (in teal) and the same date range a year ago (in grey)

_PMD__Item_Count_Line_Graphs_-_Sanitized.jpeg

 

  • When hovering over the line graph, the total item sold count figures at the top will be updated to show the daily total figures for a specific date during the chosen 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 the total count of items sold between the two days

_PMD__Item_Count_Hover_-_Sanitized.png

 

Order Count Trend

  • At the top of the chart are the total number of orders that contain items from the selected menu group(s) for the chosen date range (in teal) and the same date range a year ago (in grey)

_PMD__Order_Count_Stats_-_Sanitized.jpeg

 

  • The percentage label at the top of the chart shows the change in the total number of orders that contain items from the selected menu group(s) between the chosen date range and the same date range a year ago

_PMD__Order_Count_Percentage_-_Sanitized.jpeg

 

  • Below are line graphs that show the total number of orders that contain items from the selected menu group(s) over the chosen date range (in teal) and the same date range a year ago (in grey)

_PMD__Order_Count_Line_Graph_-_Sanitized.jpeg

 

  • When hovering over the line graph, the total order count figures at the top will be updated to show the daily total figures for a specific date during the chosen 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 the total number of orders that contain items from the selected menu group(s) between the two days

_PMD__Order_count_Hover_-_Sanitized.png

 

Item Revenue Trend

  • At the top of the chart are the total GMV from the selected menu group(s) for the chosen date range (in teal) and the same date range a year ago (in grey)

_PMD__Item_Revenue_Stats_-_Sanitized.jpeg

 

  • The percentage label at the top of the chart shows the change in total GMV from the selected menu group(s) between the chosen date range and the same date range a year ago

_PMD__Item_Revenue_Percentage_-_Sanitized.jpeg

 

  • Below are line graphs that show the total GMV from the selected menu group(s) over the chosen date range (in teal) and the same date range a year ago (in grey)

_PMD__Item_Revenue_Line_Chart_-_Sanitized.jpeg

 

  • When hovering over the line graph, the total GMV figures at the top will be updated to show the daily total figures for a specific date during the chosen 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 the total GMV from the selected menu group(s) between the two days

_PMD__Item_Revenue_Hover_-_Sanitized.png
 

Top 10 Menu Items

  • The Top 10 Menu Items table shows the 10 menu items with the most units sold within the selected menu group(s)

_PMD__Top_Items_-_Sanitized.jpeg

 

  • The “Patron Type” dropdown can be used to filter for order count among new, returning, or all guests

_PMD__Top_Items_Patron_Type_-_Sanitized.png

 

  • The filter icon can be used to filter what is shown on the table based on menu item name or item sold count

    • To add a filter, click on the filter icon and then the “Add filter” button. To add multiple criteria, click on the “Add filter” button again.

_PMD__Top_Items_Column_Filter_-_Sanitized.png

 

  • 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:

_PMD__Top_Items_Column_Filter_-_Sanitized.png

Column Name

Description

Menu Item Name

  • Name of the menu item

Item Sold Count

  • Number of units sold

 

 

Order Count by Menu Group

  • Order Count by Menu Groups is a whisker box plot that shows the minimum, lower quartile, median, upper quartile, and maximum when the counts of orders that contained items from the selected menu group(s) are compared across locations

_PMD__Order_Count_by_Menu_Group_-_Sanitized.jpeg

 

  • Hovering over a bar will bring up a pop-up box that shows the maximum, upper quartile, median, lower quartile, and minimum figures order counts for each selected menu group among selected locations

_PMD__Order_Count_by_Menu_Group_Hover_-_Sanitized.png

 

  • The export button in the upper right-hand corner of the section will export the current view of the data in a csv format with the following columns:

_PMD__Top_Items_Export_-_Sanitized.jpeg

Column Name

Description

menu_group_name

  • Name of the menu group

order_count_min

  • Minimum order count

order_count_25_percentile

  • Lower quartile of order count

order_count_median

  • Median order count

order_count_75_percentile

  • Upper quartile of order count

order_count_max

  • Maximum order count

 
 

Guests by Menu Item Spend

  • The Guests by Menu Item Spend table shows the unit count and GMV of items that each guest purchased from the selected menu group(s)

_PMD__Guest_Spend_-_Sanitized.jpeg

 

  • By default, the data is sorted alphabetically in ascending order by the Patron Name field

  • You can click on the column header to sort the table by that field in ascending or descending order

_PMD__Guest_Spend_Column_Sort_-_Sanitized.png

 

  • The “Menu Items” field can be used to filter the data for specific menu item(s); multiple menu item(s) can be selected 

    • To filter for specific menu item(s), click into the field, scroll through the dropdown menu, and select the item(s) you are interested in

    • Alternatively, you can also type in the name(s) of item(s) directly in the field. As you type, the drop-down list will show the item(s) whose name(s) include the input. Once you see the item(s) you want to pick, click on the option(s) to add it to the list

      • Currently, menu items can only be searched by name — search by GUID is not supported

 
_PMD__Guest_Spend_Menu_Item_Search_-_Sanitized.jpeg
 
_PMD__Guest_Spend_Menu_Item_Dropdown_-_Sanitized.png

_PMD__Guest_Spend_Menu_Item_Typeahead_-_Sanitized.png

  • 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.

 
_PMD__Guest_Spend_Menu_Item_Dropdown_-_Sanitized.png

 

  • 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:

_PMD__Guest_Spend_Export_-_Sanitized.jpeg

Column Name

Description

Patron Name

  • Patron’s name

Patron Email

  • Patron’s email address

Quantity

  • Total count of items sold from the selected menu group(s)

Sales

  • Total GMV from items sold from the selected menu group(s)

 
 

Order Count Heatmap

  • The Sales Heatmap helps Restaurant Partners visualize which day of the week and time of the day they see the most sales of item(s) from selected menu group(s)

_PMD__Heatmap_-_Sanitized.jpeg

 

  • The “Menu Items” field can be used to filter the data for specific menu item(s); multiple menu item(s) can be selected

    • To filter for specific menu item(s), click into the field, scroll through the dropdown menu, and select the item(s) you are interested in

    • Alternatively, you can also type in the name(s) of item(s) directly in the field. As you type, the drop-down list will show the item(s) whose name(s) include the input. Once you see the item(s) you want to pick, click on the option(s) to add to the list

      • Currently, menu items can only be searched by name — search by GUID is not supported

 
_PMD__Heatmap_Menu_Items_-_Sanitized.png
_PMD__Heatmap_Typeahead_-_Sanitized.png
_PMD__Heatmap_Menu_Item_Dropdown_-_Sanitized.png

 

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

_PMD__Heatmap_Scale_-_Sanitized.jpeg

 

  • Hovering over a specific grid on the heatmap will show the number of fulfilled orders that contained items from the selected menu group(s) during the chosen time of the day on the chosen day of the week

_PMD__Heatmap_Hover_-_Sanitized.png

 

  • The “Download” button in the upper right-hand corner of the section will export the current view of the data in a csv format with the following columns:

_PMD__Heatmap_Export__1_.png

Column Name

Description

day_of_week_fulfilled_at

  • The day of the week (the horizontal axis); 0 = Sunday, 1 = Monday, and so on

hour_of_day_fulfilled_at

  • 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 period.

order_count_sum

  • Number of fulfilled orders that contained items from the selected menu group(s) during that time of the day on that day of the week

 
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