[Analyze] Product Mix Report

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Introduction

The Product Mix Report generates reporting on key sales metrics at the item level. The Restaurant Partners have the ability to 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

Data Update Frequency

  • All metrics are updated every hour

Defining Report Parameters

Menu Groups

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

Menu Items

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

Restaurant Experience

Navigating to the Product Mix Report

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

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

  • Navigate to the “Operations” section and click on the “Product Mix Report” option

Defining Reporting 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 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

 

 

Packaging Instructions

The “Packing Instruction” toggle works by manually identifying menu groups related to utensils on the backend. As a result, there’s a high possibility of some utensils are still being included even when the toggle’s off. If you notice any such cases, please escalate to the Data Engineering team and it will be taken care of ASAP.

  • 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

 

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

_PMR__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

_PMR__Location_Typeahead.png

  • By default, all locations or areas are selected

 

Brands (Marketplace Only)

NOTE: The below field is visible to Marketplace (multi-brand) Restaurant Partners

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

_PMR__Brands_Dropdown_-_Sanitized.png

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

_PMR__Brands_Typeahead_-_Sanitized.png

  • By default, all brands are included

 

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

 

Menu Groups

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

_PMR__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

_PMR__Menu_Group_Typeahead_-_Sanitized.png

  • By default, all menu groups are included

 

Menu Items

  • Use the dropdown menu to which of the menu item(s) should be included; multiple options can be included

_PMR__Menu_Item_Dropdown_-_Sanitized.png

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

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

_PMR__Menu_Item_Typeahead_-_Sanitized.png

  • By default, all menu items 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

_PMR__Apply_Filter.png

 

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

Data Update Frequency

  • All metrics are updated every hour

Understanding the Data

  • The Order Item List table shows the following metrics:

Column Name Description

Menu Item Name

  • Name of the menu item

Menu Item Name

  • How many units of the item were sold

Order Count

  • How many orders contained the menu item

Avg Unit Price

  • The average price of the item per unit sold

Sales

  • Total GMV generated from the menu item

Avg Modifier Quantity

  • The average number of modifiers attached to a given menu item

Max Nesting Level

  • The deepest level of nesting ever ordered for a given menu item

 

_PMR__Order_Item_List_Table_-_Sanitized.png

 

Navigating the Table

Adjusting Column Orders

  • Click on the Settings button to rearrange the column order or to adjust which columns are shown

    • To rearrange the column order, click on the Settings button in the upper right-hand corner of the table. Then, drag & drop the columns in the order you wish them to appear using the highlighted button.

_PMR__Column_Reorder_-_Sanitized.png

 

Adjusting Which Columns Are Shown

  • To adjust which columns are shown, click on the Settings button in the upper right corner of the table and check the boxes next to the column names you wish to see

_PMR__Column_Show_Hide_-_Sanitized.png

 

Sorting the Table

  • To sort the table by one of the columns, click on the column header of the column you wish to sort by

_PMR__Column_Sort_-_Sanitized.png

 

Creating Column-Based Filters

  • To create filters, click on the Filter button in the upper right corner of the table and specify which columns you wish to filter the table by

    • To add multiple filtering criteria, click on the “Add filter” button

_PMR__Column_Filter_-_Sanitized.png

 

Export

  • The Export button in the bottom right corner of the table can be used to generate a CSV or PDF export of the data, with the same column names 

_PMR__Order_Item_List_Table_Export_-_Sanitized.png

 

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