[Analyze] Cart Size Dashboard

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Introduction

Average cart size is a key sales & operations metric for many Restaurant Partners. The larger the cart size, the easier it is for a restaurant to sustain growth. Previously, however, Restaurant Partners had to submit a data request in order to perform detailed cart size analyses.

The new Cart Size Dashboard compares average cart sizes in terms of both the number of items and GMV across patron types, platforms, and locations. Restaurant Partners can view these metrics at the Restaurant Group level or drill down by location, brand (for Marketplaces), order type, platform, and product.

 

Limitations

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

Average Cart Size ($)

  • Average Cart Size ($) is calculated as total GMV divided by the number of orders. It excludes any discounts or loyalty redemptions.

Data Update Frequency

  • All metrics are updated every hour

 

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Restaurant Experience

Navigating to the Cart Size Dashboard

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

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

  • Click on the “Cart Size Dashboard” button

 

Defining the 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

_CSD__Date_Picker_-_Sanitized.png

  • By default, last 30 days is selected

 

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 Area (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

_CSD__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

_CSD__Location_Typeahead_-_Sanitized.png

  • By default, all locations or areas are selected

 

Brand (Marketplace Only)

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

_CSD__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.

_CSD__Brands_Dropdown_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

 

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

 

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

Executive KPIs

_CSD__Executive_KPIs_-_Sanitized.png

  • The first three sections show the following metrics for all guests (left side), new guests (center), and returning guests (right side)

    • Average Cart Size (Qty): Average number of items in the cart

    • Average Cart Size ($): Average total GMV of items in the cart

NOTE: Average Cart Size ($) is calculated as total GMV divided by the number of orders. It excludes any discounts or loyalty redemptions.

  • “New Guest” figures show the average cart sizes for all first-time orders

  • “Returning Guest” figures show the average cart sizes for all other orders

 

Cart Size Over Time

  • The Cart Size over Time table shows how the average cart sizes in both quantity (in teal) and dollar / GMV terms (in pink) have changed over time

_CSD__Cart_Size_Over_Time_-_Sanitized.png

  • The picker at the bottom can be used to change how the average cart size data is aggregated and plotted

    • It is set to Monthly by default

_CSD__Cart_Size_Over_Time_Adjust_Cadence_-_Sanitized.png

  • Hovering over a dot within the graph will bring up a pop-up box that shows the average cart sizes in both quantity and dollar terms for a specific year / month / week / day

_CSD__Cart_Size_Over_Time_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:

Column Name

Description

day_of_week_shifted_fulfillment_date / week_shifted_fulfillment_date / month_shifted_fulfillment_date / year_shifted_fulfillment_date

  • Hour / Day / Week / Month period

  • Changes based on the cadence set in the bar at the bottom of the graph

basket_size_avg

  • Average number of items in the cart for the period (year / day / week / month / day)

sales_avg

  • Average total GMV of items in the cart for the period (year / day / week / month / day)

 

_CSD__Cart_Size_Over_Time_Export_-_Sanitized.png

 

Service Charge Across Cart Size

  • The Service Charge Across Cart Size is a box whisker plot that shows, for each service charge amount, the minimum, maximum, and quartiles of cart sizes in quantity terms (i.e., the number of items in the cart)

_CSD__Service_Charge_vs_Basket_Size_-_Sanitized.png

  • Hoving over one of the box whisker plots will bring up a pop-up box that shows the maximum, upper quartile, median, lower quartile, and minimum cart sizes for the chosen service charge amount

_CSD__Service_Charge_vs_Basket_Size_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:

Column Name

Description

service_charges

  • Service charge amount

basket_size_min

  • Minimum cart size

basket_size_25_percentile

  • The lower quartile of cart sizes

basket_size_median

  • Median cart size

basket_size_75_percentile

  • The upper quartile of cart sizes

basket_size_max

  • Maximum cart size

 

_CSD__Service_Charge_vs_Basket_Size_Export_-_Sanitized.png

 

Cart Size by Order Type, Platform, and Product

  • At the bottom of the page are three charts that show the average cart sizes in both quantity (in teal) and dollar / GMV terms (in pink) by order type, platform, and product

_CSD__Cart_Size_by_Order_Type_-_Sanitized.png

  • Hovering over a bar within the graph will bring up a pop-up box that shows the average cart size for a given order type, platform, or product

_CSD__Cart_Size_over_Order_Type_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:

Column Name

Description

order_type / platform / product

  • Order Type, Platform, or Product

basket_size_avg

  • Average number of items in the cart

sales_avg

  • Average total GMV of items in the cart

 

_CSD__Cart_Size_by_Order_Type_Export_-_Sanitized.png

 

Cart Size by Location

  • The Cart Size by Location table shows the average cart sizes in both quantity and dollar / GMV terms by location

_CSD__Cart_Size_by_Location_-_Sanitized.png

  • The filter icon at the top of the table can be used to filter for specific locations based on their names or their average cart sizes

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

_CSD__Cart_Size_by_Location_Column_Filter_-_Sanitized.png

  • The export button in the bottom right corner of the table will export the current view of the data in a CSV or pdf format with the same column names

_CSD__Cart_Size_by_Location_Export_-_Sanitized.png

 

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