In Beta
This feature is in beta. Contact your CSM to learn more.
The Profitability Overview widget, on the Spotlight page, shows a location's profitability health score, period totals, and the metrics driving that score for a selected date range.
From this widget:
Review the profitability health score and tier. See Review a Recommendation for related next steps.
Open the Profitability Score Details.
Change the comparison period used across the widget.
Security
The profitability widget is available to users with the following permission:
Administration → Dashboards → Home Dashboard → View Home Dashboard
Navigation
Navigation Steps
Open the Dashboards app.
Select Spotlight from the left navigation rail or the dashboard selector.
Search
Navigate to pages with the R365 global search bar:
Enter all or part of the page name in the R365 global search bar.
Select the page from the results list.
Only enabled pages can be searched for. If the desired page is not enabled, contact your CSM for assistance.
Page Buttons and Fields
The Profitability Overview is separated into three sections:
Health score, period totals, and check counts
What’s driving health score
Other metrics to watch
Health score, period totals, check counts
Field / Button | Description | |
|---|---|---|
1 | Location Selector | Dropdown to filter all data on the page by location. |
2 | Comparison period selector | Sets the date range and prior-period comparison used across the Profitability Overview widget, for example, Last month. |
3 | Health score | A 1 to 5 score reflecting the location's financial health for the selected period. It's a weighted combination of Food Cost % (30%), Labor Cost % (30%), Net Margin % (25%), and Sales Growth % (15%), each scored against thresholds set for the location's Restaurant Type. A tier label, such as Good, and a description of the tier accompany the score. See Profitability Score Details for the full threshold breakdown. |
4 | How it’s calculated | Opens Profitability Score Details with the full metric and domain breakdown behind the profitability health score. |
5 | Net sales | Total net sales for the selected period, with the percentage change vs. the prior period. |
6 | Prime cost | Combined food and labor cost as a percentage of net sales for the selected period, with the prior period percentage for comparison. Shown for reference and not included in the profitability health score. Click the link to open the Sales and Prime Cost summary report. |
7 | Check counts | Total number of checks for the selected period, with the percentage change vs. the prior period. |
8 | Menu (Check counts) | Contains the Include unapproved DSS toggle. When on, check counts include values from unapproved Daily Sales Summaries. When off, check counts reflect approved Daily Sales Summaries only. |
What’s driving health score
Field / Button | Description | |
|---|---|---|
1 | Sales growth % | Percentage change in net sales vs. the prior period. |
2 | Ask Advisor | Available on select metrics. Opens R365 AI Advisor with two options: Explain this metric or How to improve. See Ask Advisor AI. |
3 | Cost of Goods % | Cost of goods as a percentage of sales vs. the prior period. |
4 | Labor cost % | Labor cost as a percentage of sales vs. the prior period. |
5 | Net margin % | Net profit as a percentage of sales vs. the prior period. |
Other metrics to watch
Field / Button | Description | |
|---|---|---|
1 | Sales by service type | Donut chart showing total sales broken down by service type (for example, dine-in, to-go, and delivery). |
2 | Menu (Sales by service type) | Contains the Include unapproved DSS toggle. When on, sales figures include values from unapproved Daily Sales Summaries. When off, sales reflect approved Daily Sales Summaries only. |
3 | Net revenue trend | Line chart comparing net revenue by week for the current period and the prior period. Totals reflect net sales from approved general ledger entries and can change as entries are approved or adjusted. |
FAQ
Why did my profitability health score change?
The score reflects food cost, labor cost, net margin, and sales growth for the selected period compared to the prior period. A change in any of these metrics can change the score. See Profitability Score Details to review the driving factors.
What does Prime Cost mean on this widget?
Prime Cost is the combined cost of food and labor as a percentage of net sales. It is shown for reference and is not part of the profitability health score. Clicking the link will open the Sales and Prime Cost summary report.
Can I change the comparison period?
Yes. Select the comparison period control, for example, Last month, to change the date range and prior-period comparison used across the widget.