R365 Intelligence: Key Info Comparative Dashboard Master

  • Published on Jul 10, 2025
  • 5 minute(s) read
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The Key Info Comparative Dashboard within R365 Intelligence shows data pulled from daily sales summaries (DSS). This dashboard shows DSS data for locations in comparison to the same data from the Prior Year (PY), Prior Week (PW), Operational Week to Date (OWTD), Operational Period to Date (OPTD), and Operational Year to Date (OYTD).  It also compares against other metrics.

In addition to having panels by metric, this dashboard is made up of four pages:

  • Totals with Daily Trend

  • Comparative View by Date

  • Adjacent View by Date

  • Interval Level

Master dashboards cannot be edited. However, this dashboard can be duplicated as the starting point for creating and editing a custom dashboard.

Default Prompts and Filters

The following prompts are applied to the Key Info Comparative Dashboard by default:

  • Prompts:

    • Start Date: Today minus one month and one day.

    • End Date: Today minus one day.

Users can customize the prompts prior to running the dashboard, or select re-prompt in the dashboard header.

  • Filters

    • Date

Users can adjust the default filters by selecting the filter in the header of any page in the dashboard.

Totals With Daily Trend

The Totals with Daily Trend page shows the metric total by location compared to the Prior Year, Operational Period to Date, and Operational Year to Date. It also features a daily trend table that compares the changes by day between the current metric totals and from the Prior Year.

Field

Description

1

Panel Selector

Selects the metric data that is displayed in the visualizations. When a metric is clicked, the visualization data will update to reflect the selection.

The following panels of data are available:

  • Net Sales

  • Gross Sales

  • Guest Count

  • Check Count

  • Comps

  • Comp $

  • Void

  • Void $

  • Labor %

  • Actual Labor Hour

  • Actual Labor $

  • OT Hour

  • OT$

2

Metric Totals and Variance

Displays the metric name, the metric total as of the current date filter, the metric total from the Prior Year (PY), and the variance between the two.

3

Totals Table

The totals table. This shows the metric totals sorted by location. In addition to the location, the following metric totals are shown:

  • metric total (as of the date parameter)

  • Prior Year (PY)

  • Operational Period to Date (OPTD)

  • Operational Year to Date (OYTD)

4

Table Thresholds

Thresholds set for this table appear in red and green.

  • When the metric column is greater than PY, the field will be green. When the metric column is less than PY, the field will be red.

  • When the PY is greater than the metric column, the field will be green. When the PY is less than the metric column, the field will be red.

5

Daily Trend Graph

Shows the selected metric totals by day. This compares the metric totals as of the selected date to the metric totals from the Prior Year and displays the data plotted on a graph.

Hover over a point on the graph to show the date’s details.

Comparative View by Date

The Comparative View by Date page shows the metric total by location as of the selected date compared to the Prior Week, Prior Year, Operational Week to Date, Operational Period to Date, and Operational Year to Date. It also features a graph that compares the current metric totals to the totals of the Prior Year and Prior Week.

Field

Description

1

Panel Selector

Selects the metric data that is displayed in the visualizations. When a metric is clicked, the visualization data will update to reflect the selection.

The following panels of data are available:

  • Net Sales

  • Gross Sales

  • Guest Count

  • Check Count

  • Comps

  • Comp $

  • Void

  • Void $

  • Labor %

  • Actual Labor Hour

  • Actual Labor $

  • OT Hour

  • OT$

2

Date Selector

Filters the data to the selected date. The data shown on the dashboard will reflect the date selected.

The date will default to the start date of the parameter selected in the prompt.

3

Metric Totals and Variance

Displays the metric name, the metric total as of the current date filter, the metric total from the Prior Year (PY), and the variance between the two.

4

Totals Table

The totals table. This shows the metric totals sorted by location. In addition to the location, the following metric totals are shown:

  • Date of Business (DOB - the metric total as of the date parameter)

  • Prior Week (PW)

  • Prior Year (PY)

  • Operational Week to Date (OWTD)

  • Operational Period to Date (OPTD)

  • Operational Year to Date (OYTD)

5

Table Thresholds

Thresholds set for the table appear in red and green.

  • When the DOB is greater than the PY, the field will be green. When the DOB is less than the PY, the field will be red.

  • When the PW is greater than DOB, the field will be green. When the PW is less than the DOB, the field will be red.

  • When the PY is greater than DOB, the field will be green. When the PY is less than the DOB, the field will be red.

6

Totals Graph

Shows the selected metric totals for the selected date. This compares the metric totals as of the selected date to the metric totals from the Prior Year and Prior Week.

Hover over a bar on the graph to show the details.

Adjacent View by Date

The Adjacent View by Date page displays all metric totals for the selected date at the selected point in time (PY, PW, etc.).

Field

Description

1

Date Selector

Filters the data to the selected date. The data shown on the dashboard will reflect the date selected.

The date will default to the start date of the parameter selected in the prompt.

2

Panel Selector

Selects the metric data that is displayed in the visualizations. When a metric is clicked, the visualization data will update to reflect the selection.

The following panels of data are available:

  • Date of Business (DOB - the metric total as of the date parameter)

  • Prior Week (PW)

  • Prior Year (PY)

  • Operational Week to Date (OWTD)

  • Operational Period to Date (OPTD)

  • Operational Year to Date (OYTD)

3

Totals Table

The totals table. This shows the metric totals sorted by location.

In addition to the location, the following metric totals are shown:

  • Net Sales

  • Gross Sales

  • Guest Count

  • Check Count

  • Comps

  • Comp $

  • Void

  • Void $

  • Labor %

  • Actual Labor Hour

  • Actual Labor $

  • OT Hour

  • OT$

Interval Level

The Interval Level page shows all the metric totals listed by location and hour interval for the selected date.

Field

Description

1

Date Selector

Filters the data to the selected date. The data shown on the dashboard will reflect the date selected.

The date will default to the start date of the parameter selected in the prompt.

3

Totals Table

The totals table. This shows the metric totals sorted by location and each hour interval throughout the selected date.

In addition to the location and hour interval, the following metric totals are shown:

  • Net Sales

  • Gross Sales

  • Guest Count

  • Check Count

  • Comps

  • Comp $

  • Void

  • Void $

  • Labor %

  • Actual Labor Hour

  • Actual Labor $

  • OT Hour

  • OT$