R365 Intelligence: Menu Engineering Dashboard Master

1

Index

List of parameters for the dashboard. Click to jump to a desired parameter.

2

View summary

Collapses the parameters to a summary view with the selections made.

3

Choose a start date

First date for which to pull data for the report.

• Your selection: Custom start date of their choice.

• The default selection is: Today minus one month and one day.

When the date selector is clicked, the toggle automatically changes from the default selection to your selection.

4

Choose an end date

Last date for which to pull data for the report.

• Your selection: Allows the user to select the start date of their choice.

• The default selection is: Today minus one day.

When the date selector is clicked, the toggle automatically changes from the default selection to your selection.

5

Legal Entity

Legal entities that will be included in the dashboard.

• Search Bar: Searches for legal entities whose name contains the entered text.

• Legal Entity Selector: Users can double click a legal entity to select it or use the arrows to move legal entities to and from the list.

  • > Right Arrow: Moves the selected legal entity to the selected box.

  • >| Right Arrow with Line: Moves all legal entities to the selected box

  • < Left Arrow: Moves the selected legal entity to the unselected box.

  • <| Left Arrow with Line: Moves all legal entities to the unselected box.

If no legal entities are selected, the report will run for all legal entities.

6

Adjust Sales %

Adjusts sales % by the percent entered to give a ranking impact on avg. sales, sales %, profit, and profit % in the dashboard for what-if analysis.

This field is optional.

7

Adjust Price %

Adjusts price % by the percent entered to give a ranking impact on price, margin, average margin, and cost % in the dashboard for what if analysis.

This field is optional.

8

Run

Generates the dashboard.

1

Menu Item Category 1 Selector

Filters the visualization to the menu item category 1 selected. Users can choose one or more item categories to display in the bubble chart.

2

Menu Item Category 2 Selector

Filters the visualization to the menu item category 2 selected. Users can choose one or more item categories to display in the bubble chart.

3

Menu Item Category 3 Selector

Filters the visualization to the menu item category 3 selected. Users can choose one or more item categories to display in the bubble chart.

4

Margin

The y or vertical axis shows the margin for the menu item.

5

Sales Amt

The x or horizontal axis shows the gross sales amount.

6

Graph point

The circles on the graph represent individual data points.

Hovering over a circle will show the detailed data with the menu item, sales amount, margin, category #, and category.

7

Menu Item Data

Displays details of menu item data.

Menu Item

Menu items listed by their rank in sales.

Price

The average selling price of each menu item as pulled from the POS.

Recipe Cost

The cost of each menu item from its linked recipe in R365

Cost %

The Cost of the menu item divided by its Price

Margin

The difference between the price of the item and the cost.

Qty Sold

The amount of the item sold.

Sales Amt

The gross sales amount as pulled from the POS.

Sales %

The sales percentage of the item compared to overall sales.

Theo. Cost

The theoretical cost based on the cost of each menu item multiplied by the quantity sold.

Profit

The difference between the the sales and the theoretical cost.

Profit %

The total theoretical cost of the qty of items sold divided by the total sales of the that item.

Category

The industry category ranking system for menu analysis evaluates each item by comparing its profitability and popularity to other menu items. This comparison provides clarity on which items may be promoted, retained, or removed to optimize the menu and enhance overall profitability.

These categories include:

• Star:

  • Definition: Items with both high profit margins and high customer popularity.

  • Calculation - An item with sales and margin values greater than or equal to the average of all listed menu items.

  • Consider promoting star items more or continue current promotions.

• Opportunity:

  • Definition: Items with low profit margins but high customer popularity.

  • Calculation - An item with a sales value greater than or equal to the average of all listed menu items and a margin value below the average margin.

  • Consider raising the price or reducing visibility on the menu so it's chosen less frequently.

• Puzzle:

  • Definition:  Items with high profit margins but low customer popularity.

  • Calculation - An item with a sales value below the average of all listed menu items and a margin value greater than or equal to the average margin.

  • Consider promoting opportunity items more or increasing visibility on the menu.

• Dog:

  • Definition: Items with both low profit margins and low customer popularity.

  • Calculation - Items with both low sales and low profit margins compared to the average of all listed menu items.

  • Consider removing from the menu next quarter.

1

Knowledge Base Link

Links to supporting articles for R365 intelligence.

2

Menu Item Category 1 Selector

Filters the visualization to the menu item category 1 selected. Users can choose one or more item categories to display in the bubble chart.

3

Menu Item Category 2 Selector

Filters the visualization to the menu item category 2 selected. Users can choose one or more item categories to display in the bubble chart.

4

Menu Item Category 3 Selector

Filters the visualization to the menu item category 3 selected. Users can choose one or more item categories to display in the bubble chart.

5

Graph Point

The boxes in the graph represent individual data points. The size of each box in the heatmap corresponds to the profit % of the menu item.

Users can hover over a box to view detailed data with the menu item, profit %, category #, sales amount, and category.

6

Menu Item Data

Displays details of menu item data.

Menu Item

Menu items listed by their rank in sales.

Price

The average selling price of each menu item as pulled from the POS.

Recipe Cost

The cost of each menu item from its linked recipe in R365

Cost %

The Cost of the menu item divided by its Price

Margin

The difference between the price of the item and the cost.

Qty Sold

The amount of the item sold.

Sales Amt

The gross sales amount as pulled from the POS.

Sales %

The sales percentage of the item compared to overall sales.

Theo. Cost

The theoretical cost based on the cost of each menu item multiplied by the quantity sold.

Profit

The difference between the the sales and the theoretical cost.

Profit %

The total theoretical cost of the qty of items sold divided by the total sales of the that item.

Category

The industry category ranking system for menu analysis evaluates each item by comparing its profitability and popularity to other menu items. This comparison provides clarity on which items may be promoted, retained, or removed to optimize the menu and enhance overall profitability.

These categories include:

• Star:

  • Definition: Items with both high profit margins and high customer popularity.

  • Calculation - An item with sales and margin values greater than or equal to the average of all listed menu items.

  • Consider promoting star items more or continue current promotions.

• Opportunity:

  • Definition: Items with low profit margins but high customer popularity.

  • Calculation - An item with a sales value greater than or equal to the average of all listed menu items and a margin value below the average margin.

  • Consider raising the price or reducing visibility on the menu so it's chosen less frequently.

• Puzzle:

  • Definition:  Items with high profit margins but low customer popularity.

  • Calculation - An item with a sales value below the average of all listed menu items and a margin value greater than or equal to the average margin.

  • Consider promoting opportunity items more or increasing visibility on the menu.

• Dog:

  • Definition: Items with both low profit margins and low customer popularity.

  • Calculation - Items with both low sales and low profit margins compared to the average of all listed menu items.

  • Consider removing from the menu next quarter.

1

Knowledge Base Link

Links to supporting articles for R365 intelligence.

2

Menu Item Category 1 Selector

Filters the visualization to the menu item category 1 selected. Users can choose one or more item categories to display in the bubble chart.

3

Menu Item Category 2 Selector

Filters the visualization to the menu item category 2 selected. Users can choose one or more item categories to display in the bubble chart.

4

Menu Item Category 3 Selector

Filters the visualization to the menu item category 3 selected. Users can choose one or more item categories to display in the bubble chart.

5

Top 10  

Displays details of menu item data for the top 10 performing menu items.

6

Bottom 10

Displays details of menu item data for the bottom 10 performing menu items.

Menu Item

Menu items listed by their rank in sales.

Price

The average selling price of each menu item as pulled from the POS.

Recipe Cost

The cost of each menu item from its linked recipe in R365

Cost %

The Cost of the menu item divided by its Price

Margin

The difference between the price of the item and the cost.

Qty Sold

The amount of the item sold.

Sales Amt

The gross sales amount as pulled from the POS.

Sales %

The sales percentage of the item compared to overall sales.

Theo. Cost

The theoretical cost based on the cost of each menu item multiplied by the quantity sold.

Profit

The difference between the the sales and the theoretical cost.

Profit %

The total theoretical cost of the qty of items sold divided by the total sales of the that item.

Category

The industry category ranking system for menu analysis evaluates each item by comparing its profitability and popularity to other menu items. This comparison provides clarity on which items may be promoted, retained, or removed to optimize the menu and enhance overall profitability.

These categories include:

• Star:

  • Definition: Items with both high profit margins and high customer popularity.

  • Calculation - An item with sales and margin values greater than or equal to the average of all listed menu items.

  • Consider promoting star items more or continue current promotions.

• Opportunity:

  • Definition: Items with low profit margins but high customer popularity.

  • Calculation - An item with a sales value greater than or equal to the average of all listed menu items and a margin value below the average margin.

  • Consider raising the price or reducing visibility on the menu so it's chosen less frequently.

• Puzzle:

  • Definition:  Items with high profit margins but low customer popularity.

  • Calculation - An item with a sales value below the average of all listed menu items and a margin value greater than or equal to the average margin.

  • Consider promoting opportunity items more or increasing visibility on the menu.

• Dog:

  • Definition: Items with both low profit margins and low customer popularity.

  • Calculation - Items with both low sales and low profit margins compared to the average of all listed menu items.

  • Consider removing from the menu next quarter.

1

Knowledge Base Link

Links to supporting articles for R365 intelligence.

2

Menu Item Category 1 Selector

Filters the visualization to the menu item category 1 selected. Users can choose one or more item categories to display in the bubble chart.

3

Menu Item Category 2 Selector

Filters the visualization to the menu item category 2 selected. Users can choose one or more item categories to display in the bubble chart.

4

Menu Item Category 3 Selector

Filters the visualization to the menu item category 3 selected. Users can choose one or more item categories to display in the bubble chart.

5

Menu Item Data

Displays details of menu item data.

Menu Item

Menu items listed by their rank in sales.

Price

The average selling price of each menu item as pulled from the POS.

Recipe Cost

The cost of each menu item from its linked recipe in R365

Cost %

The Cost of the menu item divided by its Price

Margin

The difference between the price of the item and the cost.

Qty Sold

The amount of the item sold.

Sales Amt

The gross sales amount as pulled from the POS.

Sales %

The sales percentage of the item compared to overall sales.

Theo. Cost

The theoretical cost based on the cost of each menu item multiplied by the quantity sold.

Profit

The difference between the the sales and the theoretical cost.

Profit %

The total theoretical cost of the qty of items sold divided by the total sales of the that item.

Category

The industry category ranking system for menu analysis evaluates each item by comparing its profitability and popularity to other menu items. This comparison provides clarity on which items may be promoted, retained, or removed to optimize the menu and enhance overall profitability.

These categories include:

• Star:

  • Definition: Items with both high profit margins and high customer popularity.

  • Calculation - An item with sales and margin values greater than or equal to the average of all listed menu items.

  • Consider promoting star items more or continue current promotions.

• Opportunity:

  • Definition: Items with low profit margins but high customer popularity.

  • Calculation - An item with a sales value greater than or equal to the average of all listed menu items and a margin value below the average margin.

  • Consider raising the price or reducing visibility on the menu so it's chosen less frequently.

• Puzzle:

  • Definition:  Items with high profit margins but low customer popularity.

  • Calculation - An item with a sales value below the average of all listed menu items and a margin value greater than or equal to the average margin.

  • Consider promoting opportunity items more or increasing visibility on the menu.

• Dog:

  • Definition: Items with both low profit margins and low customer popularity.

  • Calculation - Items with both low sales and low profit margins compared to the average of all listed menu items.

  • Consider removing from the menu next quarter.