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    R365 Intelligence: PMIX Dashboard Master
    • 03 Jul 2024
    • 3 Minutes to read
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    R365 Intelligence: PMIX Dashboard Master

    • Updated on 03 Jul 2024
    • 3 Minutes to read
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    Article summary

    This article covers the PMIX dashboard master. 

    Upon opening the PMIX Dashboard Master, users may be prompted to select a date parameter. Users will be asked to select an end date for a 7 day range. The default selection is 'today.' Once loaded, the dashboard master will feature the data within the 7 day window. 

    This dashboard cannot be edited. However, should any changes need to be made, users can duplicate this dashboard master and edit the copy.

    The PMIX dashboard uses the PMIX Dataset to create the following visualizations:

    Entree Top Sellers

    Field

    Description

    Menu Item

    List of entree menu items.

    Rank (QTY Sold)

    Rank of the entree menu item based on QTY sold.

    Sales Amount

    Total sales amount of the entree menu item. 

    QTY Sold

    Quantity of the entree menu item sold. 

    This visualization is made up of the following attributes and metrics:

    • Attributes

      • Menu Item (Entrees)

    • Metrics

      • Rank (QTY Sold)

        • This is calculated by creating a Rank shortcut metric from the QTY Sold metric. 

      • Sales Amount

      • QTY Sold

    Entree Profitability

    Field

    Description

    Menu Item

    List of entree menu items. 

    Menu Item Profit Rank

    Rank of the menu item based on profit.

    Menu Item Profit

    Dollar amount profit of the non-entree menu item. 

    Menu Item Profit Margin

    Profit margin for the selected entree menu item.

    This visualization is made up of the following attributes and metrics:

    • Attributes

      • Menu Item (Entrees)

    • Metrics

      • Menu Item Profit Rank

        • This is calculated by creating a Rank shortcut metric based on the Menu Item Profit calculated metric. 

      • Menu Item Profit

        • This is calculated by subtracting the Sales Amount metric from the Total Recipe Cost metric. 

      • Menu Item Profit Margin

        • This is calculated by taking the Menu Item Profit calculated metric and dividing it by the Sales Amount metric.

    Non-Entree Top Sellers

    Field

    Description

    Menu Item

    List of non-entree menu items.

    Rank (QTY Sold)

    Rank of the non-entree menu item based on the quantity of the non-entree menu item sold.

    Sales Amount

    Total sales amount of the non-entree menu item. 

    QTY Sold

    Quantity of the non-entree menu item sold. 

    This visualization is made up of the following attributes and metrics:

    • Attributes

      • Menu Item (Non-Entrees)

    • Metrics

      • Rank (QTY Sold)

        • This is calculated by creating a Rank shortcut metric from the QTY Sold metric. 

      • Sales Amount

      • QTY Sold

    Non-Entree Profitability

    Field

    Description

    Menu Item

    List of non-entree menu items.

    Menu Item Profit Rank

    Rank of the menu item based on profit. 

    Menu Item Profit

    Dollar amount profit of the non-entree menu item. 

    Menu Item Profit Margin 

    Profit margin for the selected non-entree menu item.

    This visualization is made up of the following attributes and metrics:

    • Attributes

      • Menu Item (Non-Entrees)

    • Metrics

      • Menu Item Profit Rank

        • This is calculated by creating a Rank shortcut metric based on the Menu Item Profit calculated metric. 

      • Menu Item Profit

        • This is calculated by subtracting the Sales Amount metric from the Total Recipe Cost metric. 

      • Menu Item Profit Margin

        • This is calculated by taking the Menu Item Profit calculated metric and dividing it by the Sales Amount metric.

    Sales Over Time By Segment

    Field

    Description

    Attribute Selector

    Selects which attribute to view on the Sales Over Time by Segment graph and the Top Selling Menu Items by Segment graph. The bar graphs will update as the attribute is changed.

    Users can select from the following:

    • Location 

    • Daypart

    • Location Category 1

    • Delivery Service

    • Is Entree

    • Menu Item Category 1, 2, 3

    Sales Amount

    The vertical axis shows the total sales amount of the menu items based on the attribute selected. 

    Date

    The horizontal axis shoes the dates within the selected 7 day date range. 

    Bar

    Each bar on the graph represents the sales amount for each attribute element over the selected 7 day date range. Each bar is broken up into color segments that represent the attribute elements.

    Ex. The location names for the location attribute.

    Hovering over a color segment will list the attribute element, date, and sales amount.

    Color Legend

    The color legend lists the colors associated with each attribute element. The list here is determined by the attribute selected on the attribute selector. 

    This visualization is made up of the following attributes and metrics:

    • Attributes

      • Date

      • Attribute Selector

        • Location

        • Daypart

        • Location Category 1

        • Delivery Service

        • Is Entree

        • Menu Item Category 1, 2, 3

    • Metrics

      • Sales Amount

    Top Selling Menu Items by Segment

    Field

    Description

    Sales Amount

    The vertical axis shows the total sales amount of menu items for the selected attribute/attribute element.

    Selected Attribute 

    The horizontal axis shows the attribute and its corresponding attribute elements selected in the attribute selector above the Sales Over Time by Segment bar graph.

    This may be any of the following selected attributes:

    • Location

    • Daypart

    • Location Category 1

    • Delivery Service

    • IsEntree

    • Menu Item Category 1

    • Menu Item Category 2

    • Menu Item Category 3

    Bar

    Each bar on the graph represents the sales amount of menu items per attribute element. Each bar is broken up into color segments that represent individual menu items.

    Hovering over a color segment will show the menu item, the selected attribute, the sales amount, and the rank based on the quantity sold.

    This visualization is made up of the following attributes and metrics:

    • Attributes

      • Attribute Selector

        • Location

        • Daypart

        • Location Category 1

        • Delivery Service

        • Is Entree

        • Menu Item Category 1, 2, 3

      • Menu Item

    • Metrics

      • Sales Amount

      • Rank (QTY Sold)

        • Calculated by creating a Rank shortcut metric.

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