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    R365 Intelligence: Sales Dashboard Master
    • 03 Jul 2024
    • 4 Minutes to read
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    Contents

    R365 Intelligence: Sales Dashboard Master

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

    This article covers the sales dashboard master. 

    Upon opening the Sales Dashboard Master, users may be prompted to select a date parameter. The default setting is set to the date that is 3 months back from the current date. Once loaded, the dashboard master will feature the data within the date 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 sales dashboard master uses the Sales Dataset to create the following visualizations:

    Net Sales

    Field

    Description

    Net Sales

    The total dollar amount of net sales. 

    Prior Year Net Sales

    The net sales from the prior year. Prior year net sales are based on day-of-the-week to day-of-the-week comparison data from either the fiscal or operational prior year.

    Comparison % 

    The percent difference between the current net sales and the net sales from the prior year. 

    This visualization was created using the following metrics:

    • Net Sales

    • Net Sales PY

    Check Count

    Field

    Description

    Check Count

    The total number of sales checks.

    Prior Year Check Count

    The check count from the prior year. Prior year check counts are based on day-of-the-week to day-of-the-week comparison data from either the fiscal or operational prior year.

    Comparison %

    The percent difference between the current check count and the check count from the prior year.

    This visualization was created using the following metrics:

    • Check Count

    • Check Count PY

    Guest Count

    Field

    Description

    Guest Count

    The total number of guests. 

    Prior Year Guest Count

    The guest count from the prior year. Prior year guest counts are based on day-of-the-week to day-of-the-week comparison data from either the fiscal or operational prior year.

    Comparison %

    The percent difference between the current guest count and the guest count from the prior year.

    This visualization was created using the following metrics:

    • Guest Count

    • Guest Count PY

    Avg. Check

    Field

    Description

    Average Check

    The average dollar amount per check. This is calculated by taking the Gross Sales metric and dividing it by the Check Count metric.

    Prior Year Average Check

    The average dollar amount per check from the prior year. This is calculated by taking the Gross Sales PY metric and dividing it by the Check Count PY metric.

    Prior year gross sales and check counts are based on day-of-the-week to day-of-the-week comparison data from either the fiscal or operational prior year.

    Comparison %

    The percent difference between the current average check and the average check from the prior year. 

    This visualization was created using the following metrics:

    • Avg. Check 

      • This is calculated by taking the Gross Sales metric and dividing it by the Check Count metric.

    • Avg. Check PY

      • This is calculated by taking the Gross Sales PY metric and dividing it by the Check Count PY metric.

    Avg. Guest Spend

    Field

    Description

    Average Guest Spend

    The average dollar amount spent per guest. This is calculated by taking the Gross Sales metric and dividing it by the Guest Count metric.

    Prior Year Average Guest Spend

    The average dollar amount spent per guest from the prior year. This is calculated by taking the Gross Sales PY metric and dividing it by the Guest Count PY metric.

    Prior year gross sales and guest counts are based on day-of-the-week to day-of-the-week comparison data from either the fiscal or operational prior year. 

    Comparison %

    The percent difference between the current average guest spend and the average guest spend from the prior year. 

    This visualization was created using the following metrics:

    • Avg. Guest Spend

      • This is calculated by taking the Gross Sales metric and dividing it by the Guest Count metric.

    • Avg. Guest Spend PY

      • This is calculated by taking the Gross Sales PY metric and dividing it by the Guest Count PY metric.

    Frequency

    Field

    Description

    Frequency

    The frequency of sales. This is calculated by taking the Check Count metric and dividing it by the Guest Count metric.

    Prior Year Frequency

    The frequency of sales from the prior year. This is calculated by taking the Check Count PY metric and dividing it by the Guest Count PY metric.

    Prior year check and guest counts based on day-of-the-week to day-of-the-week comparison data from either the fiscal or operational prior year.

     Comparison %

    The percent difference between the current sales frequency and the frequency from the prior year. 

    This visualization was created using the following metrics:

    • Frequency

      • This is calculated by taking the Check Count metric and dividing it by the Guest Count metric. 

    • Frequency PY

      • This is calculated by taking the Check Count PY metric and dividing it by the Guest Count PY metric. 

    Net Sales By Day

    Field

    Description

    Net Sales

    The vertical axis shows the total net sales. 

    Day

    The horizontal axis shows the individual dates. 

    Bar 1

    The first bar represents the total net sales for the day. The bar is labeled with the total net sales.

    Hovering over the bar shows the date and the net sales.

    Bar 2

    The second bar represents the total net sales for the prior week. The bar is labeled with the total net sales.

    Hovering over the bar shows the date and the net sales from the prior week. The prior week net sales are based on day-of-the-week to day-of-the-week comparison data from either the fiscal or operational prior week.

    Bar 3

    The third bar represents the total net sales from the prior year. The bar is labeled with the total net sales.

    Hovering over the bar shows the date and the net sales from the prior year. The prior year net sales are based on day-of-the-week to day-of-the-week comparison data from either the fiscal or operational prior year.

    This visualization was created using the following attributes and metrics:

    • Attributes

      • Date

    • Metrics

      • Net Sales 

      • Net Sales PW

      • Net Sales PY

    View Gross Sales By

    Field

    Description

    View Selector

    Selects which attribute to view on the horizontal axis. The bar graph will update as the attribute is changed.

    Gross Sales

    The vertical axis shows the total gross sales.

    Selected Attribute

    The horizontal axis shows the attribute its corresponding attribute elements selected in the view selector.

    Bar

    Each bar on the graph represents the amount of gross sales per attribute element. Each bar is labeled with its total.

    Hovering over an individual bar will show the attribute element, the gross sales total, and the gross sales from the prior year. Gross sales from the prior year are based on day-of-the-week to day-of-the week comparison data from either the fiscal or operational prior year.

    This visualization and its selector were created using the following attributes and metrics:

    • Attributes

      • Order Mode

      • Service Type

      • Location 

      • Location Category 1, 3

      • Daypart

      • Delivery Service

      • Employee Name

    • Metrics

      • Gross Sales

      • Gross Sales PY

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