Understanding the Sales & Transactions Dashboard

The Sales & Transactions Dashboard is a module of Resto iQ Analytics that shows relevant information regarding the sales data and transactions data of your business.

How to Access

This dashboard is accessible by clicking Analytics (Step 1), then click Sales and Transactions below.

Filters

There are three main filters that users can adjust depending on what data is required to be displayed. These are the following: Account, Transaction, and Location.

Figure 1.1 - Account Filters

These are accounts you have registered. You may filter data by the following:

By Accounts
Company v Franchise Owned (to tag your stores, please contact Customer Support)
By Brand

These can be very useful even for large organizations where there are multiple brands and/or accounts in their operations. You may even view the performance of franchise-owned stores vs your company owned stores.

Figure 1.2 - Transaction Filters

Choose to see data by transaction parameters. These can be useful to isolate information and review trends and tendencies of your market. You may filter by (but is not limited to the following):

By Transaction Type
- These are your preconfigured service types. Commonly: Dine-In, Take-out, Delivery, etc.
By Delivery Type
- These are your preconfigured delivery types. Commonly: Grabfood, Foodpanda, etc.
Payment Type
- These are your preconfigured payment types. Commonly: Cash, GCash, Maya, Credit Card, etc.

Filters 1.3 - Location Filters

Choose to see the data by location. This is very useful for multi-region operations, where you wish to view the performance of the location relative to another. Not only the user can compare results of each store, but the user can also understand further which area/region/location is most profitable and even investigate further the tendencies of the market relative to other places. The user may filter by:

Location *
Opening Date *
Region
City
Location Category *
Store Type *
Area Type *
Area Size *

* - Locations and these highlighted dimensions need to be manually tagged by connecting with Customer Support.

Figure 2 - Where to find the filters

These are found on top of the Analytics dashboard, up above the Reports section. To know more about these, you may visit the following references:

Quick Reference Guide: Understanding Filters - Resto iQ Analytics – Mosaic Help Center (mosaic-solutions.com)
YouTube Video: Understanding Filters on Resto iQ Analytics

Key Metrics Value Cards (KMVC)

KMVCs provide users a quick overview of their business' performance. Together with the filters above, this allows the user to quickly understand some key metrics without the need to go deep into submenus and reports. This saves time and reduces mental fatigue.

Found right below the filters and while these quickly provide information, these KMVCs are also expandable. Upon clicking, relevant information about that particular card will be displayed on a pop-up window.

Gross Sales - this refer to the total revenue generated from the sale of goods or services before any deductions such as returns, allowances, and discounts are subtracted. It represents the initial amount of income a business earns from its sales activities. This KMVC will also display the growth rate vs the previous year and the amount.

Total Transactions - this is the total transaction count together with growth rates (Year-on-year) and the previous year's count.

Total Guests - this is the total guest count based on the pax count that the front-end cashiers/order takers have inputed on the POS.

Average Check Size - given the receipt count, this gives the user an average check size which comes in useful when understanding the behavior and the spending capacity of the target market.

Average Spend per Guest - given the guest count, this gives the user an average spend per guest that comes in useful when understanding the target market similar with other metrics.

Total Discount Value - This provides a summary of the overall discounts granted to customers.

Target and Forecasts

Target and Forecasts are displayed in-line, and this gives the user a quick glimpse of the following:

Actual Sales
Actual Sales is the sales recorded using the POS. The % is computed based on the target sales your organization have shared with Mosaic. To input your targets, you may contact Customer Support.
Resto iQ Forecast
The forecast is based on Resto iQ's algorithm taking into consideration previous data, trends, potential impacts of holidays and long weekends.

Reports

In Resto iQ Analytics (Sales & Transactions) here are the reports available to the user:

Average Check Size
Given the receipt count, this gives the user an average check size which comes in useful when understanding the behavior and the spending capacity of the target market.
Average Spend per Guest
Given the guest count, this gives the user an average spend per guest that comes in useful when understanding the target market similar with other metrics.
Total Discount Value
This provides a summary of the overall discounts granted to customers.
Sales vs Discount Amount
A comparison of total revenue generated from sales against the total monetary value of discounts offered.
Discount Value vs Gross Sales

The relationship between the total discounts given and the total gross sales revenue.
Discount Type

The categorization of discounts such as percentage off, buy-one-get-one-free, or fixed amount discounts.
Day of Week

An analysis metric to determine sales patterns and performance based on different days of the week.
Hour of Day

The examination of sales data to identify peak and off-peak hours within a day.
Region and Area Type

Analyzing sales data based on geographical regions and the type of area.
Area Type and City

A breakdown of sales by area type within specific cities.
Store Type

Categorization of stores (e.g., flagship, pop-up, outlet) for analyzing sales performance.
Location Category

Classification of store locations (e.g., mall, standalone, strip mall) for sales analysis.
Location Size

Analysis of sales data based on the physical size of store locations.
Discount Breakdown

Detailed analysis of various discount types and their impact on sales.
Discount by Transaction Number

Analysis of how discounts are applied across different transactions.
Gross Sales Breakdown:
1. By Brand - Total sales revenue segmented by individual brands.
2. By Group Size - Total sales segmented by the size of customer groups making purchases.
3. By Transaction Type - Sales segmented by different transaction types (e.g., online, in-store).
4. By Delivery Type - Sales segmented by delivery methods (e.g., pickup, delivery).
5. By Payment Type - Sales segmented by payment methods (e.g., cash, credit card).
6. By Region - Total sales segmented by geographical regions.
7. By Location Category - Sales segmented by types of store locations (e.g., mall, standalone).
8. By Company Owned vs Franchise - Sales comparison between company-owned stores and franchise locations.
Gross Sales by Time Interval

1. Time Internal Switcher:
- Gross Sales
- Average Sales per Location
- Average Check Size vs Trend
- Average Spend per Guest vs Trend
- Sales vs Discount Cost

Report Switcher

The report switcher is a quick way to look at your data with different dimensions. On top you will see your Resto iQ Filters, and below you will see a similar looking chart to the previously mentioned Time-Interval Switcher.

Here's a similar looking chart to the previously mentioned Time-Interval Switcher where the user can change different parameters to adjust the chart.

Scrolling down below reveals Pivot tables very similar to pivot tables found on Microsoft Excel and other platforms. A separate QRG (Quick Reference Guide) will be uploaded specifically just for Report Builder.