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Custom Dashboards

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Reports & Analysis

Dashboard Views

Build custom reporting dashboards from widgets, and share them by email on a schedule.

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About

Dashboard Views let you build reporting dashboards around your business goals.

Build with widgets

Choose from a range of widgets to build dashboards around what you need to see.

As many as you need

Users can have several dashboards, so the right insights are always to hand.

Share by email

Export dashboards, or set them up as a saved report to email on a schedule.

Create

Start a new dashboard.

→

Configure

Add sections and widgets, and choose who sees it.

→

View

Open it, change the date and export it.

Built-in dashboards too

Cinchio Back Office also comes with built-in dashboards, such as Like For Like.

Ready to start?

Go to the Create tab.

View

Open your dashboards, change the date, and export or schedule them.

Opening a dashboard

Landing page

In the Company Dashboard section when you log in.

Main menu

Under Reports & Analysis > Dashboards.

Company Dashboard section on the landing page

Which dashboards you see

You see the dashboards assigned to your user role.

When you open a dashboard

Layout

Follows its configuration.

Date

Today so far, or yesterday, depending on the dashboard's default.

Sites
  • Logged in to a site: sales for that site.
  • Logged in at Head Office: sales for every site you can access, with a site picker to filter.

More options

Dashboard filters

Each dashboard has a Filter Form section, where you can:

Change the date

Pick another date in Date Range.

GENERATE PDF

Export the dashboard as a PDF. See dashboard exports.

SCHEDULE DASHBOARD

Create a saved report that emails a PDF of the dashboard on a schedule.

Dashboard Filter Form

Dashboard exports

When you select GENERATE PDF in the Filter Form, the Dashboard PDF Export section appears once the PDF is ready. You can then:

OPEN PDF

View or download the PDF.

EMAIL PDF

Send it to the addresses in the To, CC and BCC fields, with any message in Add A Message To Your Email.

Create

Create a new dashboard, ready to set up.

Steps

1

Start a new dashboard

Go to Reports & Analysis > Dashboards > Manage Dashboard Views and select NEW DASHBOARD VIEW.

2

Name it

In the New Dashboard View window, enter a name and select CREATE.

New Dashboard View window

Your new dashboard opens, ready to set up.

What's next

Structure

Add sections to lay it out.

→

Add widgets

Add the widgets you need.

→

Share

Assign it to user roles.

Configure

Set up a dashboard's settings, sections and widgets, and choose who can see it.

Open the dashboard first

A new dashboard opens straight away. To change an existing one, go to Reports & Analysis > Dashboards > Manage Dashboard Views and select EDIT against it.

What do you want to set up?

Core settings

Dashboard Name

The name shown on the dashboard, in the main menu and on exports.

Default Dashboard Date

Whether it opens on Today or Yesterday.

Dashboard Description

An optional short description.

Dashboard core settings

User access

Choose who can see the dashboard by giving it user roles.

1

Open the user roles

At the bottom of the page, select ASSIGN DASHBOARD.

2

Choose the roles

In the Dashboard User Roles window, you can:

  • See assigned roles: the roles already assigned.
  • Add roles: choose roles from the list, then select Add User Role.
  • Remove roles: select the delete icon next to a role.

Dashboard User Roles window

Anyone with those roles sees the dashboard on their landing page and under Reports & Analysis > Dashboards.

Sections

Use sections to group similar widgets and keep your dashboard organised.

1

Add a section

Within the dashboard, select ADD SECTION.

2

Set it up

Fill in:

Section Name

The name shown on the dashboard and on exports.

Section Description

An optional short description of what's in it.

Dashboard section settings

The section is added. Next, add widgets to it.

Reordering and removing sections

Use the drag-and-drop icon on the right to move a section, or the delete icon to remove it for good.

Widgets

1

Add a widget

At the bottom of a section, select ADD WIDGET.

2

Choose the widget

In the Widget Setup window, fill in:

Select Widget

The widget to add. See available widgets.

Widget Name

Optionally, a name to use instead of the widget's default.

Widget Description

Optionally, a short description shown beneath the name.

Some widgets have extra settings, listed under each widget below.

Widget Setup window

3

Add it

Select Add Widget.

A placeholder for the widget appears in the section.

From the placeholder, you can:

Move it

Drag and drop it into position in the section.

Edit it

Select the edit icon to change its settings.

Remove it

Select the delete icon to remove it for good.

Available widgets

Sales and payments

Average Spend Comparison

See how average spend is trending. Compare the selected day with the previous day, the same day last week and the same day last year.

Average Spend Comparison widget

Settings

As well as Widget Name and Widget Description:

Value Type

Choose from:

  • Gross Sales
  • Net Sales
Count Type

Choose from:

  • Covers Count
  • Customer Count

Custom Metric Analysis

Compare sales data from transactions with your own data entered in Daily Metrics. A choice of calculations turns the two into a meaningful result.

For example, if you record daily Attendance, compare it with Covers Count to see what share of visitors dined in your restaurants:

Custom Metric Analysis comparing attendance with covers

Or compare it with sales to see spend per guest, against previous dates:

Custom Metric Analysis showing spend per guest

Settings

As well as Widget Name and Widget Description:

Metric Type (MT)

The daily metric to report on.

Value Type (VT)

The sales measure to compare the metric with:

  • Gross Sales
  • Net Sales
  • Customer Count
  • Covers Count
Comparison Calculation

How to combine the two values. Every option except None shows both values plus the result.

  • None: the Metric Type value only.
  • Percentage (MT% of VT): Metric Type as a percentage of Value Type.
  • Percentage (VT% of MT): Value Type as a percentage of Metric Type.
  • Division (MT / VT): Metric Type divided by Value Type.
  • Division (VT / MT): Value Type divided by Metric Type.
  • Subtraction (MT − VT): Metric Type minus Value Type.
  • Subtraction (VT − MT): Value Type minus Metric Type.
  • Addition: Value Type plus Metric Type.
  • Multiplication: Value Type multiplied by Metric Type.
Widget Type
  • Summary: a table of the Metric Type value, Value Type value and result. From a site, it shows daily totals for each day of the week so far, up to the dashboard date. From Head Office, it shows the total for each site on the dashboard date.
  • Comparison: the selected date compared with previous dates.

Day Part Sales

See sales at key points in the day. Sales are split by reporting day parts, with key sales figures, average spend and the share of sales for each part of the day.

Day Part Sales widget

Settings

As well as Widget Name and Widget Description:

Value Type

Choose from:

  • Gross Sales
  • Net Sales
Count Type

Choose from:

  • Covers Count
  • Customer Count

Discount Summary

An overview of the impact of discounts and meal deals, by discount type. Discount type is based on the product group the combo discount reporting product belongs to.

Discount Summary widget

Settings

Only the standard Widget Name and Widget Description.

Hourly Sales Comparison

Track sales hour by hour through the day, compared with the same day last week. Trend lines make it easy to compare, and you can select the chart to see the data behind it.

Hourly Sales Comparison widget

Settings

As well as Widget Name and Widget Description:

Value Type

Choose from:

  • Gross Sales
  • Net Sales
  • Covers Count
  • Customer Count

Like For Like Sales Comparison

Compare key sales figures for a day with the previous day, the same day last week and the same day last year. View it consolidated, or split by day part or transaction source. With access to several sites, you can also see your top 10 and bottom 10 sites.

Like For Like Sales Comparison widget

Settings

As well as Widget Name and Widget Description:

Value Type

Choose from:

  • Gross Sales
  • Net Sales
  • Covers Count
  • Customer Count
View Type

Choose from:

  • Consolidated
  • Split By Transaction Source
  • Split By Day Part
  • Top 10 Sites
  • Bottom 10 Sites

Payments Received

Keep track of payments from customers, as one total or split by till or location. Leave out payment types you don't need to see. View it as a table or a pie chart.

Payments Received widget

Settings

As well as Widget Name and Widget Description:

Value Type

Choose from:

  • Media
  • Media Type
View Type

Choose from:

  • Consolidated
  • Split By Location
  • Split By Till
Widget Type

Choose from:

  • Table
  • Chart
Excluded Media

Payment media to leave out. For example, leave out integrated partner media to focus on payments taken on the POS.

Location and till views

Split By Location and Split By Till are only available if your sites have 10 or fewer locations or tills. From Head Office, only Consolidated payment data is shown.

Charts

The Chart widget type only shows positive payment totals.

Price Level Sales Comparison

See how customers spend across your price levels. Show totals in a chart, or look deeper with average spend and share of sales in a table.

Price Level Sales Comparison widget

Settings

As well as Widget Name and Widget Description:

Value Type

Choose from:

  • Gross Sales
  • Net Sales
View Type

Choose from:

  • Price Level
  • Price Level Type
Count Type

Choose from:

  • Covers Count
  • Customer Count
Widget Type

Choose from:

  • Table
  • Chart

Product Group Sales

Understand your product sales mix. For the product groups you choose, see each group's share of product sales, compared with past data. View it as a table or a treemap chart.

Product Group Sales widget

Settings

As well as Widget Name and Widget Description:

Value Type

Choose from:

  • Gross Sales
  • Net Sales
  • Sale Quantity
Widget Type

Choose from:

  • Table
  • Chart
Excluded Groups

Product groups to leave out. For example, to report on your drinks mix, leave out every other group.

Day Part Types

Optionally, only include selected reporting day parts. Leave blank for the whole day.

Sales Performance

A quick snapshot of sales on the chosen date, plus week-to-date performance up to that date.

Sales Performance widget

Settings

As well as Widget Name and Widget Description:

Value Type

Choose from:

  • Gross Sales
  • Net Sales
  • Covers Count
  • Customer Count

Site Type Sales

Use your custom site types to see key sales figures by site type group, including average spend and share of sales.

Site Type Sales widget

Settings

As well as Widget Name and Widget Description:

Value Type

Choose from:

  • Gross Sales
  • Net Sales
Count Type

Choose from:

  • Covers Count
  • Customer Count
Site Type

One of your site type groups, if set up.

Top Performing Discounts

See which discounts and deals perform best: the meal deals bringing in the most revenue, the discounts used most, or where the most discount is given.

Top Performing Discounts widget

Settings

As well as Widget Name and Widget Description:

Value Type

Choose from:

  • Sale Value
  • Discount Value
  • Discount Quantity
Excluded Groups

Combo discounts to leave out, by the product groups they belong to. For example, to see your top 5 meal deals, leave out every discount group except meal deals.

Number Of Results

How many top results to show, up to 20.

Top Performing Products

See your best-selling products by revenue or quantity, compared with previous performance. Limit a widget to selected day parts to build separate widgets for different meal times.

Top Performing Products widget

Settings

As well as Widget Name and Widget Description:

Value Type

Choose from:

  • Gross Sales
  • Net Sales
  • Sale Quantity
Excluded Groups

Products to leave out, by the product groups they belong to. For example, to see your top 5 drinks, leave out every food group.

Day Part Type

Optionally, only include selected reporting day parts. Leave blank for the whole day.

Number Of Results

How many top results to show, up to 20.

Transaction Source Comparison

See key sales figures by transaction source, including averages and share of sales. From Head Office, select a source name to see the data for each site.

Transaction Source Comparison widget

Settings

As well as Widget Name and Widget Description:

Value Type

Choose from:

  • Gross Sales
  • Net Sales
Count Type

Choose from:

  • Covers Count
  • Customer Count

Weekly Sales Comparison

A chart of performance across the selected week. Daily sales use the left axis, and a trend line for the whole week uses the right. Comparisons with the previous week show week-on-week trends.

Weekly Sales Comparison widget

Settings

As well as Widget Name and Widget Description:

Value Type

Choose from:

  • Gross Sales
  • Net Sales
  • Covers Count
  • Customer Count

Kitchen management

Late Orders Summary

See the share of on-time and late orders by hour, highlighting when orders most often miss the target time.

Late Orders Summary by hour

Or compare late orders by hour across the week, to spot recurring delays and how consistent each day is:

Late Orders Summary across the week

Settings

As well as Widget Name and Widget Description:

View Type
  • Consolidated: the overall share of late orders for the selected date.
  • Hourly: a chart of the share of late orders for each hour.
  • Half-Hourly: a chart of the share of late orders for each half-hour.
  • Weekly: the late order trend through the day, for each day of the week so far.
Transaction Source

Optionally, only orders from selected transaction sources.

Day Part Type

Optionally, only orders in selected reporting day parts.

KMS Performance

See overall kitchen management system (KMS) performance, tracking fulfilment times through the day and where delays may be happening.

KMS Performance widget

Settings

As well as Widget Name and Widget Description:

View Type
  • Consolidated: the average KMS performance time for the selected date.
  • Hourly: average KMS performance times for each hour.
  • Half-Hourly: average KMS performance times for each half-hour.
Widget Type

Choose from:

  • Table
  • Chart
Day Part Type

Optionally, only orders in selected reporting day parts.

Transaction Source

Optionally, only orders from selected transaction sources.

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