Restaurants that are newly opened, seasonal, or newly reopened following a renovation or rebranding (or global pandemic) may need a narrower view into their data than the traditional touchpoints of Year over Year and Quarter or Month to Date. This article will show how to zero in on recent data that can impact your operations right now.
Logbook Historical Touchpoints
Avero's Logbook automatically populates helpful context for the day's business. In addition to adding weather and importing yesterday's sales automatically, your shift notes will appear alongside the standard historical touchpoints of SDLY (Same Day Last Year) and SDLW (Same Day Last Week). We use Same Day instead of Same Date so you're always comparing a Tuesday to a Tuesday and not worrying over variances due to day of week.
Within the Logbook you can easily toggle between SDLW and SDLY to get a broad or narrow view of how your performance compares.
WTD Reporting
Pennies make pounds and weeks make years! While building history or during uncertain times, use Week-to-Date reporting instead of Month-, Quarter-, or Year-to-Date. Automate this report to come out twice or three times per week and liberate yourself from daily reports to work in and on the business.
Trend Reporting
Trend reporting allows you to zero in on what's going on recently and identify shifts as they occur over time. This visualizes data, say the past 5 Fridays, side by side, and then provides context in the form of cover/check count, average check / PPA, and weather as well as a total and average for the parameters.
To run a trend report:
- Toggle to Trend in the Date filter.
- Select the number and type of days to compare. You can select to compare as many as 52 like periods and for the period can choose between Days (individual days), Day of Week, Weekends or Weekdays, or entire Weeks or Fiscal Periods.
For a restaurant that is very new or in very changeable circumstances, a sales report comparing the last 10-12 Days can provide a good idea of rolling sales in the new environment.
This date filter option is available in nearly every sales report so it is a great way to zoom in on recent trends or zoom out on large shifts that may not be discernable in the day to day - such as: At what point last fall did the number of customers on Fridays begin to drop off? when thinking about setting a data to change to winter hours.
A group adding a new restaurant might similarly want to see when the volume for the new location begins to pace with the existing portfolio - the visualization of the trend report is a great way to keep tabs at a glance and can be pinned right to your dashboard:
Comparison Reporting
Comparison reporting is especially helpful for holidays and seasonal operations or venues.
- Standard: Using the Standard Comparison date filter lets you see your sales performance year over year. You are able to see Daily, WTD, MTD and YTD comparisons in one report. Just select the time frames you are interested in comparing.
- Custom: Using a Custom Comparison you can select any two timeframes to compare against the figures for those periods in the previous year.