Description: Learn how to run a Product Mix report on SkyTab Business Intelligence (STBI).
The Product Mix report is a compelling report to analyze the products you are selling. You can group the report by Revenue Class, Department, or menu items. The report can give you a store view and even let you view which employee has sold the most of a menu item. When you use the Filter by Items, you can filter the data by a Revenue Class, a Department, or menu items you define in the report.
To access this report, select Sales/Guests and then Product Mix.
The Group By is displayed, and the Revenue Class is highlighted.
Select a Revenue Class (Food) and Drill to Departments.
The departments are displayed below:
STBI Tip: You can select Day Parts to see what menu items are selling in each Day Part. You could take it further to the hour or 15 Min. The detail tells a chicken restaurant what different kinds of chicken are being sold so you could know what to prep. Below is the report by Menu Item.
Selecting the menu item All-Star Breakfast allows you to drill to stores and day parts, or you can drill to employees to see which employee sold the most.
You can filter the QTY column and see that Laumer sold the most. The results let you know your best employee for selling that menu item.
Use “Filter by Items”
STBI has a filtering system within the Product Mix report, which allows you to filter your product mix data by a Revenue Class, a Department, and menu items. The "Filter by Items" option is at the top of the Product Mix Report. First, learn how to "Filter by Revenue Class." Then, select Filter by Items to get started.
To display Revenue Class, go to the Product Mix report and drill to Revenue Class.
On the next screen, you will see the Revenue Classes for the product mix report. Focus on the first column of the report, which shows the ID for each Revenue Class. As you can see, Beverage ID 2, Food ID 3, etc.
Select the Filter by Items form and enter the Name: Beverage Revenue Class and then Revenue Class: 2. To finish, select the Global box if you want everyone to be able to choose this filter from Saved Filters. Now select Save Filter to complete.
To use the filter, select Saved Filters in the form and select Beverage Revenue Class. Below is the report. Select Apply the Filter at the top. The report will display all the Beverage Revenue Classes for all of your stores. To see the menu items, change the Group By Store to Menu items and see the report below.
STBI Tips:
- You can drill on any of the menu items to see sales by store, or if you want, you can drill to employees to see who sold the most.
- Once you have used the Filter, YOU MUST go back to the Form and select Clear Filter to resume looking at all of your data.
- If you look at the report's name at the top of the screen to the right, it will show you what filter was selected. Once you clear the filter, the name disappears.
To choose a particular Department, do the following:
- Select the Product Mix report and select the Revenue Class.
- Pick a Revenue Class.
- Now you can see all of your Departments in that Revenue Class and choose a particular Department.
As you can see on the crumb row, I know the Food (Revenue Class) and then I Group By Departments, which are listed with their ID number in the first column. I want my report to show me my Entree Department and my Desserts in one report. To set up this report, do the following:
I entered the Name: Entree and Dessert Department report. Then go to the Department row and enter 3-7 (Revenue Class-Food ID 3 and Department Entree ID 7 as 3-7). Repeat the same steps above to show Revenue Class - Food ID 3 and Department ID 11 and select Save Filter.
Now, I can run the report by selecting Filter by Items and selecting Entree and Dessert Department report. The report is displayed below:
To view the report, select Filter by Items, then select the name of the report from the dropdown and select it. The report is below:
Remember, you can view the data by the Report Name at the top and see which filter has been applied. Once the report is displayed, you can select a menu item to view it by store or employee.
Important: Remember to select "Clear Filter" when finished.
The third way to filter is by Menu Items. To use this Filter, go to the Product Mix report and Group by Menu Items. The report is displayed below:
As you can see in the bottom left corner, 100 menu items were sold. In the first column is the menu item ID.
STBI Tip: If you have added some promotional items to your menu, you can select them and enter them into the Filter by Items in row 3. See below:
On the Menu Item row, enter 15 (Hot Fudge Cake), 36 (All-Star Breakfast), and 45 (Christy’s Apple Pie). Ensure to enter the number followed by a comma to enter all the items. Make the filter Global and select Save Filter. Select Filter by Items and select Promotional Items by Menu Item report.
Here is the report below. When you select the Saved Filter, it will show you the report by store. Then select the Group By and select menu items.
Now you can select each menu item and see sales by Store or by Employee. Remember to click on Filter by Items and Clear Filter.
- Return to SkyTab Business Intelligence and Reporting
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