Sales Reports and Analytics

Understand your restaurant's performance with comprehensive analytics and insights.

When Analytics Are Available

What you need: Reports feature enabled AND either regular orders or business orders
Where to find it: Management → Analytics
What it's for: Understanding how your restaurant is performing

Types of Reports You Can Generate

Quick Summary Reports

What they show: The most important numbers at a glance
Perfect for: Daily check-ins on how your business is doing
Includes: Revenue highlights, order counts, busy periods

Operations Reports

What they show: How efficiently your restaurant is running
Perfect for: Finding ways to serve customers better and faster
Includes: Order processing times, busiest hours, staff performance

Financial Reports

What they show: Detailed breakdown of your money
Perfect for: Understanding where your revenue comes from
Includes: Payment method breakdown, cost analysis, profit margins

Complete Reports

What they show: Everything combined into one comprehensive analysis
Perfect for: Monthly business reviews and planning ahead
Includes: All available data and insights in one detailed report

Understanding Your Revenue Dashboard

Money Insights You'll See

Revenue growth: How much your income is increasing over time
Order value consistency: Whether customers are spending similar amounts
Peak performance: How well you do during busy times compared to slow times
Total revenue: All the money coming in
Lost revenue: Orders that were cancelled or declined

Customer Segmentation

Understanding your customer types:

  • VIP Customers: Your most valuable, frequent customers
  • Loyal Customers: Regular customers who order consistently
  • Regular Customers: Customers who order periodically
  • Returning Customers: Previous customers who came back
  • New Customers: First-time orders

Time Pattern Analysis

What it shows: When your restaurant makes the most money and is busiest

Specific insights:

  • Peak revenue hours: Which hours of the day bring in the most money
  • Best revenue week: Your most successful week on record
  • Daily trends: Patterns that repeat each day
  • Weekly trends: How different days of the week perform
  • Monthly trends: Seasonal patterns and growth over months

Creating PDF Reports

What it does: Creates professional reports you can save and share
What's included: All your analytics with easy-to-read charts and insights
Multiple languages: Reports can be generated in different languages
Sharing: Save reports to share with partners, accountants, or investors

How to Generate a PDF Report

  1. Choose report type: Select Quick Summary, Operations, Financial, or Complete
  2. Set date range: Pick the time period you want to analyze
  3. Apply filters: Choose specific order types or customer segments
  4. Generate PDF: Click to create your report
  5. Download and share: Save the file and share with stakeholders

Filtering Your Data

Report period: Choose exactly what time period you want to analyze

What you can filter by:

  • Specific date ranges
  • Types of orders (pickup, delivery, etc.)
  • Different customer groups
  • Where your revenue is coming from

Filter Options

Date Range:

  • Today
  • Yesterday
  • Last 7 days
  • Last 30 days
  • This month
  • Last month
  • Custom date range

Order Types:

  • Delivery orders
  • Pickup orders
  • Dine-in orders
  • Business orders
  • All orders combined

Customer Segments:

  • New customers only
  • Returning customers
  • Loyal customers
  • VIP customers
  • All customers

Key Metrics to Track

Daily Metrics

  • Total orders
  • Total revenue
  • Average order value
  • Peak order time
  • Cancellation rate

Weekly Metrics

  • Week-over-week growth
  • Best performing day
  • Order distribution by day
  • Revenue by service type
  • Customer acquisition

Monthly Metrics

  • Monthly revenue total
  • Growth vs. previous month
  • Customer retention rate
  • Most popular items
  • Seasonal trends

Using Analytics to Grow Your Business

Identify Peak Times

  • Schedule more staff during busy periods
  • Adjust delivery times based on demand
  • Create promotions for slow periods
  • Plan inventory around peak hours

Understand Customer Behavior

  • See what menu items are most popular
  • Track repeat customer rates
  • Identify high-value customers
  • Understand ordering patterns

Optimize Operations

  • Reduce order fulfillment times
  • Improve kitchen efficiency
  • Adjust staffing levels
  • Streamline busy period workflows

Financial Planning

  • Track revenue trends
  • Monitor payment method preferences
  • Calculate profit margins
  • Plan for seasonal changes

Advanced Analytics Features

Revenue Forecasting

Predict future revenue based on historical data and trends

Customer Lifetime Value

Understand how much each customer segment is worth over time

Menu Item Performance

See which items drive the most revenue and profit

Geographic Analysis

Understand where your customers are located (for delivery services)

Payment Method Insights

Track which payment methods are most popular and optimize accordingly

Best Practices

Regular Review Schedule

  • Daily: Quick summary of yesterday's performance
  • Weekly: Detailed review of the week's operations
  • Monthly: Complete analysis and strategic planning
  • Quarterly: Long-term trends and goal setting

Data-Driven Decisions

  • Base menu changes on item performance data
  • Adjust pricing based on order value trends
  • Schedule staff according to busy period analysis
  • Create promotions targeting specific customer segments

Share Insights

  • Show staff how their efforts impact performance
  • Share success metrics with your team
  • Use data to celebrate achievements
  • Involve team in improvement discussions

Troubleshooting Analytics

No data showing: Ensure you have completed orders in the selected date range
Incomplete reports: Check that all order data has been properly recorded
Unexpected numbers: Verify filters are set correctly
PDF not generating: Try a smaller date range or simpler report type

Getting More from Your Data

Contact Gustaio support to:

  • Set up custom reports
  • Get training on analytics features
  • Request specific data exports
  • Discuss advanced analytics needs

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