Know what's selling
Using the menu and menu sales reports, sales are broken down by individual item so you can see exactly what's selling in your restaurant.
Current Week Sales Mix
Useful to view the current week’s (or days) sales broken down by category per menu item.
This report can be generated based on live data for the current day, any day in the current week or the week to date (based on the first day after the last weekly closeout).
Running the report:
- Select the Current Week Sales Mix button
- On the following prompt, you can choose “Today”, any day in the current week, or Week To Date. The list may appear in a different order, depending on the first day of your business week
The report contains information about the category sales, individual sales and percentage sales. Each menu item includes the quantity sold, total amount of sales for each item, and percentage of sales (total dollar amount of the item divided by total sales for the day). These columns also include the sales by category and the quantity of all items within each category.
Menu Item(s) by Individual Report
The Menu Item(s) by Individual Report is a customized product mix report that shows sales of menu items based on the current day or closed sales data. You can filter specific sales and save your custom report to use at a later time.
- Choose which items you want to view on the report
- Choose Select All to choose all menu items
- Select individual items by ticking next to items in the list or select items by category (using the dropdown under “Select By Individual Category" > click on Select Category)
- Once the menu items are selected, it can be saved for future usage by typing a report name under “Product Mix Report Name”. Press Save. (to retrieve the saved report, select the report name from the dropdown and run the report for today or a date range)
- After the desired items are selected, you can select Today or Select Date Range to run the report
Additional Filters
- To view the product mix report separated by each employee who rang the items, tick the checkbox, Group Menu Items Sold by Employee. This option is ideal for server contests to see who rang in the most of a particular menu item
- To view the product mix report with the menu items and modifiers with the same name together as one single item (example; you may have Coke as a menu item and Coke as a modifier), tick the checkbox, Group Menu Items and Modifiers with Same Name Together. With this unchecked, you will see Coke twice as two separate items in the report.
Sales Contest Employees:
If you'd like to run server sales contests, you can choose whether or not to display the winning employees on the ID screen.View product mix by time or date range
- To view the product mix report based on a particular time frame, select a Start Time and End Time
- Typically, you will leave the Start and End Time at “None” in order to view an entire day’s sales
- Select “Today” to view the current day or Select Range to choose any date range desired
Mix by Category/Department Report
The Mix by Category/Department shows sales of Menu Items by selected Categories or Departments. The report will also change during the day if you are viewing the current day instead of a past time period.
The Menu Items are broken down by Category or Department depending on which option you select. Each Menu Item includes a column that displays the Quantity, Sales Dollars, Cost, and Profit Percentage.
Steps to run the Mix by Category or Department Report:
- Select Mix by Category/Department
- On the prompted screen, select the departments you wish to view by checking the box next to the associated department (or press Check All).
- Once the departments are selected, select a date range (or today) The first date selected is the Starting Date and the following date selected is the Ending Date. If you need to view another month, use the arrows to the right and left of the calendar header. You can also select the Week to Date or Period to Date button
- After the Starting and Ending Dates are entered, select Search. Depending on your system, the report will automatically print on the attached receipt printer or appear onscreen as a PDF when set for PDF formatting.
Department Mix
The Departments are displayed in alphabetical order and contains the Menu Items associated with the Department. The Quantity is the amount of items sold during the selected time period. The Sales is the price of the Item multiplied by the Quantity sold during the selected time period. The Cost for each menu item can be entered for each item under Menu Items and Pricing, located under Menu Maintenance. The Cost divided by Sales equals the sales percentage. The total row on the bottom displays the quantity for all of the Menu Items sold for the selected Departments as well as the total Dollar amount for the selected time period.
Category Mix
The Category Mix Report shows the same information in the same format as the Department Mix Report but is broken down by categories instead of by departments. Before running the report by category, you must first go to the Managers Menu > Menu Maintenance > Menu Category and click on the button at the top that says Category Menu Report circled in red down below and select the categories that you would like to track. You can further customize this list by selecting specific categories at the time you run the report.
A summarized version of this report is available here.
Mix by Revenue Center Report
Sales can be broken down by Revenue Centers. Revenue Centers can be created for different areas within a single establishment. Examples of Revenue Centers are “Dining Room”, “Bar Area”, “Patio”, etc. The Mix by Revenue Center report separates menu items, quantities, and sales dollars by each revenue center.
- Select Mix by Revenue Center
- Select a date or date range
- Select a revenue center
A summarized version of this report is available here.
Product Mix Daily, by Hour, and Week to Date
You can run a product mix report by the hour for the current day, by hour for previous days or week to date.
Product Mix Daily by Hour
This report provides menu items sold by the hour for a selected day or the current day. The report can be viewed at any time of the day as it updates items as they are sold throughout the current day.
The report automatically prints on the receipt printer. The day selected is marked by a numerical value, e.g. Monday=1,Tuesday=2, Friday=5. This numerical value is determined by the first day of your week.
The default week in MicroSale is Monday-Sunday
Changing the start of the week
Managers Menu > Register Setup > Terminal Configuration > Register Options > Time Keeping (toolbar)
Use the dropdown and select the appropriate day. Save before exiting.
Product Mix Today by Hour
This report provides menu items sold by the hour for the current day. The report can be viewed at any time of the day as it updates items as they are sold throughout the current day.
Product Mix Daily WTD by Hour
The report generates sales of menu items by hour for the current week. This report will change daily as the week progresses.
When selecting the Product Mix WTD by Hour button it will proceed to print out the report. On this report you will have a header of a Name, Quantity, and Amount. Listed below the header is where you will see the menu items that were sold for the current week and hour of the day.
Product Mix Report (running the product mix for closed days' sales)
The report is useful for determining which menu items are most popular/least popular. Since the report also shows modifiers, it will help determine modifiers that need to be eliminated or offered more.
The report will display all the menu items that were sold during a selected date range. The report is broken down by category type to display individual menu items/modifiers. Each menu item displays the quantity sold, dollars, and percentage sold. The report prints on a 40-column receipt printer or available to view as a PDF when connected to a Reports Printer.
For live data, use the any of the other mix reports, or use the Menu Item(s) by Individual report.
Sales Mix by Meal Period Report
This report generates sales of menu items by meal period within a selected date or date range. The data is generated from closed sales (historical data).
The report is organized by category; each category has the quantity sold, total amount and the last category will be the sales amount. The sales amount will be the total quantity of the menu item multiplied by the price of the menu item.
Running the report:
- Select a date or date range
- Choose Yes or No on the prompt to “Filter Mix, Items with Prices only?”
- If you select Yes, only menu items with prices are listed. Free modifiers, water, etc., is excluded
- If you select No, all items (free modifiers) are listed