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How to Track Product Performance and Top Customers

Overview​

Tracking product performance helps you identify which menu items are driving revenue, while monitoring top customers allows you to recognize and reward loyalty.

Prerequisites​

  • Subscription Plan: Plus or Max
  • User Permission Required: view_dashboard, view_reports

Step-by-Step Guide​

  1. Check Sales by Category Locate the horizontal bar chart labeled Sales by Category.

    • This visualizes which menu sections (e.g., Main Courses, Sides, Beverages) are generating the most revenue. Use this to understand broad preferences.

  2. Review Top Selling Products Scroll down to the Top Selling Products list. This table provides granular details on individual items.

    • Columns:
      • Category: The group the item belongs to.
      • Quantity Sold: Total number of units sold.
      • Revenue Generated: Total sales value from this item.
      • Peak Time: The time of day this item is most frequently ordered.

  3. Review Best Sellers by Category Look at the Best Selling Products by Category section.

    • This highlights the #1 performing item in each group (e.g., The top performer in "Sides"). This is useful for menu engineering and promotions.

  4. Identify VIP Customers Locate the Top 10 Customers list on the dashboard.

    • This lists customers by name along with key metrics:
      • Total Spent: Lifetime or period value of the customer.
      • Total Orders: Frequency of visits.
      • Average Order Value: How much they typically spend per visit.
    • Action: Use this data to identify candidates for loyalty rewards or VIP treatment.

Outcome​

You will know exactly which items to promote or keep on the menu and which customers contribute most to your revenue, allowing for targeted marketing and menu optimization.