The Modifier Summary report offers a high-level overview of the sales performance of modifiers that complement primary menu items within a selected time period. This report enables restaurant owners and managers to track what is selling the most, facilitating informed decisions regarding purchasing and replenishment.
This report allows you to:
- Monitor the total volume and net sales generated by specific modifiers.
- Analyze average modifier prices and their percentage contribution to category sales to ensure profitability.
- Identify top-selling modifiers to optimize inventory and ordering workflows.
Filtering the Modifier Summary Report
You can adjust the filters at the top of the page to refine your results for the entire report.
- Location: Select a Location (or location group) by ticking the box next to the desired location from the drop-down menu. You can also select All Locations (the default).
- Report View: Select a saved Custom View or the default Base Report from the drop-down menu. You can also create a new Custom View from this menu. For instructions, please see the article: How to Customize Reports in the Bridge.
- Date: Select a predefined date range (like Today, the default) or select a custom date range using the date picker.
Interacting with Report Sections
The report includes a set of controls to customize its appearance and export its data.
- Download: Click the Download icon (downward arrow) to export the data from the report as a CSV, Excel file, or download the entire report as a PDF.
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Gear Icon Options: Click the Gear icon (⚙) to open a menu with additional report controls:
- Report Style: Change the grid's density. Options include Regular (the default), Compact, and Large.
- Schedule Report: Open the scheduling modal to configure daily, weekly, monthly, or annual reports.
- Full Screen: Expand the Modifier Summary to fill the screen.
- Sort Columns: Click any column header to sort the data in ascending (A-Z) or descending (Z-A) order.
- Reorder Columns: Click and drag a column header to a new position in the grid.
- Column Options: Click the three-dot menu on a column header to open more options.
Note: Making changes to options will activate the Save Changes button. These grid customizations can only be saved to a Custom View. If you are currently in the Base Report view, clicking Save Changes will prompt you to create a new Custom View to keep your layout.
Understanding the Metrics
The Modifier Summary report provides granular data points to help you analyze modifier performance. You can enable or disable these columns to tailor your view.
- Modifier: The specific name of the modifier option applied to the order.
- QTY Sold: The total count of times this specific modifier was sold during the selected date range.
- Menu Item: The primary menu item the modifier was associated with.
- Total Sales: The aggregate monetary value generated by this modifier.
- Avg. Price: The average dollar amount collected per application of the modifier.
- % Total Sales: The percentage of the overall total sales contributed by this modifier.
- Revenue Center: The specific area of the restaurant (e.g., Bar, Dining Room) where the transaction occurred.
- Daypart: The service period (e.g., Lunch, Dinner) during which the modifier was sold.
- Employee: The name of the staff member associated with the transaction.
- Reporting Category: The reporting category associated with the modifier.
- COGS Category: The Cost of Goods Sold category associated with the modifier.
- Business Day: The fiscal business date the sale is attributed to.
Grouping Options
In addition to the columns above, you can further organize the report data by adding the following fields to the Row Groups section:
- Business Day
- COGS Category
- Daypart
- Employee
- Menu Item
- Modifier
- Reporting Category
- Revenue Center
To do this, click and drag the field into the Row Groups section.
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