In the admin dashboard, the restaurant can keep track of its success by viewing and exporting restaurant reports from the reporting module. That’s where they can also find recommendations on what they can do to get more online orders and sell more.

Overview

In the “Overview” section, the restaurant will get the big picture of how they are doing in terms of the number of orders, table reservations (if they have that feature active), sales, Google ranking, website visitors, and the number of food clients. They can filter the time period for which they want to see the data in the top right corner.

Below the overview, they will find some opportunities that the system suggests in order to increase online sales. Clicking each of them will reveal some tips on selling more.

It’s good to mention that each of the sections in “Overview” is displayed with more details in the “Extended” and “List” sections.

Let’s start with the “Website funnel.”

Website Funnel

The funnel shows the trajectory of the website visitors from the moment they visit the website to when they receive confirmation of their order. Here, the restaurant can see how many of the people who accessed the website turned into customers and how many got lost on the way. Not just that, but also where they got lost, on what step.

Hover with the mouse over each section of the funnel and on the right, it can be seen whether the restaurant has nothing left to improve or if there are some extra things they can do to turn more visitors into customers.

Extended

Google ranking

Moving on to “Extended,” the restaurant can take a look at their Google ranking for important keywords that they’re targeting. Here, the system provides a list of critical success factors that help rank in Google. 

If all of these show the green “OK” sign, then the restaurant is doing great. If not, click on the ones that are not performing as they should, to learn how to fix the problem. The same applies to all recommendations offered at the end of each type of report in this section.

Website visits

This is a detailed look at website visits, as well as a list of tips the restaurant can implement. They can look at all website visits or filter them by channel, and they can also view the report as a chart or as a table.

Orders

This report contains an overview of the order performance of the restaurant. These can be filtered by various criteria - ex: outcome, order type, payment method, etc - and by the desired time period. The restaurant can also view the orders as a chart or as a table.

Table reservations

Under “Table reservations,” the restaurant will see a chart of how the table reservations have performed over time, according to the time period they select. They can also export the report as a PNG, PDF, or CSV.

Sales

On the page marked “Sales,” the restaurant can learn more about their sales and filter them according to the outcome, order type, time, payment method, widget source, categories, and top-performing items.

Clients

The next section looks at clients and shows the number of new and returning clients on the time period the account holder selects. They can also export this report. To get new clients and repeat business, it is recommended to offer promotions. 

Connectivity Health

Under “Connectivity Health,” the account holder can check the connectivity health of the order-taking app (=whether the order taking app is connected). The score should be higher than 95% for it to be considered successful and for the food clients to be able to place orders all the time during the restaurant's opening hours. Poor connectivity health means missed orders.

If there are connectivity issues, they will see a connectivity alert. Click on the “Fix this” button to get more information on what to do to avoid this.

Sales summary

Restaurants will now be able to assess their order volume with the Sales Summary tool.

All they need to do is head out to the Reports section, filter the Sales Summary by Day, Week, Month, Payment Type, or Order Type, and then select the desired timeframe.

They can also export it in the format of their choosing to get a sales report for their restaurant.

Restaurants can also use the Custom Column button, located next to “Total”, to display any additional info they might need.

List View

Finally, under “List View,” the restaurant can see a list of all orders, as well as clients. For orders, they can click on “Export all orders” to be taken to a page where they can filter them according to time, type, status, and a variety of custom fields. For example, tips can also be part of the export as long as they leave the tip boxes checked.

The last type of report the restaurant can export is the “clients” one, where they will get a list of all clients with their name, email address, phone number, total spent, total orders, and last order time. This report too can be exported and the export includes the client's marketing preferences.

How can orders or food clients be deleted?

The system allows restaurants to create test orders as follows: 

• from the administration panel -> "Menu setup & receive orders" -> "Menu setup" ->  "Preview" button
• from the "Marketing" section -> "Self-made promotions" -> "Preview" button
• from the order taking app >> "Test order" option

Such test orders are not registered in the reports, and except for the test orders made from the order-taking app, they are also not pushed to the app, no email confirmations are triggered, etc. 

However, if a restaurant owner performs some end-to-end tests from the menu published on a website, Facebook page, or app, these are considered as real orders by the system and will behave as an order from a real client. 

The system does not allow deletion of any historical records, be it orders or food clients - this is a basic principle for any billing/invoicing software.