Use Cases

RETAIL / F&B

Menu & Product Profitability Analysis

Objectives

Is Your Menu a Profit Engine or a Guessing Game?

A restaurant owner has a new menu but isn't sure which dishes are the most profitable or how promotions affect sales. A cafe owner wants to know if their latest seasonal drink is actually driving more customers or just cannibalizing sales from their other beverages.

The owner only sees total sales from their POS system. They don't know the true profitability of each item after accounting for ingredient costs, or how each item contributes to overall revenue. They also lack insights into peak hours and staff performance.

Challenges

Fragmented Data

Business owners are left with a piecemeal view of their business because sales data from their POS system is disconnected from inventory and accounting data. This makes it impossible to see the full picture.

Lack of Profitability Insight

They can only see total sales, not the true profitability of individual items after accounting for ingredient costs. This prevents them from optimizing their menu to boost the bottom line.

Limited Operational View

Without a unified dashboard, owners lack critical insights into how each staff member performs, which hours are busiest, and how a specific promotion actually impacts sales, leading to decisions based on guesswork instead of facts.

Business Intelligence use case for retail
The solution & Common Data / Metrics Needed

Turn Your Menu into a Profit Engine.

Exert Tech Enterprise can connect their POS system to Quick BI. We build a dashboard that unifies sales data with cost data (from an inventory or accounting system). This provides a real-time, detailed view of menu and product performance.

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Sales Data

Total sales, sales by item, sales by category, sales by hour, sales by day of the week, total transactions.

Customer Data

Number of new vs. repeat customers, average transaction value (ATV).

Product/Cost Data

Cost of Goods Sold (COGS) for each item, gross profit per item.

Staff Performance

Sales per employee, average items per transaction.

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