Menu Engineering (Add-On Tax)

Description

The Menu Engineering report is a menu item sales and performance report that consists of a scatter chart and a table that show sales data. This report shows sales and contribution margins by menu item to identify which items are the most profitable. This report is for restaurants with add-on taxes.

Permission: Sales and Operations.

Data Retention Category: Daily and Fixed Period Totals. See Data Retention Limits for more details.

Report Tags

Simphony, RES 3700, e7, Add On Tax, Table Service, and Quick Service.

Menu Items by Classification

Visualization: Scatter plot.

Permission: Sales and Operations.

Table 6-18 Menu Item by Classification

Metric	Data Format	Description
Quantity Sold	Integer	Number of menu items on the Y axis.
Margin	Currency	Net sales minus prep costs on the X axis.

Table 6-19 Legend

Metric	Data Format	Description
Star	String	Menu items high in popularity and high in profitability.
Puzzle	String	Menu items low in popularity and high in profitability.
Plowhorse	String	Menu items high in popularity and low in profitability.
Dog	String	Menu items low in popularity and low in profitability.

Sales and Contribution Margins by Menu Item

Visualization: Table.

Permission: Sales and Operations.

Table 6-20 Sales and Contribution Margins by Menu Item

Metric	Data Format	Description
Total Row	Variable	The top row of the table shows totals for each metric.
Name	String	Name of major group, family group, or menu item.
Quantity Sold	Integer	Quantity sold.
Sales Less Item Discounts	Currency	Sales minus item discounts.
Cost of Sales	Currency	Cost of sales.
Cost of Sales Percent	Percent	Cost of sales as a percent of sales less item discounts.
Margin	Currency	Sales less item discounts minus cost of sales.
Percent of Total Quantity	Percent	Quantity sold as a percent of total quantity sold.
Popularity	String	High if the percent of total quantity is greater than the average for all menu items or low if lower than the average.
Percent of Total Margin	Percent	Margin as a percent of total margin.
Profitability	String	High if the percent of total margin is greater than the average for all menu items or low if lower than the average.
Classification	String	Either star, puzzle, plowhorse, or dog.

Report Notes

Includes only items for which a selling price is associated; no zero price items or modifiers.

'High' popularity indicates that the % of Total Quantity is greater than the average for all Menu Items, and 'Low' popularity indicates that it is less than the average.

'High' profitability indicates that the % of Total Margin is greater than the average for all Menu Items, and 'Low' profitability indicates that it is less than the average.

'Stars' are high in popularity and have a high profitability. Ideally Stars should be your flagship or signature menu items.

'Puzzles' are generally low in popularity and have a high profitability. Puzzle dishes are difficult to sell but have a high profit margin.

'Plow horses' are high in popularity but have a low profitability. Plow horse menu items sell well, but don't significantly increase revenue.

'Dogs' are low in popularity and have a low profitability. They are difficult to sell and produce little profit when they do sell.