The Product Mix Report from Otter POS is an essential tool for gaining valuable insights into sales performance. This powerful resource enables merchants to identify best-selling items and recognize underperforming ones.
By utilizing this report, you can quickly pinpoint which categories are driving revenue and delve deeper into individual items and modifiers that contribute to overall success.
To learn more about other Otter analytics reports, check out the guide: Otter Analytics: Your Guide to Reports and Insights.
Let's explore how the Product Mix Report can enhance business operations and contribute to improved profitability
| What is it used for? | When to use it? | Why should it be used? |
|---|---|---|
| This report provides insights to help restaurant operators understand which menu items are performing well and which may need adjustment. | This report can be utilized to assess menu item sales performance and revenue at any time. | This report is essential for understanding menu item performance, enabling a quick view of which categories drive revenue while allowing for deeper analysis into specific details. |
Benefits of the Product Mix Report
- Understand Customer Preferences: Quickly identify popular menu items to adjust offerings accordingly.
- Optimize Menu Selection: Analyze revenue-driving categories to focus on high-demand items.
- Improve Profitability: Eliminate or rework underperforming items to maximize profitability and reduce waste.
- Drill Down into Details: Access high-level trends and delve into specific items and modifiers for a detailed view of customer preferences.
Otter Feature Walkthrough
The report is broken into 2 core tabs, with each tab has two different tables:
- Menu Categories
- Modifier Report
This walkthrough offers a step-by-step guide on interacting with the feature, highlighting how to maximize its functionality effectively.
| Steps | Instructions | Images |
|---|---|---|
| 1 | In Otter Dashboard, open the application launcher and select [Analytics]. | |
| 2 | Select [Product Mix Report] in the sidebar to open the report. | |
| 3 |
The default tab is Menu Categories containing the data mentioned here. Select the [Modifier Report] tab to change the report to modifier item data. |
|
| 4 | Explore and filter data using the Date, Brand, and Locations filters. | |
| 5 | Click the [arrow download button] to export the table as a CSV. |
Menu Categories
On the Menu Categories tab, the report shows 4 core metrics sliced into two different tables:
- Menu Category Report
- Menu Category Item Details
Learn more about the Menu Categories tab
Use this report tab to see which categories and items in each category are most popular on the menu.
The two Menu Categories tables display the following 4 core metrics:
- Qty Sold - Number of items sold in this category.
- Total Sales - The total value of the items sold in this category.
- Total w/ Modifiers - The total value of the items sold in this category along with the incremental revenue generated by any modifiers applied to these items.
- Avg. Selling Price - The total value of the items sold in this category including any additional revenue from modifiers divided by the Qty Sold.
| Menu Category Report | Menu Category Item Details |
|---|---|
| The Menu Category Report presents the metrics categorized by menu type, enabling a clear view of the top-performing categories. | The Menu Category Item Details table shows the above metrics split by menu category and further broken down by item. This will show the top items in each category. |
Modifier Report
The Modifiers Report tab provides the same 4 core metrics seen in the Menu Categories tab but broken down specifically by modifiers and sliced into two different tables:
- Modifiers Report
- Modified Item Report
Learn more about the Modifier Report tab
Use this report tab to see which modifiers are popular on the menu and how items are being modified.
The two Modifier Report tables display the following 4 core metrics:
- Qty Sold - Number of items sold in this category.
- Total Sales - The total value of the items sold in this category.
- Total w/ Modifiers - The total value of the items sold in this category along with the incremental revenue generated by any modifiers applied to these items.
- Avg. Selling Price - The total value of the items sold in this category including any additional revenue from modifiers divided by the Qty Sold.
| Modifiers Report | Modified Item Report |
|---|---|
| The Modifiers Report shows all modifiers regardless of the item or category. | The Modified Item Report displays the modifiers associated with each menu item, providing insight into how modifiers are being utilized and helping to understand their impact on sales. |
Frequently Asked Questions
Who has access to the Product Mix Report?
The Product Mix Report is available to all Otter POS customers within US&C.
Why does Total Sales in the Product Mix Report NOT match Total Sales in Otter POS Summary?
This report shows the gross sales related to items cooked and prepared and is not adjusted for refunds or discounts because the purpose is to reflect ordered items.
Does the menu item quantity and sales match the Menu Performance dashboard?
Yes, the quantity and sales match the existing Menu Performance dashboard if the user and the stores are in the same timezone.
Product Mix uses normalized timezones, meaning the timestamp is recorded and displayed in the stores' local timezone.
For example:
- If stores in Los Angeles and New York both have an order placed at 11:30 AM, the report displays both of the orders at the same time.
- Menu Performance will display the orders based on the user timezone - so if the user is in Los Angeles, they will see the orders at 11:30 AM PST for LA and 1:30 PM EST for New York.
Still need help? Reach out to our team:
| Chat with support by clicking the chat icon in the bottom right corner of the Otter Dashboard. |
+1 (888) 681-8837 Send us a text to the number above for assistance over text message. |
Send us an email at otterpossupport@tryotter.com. |
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