The Ops Dashboard provides a clear view into your key daily metrics, including Sales Average Check, Order Mode, and Delivery Services for the prior day's business, or same day metrics, if Intraday Polling is enabled. With this quick, easy-to-use dashboard, you and your Restaurant Managers can make effective decisions on which items to promote, the amount of raw ingredients to prep each day, and the staffing needed each hour of the day. For a detailed look into Labor, learn about our Smart Labor Experience feature.


Multiple widgets, including the Hourly Sales Summary Graph, compare the current day's Sales to the same day from the previous week, previous year, and even the forecasted amount for a better look into how your Sales are trending. Even further, the breakout of both Delivery Services and Order Modes within these widgets can help you strategize future business needs around which areas to focus scheduling and marketing initiatives towards.


The Ops Dashboard provides several benefits to help your restaurant thrive. This article reviews the following topics:


Note: Ensure that the Location Type is set to 'Restaurant' on each Restaurant's Location record to gain access to the Ops Dashboard.



Intraday Polling


Users with Toast, Brink, or Revel as their POS System have the option of using Intraday Polling, where Sales and Labor data is polled every 15 minutes. Activating this feature provides a real-time, accurate measures of Sales data, providing a clearer look into how your Sales data compares to the previous day. If the Smart Labor Experience is enabled, the Labor data is also utilized to help Restaurant Managers make staffing decisions every hour to optimize their Labor. Click here to learn more about Intraday Polling.



Security and Navigation


The following Users have full access to the Ops Dashboard:

  • Primary Security Roles
    • Restaurant Manager
    • Accounting Manager
    • Full Access



The Ops Dashboard can be opened by clicking the dashboard icon directly to the left of your username in the top ribbon.



Ops Dashboard


The Operations Dashboard includes multiple widgets that work as analytical tools to better understand the impact of your Sales data. This data is broken down into several key metrics to enhance your decision-making processes.  



Dashboard Header



1) Date - The date in review. This will default to the previous day but can be adjusted by using the arrows to the right of the listed date or clicking the date listed to open a Calendar and select the desired date

2) Location - The Location under review. This can be updated by clicking the drop-down arrow and selecting the correct Location  

3) Overtime Hours - This shows the Overtime metrics for a given day, which will update either hourly, if Intraday Polling is enabled, or at the end of the operational day. These metrics include: 

  • Scheduled OT Variance- This shows the variance between Scheduled and Actual OT Hours. For future days, this will show a '0' in gray font while for historical days, the text will display the difference between the Actual OT Hours for the day and the Scheduled OT Hours for the day. For historical and current data, this number will be color-coded as:
    • Green - Less than or equal to 0 
    • Yellow - Greater than 0 and less than or equal to 5 
    • Red - Greater than 5 
  • Scheduled- The Overtime Hours that were scheduled. For example, if an Employee was scheduled to work 45 hours, the last 5 hours would be considered Scheduled OT Hours. On the Dashboard Header, these are color-coded as: 
    • Green - Equals 0 
    • Yellow - Greater than 0 and less than or equal to 5 
    • Red - Greater than 5 
  • Total- The total number of Actual OT Hours worked for the day. For future days, this will show a '0' in gray while for the present and historical days, this number will be color-coded as: 
    • Green - Less than or equal to the Scheduled OT Hours 
    • Red - More than the Scheduled OT Hours 
  • Employees in OT Today-  The number of Employees who have Projected OT (current day) or Actual OT (historical day). Projected OT includes any OT Hours that will occur if an Employee continues to work their shifts as scheduled; for example, if an Employee is scheduled for 40 hours but worked an extra 2 hours early in the week. They would then have 42 hours of projected OT that is unscheduled if this continue to work their shifts as normal. This amount will be color-coded as: 
    • Green - Equals 0 
    • Red - Greater than 0 

4) Guest Count - This displays the Guest Count from the previous day or the most recent polling, if Intraday Polling is enabled. This is rounded to the nearest whole number, along with:

  • The percentage increase or decrease from this same day Last Week
  • The percentage increase or decrease from this same day Last Year
    • Note: These amounts will display as either green, if increased, or red, if decreased

5) Average Check - This displays the Average Check for the previous day or the most recent polling, if Intraday Polling is enabled. This is rounded to the nearest cent, along with:

  • The Average Check for this day Last Week
  • The Average Check for this day Last Year
    • Note: These amounts will display as either green or red depending on whether the Average Check is higher/the same or lower, respectively



Item and Delivery Profitability Widgets



1) Order Mode - The top 5 (by default) Service Types / Order Modes that come in from the POS, which are standardized to a R365 format. The Order Modes are listed in descending order from the highest to the lowest Sales amount within the selected Last XX Days (#5). Each Order Mode can be drilled into to view the top 5 items that make up its highest Sales amount. Order Modes are automatically matched as much as possible when polled in from the POS, but if no match is made, Users can map these Order Modes via the Profitability Menu (#7). Order Mode options include:

  • Dine In
  • Delivery
  • Pick Up/To Go
  • Catering
  • Drive Thru
  • Other (includes unmapped Delivery Services / Order Modes)
    • Note: For Menu Items to appear in the drill-down, they must be flagged as 'Entree' on the Menu Item record

2) Delivery Service - The top 5 (by default) Delivery Services that bring the highest profitability, based on the total Sales amount. Each Delivery Service listed can be drilled into to view the top 5 items that make up its highest Sales amount. Delivery Service options include:

  • Uber Eats
  • Grub Hub
  • Door Dash
  • Seamless
  • Postmates
  • ChowNow
  • Other (includes unmapped Delivery Services / Order Modes)
    • Note: For Menu Items to appear in the drill-down, they must be flagged as 'Entree' on the Menu Item record

3) Sales - This is the Total Sales amount for the selected time frame (#6). This amount drives the organization of the Order Modes / Delivery Services, which are listed in descending order from highest to lowest Sales amount by default

4) Est. Service Fee - This is the Estimated Delivery Fee, which is entered only for Delivery. This displays both the fee percentage, entered in the POS Mapping Tool (#7), and the total fee amount, derived from the Sales Amount (#2) multiplied by the fee and listed as a percentage

5) Margin - This is based on the current cost/delivery fee only and is expressed as a percentage. The margin amount is derived from the difference of the item price, item cost, and delivery fee. A percentage is then displayed by dividing the margin amount by the Total Sales percentage

  • Note: These amounts will display as either green or red depending on whether the Margin is positive or negative, respectively

6) Last XX Days - This is the time frame by which the Sales (#3), the Estimated Service Fee (#4), and the Margin (#5) are used. Options include:

  • Last 7 - The Total Sales from the previous seven days and the current day
  • Last 30 - The Total Sales from the previous thirty days and the current day

7) Profitability Menu - This menu provides the option to change the organization of the Order Modes / Delivery Services and update POS Mapping. This menu lists the following:

  • Top 5 - Organizes the listing in descending order from highest to lowest Sales amount to show the top 5 Order Modes/Items
  • Bottom 5 - Organizes the listing in ascending order from lowest to highest Sales amount to show the bottom 5 Order Modes/Items
  • Edit POS Mapping - Allows the User to map POS Order Modes that were not auto-matched during polling. POS Mapping can be updated at any point. To learn more about this, view the 'Edit POS Mapping Functionality' section below



Edit POS Mapping Functionality


The 'Edit POS Mapping' function in the Profitability Menu allows Users to map new or edit POS Service Types / Order Modes as needed. It is important to note that these will need to be reviewed and mapped regularly to ensure that the Sales data is reflected in the correct Order Mode. Otherwise, unmapped items will be included in the 'Other' Order Mode.


To map Service Types / Order Modes, click 'Edit POS Mapping in the Profitability Menu. It will open the 'Edit POS Service Type Mapping' modal.



Any unmapped item will be listed in the 'Uncategorized Service Types' column in the left portion of the modal. Select the desired Service Type / Order Mode and either click the 'Add Selected' button, located at the bottom of that column, or the plus signnext to the selected Service Type to choose the desired Categorized Service Type for that item. This will then remove the item from the 'Uncategorized Services Types' colulmn to the 'Categorized Services Types' column.



To edit Service Types / Order Modes, navigate to and click the desired Service Type in the 'Categorized Services Types' column. When clicking the 'Edit Selected' button, located at the bottom of that column, choose one of the following options:

  • Service Type - This will display a listing of all Service Types that the selected item can be mapped under rather than the current mapping. Once clicked, the selected item will then be listed under the newly designated Categorized Service Type
  • Unassign - This will remove the selected item from the 'Categorized Service Types' column and list it back into the 'Uncategorized Service Types' column for reassignment



Hourly Sales Summary Graph



The Hourly Sales Summary Chart displays the Actual Sales of the day against the same day prior week's Actual Sales by Day Part or Hour, which can be adjusted in the top, right corner next to the total Gross Sales. The Hourly view will display the Total Sales for each individual hour against the Sales from the Week or Year Prior (selected in the graph menu) as well as the Total Sales per Day Part for that day against the Total Sales from the Week or Year Prior. The Day Part view will only show the aforementioned Day Part data in separate donut graphs.


Both the Hourly view and the Day Part view color-code the data presented as the following: 

  • Purple - Sales at 100.01%+ of last week in a given hour/Day Part
  • Green - Sales at 75.01% to 100% of last week or higher in a given hour/Day Part
  • Yellow - Sales from 50.01% to 75% of last week in a given hour/Day Part
  • Red- Sales below 50% of last week in a given hour/Day Part
    • Note: A trophy displayed on the Hourly view notes the hour(s) that exceeded 100% of last week's Sales for that same hour(s)



Order Summary Graph



The Order Summary Chart displays a donut graph by Day Part that includes each Order Mode / Delivery Service and the part of Total Sales each makes up. Underneath each graph is the list of each Order Mode / Delivery Service, their individual Total Sales, and the percentage of that Total Sales against the Total Sales amount for all Order Modes / Delivery Services within that Day Part. A 'Summary' graph is also listed to show the Total Sales for the entire day.


Delivery Services and Order Modes are organized in two different views, which can be selected from the top right corner of the Order Summary Graph.