The Product Mix Trend Analysis report allows you to monitor the trends for menu product groups, menu product mix, menu items and product mix templates by comparing one period with another.
TO GENERATE A PRODUCT MIX TREND ANALYSIS REPORT:
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Open the Product Mix Trend Analysis page.
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Select the Area* and Store for which you want to generate the report from the drop-down list(s).
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Select the Period for which you want to generate the report from the drop-down list.
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Select the specifics of the period (Date*, Year*, Week Ending*, Month*, From* and/or To*) from the drop-down list(s).
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Select the Comparison Period with which you'd like to compare the data from the drop-down list.
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Select the specifics* of the comparison period (From* and To*) from the drop-down list(s).
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Select the Product Mix Template from the drop-down list:
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CLEARVIEW Default: Will display the report for all the menu product groups Categories into which menu product mix (and hence menu items) can be grouped. in your organization.
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Selecting a custom template will display the report for the items included in the template.
Click here to learn how to view, create and edit Product Mix Templates.
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Place a checkmark in the Include Paper in Food Cost box to include costs attributed to the Category TypePaper.
Click here to learn about Category Types in Inventory Categories.
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Click on the Go button.
The following information is displayed on the page for the Area*, Store, Period, Comparison Period and other filters Drop-down boxes that let you select from the options available. selected:
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Total PMix Sales: The sales obtained from all menu items for the period.
The calculation of the Total PMix Sales can be found in the Detail tab of the Product Mix report for the same period.
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Comparison Period: The comparison period selected for the report.
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Item: The name of the menu product group Categories into which menu product mix (and hence menu items) can be grouped., menu product mix Sub-categories into which menu items can be grouped., menu item or product mix template level.
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All items in bold are grouped and can be expanded to view its contents by clicking on the item.
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PMix Not Defined is an item automatically created when a custom Product Mix Template is selected in the filters Drop-down boxes that let you select from the options available.. It includes all menu items that aren't included in the selected template, and is grouped by menu product mix and menu product groups.
Click here to learn how to create a Product Mix Template.
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Food Cost Information:
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Avg. Price: The average price of one unit of the menu product group Categories into which menu product mix (and hence menu items) can be grouped., menu product mix Sub-categories into which menu items can be grouped. or menu item, for the period selected.
Avg. Price = Total income from that menu product group, menu product mix or menu item, for the period / Units Sold Current
The Avg. Price is rounded to two decimal points. You cannot replace total income from a menu product group, menu product mix, menu item or product mix template level in any formula with Avg. Price x Units Sold Current as the rounding will result in a discrepancy.
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Avg. Food Cost: The average cost of inventory that's used to prepare one unit of the menu product group Categories into which menu product mix (and hence menu items) can be grouped., menu product mix Sub-categories into which menu items can be grouped., menu item or product mix template level, for the period selected.
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Since theoretical usage estimates usage based on sales, purchases, waste, etc. this report is only as accurate as the data recorded in CLEARVIEW.
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While the food cost is obtained from inventory items classified under the Category Type Food, it will also include the cost of the Category Type Paper, if the same was selected in the filter Drop-down boxes that let you select from the options available..
Click here to learn about category types in Inventory Categories.
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Food Cost %: The percentage of the average price that the average food cost forms for that menu product group Categories into which menu product mix (and hence menu items) can be grouped., menu product mix Sub-categories into which menu items can be grouped., menu item or product mix template level.
Food Cost % = Avg. Food Cost x 100 / Average Price
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Units Sold:
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Current: Total number of units sold of the menu product group Categories into which menu product mix (and hence menu items) can be grouped., menu product mix Sub-categories into which menu items can be grouped., menu item or product mix template level, during the report period.
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Previous: Total number of units sold of the menu product group, menu product mix, menu item or product mix template level, during the comparison period.
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Trend: Increase or decrease in units sold during the report period as against the comparison period.
Trend = (Current - Previous) x 100 / Previous
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Percent of PMIX Sales:
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Current: The percentage of the total product mix sales that the menu product group Categories into which menu product mix (and hence menu items) can be grouped., menu product mix Sub-categories into which menu items can be grouped., menu item or product mix template level sales forms for the report period.
Current = Total income from that menu product group, menu product mix, menu item or product mix template level, for the report period x 100 / Total PMix Sales for the period
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Previous: The percentage of the total product mix sales that the menu product group Categories into which menu product mix (and hence menu items) can be grouped., menu product mix Sub-categories into which menu items can be grouped., menu item or product mix template level sales forms for the comparison period.
Previous = Total income from that menu product group, menu product mix, menu item or product mix template level, for the comparison period x 100 / Total PMix Sales for the period
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Trend: Increase or decrease in percent of PMix sales current as against percent of PMix sales previous.
Trend = (Current - Previous) x 100 / Previous
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Depending on the POS used by your organization, the sales and costs of individual items that are also sold as combos may not be accurate.
Sales information for menu product groups Categories into which menu product mix (and hence menu items) can be grouped., menu product mix Sub-categories into which menu items can be grouped. and menu items for a period is also available on the Product Mix report and the Food Cost Worksheet without the comparison period.
Associated Settings
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Product Mix Templates controls custom product mix templates that can be used to generate the report.
*optional section or field that may or may not be visible depending on the settings selected, whether the supplier is integrated or not, etc.