Shari's Analytics Review "Notes"05.19.21

Mer som dette

Merchandising Business

Ved Kevin Liu

Internet Marketing Niches

Ved Madhu Rai

Packaging

Ved Matt Hale

Daily Tasks

Ved Horace Lyons

SYNC TIMES

Core Application Sync Times

POS 9:30am est / 4:30 pdt

Labor 9:30am est / 4:30 pdt

Labor 11:30 am est / 6:30am pdt

Inventory 1:00pm est / 8am pdt

Adjust sync times to 9am est

Flash P&L Dashboard

Flash P&L Dashboard

• Updates Daily via API
• Drill Down enabled from High level KPI to GL Transaction by location & date.
• Inventory figures will only present the day after inventory period has been posted and closed.

Plate IQ

Shari's AP Platform

• Flash P&L
• Gross Profit
• Contribution Margin
• GL Exports
• Enterprise Reporting

Plate IQ API Call

Fourth API Call

Shari's to provide Fourth with API credentials to Plate IQ

Daily export

Import received and sent to both storage and Shari's KBC Environment for further transformation.

Plate IQ Integration transforms data to the table format needed to be consumed into Analytics.

Shari's KBC environment exports transformed tables to Analytics Flash P&L Dashboard.

• GL codes mapped 1 to 1
• All changes made in core app will be reflected on following sync

Plate IQ

Plate IQ integration

• Receive import from Plate IQ
• Compare to Units table within Analytics
• Concatenate GUID w/GL codes
• Remap Data by GUID
• Export to Analytics Flash P&L

POS Sales

Labor Sales

Inventory Sales

Labor Dashboard

Inventory Dashboards

Inventory Dashboard Sales Variance

During initial config, sales filters are applied with customer direction to align the core application with desired result in Analytics. Ex. comps, discounts, etc.

Adjust Net Sales Metric within Analytics to more closely align with POS/Labor.

Analytics Inventory feeds have been configured to aggregate Net Sales before posting.

1. Remove all filters from core application feed
2. Re-map necessary sales filters with Customers guidance

(Analytics Team) address the sales variance by remapping inventory net sales within Analytics to match Inventory.

(Inventory team) will be responsible for making the necessary adjustments to align with POS Sales.

POS Dashboard

POS

Labor Sales:

Customer has accepted the variances within the core application (Labor) and does not hinder performance of Labor Analytics Dashboards.

POS Sales:

Customer has confidence in these numbers and are quite satisfied with the result from POS

Inventory Sales:

• Providing an additional work-around will further perpetuate the issues and introduce more risk.
• Customer expressed that re-config of every item and modifier not feasible.

Current work-around:

• Food Recipe Filler - negative sales / item modifier

This workaround has caused the unfortunate byproduct of negative value, skewing core application sales/costs.

Downstream this is effecting Inventory Analytics Dashboards

1. POS Sales are correct within Analytics
2. Inventory Sales are not correct within Analytics
3. Labor Sales have expected variances within Analytics

By addressing the configuration within core applications you will resolve the variance within sales $



Using another sales feed is not advised.

Labor

Inventory

Follow-up w/RME

With regards to item visibility between brands