Summary
Menu profitability shows the margin on every item sold through your till, line by line. For each item you see how many sold, what it cost to make, what it sold for, and the gross margin left over - so you can tell which items earn their place on the menu and which are priced wrong.
Open Reports from the left-hand menu and select the Menu Profitability tab. Set the period with the date fields and choose a single site or all of them. The figures come from your sales data and from the recipes and products those sales are matched to.
An unmatched item shows its sales but carries no cost, so it can't be costed - a banner at the top of the report tells you how many are unmatched, and Open item matching takes you straight there to fix them.
Important: When viewing 'All Sites', we do not differentiate the data in the table by site - all data is grouped together.
Controls
Date Selector: Choose the date range you'd like to review
Site Selector: View data for a specific site, or look at all your sites together
Metrics
Field Name | Explainer |
POS Name | The name of the product as it appears in your Point of Sale (POS) system. |
Modifier | Variations or customisations added to a product that's sold (i.e different milk types for coffee drinks) |
Edify Name | Name for the product/recipe set in Edify |
Product Class | The category of the product/recipe (i.e "Beverage" or "Food") |
QTY Sold | The total number of units sold during the selected period |
Cost per Unit | How much it costs to produce one unit of the product |
Total Cost | The total cost for all units sold |
Sale price per unit | The price at which one unit is sold to customers. This is your net price and is an average of your sales across the selected period including any applied discounts or extra charges. |
Net Sales total | The total revenue earned from selling this product |
Gross Margin | The percentage of revenue remaining after product costs are subtracted (an indicator of profitability) |
Troubleshooting Costs
The Menu Profitability reports are generated using information from your Recipes/Products and Sales Data. If you notice something doesn't look quite right with your report, make sure to check the following things first:
Is the product/recipe in Edify matched up to the item on your POS correctly?
Check your Item Matching Dashboard and ensure the correct item and unit of measure have been linked - you'll see a Missing error appear in the Name column if you haven't yet matched anything to the item in Edify.Are your Recipes set correctly in Edify?
Check the recipe ingredients and costs - has there been a mistake made? You can view this by clicking in the Edify Name Column.
If you've checked these and still can't identify the reason for the discrepancy, please reach out to our support team via LiveChat who will be able to assist.