Restaurant reporting / Client story

Connected
restaurant
reporting.

Sales, finance and loyalty data brought together for a multi-location restaurant group.

See the reporting views
Client
Multi-location restaurant group
Project
Data integration & reporting
Scope
POS ยท ERP ยท Loyalty ยท Power BI
01 / Context

Three systems.
Separate views of the business.

Sales sat in the POS, financial records in the ERP and customer activity in the loyalty system. Reviewing the group meant bringing separate information together.

What the group needed
  • Location performance
  • Sales and financial results
  • Customer loyalty
02 / The approach

Build a common
reporting foundation.

We connected POS, ERP and loyalty data to a central warehouse and standardised locations, dates, products, categories and financial structures.

03 / The solution

Compare locations.
Understand the numbers.

An integrated reporting environment brings sales, finance and loyalty together, so the group can compare performance across locations.

Restaurant group overviewSource: POS ยท ERP ยท LoyaltyIllustrative reporting views
LocationAll locations PeriodExample period
Location comparison
Location A
Location B
Location C
Sales & finance
CategorySalesCostsFinancial performance
Food & beverageโ€”โ€”โ€”
Other revenueโ€”โ€”โ€”
Totalโ€”โ€”โ€”
Loyalty activity
Customer activityRedemption rate

Compare the same reporting period across locations.

Review sales alongside financial performance.

Follow loyalty activity and location-level trends.

Built in Power BI ยท Illustrative view
04 / The results

One place to review
group performance.

Management could compare locations and review sales, finance and loyalty from one reporting environment, with less manual preparation.

Discuss your reporting setup.

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