Customer Dashboard

 

SeatOn Web - Customer dashboard

 

Customer dashboard displays performance indicators, metrics and charts for an overview of your customer base. It gives you an insight to growth trends, as well as spending and visiting behavior of various customer types. Customer dashboard data is provided in order to help you understand the current situation and help you make decisions to deliver better customer experience and increase your profits. Customer dashboard is retrieved when selecting Customers/Dashboard from the main menu. It is divided into 5 sections as shown on the picture:

  1. Customer visits and revenue information
  2. Quick actions
  3. Customer statistics
  4. Customer registrations
  5. Customer feedback


1. Customer visits and revenue information

Section 1 shows basic information about number of customers, registered customers and their visits.

Section 1 is divided into three categories/panels:

  • # Customers – number of all customers ever registered in the restaurant. Below the number of all customers, smaller text with label “New this month” shows total number of customers registered within a current month.
  • Revenue from regulars – total revenue received from all the registered customers (i.e. regulars). Below the total revenue, smaller text with label “Avg revenue per regular” shows average revenue received by registered customer.
  • # Regulars visit – the panel shows total number of visits by registered customers (i.e. regulars). Furthermore, smaller text with label “Avg visits per regular” shows average number of visits to the restaurant by registered customer.

 

2. Quick actions

This section provides the user with a quick search of registered customers in your customer database as well as shortcuts to some of application functions and reports. 

Furthermore, with Quick links you can have fast access to often used actions and reports:

    Add new customer – register a new customer in the system
    Top regulars by spending - report which lists top spending customers
    Top regulars by number of visits – report which lists customers with most visits
    Top regulars by number of reservations – report which lists customers with most reservations made
    Top regulars by no-show number – report which lists customers with most no-show reservations
    Top regulars by cancelled reservations – report which lists customers with most cancelled reservations

 

3. Customer statistics

Section Customer statistics shows various customer statistics divided in the four tabs:

I. General statistics
II. Visit statistics
III. Growth trend
IV. Member type statistics

 

I. General Statistics

General statistics tab is divided into 4 sub-sections:

A.  Regulars vs non – regulars column chart - comparison of total spending amount by registered and non-registered customers

B. Number of customers by membership type – a pie chart which shows percentage of Beginner, Bronze, Silver, Gold and Platinum members among registered customers

C. Regulars vs non – regulars table – shows spending and visit data for registered (regulars) and non-registered customers (non-regulars). Thus the user can compare differences of spending behavior among registered and unregistered customers.

D. Regular customers specific statistics - three vital statistics which show habits of registered customers:  percentage of total visits made by regulars, percentage of total revenue made by regulars, and percentage of all regulars who opted for  marketing.

A. Regulars vs non – regulars column chart

Regulars are presented with the green bar, and non-regulars with the red bar. By clicking on a specific bar you can get additional information about the selected group: total, revenue, total tips, total number of visits and average spend amount per visit.

B. Number of customers by membership type

By clicking on a specific pie slice which represents particular member group, you can get total number of customers who are members of this group.

C. Regulars vs non – regulars table

Data is presented inside a table with which is logically divided into three columns with various information:

  •     Spending amounts for the customer
  • Tips amounts given by the customer
  •      Visiting information by the customer

Table is further divided in two horizontal sections, for registered customers (regulars) and unregistered customers (non-regulars). Thus, one can compare how the data differs for regular and non-regular customers.

  Spending amounts

Spending amounts information is located in the first column of the table (marked within the red rectangle on the picture):

For regulars, this is the data listed in the successive rows:

  • Total spending of regulars
  • Percentage of total revenue made by regulars
  • Average total spending per registered customer
  • Average spending per visit of registered customer
  • Average spending per cover of registered customer.
  • Percentage difference between the average spending per cover for registered customers and average spending per cover for all customers - If the percentage is positive value, it means that the average spending per cover is larger for registered customers than the average spending per cover overall.

For unregistered customers (i.e non-regulars) this is the data listed in the successive rows:

  • Total spending of unregistered customers (non-regulars)
  • Average spending per visit of unregistered customer
  • Average spending per cover of unregistered customer
  • Percentage difference between average spending per cover for unregistered customers and average spending per cover for all customers is shown - If the percentage is positive value, it means that the average spending per cover is larger for unregistered customers than the average spending per cover overall.

Tips amounts

Information about tips is located in the second column of the table (marked within the red rectangle on the picture):

For regulars, this is the data listed in the successive rows:

  • Total amount of tips made by regulars - calculated as the sum of all tips made by regular customers from the beginning of time
  • Percentage of visits with tips made by regulars – calculated as total number of visits with tips made by regulars divided by total number of visits with tips made by regulars and non-regulars
  • Average tip amount and the percentage of tip in regard to the whole bill size - what is the average ratio of tip amount divided by the bill amount (i.e. are the registered customers more or less generous when giving tips?)
  • Percentage difference between this value and average tip amount of tips of all customers - if the percentage is positive value, it means that registered customers give larger tips than the average unregistered customer.

For unregistered customers (non-regulars) this is the data listed in the successive rows:
  • Total amount of tips made by non-regulars - calculated as the sum amount of all bills made by regular customers from the beginning of time
  • Percentage of visits with tips made by non-regulars – calculated as total number of visits with tips made by non-regulars divided by total number of visits with tips made by regulars and non-regulars
  • Average tip amount and the percentage of tip in regard to the whole bill size - what is the average ratio of tip amount divided by the bill amount. 
  • Percentage difference between the average tip amount for non-regulars and average tip amount of tips of all customers - if the percentage is positive value, it means that unregistered customers give larger tips than the average registered customer.

 

  Visiting information

Information about tips is located in the third column of the table (marked within the red rectangle on the picture):  

For regulars, this is the data listed in the successive rows:

  • Total number of visits made by regulars
  • Percentage of visits made by regulars – calculated as total number of visits made by regulars divided with total number of visits made by regulars and non-regulars
  • Total number of covers made with regulars’ visits
  • Average number of covers made per regular’s visit
  • Percentage difference between this value and average number of per covers overall – if the percentage is positive value, it means that registered customers make more covers during their visits than the average customer.
For unregistered customers (i.e. non-regulars) this is the data listed in the successive rows:
  • Total number of visits made by non-regulars
  • Percentage of visits made by non-regulars – calculated as total number of visits made by non-regulars divided by total number of visits made by regulars and non-regulars –
  • Total number of covers made with regulars’ visits
  • Average number of covers made per regular’s visit
  • Percentage difference between this value and average number of per covers overall – if the percentage is positive value, it means that registered customers make more covers during their visits than the average customer.

II. Visit statistics tab

Visit statistics tab contains 3 subsections as shown in the picture:
1. General visit statistics for regulars
2. Reservation statistics
3. Waitlist statistics

A. General visit statistics for regulars

This section shows visiting habits of all regular customers, whether they prefer to make a reservation, or to walk in the restaurant. Moreover, visits when the customer walked in and was seated immediately, or when he was waitlisted prior to seating are counted separately.

Data is presented graphically in the Visit statistics pie chart and in more detail in the table. For each visiting type (Reservation, Walk-in seated, Walk-in waitlisted) there are four columns in the table:

  • # - total number of events for this visiting type
  • % share - share of this visiting type in the sum of all visits made by regular customers
  • Avg per customer - average number of this visit type per customer
  • # covers - Total number of all covers made during these visits

2. Reservation statistics

This subsection shows detailed reservation statistics data in the appropriate table and in the pie chart. All reservations ever made by all regular customers are counted and grouped in three different groups, depending how the reservation was resolved:

  • Show - the customer showed up and paid a visit
  • No show - the customer didn't show up despite he made the reservation
  • Cancellation - the customer cancelled the reservation before the appointed time

3. Waitlist statistics

This subsection shows detailed reservation statistics data in the appropriate table and in the pie chart.

 

III. Growth trend tab

In this tab you can check the number presented in the bar chart where each bar represents one month in the period of last 12 months. If you move your mouse pointer over a specific bar, you will get additional information with exact number of new customers in the chosen month.

Below the bar chart, you can also check the average number of newly registered customers per month in the past 12 months (as the current month is not yet finished, it is excluded from the calculation of this average). Thus, you can check whether the month is above or below average in terms of the number of new customers.

 

IV. Member type statistics tab

This tab consists of bar chart which shows share of member types in five key indicators, and member type details table.

Member type bar chart

Five key indicators shown in the bar chart are percentages of all   (total number, total revenue, amount of tips, total number of visits, no show rate)

Member type details table

Member type details table contains information about spending habits of different membership groups (Beginner, Bronze, Silver, Gold, Platinum).

The table is divided in seven sections for each member type in the appropriate column. Each section contains further information in particular rows. These seven sections are:

         Total number -

  • Number of customers of this member type
  • Percentage of the overall number of customers

           Spending amount

  • Total Spending amount for this member type
  • Spending amount of this member group in relation to the overall spending amount
  • Average spending amount per customer of this member group. Furthermore, a comparison percentage in relation to the overall average spending amount per customer

           Tips 

  • Total Tips amount for this member type
  • Tips amount of this member group in relation to the overall tips amount
  • Average tips amount per customer of this member group. Furthermore, a comparison percentage in relation to the overall average spending amount per customer

           Number of visits

  • Total number of visits for this member type
  • Number of visits for this member group in relation to the overall number of visits
  • Average tips amount per customer of this member group. Furthermore, a comparison percentage in relation to the overall average spending amount per customer

          No show events

  • Total number of no-show events for this member type
  • Number of no-show events for this member group in relation to the overall number of no-show events
  • Average no show rate for this member group. Furthermore, a comparison percentage in relation to the overall average no-show rate

  Canceled events

  • Total number of canceled events for this member type
  • Number of canceled events for this member group in relation to the overall number of canceled events
  • Average cancelation rate for this member group. Furthermore, a comparison percentage in relation to the overall average cancelation rate

Reservation ratio

  • Average reservation ratio (number of reservations divided by number of total visits) for this member group

 

4. Customer Registrations

This section shows latest 10 customer registrations listed in descending order (newly added customers are shown first in the list).

By clicking on appropriate icons, it is possible to check customer data in detail, update the customer data, or erase the customer.

   - Check customer data in detail

  - Update customer data

  - Erase the customer

If you have decided to check the detailed customer data you will be taken to page Customer details. If you select to update the customer data you will be taken to the page Add new customer.

8f you decide to erase the customer you will have to confirm delete by clicking on the icon , or a chance to change your mind and cancel delete by clicking on the icon .

Clicking the button “Show new customers registered since last login” will take you to the Customer search page where you can see all the customers registered in the database and search them by various criteria.

 

5. Customer feedback

This section lists five latest customer reviews and total average customer rating for all customer reviews.

If you want to check customers' feedback in detail, you can do that by clicking the button “Show more”. You will be taken to the page Customer feedback.