Power BI · Food and beverage
A Power BI supervisor scorecard for a multi-branch cafe chain
A Power BI report that gives branch supervisors one scorecard for sales, costs, delivery partner times, loss prevention, customer feedback and stock, each shown against target, with the standards documents one click away.
- Client
- A cafe and restaurant chain with several branches and delivery partners
- Industry
- Food and beverage
- Platform
- Power BI
- Started from
- Power BI Dashboards product
01The challenge
Supervisors were accountable for a long list of measures across branches, from sales and cost of goods to delivery times, loss prevention and customer feedback. They needed one place to see how each branch stood against target, and a clear link to the policies and checklists behind each measure.
02The solution
We built a Power BI scorecard with a home page of twenty measures. Each tile opens a report page that compares actual with target by month and by branch, with the variance shown. Sales, cost control, delivery operations, loss prevention, customer and stock measures each have their own page, and a documents page opens standards, training material and checklists. Month and branch filters work on every page.
How supervisors use the scorecard
- Start at the scorecardThe home page lists every measure as a tile, with the objective, the target and the data source for the scorecard.
- Choose month and branchFilters narrow every page to the months and branches the supervisor cares about.
- Check salesDaily and monthly sales against target, sales against the prior year and average transaction value by branch and weekday.
- Control costsCost of goods, wastage, operating materials and salaries against target, with the variance for each month.
- Watch delivery and lossPreparation, handover, cancellation and acceptance times for each delivery partner, and the loss and prevention trend.
- Open the standardsThe documents page opens checklists, training material and policies for the measure being reviewed.
Screens from the report
Report pages redrawn with sample data. They show the real pages and measures of the scorecard.
Screen 1 of 7Built for this client
Scorecard home page
Every measure as a tile, with the objective, target and data source.
What the report covers
- Home scorecardTwenty measures as tiles, with objective, target and data source.
- SalesDaily, monthly and prior year comparisons, a sales gauge and average transaction value.
- Cost controlGoods, wastage, operating materials and salaries against target, with variance.
- Delivery operationsPreparation, handover, cancellation and acceptance times for each delivery partner.
- Loss prevention and stockLoss and prevention, inventory to sales ratio and shrinkage against target.
- Customer measuresCustomer reviews and new loyalty cards against target.
- DocumentsStandards, training and succession material opened from the scorecard.
- FiltersMonth, branch and criteria filters with a Clear all button on each page.
Built with Microsoft Power BI · Branch and month filters · Document library links
The result
- Every branch measure in one scorecard
- Actual against target on every measure
- Delivery partner times side by side
- Policies and checklists one click from the numbers
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