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đź“„Product Promotion Summary Report

This article covers an overview of the "Product Promotion Summary" report and its configuration options in BackOffice. 

Overview

The Product Promotions Summary offers a platform for viewing summary information of Product Promotions and their usage - including Products, Sizes, Sales, Discount Amounts, and Costs - over a defined period of time.

The reporting options for this report allow for analysing specific Venues & Stores as well as specific Product Promotions.

This can provide a snapshot insight of how a Promotion/s is performing - which Products and/or Sizes are popular or unpopular, how the Promotion is affecting the Nett, and the ability to quickly compare to Cost Total.

 

Prerequisites

  • For an Operator to have access to Marketing Reports, including the Product Promotion Summary, they must have the Allow Marketing Reports flag enabled
  • This flag can be found within Operator Maintenance on the Reporting tab and within the Sales Reports section
  • If this flag is not enabled, the Operator will not have the ability to access the Product Promotion Summary

 

Accessing the Report

  • To locate the Product Promotions Summary, after logging into BackOffice, navigate to the side menu where Marketing Reports can be found (assuming that the logged-in Operator has the above-mentioned flag enabled)
  • After expanding the Marketing Reports menu, the Product Promotion Summary will be available for selection
  • Select the desired Reporting Options (see below for details) and then click the Display/Refresh button to run the Report

 

Report Options

Option

Description

Visual (if applicable)
Venue drop-down
  • The Venue drop-down allows for selecting a Venue Group, Venue Set, or specific Venue for Reporting
  • The selection from the Venue drop-down will determine which options are available in the Store drop-down

 

 
Store drop-down
  • The Store drop-down allows for selecting a Store Group or specific Store for Reporting
  • The options in this drop-down are dependant upon what has been chosen in the Venue drop-down and will populate accordingly

 

 
Product Promotion drop-down
  • The Product Promotion drop-down allows for selecting the desired Product Promotion from the System for Reporting
  • This drop-down will replicate the Promo Name list from the System's Product Promotions and will show all existing Product Promos whether they are Active or Inactive

 

 
Select by Period & Display Period
  • When the Select by Period radial is selected - as opposed to the Select by Shift radial - the Reporting Period option will be a Display Period drop-down offering the standard BackOffice options of available Periods
  • With the Select by Period option chosen, select the desired Display Period for Reporting

 

 
Select by Shift
  • When the Select by Shift radial is selected - as opposed to the Select by Period radial - the Reporting Period will allow for setting a Date/Shift range From and To
  • With the Select by Shift option chosen, set the desired DateFrom, Shift From, DateTo, and ShiftTo for Reporting

 

 

 "_Standard" View

  • The Standard View of the Product Promotion Summary Report consists of the following data columns by default:

 

Product Promo Usage

  • Double-clicking on a line of data within the Report will open a new tab displaying Product Promo Usage for the same period as the Product Promotion Summary for the selected Product Promotion
  • This allows for seeing additional data relating to the usage of the Promo including which Venues and Tills were used
    • This data can optionally be sorted & analyzed to determine how the Promotion is performing at particular Venues and Tills

  • Once the Product Promo Usage tab is open, if desired, the Reporting Period can be adjusted and the Report can be Refreshed

 

Best Practices

  • Use Promotion Groups to group related campaigns (e.g., “Summer 2024 Promos”).

  • Run the report at the end of the campaign to evaluate final results.

  • Filter by site or store group to understand regional effectiveness.

  • Combine with sales reports to measure sales uplift versus baseline performance.