Generate Burger Restaurant Sales by Menu Item Report
- Dung Nguyen Tuan
This document provides a step-by-step guide to generating a sales report for a burger restaurant, focusing on revenue breakdown by menu item. Using Visionade and Table Grid as data source, restaurant owners and managers can gain insights into their best-selling items, track revenue trends, and optimize their menu for better profitability.
Introduction
Understanding which menu items drive the most revenue is crucial for a burger restaurant. A sales report by menu item allows business owners to make data-driven decisions, such as adjusting pricing, optimizing inventory, and launching targeted promotions. Visionade enables seamless data extraction from Table Grid and visualization within Jira Dashboards for real-time tracking.
Orders will be managed on Issue Screen and displayed in grids like this:
Prerequisites
Before generating the report, ensure the following conditions are met:
Visionade is installed and accessible within your Jira environment.
Table Grid contains sales transaction data.
User permissions allow access to data source (Table Grid) and Jira Dashboards.
Sales data structure includes key fields such as Item Name, Ordered date, Quantity sold, Price, and Total revenue.
Post-condition
A dynamic sales report by menu item will be displayed on the Jira Dashboard.
Connected data source (Table Grid) is saved in Data Sources list.
Configured report is saved in Reports list.
Use Case Flow Diagram
Step-by-Step Implementation
1. Connect Data Source from Table Grid
Actions | |
|---|---|
| 1 | Click Add Data Source button  |
| 2 | Fill in validate information and click Save You can also click Test connection to check the connection before.  |
2. Configure Revenue Report
Actions | |
|---|---|
| 1 | Click Reports tab Click Create Report button  |
| 2 | Fill in Name and click Create button  |
| 3 | Click on the Source section Select Table Grid of Burger Restaurant as data source  |
| 4 | Click on Grid field, select grid Order Burger (the grid used to manage orders)  |
| 5 | Issue Scope By: You can select to filter issues by Projects or Custom JQL
 |
| 6 | Drag dimension Name to section Rows to view menu item name as row headers  |
| 7 | Continue to drag dimension Size to section Rows and below dimension Name to view size of each menu item  |
| 8 | Drag dimension Order Type to dimension Columns to view order types as column headers  |
| 9 | Drag dimension Total to section Values to view revenue in each field of the table Select Sum in Aggregation field  |
| 10 | Drag dimension Order at to dimension Filters to filter orders in 2025  |
| 11 | Click in Filter By field  Select condition Date is after  Select 1/1/2025 in Date field  Click OK |
| 12 | Select Bar Chart in section Visualization  |
| 13 | Click Save changes to save report  |
3. Add Revenue Report to Jira Dashboard
Actions | |
|---|---|
| 1 | Open Dashboards screen and click Create dashboard button  |
| 2 | Fill in Name and click Save  |
| 3 | Click Edit button to edit the dashboard Search “Visionade” to search gadget Click Add button on Visionade Report gadget  |
| 4 | Select Revenue by Menu Items Report  |
| 5 | Click Change layout and select 1 column  |
| 6 | Click Done to save dashboard  |
4. Result
Report is displayed on Jira Dashboard.
Conclusion
By leveraging Visionade and Table Grid, burger restaurant owners can efficiently track sales performance by menu item. This report enables data-driven decision-making, helping businesses optimize pricing strategies, manage inventory effectively, and maximize profitability. We encourage you to explore the insights provided and take action to drive better business outcomes.