Generate Burger Restaurant Sales by Menu Item Report
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 is connected and contains sales transaction data.
User has Jira Admin permission and has access 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.
Configured report is saved in Reports list.
Use Case Flow Diagram
Step-by-Step Implementation
1. Configure Table Grid Data Source
Actions | |
|---|---|
| 1 | Open Data Sources tab, click on Table Grid source
|
| 2 | Click Select on grid “Order Burger Demo” |
| 3 | Click Select Dimensions button |
| 4 | Select dimensions and then click Save Selected |
| 5 | Click Index All Dimensions button to reindex the data of all selected dimensions, ensuring it is fully up to date. |
2. Configure Data Set
Actions | |
|---|---|
| 1 | Open Data Sets tab, click Create Data Set button |
| 2 | Enter “Burger Orders” for Data Set Name |
| 3 | Select “Table Grid” in Select Data Sources section |
| 4 | In Select Grid field, select grid “Order Burger Demo” |
| 5 | Enter JQL query to narrow down the data set that you want: key = (HNGTST-33, HNGTST-89, DU2-254, B2-43)Then click “Run Query” or “Preview” button to filter and preview data in Data Preview section |
| 6 | Click Save to save data set configuration |
3. Configure Revenue Report
Actions | |
|---|---|
| 1 | Open Reports tab, click Create Report button |
| 2 | Fill in Report Name and click Next button |
| 3 | In Table View tab, select data set “Burger Orders” that we have configured |
| 4 | Open Analytics & Pivot tab to start configuring report |
| 5 | Drag dimension Name to section Rows to view menu item name as row headers |
| 6 | Continue to drag dimension Size to section Rows and below dimension Name to view size of each menu item |
| 7 | Drag dimension Order Type to dimension Columns to view order types as column headers
|
| 8 | Drag dimension Total to section Values to view revenue in each field of the table Select Sum in Aggregation field |
| 9 | Drag dimension Order at to dimension Filters to filter orders in 2025 Click on Order at dimension to select filter condition Date Is After and enter value “2025-01-01” Use Date format: YYYY-MM-DD |
| 10 | Select Bar Chart in section Visualization |
| 11 | Click Apply Config to generate report |
| 12 | Click “Save” to save report configuration |
4. 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 “Save Changes” to save changes on gadget |
| 6 | Click “Change layout” and select “One column”
|
| 7 | Click Done to save dashboard |
5. 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.