Select Maintenance > Labor > Performance Measures to access this function. The Performance Measures function enables you to track individual employee performance against your desired objectives. For example, you can use performance measures to determine the average sales per guest for each employee, to see which employees are your strongest performers. You can also use performance measures to track contests, such as which employee is selling the highest number of desserts.

Performance Measures rely heavily on the categories you define in Maintenance > Menu > Categories. You will find it necessary to create general (non-sales) categories to take full advantage of the Performance Measures function. For example, to determine how well a new entrée is selling compared to all entrées, create a new category of the ‘General’ type and add the new entrée as the only item in the category. Using the ‘Sales to sales’ or ‘Count to count’ performance measure type, select the new category as the target category and the category containing all entrées as the base category. Performance Measures also rely heavily on sales types. If you do not select a target or base category, you must then choose a sales type: gross sales, comparative sales, or net sales.

(TS only) Each active performance measure appears as a separate button on the FOH Functions > Server Sales Report, allowing a manager to quickly view how each employee is performing. If you add more performance measures than buttons that appear on the initial screen, arrows appear on the bottom right to allow access to additional performance measures.

Each employee can quickly view how they are doing using the Flash Report and the Checkout report. Managers can use the BOH Performance Measures report to view individual employee sales data by selected performance measure.

You can make a performance measure active at all times, or use the ‘Activate Performance Measure’ event in Maintenance > System Settings > Event Schedule to activate a performance measure, as necessary. This reduces the number of performance measures that appear on the Front-of-House (FOH) screens, checkouts, and the Back-of-House (BOH) performance measures report.

Performance Measure types

The system bases each performance measure type on individual employee performance. Select from the following types, when you click the New drop-down arrow to add a new performance measure:

Straight sales provides the total count and net sales value for the items sold from the designated category, or the sales value that corresponds with the sales type you choose. For example, if you designate Appetizers as the target category, the number of appetizers sold and the corresponding net sales value appears; if you choose a sales type, such as ‘Net sales,’ instead of a category, the net sales value for all items sold by the employee appears.

Sales per hour provides the total net sales value for items sold from the designated category, or the sales value that corresponds with the sales type you choose, divided by the number of hours/minutes the employee has been on the clock. For example, if you designate Appetizers as the target category, and the net sales value for appetizers sold by an employee clocked in for five hours is $35.00, the average sales per hour is $7.00. If you choose a sales type, such as ‘Gross sales,’ instead of a category, and total gross sales for an employee clocked in for five hours is $250.00, the average sales per hour is $50.00.

Sales per check provides the total net sales value for items sold from the designated category, or the sales value that corresponds with the sales type you choose, divided by the number of guest checks owned by the employee. For example, if you designate Appetizers as the target category, and the net sales value for appetizers sold by an employee who owned five guest checks is $35.00, the average net sales per check is $7.00. If you choose a sales type, such as ‘Gross sales,’ instead of a category, and total gross sales for an employee who owned five guest checks is $250.00, the average gross sales per check is $50.00.

Count to guests provides the percentage of total guests who purchased an item from a designated category. For example, if you designate Appetizers as the target category, when the total guest count for a server is 21, and seven of those guests order an appetizer, the server sold an appetizer to 33% of the guests they served.

Sales to guests provides the total net sales value for the designated category, or the sales value that corresponds with the sales type you choose, divided by the number of guests served. For example, if you designate Appetizers as the target category, and the net sales value for appetizers sold by an employee who serves ten guests is $35.00, the average net sales value for appetizers per guest is $3.50. If you choose a sales type, such as ‘Gross sales,’ instead of a category, and gross sales for that same employee is $250.00, the average total gross sales value per guest is $25.00.

Count to count provides the total number of items sold from the designated target category divided by the total number of items sold from the designated base category. For example, if you designate desserts as the target category, and entrées as the base category, and the item count for the dessert category is 7 and for the entrée category is 35, the percentage of number of desserts sold to number of entrées sold is 20%.

Sales to sales provides the total net sales value for the designated target category, or the sales value that corresponds with the target sales type you choose, divided by the net sales value for the designated base category, or the sales value that corresponds with the base sales type you choose. For example, if you designate Appetizers as the target category, and All Items as the base category, the percentage of net sales for appetizers ($35.00) per net sales for all items ($220.00) is .16. If you choose a sales type, such as ‘Gross sales,’ instead of a specific base category and gross sales for that same employee is $250.00, the average percentage of appetizers to total gross sales is .14.

Quick combo upsells (QS only) provides the lump sum value, not each upsell value, of price increases that result when a guest chooses to order and pay to increase the entire size of a quick combo across all items bundled within a promotion. This performance measure appears at the bottom of the audit section on the checkout chit.

Quick combo component upsells (QS Only) provides the lump sum value of all item surcharges, not each upsell value, of price increases that result when a guest chooses to pay an item surcharge for a larger size of a component within a quick combo. This performance measure appears at the bottom of the audit section on the checkout chit.

Quick combo component item surcharge (QS Only) provides the lump sum value of all item surcharges, not each upsell value, of price increases that result when a guest chooses to substitute one component for another more costly component with an added item surcharge. For example, a quick combo includes a medium fountain drink, yet the guest orders a medium chocolate shake. Even though you serve both in a medium cup, it costs more to make a chocolate shake, so there is an item surcharge. The performance measure metric appears at the bottom of the audit section on the checkout chit.

Performance Measure tab

Use the Performance Measure tab to establish the objectives by which to measure employee performance.

Group Bar: Settings

Name — Identifies the performance measure. Type a maximum of 15 characters.

Type — Specifies the type of performance measurement created. This option is ‘read only.’

Active — Indicates the selected performance measure is active at all times. Required Requirements: To activate a performance measure independently, as needed, use the ‘Activate Performance Measure’ event in Maintenance > System Settings > Event Schedule.

Target — Indicates the parameter on which to target the performance measure. The performance measure type determines the options that appear for ‘Target.’ For example, you must select a performance measure type of ‘Quick combo upsells,’ ‘Quick combo component upsells,’ or ‘Quick combo component item surcharge’ to enable the ‘Count’ and ‘Sales’ options.

• Category — Bases performance measure data on a specific category of items. Required Options: You must select a category from the ‘Target category’ drop-down list.
• Count — Bases performance measure data on the number sold of a designated upsell level, or the number sold of all upsell levels. Required Options: 1) You must select a performance measure type of ‘Quick combo upsells,’ ‘Quick combo component upsells,’ or ‘Quick combo component item surcharge’ to enable this option. 2) You must select a specific upsell level, or choose ‘All Upsell Levels,’ from the ‘Upsell level’ drop-down list.
• Sales — Bases performance measure data on the sales value of a designated upsell level, or the sales value of all upsell levels. Required Options: 1) You must select a performance measure type of ‘Quick combo upsells,’ ‘Quick combo component upsells,’ or ‘Quick combo component item surcharge’ to enable this option. 2) You must select a specific upsell level, or choose ‘All Upsell Levels,’ from the ‘Upsell level’ drop-down list.
• Gross sales — Bases performance measure data on gross sales.
• Comparative sales — Bases performance measure data on comparative sales.
• Net sales — Bases performance measure data on net sales.

Target category — Indicates the specific category of items on which to target the performance measure. Required Options: Selecting ‘Category’ from the ‘Target’ drop-down list enables this option.

Upsell level — Indicates the upsell level to target. You may target a specific upsell level, such as ‘Upsell level 1’ or ‘Upsell level 2,’ or select ‘All Upsell Levels’ to target all levels. Required Options: Selecting a performance measure type of ‘Quick combo upsells,’ ‘Quick combo component upsells,’ or ‘Quick combo component item surcharge’ enables this option.

Base — Indicates the parameter on which to base the performance measure. Required Options: Selecting a performance measure type of ‘Count to count’ or ‘Sales to sales’ enables this option.

• Category — Bases performance measure data against a specific category of items. Required Options: You must select a category from the ‘Base category’ drop-down list.
• Gross Sales — Bases performance measure data on gross sales.
• Comparative sales — Bases performance measure data on comparative sales. Note: The ‘comparative sales’ column data is the same as ‘gross sales,’ on reports.
• Net sales — Bases performance measure data on net sales.

Base category — Indicates the specific category of items on which to base the performance measure. Required Options: You must select ‘Category’ from the ‘Base’ drop-down list to enable this option.