Sales Contest Guide

Sales Contest Reports allow you to rank sales for a single item or group of items by the employee. These reports can be created for a single day or span multiple days as well as be restricted to certain times and jobs.

To configure a new report you first need to access the Report Setup:

1. Navigate to the Wrench icon on the Home Screen (Note: Some customers may skip this step if launching the application from a BOH PC.)
2. Press Setup and enter your Manager Access Code
3. Find Reports on the menu options bar located on the top
4. Select Setup from the menu drop down

Once the Report Setup window opens, find a blank spot to create your new report:

1. Type in the name of your new report in the Name field
2. From the Type drop down box select Sales Contest Report
3. From here you can now select different options detailed below for this Sales Contest Report

Field

Description

Ranking

Units:	Employees will be sorted by Units sold.
Sales:	Employees will be sorted by Sales amount.
Sales by Guest:	Employees will be sorted by Sales by Guest (PPA).
Unit to Unit %:	Employees will be sorted by Unit to Unit % (The number of Menu Items sold from Menu Item Filter divided by the number of Menu Items sold from Base Item Filter).
Sales to Sale %:	Employees will be sorted by Sales to Sale % (The Sales amount of Menu Items in Menu Item Filter divided by Sales amount of Menu Items in Base Item Filter).
Number of Guests:	Employees will be sorted by Number of Guests.
Unit by Guest:	Employees will be sorted by Unit by Guest (The number of the Menu Items sold from Menu Item Filter divided by the number of guests).

Date

Today:

The contest will use the current date.

Range:

Start Date	The beginning date for the contest.
End Date	The ending date for the contest.

Time

All Day:

The contest will use the entire day.

Partial:

Start Date	The beginning time for the contest.
End Date	The ending time for the contest.

# of Employees

The number of Employees the contest will display.Note: Entering 0 will display all Employees.

Include Gift Cards

The contest will display Gift Card sales. Note: Gift card activations and increments are included in the counts and sales respectively if this option is on.

Include Zero Priced Items

The report will include items that were sold for $0.00.

Use Jobs

The report will run for the selected Jobs. Note: Click the 'Jobs" button to select the Jobs to include in the report.

Jobs

When selecting 'Use Jobs' this will take you to a screen to select the Jobs to be included.

Performance Level Method

Top # Employees:

Levels define the number of Employees that will be grouped together and displayed in a different color on the report.

Level 1	The number of Employees that will be grouped together (at the top of the report) and displayed with the same color on the graph.
Level 2	The number of Employees that will be grouped together (after Level 1 Employees) and displayed with the same color on the graph.
Level 3	The number of Employees that will be grouped together (after Level 2 Employees) and displayed with the same color on the graph.

Top % Employees:

Levels define the percentage of Employees that will be grouped together and displayed in a different color on the report.

Level 1	The percent of Employees that will be grouped together (at the top of the report) and displayed with the same color on the graph.
Level 2	The percent of Employees that will be grouped together (after Level 1 Employees) and displayed with the same color on the graph.
Level 3	The percent of Employees that will be grouped together (after Level 2 Employees) and displayed with the same color on the graph.

Creating a Menu Item Filter allows you to control what items will be included in the sales comparison. For example, if you want to run a contest for appetizer sales for all servers, you may want to create a menu item filter the narrows down the items by report group or canvas.

Access the Menu Item Filter setup directly from the report setup by clicking on the italicized header that reads "Menu Item Filter". You may find a filter already exists, or you can create a new one by selecting a blank filter and setting the criteria. Below are some of the different options for the Menu Item Filter criteria.

Type

The Type for the Menu Item Filter.

Canvases:	Allows you to filter based on a specific canvas. If you select the 'Beer' canvas you will find all items on that canvas.
Concepts:	Allows you to filter based on a specific concept. This is designated in the menu item under 'Cncpt'.
Courses:	Allows you to filter items with a specified course.
Meal Stages:	Allows you to filter items with a specified meal stage.
Menu Items:	Allows you to filter for a particular menu item.
Modifying Canvas:	Allows you to filter for all items on a particular modifying canvas.
Printer Groups:	Allows you to filter for all items with a particular printer group.
Priorities:	Allows you to filter for all items with a particular priority.
Report Groups:	Allows you to filter for all items with a particular report group.
Taxes:	Allows you to filter items with a particular tax assigned.
Type:	Allows you to filter items with a particular assigned.

Item

The corresponding options available in the drop-down box depending on what 'Type' is selected. For example, if you select 'Type>Canvas' the Items drop down box will display all Canvases that have been created. Select the particular Canvas you would like to filter.

Once you have saved a menu item filter you may apply it to the contest report. It is also a good idea to test your filter in the Menu Item Setup to ensure it shows the correct items you wish to include in the Sales Contest Report.

The last step is to make your report viewable:

1. Select the Output tab at the top of the Report Setup screen while still on your current Sales Contest Report
2. Enter the number 5 in the Security Code box
3. In the Screen Options check the Display checkbox
4. Ensure the Revenue Center is set to "<NONE>" by selecting a revenue center then pressing the Delete button on your keyboard

Once complete you may select the Save and Close buttons at the bottom of the Report Setup screen.