Profitability – Margins, Discounts and Budget
Open Analytics++ → Lönsamhet (Profitability) and choose a period. This view shows calculated gross profit, cost of goods, discounts and budget. Margins use registered cost prices and sales after discounts, excluding VAT. Staff and other operating costs are not deducted from gross profit.
4 KPI cards:
| Metric | Description |
|---|---|
| Gross Profit | Revenue minus cost of goods |
| Food Cost % | Cost of goods / Revenue (gauge: green/orange/red) |
| Total Discounts | Sum of all discounts in the period |
| Avg Margin per Order | Average profit per order |
Profitability per category (table):
| Category | Revenue | Cost of Goods | Margin | Margin % | Share of gross profit | Units sold |
|---|---|---|---|---|---|---|
| E.g. Food, Drinks | SEK | SEK | SEK | % (color-coded) | % | count |
Margin per item (scatter plot):
- X-axis: Units sold
- Y-axis: Margin %
- Dot size: Revenue
- Color: Red <40%, Orange ≥40%, Green ≥60%
Discount analysis (3 columns):
- Total discounted amount
- Number of orders with a tab-level discount (N of total)
- Average discount per order with a tab-level discount
Budget vs Actual (bar chart):
- 12 months (Jan–Dec)
- Gray dashed bars = budget
- Gold filled bars = actual result
- Click Sätt budget to enter monthly budgets for the current year
Actuals in the budget chart cover the restaurant’s paid sales for the current year. They do not follow the date, payment and service filters used by the category table above.
The category table’s Revenue shows item amounts including VAT before discounts, whereas its margin columns use amounts after discounts and excluding VAT. Subtracting the visible Cost of Goods column from Revenue will therefore not reproduce the margin. The discount count covers tabs with a tab-level discount; an item-only discount can contribute to the amount without increasing that count.
This feature is part of Vendion Analytics++.
Curious how it looks in practice? Read more about the product or book a short demo.
Was this article helpful?