Named Calculations
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Use the Named Calculations editor to define the calculations that are used in ¶¶ÒõReports, including Sales and Speed of Service metrics. Use the provided Formula Builder to create a formula consisting of selected variables and existing report calculations.
Sales Calculation
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To define a Sales named calculation:
From the Named Calculations page, select Add Calculation.
From the Choose Named Calculation Type window, select Sales.
Select Continue.
From the General Options section, define the following:
Setting
Description
Calculation Name
Type a name for the report calculation.
Named Code
A unique code is required to identify the report calculation.
This field is automatically populated when the Calculation Name is defined.
Data Type
Select the applicable data type that this calculation is used to determine.
Description
Type a description of the report calculation.
From the Conditions section, add optional conditional statements to identify the Day Part Types, Order Sources, Order Destinations, order and/or item properties to include or exclude from the calculation.
From the Formula Builder section, use the provided fields and operators to create a formula consisting of selected variables and calculations.
Formulas are limited to 3000 characters.
From the upper-right of the screen, select Save.
Speed of Service Calculation
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To define a Speed of Service (SOS) named calculation:
From the Named Calculations page, select Add Calculation.
From the Choose Named Calculation Type window, select Speed of Service.
Select Continue.
From the General Options section, define the following:
Setting
Description
Calculation Name
Type a name for the report calculation.
Named Code
A unique code is required to identify the report calculation.
This field is automatically populated when the Calculation Name is defined.
Data Type
Select the applicable data type that this calculation is used to determine.
Description
Type a description of the report calculation.
From the Speed of Service > Start Event section, define the starting point of the service event to measure:
Setting
Description
Start Event Level
From the dropdown, select the level of the guest experience at which the service event starts:
Assigned Fulfillment Point - Service point assignment.
Item Kitchen Timing - Kitchen event.
Order - Order-level event at the POS.
Vehicle - Drive-thru event.
Start Event
From the dropdown, select the specific event or action that designates the beginning of the service event to measure.
The values available from this dropdown are determined by the selected Start Event Level.
When Item Kitchen Timing is selected from the Start Event Level dropdown, define the following additional fields:
Start Bump Type
This field is only available when Item Bump is selected for the Start Event field.
Select at least one type of bump event to include in the calculation.
Start Method
From the dropdown, select the desired method:
Min - Use the earliest timing value.
Max - Use the latest timing value.
For the Item Arrival event, Min is the default method.
Start Kitchen Screen
From the dropdown, select the applicable kitchen screens.
From the Speed of Service > End Event section, define the ending point of the service event to measure:
Setting
Description
End Event Level
From the dropdown, select the level of the guest experience at which the service event ends:
Assigned Fulfillment Point - Service point assignment.
Item Kitchen Timing - Kitchen event.
Order - Order-level event at the POS.
Vehicle - Drive-thru event.
End Event
From the dropdown, select the specific event or action that designates the end of the service event to measure.
The values available from this dropdown are determined by the selected End Event Level.
When Item Kitchen Timing is selected from the End Event Level dropdown, define the following additional fields:
End Bump Type
This field is only available when Item Bump is selected for the End Event field.
Select at least one type of bump event to include in the calculation.
End Method
From the dropdown, select the desired method:
Min - Use the earliest timing value.
Max - Use the latest timing value.
For the Item Arrival event, Min is the default method.
End Kitchen Screen
From the dropdown, select the applicable kitchen screens.
The End Event may have different kitchen screens associated with it.
For example, the user may wish to measure the time between the first item-level "Arrival" time on the "Assembly" kitchen screen to the last (manual) bump event on the Expo screens.
From the Conditions section, add optional conditional statements to identify the Day Part Types, Order Sources, Order Destinations, Product Categories, and/or Product Tags to include or exclude from the calculation.
For example, add a conditional statement to only include orders with an Order Destination of Drive Thru in the calculation.
From the upper-right of the screen, select Save.