Growth & Engagement
      Back to home
      1. Knowledge Base
      2. Marketing Services
      3. Growth & Engagement

      Restaurant Transaction Report Insights: Maximizing Your Marketing Impact

      Transform your transaction data into powerful insights to drive sales, loyalty, and smarter marketing.

      Transaction Report Overview

      What insights are available?

      • Transaction Date, Daypart, Order Mode/Service/Platform: Identify when and how guests are interacting with your restaurant.

      • Fulfillment Mode/Center and Table Type: Understand the dynamics between dine-in, takeout, and delivery.

      • Sales Trends: Evaluate weekly, monthly, or yearly sales trends to track performance.

      • Popular Items: Discover which menu items drive the most sales and guest engagement.

      • Granular Breakdown: Gain detailed insights by Daypart and Fulfillment Mode.

      • In-Store vs. Online: Compare on-premises transactions against online orders to see where opportunities for growth lie.

      Key Charts and Their Insights

      1. Transaction Summary

      This section highlights:

      • Total Transactions: Understand the scale of your business.

      • Gross Sales and Average Gross Check: Assess revenue performance and gauge customer spending habits.

      • Average Number of Items per Order: Analyze upselling effectiveness and guest purchasing patterns.

      By knowing your average check size and transaction volume, you can set realistic revenue goals and identify opportunities for menu adjustments or upselling strategies.

      2. Guest Demographics

      • Identified Guests: Learn about the frequency and average spend of non-member guests.

      • Targetable Members: Measure the engagement of your loyalty program and assess campaign effectiveness.

      Segmented guest profiles allow you to target specific demographics with tailored offers, improving engagement and retention.

      3. Sales Trends

      • New Guests vs. Returning Guests: Track loyalty and guest acquisition over time.

      • Weekly and Daily Trends: Monitor fluctuations in sales and adapt marketing efforts accordingly.

      Understanding when your guests visit helps you schedule promotions during slow periods or create exclusive time-sensitive offers.

      4. RFM Segments (Recency, Frequency, Monetary Value)

      • Segment guests into categories such as "High Spenders" or "Single Visit Guests."

      • Analyze behavior by group to tailor marketing strategies.

      RFM segmentation allows you to focus on valuable customer groups, such as rewarding frequent diners or re-engaging lapsed guests with win-back campaigns.

      5. Top Items by Segment

      • Most Popular Menu Items: Learn which dishes resonate most with different guest types.

      • Rankings by Frequency, Recency, and Spend: Identify which menu items attract high-value customers.

      This insight helps with menu optimization by spotlighting high-performing items and identifying potential upsell opportunities.

      How These Insights Enhance Marketing

      Refined Guest Profiles

      Use data from your transaction reports to build rich guest profiles, including:

      • Transactional data

      • Behavioral patterns

      • Engagement and demographics

      These profiles enable personalized and targeted marketing campaigns.

      Automated Campaigns

      Leverage Fishbowl GRM to automate:

      • Personalized email and SMS campaigns

      • Triggered offers based on guest behavior

      • Omnichannel journeys to engage guests across touchpoints

      Example:

      Send a personalized SMS to a lapsed guest offering 10% off their next visit. Include their favorite dish based on past transactions to entice them back.

      Loyalty and Offers

      Combine transaction insights with loyalty program data to:

      • Design exclusive offers for members.

      • Reward high-value customers with VIP experiences.

      • Encourage non-members to join your loyalty program.

      The Power of a Unified Platform

      Fishbowl GRM harmonizes dozens of data points across your tech stack to deliver exceptional hospitality and drive smarter decisions. With our suite of services, you can:

      • Acquire new customers.

      • Create customized loyalty programs.

      • Build offers and campaigns with proven best practices.

      • Utilize advanced analytics for pricing and segmentation.

      Maximize your restaurant's potential with these powerful tools, all while ensuring top-tier security for your guests.

      Ready to take your marketing to the next level? Dive into your transaction report today and start making data-driven decisions!