1. Navigate to “Product Sell Report” #

1. Log in to your restaurant management system.
2. In the sidebar, expand the Reports section.
3. Locate and click on Product Sell Report.
4. The Product Sell Report page will open showing:
   • A ▼ Filters section with comprehensive filter options.
   • Filter fields for:
     • Search Product – Search by product name, SKU, or barcode (with search icon).
     • Customer – Select specific customer (dropdown with person icon showing “None”).
     • Customer Group Name – Select customer segment (dropdown showing “All”).
     • Business Location – Select location (dropdown with location icon showing “Please Select”).
     • Category – Select product category (dropdown showing “All”).
     • Brand – Select product brand (dropdown showing “All”).
     • Date Range – Set date range (e.g., 02/07/2026 – 02/07/2026).
     • Time range – Set time range (e.g., 00:00 – 23:59).
     • Only Discounted Product – Checkbox to filter discounted items only.
   • Multiple view tabs:
     • ☰ Detailed – Line-item detail view.
     • ☰ Detailed (With purchase) – Detail with purchase cost.
     • ☰ Grouped – Grouped summary view.
     • ☰ By Categories – Category-based analysis.
     • ☰ By Brand – Brand-based analysis.
   • Export buttons: Export to CSV, Export to Excel, Print, Column Visibility, and Export to PDF.
   • A comprehensive data table with columns:
     • Product – Product name.
     • SKU – Stock keeping unit code.
     • Customer name – Who purchased.
     • Contact ID – Customer identifier.
     • Invoice No. – Sales invoice reference.
     • Date – Transaction date.
     • Quantity – Units sold.
     • Unit Price – Selling price per unit.
     • Discount – Discount applied.
     • Tax – Tax amount.
     • Price inc. tax – Total price including tax.
     • Total – Line total.
   • A Total row showing sum (e.g., Total: AED 0.00).
   • Search functionality and pagination controls (Show 25 entries, Previous/Next).
   • Status message: “No data available in table” (when no data) or “Showing 0 to 0 of 0 entries”.

2. Understanding Product Sell Report #

Product Sell Report is a comprehensive sales analysis tool for tracking and analyzing product performance:

• Product Performance Tracking – Monitor sales of individual products and menu items.
• Revenue Analysis – Analyze revenue contribution by product, category, and brand.
• Inventory Planning – Use sales data to optimize inventory levels and purchasing.
• Menu Engineering – Identify best-sellers, slow-movers, and profitability by item.
• Customer Preferences – Understand what products different customers and segments prefer.
• Pricing Analysis – Evaluate pricing effectiveness and discount impact.
• Time-Based Analysis – Analyze sales patterns by time of day, day of week, and season.
• Multi-Dimensional Views – Analyze data from multiple perspectives (detailed, grouped, by category, by brand).

3. Configure Product Sell Report Filters #

1. Click the ▼ Filters dropdown to expand filtering options.
2. Configure the following filter parameters:
   • Search Product – Find specific products:
     • Enter product name, SKU, or scan barcode.
     • Useful for analyzing specific menu items.
     • Quick way to find product performance data.
   • Customer – Select specific customer:
     • Choose “None” to view all customers.
     • Select specific customer to see their purchase history.
     • Analyze what products specific customers buy.
   • Customer Group Name – Select customer segment:
     • Choose “All” to view all customer groups.
     • Select specific group (VIP, Regular, Corporate, etc.).
     • Analyze product preferences by customer segment.
   • Business Location – Select reporting scope:
     • Click dropdown to select specific location.
     • Leave as “Please Select” to view all locations.
     • Compare product performance across locations.
   • Category – Select product category:
     • Choose “All” to view all categories.
     • Select specific category (Appetizers, Mains, Desserts, Beverages, etc.).
     • Analyze category-level performance.
   • Brand – Select product brand:
     • Choose “All” to view all brands.
     • Select specific brand for brand-specific analysis.
     • Useful for beverage and packaged goods analysis.
   • Date Range – Set the reporting period:
     • Enter start date in format: DD/MM/YYYY (e.g., 02/07/2026).
     • Enter end date in format: DD/MM/YYYY (e.g., 02/07/2026).
     • Common ranges: Today, Yesterday, This Week, This Month, Custom.
   • Time range – Set time period:
     • Enter start time (e.g., 00:00 for midnight).
     • Enter end time (e.g., 23:59 for end of day).
     • Analyze sales by time of day (lunch, dinner, late night).
   • Only Discounted Product – Filter discounted items:
     • Check box to show only products sold with discounts.
     • Analyze discount effectiveness and impact.
     • Monitor discount usage and profitability.
3. Apply filters to refresh the report data.
4. The table will update to show product sales matching your selected criteria.

4. Understanding the Report View Tabs #

• ☰ Detailed – Line-item detail view:
  • Shows every individual product sale transaction.
  • Includes customer, invoice, date, quantity, pricing details.
  • Most granular view for detailed analysis.
  • Use for investigating specific transactions or customer purchases.
• ☰ Detailed (With purchase) – Detail with cost data:
  • Same as Detailed view but includes purchase cost.
  • Shows profit margin for each transaction.
  • Calculate profitability at transaction level.
  • Identify high-margin vs. low-margin sales.
• ☰ Grouped – Grouped summary view:
  • Groups sales by product, showing totals.
  • Shows total quantity sold, revenue, and averages per product.
  • Best for product performance comparison.
  • Easier to identify best-sellers and slow-movers.
• ☰ By Categories – Category-based analysis:
  • Groups sales by product category.
  • Shows category contribution to total sales.
  • Analyze menu mix and category performance.
  • Identify which categories drive revenue.
• ☰ By Brand – Brand-based analysis:
  • Groups sales by product brand.
  • Useful for beverage and packaged goods analysis.
  • Compare brand performance and popularity.
  • Negotiate better terms with top-selling brands.

5. Understanding the Product Sell Table (Detailed View) #

The Detailed view table provides comprehensive information about each product sale:

6. Product Performance Analysis #

1. Identify Best-Selling Products:
   • Switch to Grouped view for easier analysis.
   • Sort by Quantity column to see highest-volume products.
   • Sort by Total column to see highest-revenue products.
   • Best-sellers are products with:
     • High quantity sold.
     • High total revenue.
     • Consistent sales across time periods.
   • Actions for best-sellers:
     • Ensure adequate inventory levels.
     • Feature prominently on menu.
     • Train staff to upsell these items.
     • Consider creating variations or combos.
2. Identify Slow-Moving Products:
   • Sort by Quantity (ascending) to see lowest-volume products.
   • Slow-movers have:
     • Low quantity sold.
     • Infrequent purchases.
     • Low revenue contribution.
   • Actions for slow-movers:
     • Consider removing from menu to simplify operations.
     • Reduce inventory levels to minimize waste.
     • Promote with special offers or discounts.
     • Reposition on menu or rename for better appeal.
     • Investigate why sales are low (taste, price, visibility).
3. Revenue Contribution Analysis:
   • Export data and calculate each product’s % of total revenue.
   • Apply 80/20 rule: Typically 20% of products generate 80% of revenue.
   • Focus on top revenue-generating products.
   • Ensure these products are always available and well-promoted.

7. Menu Engineering Analysis #

Use Product Sell Report data for menu engineering – categorizing products by popularity and profitability:

8. Time-Based Analysis #

• Daypart Analysis:
  • Use Time range filter to analyze different periods:
    • Breakfast: 06:00 – 11:00
    • Lunch: 11:00 – 15:00
    • Afternoon: 15:00 – 17:00
    • Dinner: 17:00 – 22:00
    • Late Night: 22:00 – 02:00
  • Identify which products sell best during each daypart.
  • Optimize menu offerings and staffing by time period.
• Day of Week Analysis:
  • Run reports for different days of the week.
  • Identify weekday vs. weekend patterns.
  • Adjust inventory and prep based on day-specific demand.
• Seasonal Analysis:
  • Compare product sales across different seasons.
  • Identify seasonal favorites and adjust menu accordingly.
  • Plan seasonal promotions and limited-time offers.

9. Category and Brand Analysis #

• Category Performance (By Categories View):
  • Click By Categories tab to view category-level data.
  • Analyze which categories contribute most to revenue.
  • Calculate category mix percentage.
  • Typical restaurant category mix:
    • Appetizers: 10-15%
    • Main Courses: 50-60%
    • Desserts: 5-10%
    • Beverages: 20-30%
  • Optimize menu balance based on category performance.
• Brand Performance (By Brand View):
  • Click By Brand tab to view brand-level data.
  • Identify top-selling beverage and product brands.
  • Use data to negotiate better terms with suppliers.
  • Consider exclusive partnerships with popular brands.
  • Eliminate underperforming brands to simplify inventory.

10. Customer and Segment Analysis #

• Individual Customer Analysis:
  • Filter by specific customer to view their purchase history.
  • Identify customer preferences and favorites.
  • Personalize recommendations and promotions.
  • Calculate customer lifetime value based on purchases.
• Customer Group Analysis:
  • Filter by Customer Group to analyze segment preferences.
  • Compare product preferences across segments:
    • VIP customers may prefer premium items.
    • Regular customers have established favorites.
    • Corporate customers may prefer quick, efficient options.
  • Tailor menu and promotions to segment preferences.

11. Discount Analysis #

• Discount Impact Analysis:
  • Check Only Discounted Product box to filter discounted sales.
  • Review Discount column to see discount amounts.
  • Calculate discount percentage: (Discount ÷ Unit Price) × 100
  • Analyze:
    • Which products are most frequently discounted.
    • Average discount percentage by product.
    • Impact of discounts on sales volume.
    • Profitability of discounted vs. full-price sales.
• Discount Effectiveness:
  • Compare sales volume with and without discounts.
  • Calculate incremental sales from discounts.
  • Determine if discount increased overall profitability.
  • Optimize discount strategy based on findings.

12. Export and Print Product Sell Report #

1. Export Options – Use the export buttons above the table:
   • Export to CSV – Comma-separated values format for detailed analysis in spreadsheets.
   • Export to Excel – Microsoft Excel format with formatting and formulas.
   • Export to PDF – Professional format for presentations and documentation.
   • Print – Direct browser printing for quick physical copies.
2. Column Visibility:
   • Click Column Visibility button to customize displayed columns.
   • Show or hide columns based on analysis needs.
   • Simplify report for specific purposes.

13. Product Sell Report Best Practices #

• Regular Review – Analyze product performance weekly or monthly to identify trends early.
• Multiple Views – Use different view tabs to gain comprehensive insights from various angles.
• Actionable Insights – Always link analysis to specific actions (menu changes, promotions, inventory adjustments).
• Profitability Focus – Don’t just chase volume; ensure products are profitable using “With purchase” view.
• Menu Optimization – Regularly update menu based on product performance data.
• Inventory Alignment – Adjust inventory levels and purchasing based on actual sales data.
• Staff Training – Train staff to promote high-margin and popular items.
• Customer Feedback – Combine sales data with customer feedback for complete picture.
• Seasonal Adjustments – Adapt menu and inventory to seasonal demand patterns.
• Continuous Improvement – Use insights to continuously refine and improve menu offerings.

14. Troubleshooting Common Issues #

15. Done! 🎉 #

You can now effectively analyze product sales performance, identify best-sellers and slow-movers, optimize your menu, manage inventory efficiently, understand customer preferences, evaluate pricing and discounts, and make data-driven decisions to maximize profitability across your restaurant operations!