INSIGHT - Advanced Analytics Portal – TableCheck Help Center

INTRODUCTION

Insight is a restaurant data analytics tool for management-level reporting, data visualization, forecasting, and AI decision-making. Whereas TableCheck automates restaurant operations, Insight complements our core product suite by automating business decisions for restaurant managers, marketing directors, and revenue managers. Our primary goal is to help restaurants improve their own efficiency by identifying and monetizing patterns in reservation and diner experience. Insight's success comes from simplifying the organization and display of complex information without sacrificing the power and flexibility to answer any question.

Note: Please send an email to global-support@tablecheck.com if you have any question on Insight or want to upgrade your plan or Click here to Request for a demo.

CAPABILITIES OF INSIGHT

What you can do with Insight depends on the plan that you have opted for. For details, see the price list at the bottom of the page.

DASHBOARD

A dashboard is an organized collection of visual elements. Currently, there are three types of elements that are supported: charts, tables, and chart-table combos (a chart with connected tabular data below the chart).

The dashboard elements are organized into a grid that can be either one- or two-columns (can be changed by the user – refer section 4. below). The ordering of the elements is from left to right and then top to bottom.

A. Types of Dashboard

a. Preset Dashboard

Insight includes preset dashboards that contain curated charts to answer specific questions.

There are a number of standard dashboard templates available that can be used readily. Insight includes the following preset dashboards:

Revenue: how much revenue was received and what is its breakdown
Reservations: why, when, and how did diners make reservations
Cancellations: why, when, and who cancelled reservations
Occupancy: diner occupancy characteristics by day of week, time of day, etc.
Online Providers: the characteristics of reservations booked via an online source such as TableCheck or an OTA like OpenTable, Tabelog, etc.
Channels: the characteristics of reservations booked via preset or custom marketing channels.
Forecasts: an overview of expected revenue, total diners, cancellations, walk-ins, and no-shows.
Upcoming: reservation counts and total number of people for the week to come (including today)
Surveys: how did diners rate the food, service, atmosphere, and value and how was the survey response rate (data are only visible for venues subscribed to Survey)
Text Messages: where, when, and why were text messages sent to diners
Waitlist: how long did diners have to wait before being seated

b. Custom Dashboard

In addition to the preset dashboards, you can create an unlimited number of custom dashboards by organizing charts and tables of your choice. Custom Dashboards appear after Preset Dashboards.

Any chart can be added to the Custom dashboard by clicking Add to Dashboard under the 3 dots as shown below.

Refer this article for more details.

B. Dashboard Screen/ Page

Below are some of the settings that you would see on the Dashboards.

1. Global Selectors

The top navigation on every dashboard is called Global Selectors. These selectors apply to all elements shown on the page (with one exception mentioned later for the Week Ahead dashboard). Once the settings for these global selectors are modified, the selection will remain in effect until the user changes the settings or the page is refreshed.

The global selectors are the following from left to right on the top bar:

a. Date Switch – selects whether dates refer to the date the reservation was created or the date of the meal

Default Selected Value – Meal

b. Date Range – filters the data to be within the date range (inclusive of start & end dates)

Default Selected Value – previous 28 days

c. Venue(s) Selector – filters the venue(s) from the franchise(s) you have access to

Venues can be filtered/ searched based on Currency, Insight Subscription Plan & Status of the venues

2. Toolbar

There are a variety of functions on the toolbar located on the right side of the screen.

a. Dashboard Options

Clicking the three dots will open up 5 different options, 4 of which are for exporting the dashboard to the 4 formats and the 5th one is for adding the selected dashboard to a custom dashboard.

Refer this article to know how to export the dashboard to the desired file format(s) and this article to know how to add a chart/ element to a custom dashboard.

b. Change filters

The dashboards can be filtered based on a variety of segments as shown below.

You can click on View all segment filters to view the exhaustive list of segment filters.

c. Change period

The dates by default are grouped into time buckets by day, however they can be grouped by week, month or year.

d. Toggle between charts & tables

You can view the analysis in the form of charts or tables or a combination of both.

When the combination is selected, table is displayed below the chart.

e. Change view mode

By default the charts and/ or tables are organized into 2 columns, however you can change the view to have each chart displayed in a separate row.

Default (2 columns)

Separate row for each chart

f. Change element height

The height of the charts and/ or tables can be adjusted to one of the percentage values shown above. Default height is 100%.

g. Update data

To improve the performance of displaying analytics, each time a new page is loaded, we store copies of the data for that page on our system and in your browser. If you want to ensure that you are looking at the most up-to-date data, please click the reload button to refresh the data.

3. Single Number Stats

On every dashboard, at the top under Global Selectors there are Single Number Stats which are important metrics for that dashboard.

4. Element Actions

At the top right of every chart/ graph, there are some additional buttons which are the Element Actions.

a. Edit Element

Clicking this button will open the chart in a new window wherein you will be able to edit various parameters in Data, edit Chart Style & Description as well as apply local filters to the charts.