Business Intelligence Platform
Vertex Dining
Analytics
A premium intelligence platform showing the full story — from current reality to optimised performance — across 10,660 orders, 7 months of live trading data.
Executive Overview
Business Performance Snapshot
Jan – Jul 2024 · All channels · Toggle above to switch between Current Reality and Optimised Scenario
Monthly Revenue Trend
Net revenue · Jan–Jul 2024
Order Channel Mix
Revenue by service channel
Revenue by Day of Week
Weekend premium pattern
Top Categories
By revenue · Margin % shown right
Peak Hours Revenue Heatmap
Revenue density by weekday × hour · 6–10pm is the critical window
Intelligence Alerts
What Needs Attention
Sales Performance
Revenue Deep Dive
Monthly trends, hourly patterns, channel analysis · Toggle story mode above
Monthly Revenue & Orders
Bars = revenue · Line = order count
Average Order Value
Per transaction trend
Hourly Revenue
6pm–10pm = peak window
Payment Mix
By transaction count
Customer Intelligence
Loyalty, Experience & Sentiment
Feedback trends · Rating distribution · Sentiment analysis
Rating Distribution
Review score breakdown
Monthly Average Rating
Customer satisfaction over time · Target 4.0+
Sentiment Overview
Feedback classification across all responses
Visit Frequency Distribution
How often customers return
Recent Feedback
Latest customer reviews
Operations & Service
Channel & Demand Flow
Dine-in, delivery & takeaway · Peak hours · Service patterns
Channel Revenue & Volume
Revenue bars · Order count line
AOV by Channel
Average ticket per service type
Weekly × Hourly Demand Heatmap
Operational demand map — use to set staffing rota
Staffing & Labour
Workforce Performance Analytics
Labour cost · Revenue per staff hour · Team performance
Employee Performance Leaderboard
Orders · Rating · Avg ticket
Labour Cost by Role
Net salary distribution
Revenue vs Staff Hours
Should track together tightly
Revenue per Staff Hour
Labour efficiency trend
Finance & Profitability
Complete Commercial Picture
Revenue to profit · Cost breakdown · Where every pound goes
Revenue to Profit Waterfall
From gross sales to operating result — see exactly where margin leaks
Operating Expense Breakdown
Fixed & variable costs
Cost Structure as % of Revenue
Labour % is the critical lever
Monthly Revenue
Jan–Jul progression
Category Margins
Gross margin % by product category
Transformation Case Study
The £12K Gap:
From Breakeven to Profitable
Vertex Dining has all the ingredients for a highly profitable restaurant — strong revenue, excellent gross margins, loyal customers, and an in-demand menu. This case study shows exactly what analytics can unlock.
⚠ Current Reality
£441K
Revenue
55.3%
Labour % of Rev
3.6★
Avg Rating
£-12K
Op. Profit
➡
✨ Optimised Scenario
£507K
Revenue
38.0%
Labour % of Rev
4.3★
Avg Rating
£90K
Op. Profit
01
The Challenge
Strong revenue (£441K) and 64.2% gross margins, but labour at 55.3% of revenue creates near-breakeven profitability. Without real-time analytics, management cannot identify or act on these inefficiencies fast enough.
02
The Data Used
10,660 orders · 60,931 line items · 1,749 feedback records · 200 customers · 10 employees tracked · Full rota, salary & expense data · 7 months across all 3 channels.
03
Key Levers Found
✦ Labour — Reducing from 55% to 38% adds £51K annually
✦ Margins — Beverages 77%, Sides 76% — upselling high-margin items is pure profit
✦ Peak Hours — 6–10pm = 47% of revenue. Precision rota alignment
✦ Delivery — Growing to 28% of revenue with lower overhead
✦ Margins — Beverages 77%, Sides 76% — upselling high-margin items is pure profit
✦ Peak Hours — 6–10pm = 47% of revenue. Precision rota alignment
✦ Delivery — Growing to 28% of revenue with lower overhead
04
Value Unlocked
✦ Real-time P&L monitoring
✦ Data-backed menu decisions
✦ Labour scheduling vs demand
✦ Customer retention measurement
✦ Promotional ROI tracking
✦ Investor-grade reporting
✦ Decisions in seconds, not hours
✦ Data-backed menu decisions
✦ Labour scheduling vs demand
✦ Customer retention measurement
✦ Promotional ROI tracking
✦ Investor-grade reporting
✦ Decisions in seconds, not hours
Power BI Implementation Roadmap
📊
Phase 1 — Foundation
Connect EPOS, POS & accounting. Build core Power BI model. Deploy Overview & Finance. 2–3 weeks.
📈
Phase 2 — Intelligence
Menu engineering, customer analytics, staffing dashboards. Daily refresh. 2–3 weeks.
🔮
Phase 3 — Forecasting
Revenue forecasting, demand planning, AI recommendations, loyalty analytics. 3–4 weeks.
🌏
Phase 4 — Scale
Multi-branch, delivery platform integration, kitchen performance, mobile alerts. 4–6 weeks.
🚀
Phase 5 — AI Layer
GPT-powered insights, anomaly detection, churn prediction, menu A/B testing. Ongoing.