what you dont know about your servers could be hurting your restaurant

WHAT YOU DON’T KNOW ABOUT YOUR SERVERS...

901 3320 29 03

His food is good, but service could be better. Sales are starting to lag and Ron is worried.

MEET RON, HE RUNS A RESTAURANT.

“Burger was great. Service was meh”

901 3320 29 03

Ron spends a lot of time and money on staff, but can’t tell what’s working and what’s not.

WORKING HARDER NOT SMARTER

OPERATIONS

Sales

Menu

Servers

MARKETING

Customers

Reviews

Calendar & Events

Loyalty Program

best wine salesavg. sale: $51.23 avg. Turn time: 1h

901 3320 29 03

With more actionable insights managing servers to greater profits in less time is simple.

5 SIGNS RON (& YOU) NEED A NEW APPROACH

Just wanting your servers to work “faster” or

sell “more” isn’t a clear enough goal. Use in-

sights to set expectations so servers and

managers know what success looks like

shift by shift.

1. YOU DON’T HAVE CLEAR GOALS FOR YOUR TEAM

Search Cactus Grill 125 Dorrance St., Providence, RI

ScorecardScorecard

Server Bridget D.

History

Recent 4 Weeks

STRENGTHS OPPORTUNITIES

Sales per cover

15.23 avg sales per cover

Only comparing breakfast, lunch and dinner shifts that match shifts that Bridget worked.

Entrees, drinks and wine. Dessert and apps

About

Edit Share

Providence, RI

Bridget D.901 3320 29 03

Don’t waste time coaching on things that

don’t affect your bottom line. Use insights

to understand what makes your current

servers successful, then train your new

hires on the most important skills first.

2. YOU SPEND TIME ON TRAINING,BUT DON’T SEE RESULTS

901 3320 29 03


Overview

OPERATIONS

Sales

Scorecard

Server Performance Last Week

Sales per Cover

CUSTOMER RETENTION

21

3

901 3320 29 03

3. YOU DON’T KNOW HOW YOUR STAFF RANKS

Without a clear way to track server perfor-

mance, you have no idea how your team

stacks up in important skill areas like turn

time or average ticket. Use data to rank your

servers based on performance in key areas.

+$20 -$37

901 3320 29 03

It’s easy to see who’s making you money.

You can add up those receipts, but what

about the sales you’re losing to low

performing staff? Use data to see how serv-

ers’ challenges are hurting your sales.

4. YOU CAN’T TELL HOW MUCH $$ YOU’RELOSING TO LOW PERFORMANCE

901 3320 29 03

You know you need to motivate your serv-

ers, but figuring out how can be hard. Use

data to track your team’s response to differ-

ent motivators, then do more of what works

and ditch what doesn’t.

5. YOU’RE NOT SURE HOW TOMOTIVATE YOUR TEAM

THEN RON GOT SMART AND GOT UPSERVE.

With the data he needed at his fingertips, service turned around and sales picked up.

He got so busy he had to hire more servers.

901 3320 29 03

901 3320 29 03

MEET RON’S NEWEST SERVER, BRIDGET!

Now that Ron has the data he needs to manage servers better

let’s see how Upserve sets Bridget on the fast-track to

success.

CONTACT US

[email protected]

1-888-SWIPELY


Overview

OPERATIONS

Sales

Menu

Servers

MARKETING

Customers

Reviews

Calendar & Events

Loyalty Program

FINANCIALS

Batches & Deposits

Payment Fees

Transaction Search

Date

Apr 13, 2014

Apr 14, 2014

Apr 15, 2014

Apr 16, 2014

Apr 17, 2014

Apr 18, 2014

Apr 19, 2014

Apr 20, 2014

Apr 21, 2014

Apr 22, 2014

Apr 23, 2014

Apr 24, 2014

Apr 25, 2014

Apr 26, 2014

216

161

139

132

213

226

202

203

210

187

190

160

172

208

Visits

8,465.41

6,308.01

4,776.86

4,695.82

5,586.12

7,261.77

8,208.84

6,423.56

7,176.21

7,918.49

5,571.76

6,047.04

7,356.47

9,120.04

Sales ($)

40.67

41.38

38.26

40.89

30.46

37.30

45.10

37.57

37.60

43.42

33.22

41.83

43.14

45.35

Average sale ($) New ($)

5,591.93

4,743.61

2,584.65

2,618.97

3,608.66

5,105.42

5,335.58

3,752.15

4,414.76

4,951.55

3,538.30

4,177.53

5,480.06

7,555.04

Repeat ($)

2,882.48

1,564.40

2,192.21

2,076.85

1,977.46

2,156.35

2,873.26

2,671.41

2,761.45

2,966.94

2,033.46

1,869.51

1,876.41

1,565.00

How are my sales doing? COMPARE TO Past PeriodClear Comparison

$10k

$5k

13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 1 2 3 4 5 6 7 8

$159,497.53 total sales 3,627 visits $43.97 average sale - $0.46- 35+ 14k

New CustomerReturn CustomerPrevious PeriodTue, Apr 20th

$6,423 + $394.98

Join us for wine tasting!posted at 12:15pm

Sales Last 4 Weeks

Summary Time of day Day of week New vs repeat sales

Batches & Deposits

Payment Fees

Transaction Search

CONTACT US

[email protected]

1-888-SWIPELY

Sales trends are a great place to start when se�ing goals for your team.

Ron keeps an eye on sales trends so he can set more specific

goals for his team. By giving Bridget a sales target to strive for,

Ron can easily see if she’s staying on track shift by shift.

1. SET GOALS FROM DAY ONE

CONTACT US

[email protected]

1-888-SWIPELY


Overview

OPERATIONS

Sales

Menu

Servers

MARKETING

Customers

Reviews

Calendar & Events

Loyalty Program

FINANCIALS

Batches & Deposits

Payment Fees

Transaction Search

Scorecard

Server Performance

$14.32Which server sells the most per cover?

sales per cover average FILTER BY Weekday lunch shift All items

Server Tickets Sales per cover ($)Covers Sales ($)Turn time Lost ($)Tips (%)

106

95

61

92

95

48

19.27

18.64

17.41

13.75

13.72

14.57

8,151.21

7,045.92

4,265.45

5,087.50

5,227.32

2,724.59

423

378

245

370

381

187

40m

39m

41m

44m

32m

38m

Retention (%)

21

22

19

15

18

17

22

17

19

21

18

20

Matthew H.

Sean D.

Average

David B.

Claire A.

Mike P.

Laura T.

$5 $10 $15 $20

EntreesAppsAlcoholic drinksNon-alcoholic...Desserts

Show 3 more

Matthew H

David B

Sean D

Claire A.

Mike P

Laura T.

Average

Last Week

Sales per Cover

78.50

28.80

145.24

Show all servers

Sean D.

$14.15$3.13$3.73$1.40$2.01

FoodAppsAlcoholic drinksNon-alcoholic...Desserts

$17.41

Average 14.3219 5,416.8236m1936691

Clear Filters

CONTACT US

[email protected]

1-888-SWIPELY


Overview

OPERATIONS

Sales

Menu

Servers

MARKETING

Customers

Reviews

Calendar & Events

Loyalty Program

FINANCIALS

Batches & Deposits

Payment Fees

Transaction Search

Date

Apr 13, 2014

Apr 14, 2014

Apr 15, 2014

Apr 16, 2014

Apr 17, 2014

Apr 18, 2014

Apr 19, 2014

Apr 20, 2014

Apr 21, 2014

Apr 22, 2014

Apr 23, 2014

Apr 24, 2014

Apr 25, 2014

Apr 26, 2014

216

161

139

132

213

226

202

203

210

187

190

160

172

208

Visits

8,465.41

6,308.01

4,776.86

4,695.82

5,586.12

7,261.77

8,208.84

6,423.56

7,176.21

7,918.49

5,571.76

6,047.04

7,356.47

9,120.04

Sales ($)

40.67

41.38

38.26

40.89

30.46

37.30

45.10

37.57

37.60

43.42

33.22

41.83

43.14

45.35

Average sale ($) New ($)

5,591.93

4,743.61

2,584.65

2,618.97

3,608.66

5,105.42

5,335.58

3,752.15

4,414.76

4,951.55

3,538.30

4,177.53

5,480.06

7,555.04

Repeat ($)

2,882.48

1,564.40

2,192.21

2,076.85

1,977.46

2,156.35

2,873.26

2,671.41

2,761.45

2,966.94

2,033.46

1,869.51

1,876.41

1,565.00

How are my sales doing? COMPARE TO Past PeriodClear Comparison

$10k

$5k

13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 1 2 3 4 5 6 7 8

$159,497.53 total sales 3,627 visits $43.97 average sale - $0.46- 35+ 14k

New CustomerReturn CustomerPrevious PeriodTue, Apr 20th

$6,423 + $394.98

Join us for wine tasting!posted at 12:15pm

Sales Last 4 Weeks

Summary Time of day Day of week New vs repeat sales

Mar 2 - 8

Feb 23 - Mar 1

Feb 16 - 22

Feb 9 - 15

Top 20%

$18.21

$16.15

$17.44

$15.72

$14.46

30%

20%

10%

Feb 16 - 22 Feb 23 - Mar 1 Mar 2 - 8Feb 9 -15

Top 20% avg tipBridgets avg tip

22%Tips

avg tip

Turn time


1h 22m avg turn time

Average turn timeBridgets avg turn time

SHIFTS

[email protected]

(401) 321-1432

Breakfast

Lunch

Dinner

14

24

22

Time of day Shifts worked

NOTES

Bridget crushed it last night! She showed a lot of patience and productivity

Show all 6 notes

Show other comparable servers

Created by [email protected] 7, 2014 8:47pm

Bridget was late. Gave her a second warning.Created by [email protected] 7, 2014 8:47pm

Write a note...

Slow

Fast

901 3320 29 03

Bridget was struggling with turn time, but it looks like Ron’s training is paying off and her numbers are moving in the right direction!

No more one size fits all training, Ron gets a detailed view of

Bridget’s performance, to see where she needs help. Then he

focuses training where she needs it most to boost sales and tips.

2. CUSTOMIZEABLE TRAINING

CONTACT US

[email protected]

1-888-SWIPELY


Overview

OPERATIONS

Sales

Menu

Servers

MARKETING

Customers

Reviews

Calendar & Events

Loyalty Program

FINANCIALS

Batches & Deposits

Payment Fees

Transaction Search

Scorecard

Server Performance




106

95

61

92

95

48

19.27

18.64

17.41

13.75

13.72

14.57

8,151.21

7,045.92

4,265.45

5,087.50

5,227.32

2,724.59

423

378

245

370

381

187

40m

39m

41m

44m

32m

38m

Retention (%)

21

22

19

15

18

17

22

17

19

21

18

20

Matthew H.

Sean D.

Average

David B.

Claire A.

Mike P.

Laura T.

$5 $10 $15 $20


Show 3 more

Matthew H

David B

Sean D

Claire A.

Mike P

Laura T.

Average

Last Week

Sales per Cover

78.50

28.80

145.24

Show all servers

Sean D.

$14.15$3.13$3.73$1.40$2.01


$17.41

Average 14.3219 5,416.8236m1936691

Clear Filters

CONTACT US

[email protected]

1-888-SWIPELY


Overview

OPERATIONS

Sales

Menu

Servers

MARKETING

Customers

Reviews

Calendar & Events

Loyalty Program

FINANCIALS

Batches & Deposits

Payment Fees

Transaction Search

Scorecard

Server Performance




106

95

61

92

95

48

19.27

18.64

17.41

13.75

13.72

14.57

8,151.21

7,045.92

4,265.45

5,087.50

5,227.32

2,724.59

423

378

245

370

381

187

40m

39m

41m

44m

32m

38m

Retention (%)

21

22

19

15

18

17

22

17

19

21

18

20

Matthew H.

Sean D.

Average

David B.

Bridget D.

Mike P.

Laura T.

$5 $10 $15 $20


Show 3 more

Matthew H

David B

Sean D

Bridget D.

Mike P

Laura T.

Average

Last Week

Sales per Cover

78.50

28.80

145.24

Show all servers

Bridget D.

$14.15$3.13$3.73$1.40$2.01


$17.41

Average 14.3219 5,416.8236m1936691

Clear Filters

It’s easy for Ron to see how Bridget ranks among all of his servers.

Our leaderboard shows how top performers sell across different

section sof the menu, and who’s falling below the average.

Is Bridget only working lunches to start? No problem, Ron can segment by shi�s to compare apples to apples.

3. CLEAR STAFF RANKINGS

CONTACT US

[email protected]

1-888-SWIPELY


Overview

OPERATIONS

Sales

Menu

Servers

MARKETING

Customers

Reviews

Calendar & Events

Loyalty Program

FINANCIALS

Batches & Deposits

Payment Fees

Transaction Search

Scorecard

Server Performance




106

95

61

92

95

48

19.27

18.64

17.41

13.75

13.72

14.57

8,151.21

7,045.92

4,265.45

5,087.50

5,227.32

2,724.59

423

378

245

370

381

187

40m

39m

41m

44m

32m

38m

Retention (%)

21

22

19

15

18

17

22

17

19

21

18

20

Matthew H.

Sean D.

Average

David B.

Claire A.

Mike P.

Laura T.

$5 $10 $15 $20


Show 3 more

Matthew H

David B

Sean D

Claire A.

Mike P

Laura T.

Average

Last Week

Sales per Cover

78.50

28.80

145.24

Show all servers

Sean D.

$14.15$3.13$3.73$1.40$2.01


$17.41

Average 14.3219 5,416.8236m1936691

Clear Filters

CONTACT US

[email protected]

1-888-SWIPELY

Menu

Servers

MARKETING

Customers

Reviews

Calendar & Events

Loyalty Program

FINANCIALS

Batches & Deposits

Payment Fees

Transaction Search




106

95

61

92

95

48

19.27

18.64

17.41

13.75

13.72

14.57

8,151.21

7,045.92

4,265.45

5,087.50

5,227.32

2,724.59

423

378

245

370

381

187

40m

39m

41m

44m

32m

38m

Retention (%)

21

22

19

15

18

17

22

17

19

21

18

20

Matthew H.

Sean D.

Average

David B.

Bridget D.

Mike P.

Laura T.

$5 $10 $15 $20


Show 3 more

Matthew H

David B

Sean D

Bridget D.

Mike P

Laura T.

Average

78.50

28.80

145.24

Show all servers

Average 14.3219 5,416.8236m1936691

Clear Filters

See how Bridget ranks across different categories, and what her below average performance is costing the restaurant.

With this grid view, Ron sees exactly how server performance im-

pacts sales. We do the math for him, calculating lost sales so he can

see exactly how much server improvement is worth to his business.

4. SEE WHAT YOU COULD BE MAKING+$20

901 3320 29 03


ScorecardScorecard

Server Bridget D.

History

OPERATIONS

Sales

Menu

Servers

MARKETING

Customers

Reviews

Calendar & Events

Loyalty Program

FINANCIALS

Batches & Deposits

Payment Fees

Transaction Search

CONTACT US

[email protected]

1-888-SWIPELY

Recent 4 Weeks

STRENGTHS OPPORTUNITIES

Sales per cover

15.23 avg sales per cover

Mar 2 - 8

Feb 23 - Mar 1

Feb 16 - 22

Feb 9 - 15

Top 20%

Sales per coverDate

$18.21

$16.15

$17.44

$15.72

$14.46

30%

Top 20% avg tipBridgets avg tip

22%Tips

avg tip

Only comparing breakfast, lunch and dinner shifts that match shifts that Bridget worked.

Entrees, drinks and wine. Dessert and apps

Turn time


1h 22m avg turn time

Average turn timeBridgets avg turn time

Drinks Wine Dessert AppsEntrees (+5)

About

SHIFTS

Edit Share

Providence, RI

[email protected]

(401) 321-1432

Bridget D.

Breakfast

Lunch

Dinner

14

24

22

Time of day Shifts worked

NOTES

Bridget crushed it last night! She showed a lot of patience and productivity

Show all 6 notes

Show other comparable servers

Created by [email protected] 7, 2014 8:47pm

Bridget was late. Gave her a second warning.Created by [email protected] 7, 2014 8:47pm

Write a note...

Slow

Fast

Ron sees what keeps Bridget motivated by watching for improve-

ments week to week. Something not working? He can 86 it and try

something else.

5. MEASURE MOTIVATION

Swipely tracks her performance week to week and gives suggestions for where Bridget can stand to improve.

Thousands of merchants use Upserve to simplify operations and grow sales.Learn how chef & owner Andy Husbands uses Upserve to run one of Boston’s most popular restaurants

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what you dont know about your servers could be hurting your restaurant

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