Product mix report

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What this does

The product mix report shows which products contribute most to your sales. It helps you identify:

• High-value items (high sales, low quantity)
• Volume drivers (high quantity, low individual price)
• Pricing inconsistencies (items with zero revenue)
• Menu items that may need consolidation

The report includes AI-generated insights that highlight important patterns in your data.

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When to use this

Use this report when you need to:

• Decide which menu items to promote or feature
• Identify products with pricing or setup issues
• Understand which categories drive your revenue
• Compare product performance across outlets or time periods

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How to read the report

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AI insights

The AI insights section appears at the top of the report. It highlights three key findings from your data, focusing on products with unusual sales-to-quantity ratios, items showing zero revenue despite high quantity, and menu items fragmented across multiple SKUs. See Using reports - AI insights for how to interpret AI recommendations.

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Item quantity vs sales chart

This scatter plot shows the relationship between how much you sell (quantity) and how much revenue each item generates (sales). How to read the chart:

• X-axis: % of total quantity sold
• Y-axis: % of total item sales (revenue)
• Each dot: One product in your menu
• Dot color: Product category (food, drinks, can drinks, no category)

What to look for:

• Top right: High-value, high-volume winners (feature these items)
• Top left: Premium items (high revenue per unit, lower quantity)
• Bottom right: Volume items (lots sold, but lower individual price)
• Bottom left: Low performers (may need repricing or removal)

Interacting with the chart: Tap any dot on the chart to:

• Drill into Quantity: See all individual orders for that product
• Drill into Item sales: See transaction-level sales data
• Single product view: Open a detailed dashboard for that product

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Product mix table

The table below the chart breaks down your products by category. It shows quantity sold, sales, and average price. Table columns: Expanding categories: Tap the arrow (▶) next to a category name to see individual products. The arrow changes to (▼) when expanded. Interacting with the table: Right-click on any item name to:

• Single product view: Open a detailed dashboard
• Copy value: Copy the item name to clipboard
• Expand: Show child items or modifiers (if applicable)

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Filters

The report starts with three visible filters:

• Serving date: When orders were fulfilled (defaults to past 30 days)
• Outlet: Filter by location (if you have multiple outlets)
• Item name: Search for specific products

Tap +7 to access seven additional filters including Item SKU, Reporting Category, Source, Fulfillment Type, Hour of Day, Day of Week, and Table. See Using reports - Filters for detailed instructions on how to apply filters and use date operators.

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Single product view

The single product view shows detailed metrics and trends for one product. How to access it:

• Tap a product dot on the scatter chart, then select Single product view
• Right-click a product name in the table, then select Single product view

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Metrics shown

Each metric includes a sparkline chart showing the trend over your selected date range.

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Modifier group breakdown

Two charts show how the product is used:

• Quantity by modifier group: Which modifier groups include this product
• Item sales by modifier group: Which modifier groups generate the most revenue

Most standalone items show “Top-level Item” as the only modifier group.

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Drilldowns

Tap any product dot on the scatter chart to drill into individual transactions. You can drill into Quantity (all orders containing this product), Item sales (orders that generated revenue), or open a Single product view (detailed dashboard). Why are there fewer sales rows than quantity rows? Some quantity transactions don’t generate sales (complimentary items, test orders, voided items, or pricing errors). Check your menu setup if you see many zero-sales transactions. See Using reports - Drilldowns for detailed instructions on drilling and exporting transaction data.

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What should happen

After selecting filters and tapping Update:

• The scatter chart updates within 2-3 seconds
• The product mix table refreshes with new data
• AI insights regenerate based on the filtered data
• The “Last updated” timestamp shows the current time

After tapping a product to drill down:

• A menu appears with three options (Drill into Quantity, Drill into Item sales, Single product view)
• Tapping an option opens the corresponding view
• All filters remain applied to the drill-down data

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If it doesn’t work

If the issue persists after trying these steps, contact support at [email protected] with:

• A screenshot of the report
• The filters you applied
• What you expected to see vs. what you’re seeing

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What’s next

Related guides:

• Daily outlet report - See overall sales metrics by outlet
• Products page setup - Set reporting categories and prices
• Understanding sales reports - Learn how Atlas calculates sales metrics

Common workflows:

• Use this report weekly to identify trending items
• Compare outlets by filtering to one location at a time
• Export data monthly for menu optimization reviews
• Check AI insights daily for immediate pricing issues