Knowledge Hub

Advice and answers from the Restaurantology Team


As a user of Restaurantology’s managed package in Salesforce, you have access to a collection of dashboards that provide valuable insights into the restaurant industry. This article introduces six default dashboards included with the package, their purposes, and recommended usage.

[!NOTE]
All Restaurantology dashboards are located in the Restaurantology Insight Dashboards folder. Users who lack access should contact their Salesforce system administrator.

Sample Salesforce dashboard: Restaurantology Tech Insights

Restaurantology dashboards

✨ Restaurantology TAM Insights
Provides Total Addressable Market (TAM) insights to help you understand market size and potential opportunities. Use this dashboard to identify target segments and inform strategic decisions about market penetration and expansion.

🖥️ Restaurantology Tech Insights
Focuses on technology adoption trends within the restaurant industry. Use this dashboard to stay updated on technology trends and identify prospects aligned with your solutions.

🗺️ Restaurantology Territory Insights
Offers territory-level insights to help optimize territory planning, resource allocation, and sales performance tracking. Use this dashboard to identify growth opportunities and monitor sales activity by region.

📈 Restaurantology Unit Trend Insights
Analyzes unit growth patterns and highlights emerging trends. Monitor growth, identify high-growth prospects, or spot potential saturation points to adjust your sales strategy.

🎯 Restaurantology Account Coverage Insights
Provides visibility into account distribution across territories and highlights potential coverage gaps. Use this dashboard to identify under-served areas and ensure balanced account assignments.

✔️ Restaurantology Data Integrity Dashboard
Monitors data quality and completeness, helping identify inconsistencies or errors. Regular reviews can improve data reliability for reporting and decision-making.

Note for admins

Admins can customize these dashboards to meet the specific needs of their organization. We recommend making copies before customizing. Tailoring dashboards to reflect your business priorities ensures they deliver maximum value to your team.