McDonald’s

Global Sales
(MGS)
USER GUIDE

MCDONALD'S CORPORATION
McDonald's USA, LLC McDonald’s Global Sales User Guide

Table of Contents
Table of Contents _______________________________________________ 1
Introduction ___________________________________________________ 3
Document Overview ___________________________________________________________ 3
Product Overview _____________________________________________________________ 3

Get Started ____________________________________________________ 4

Accessing McDonald’s Global Sales ________________________________________________ 4
Logging in to McDonald’s Global Sales _____________________________________________ 4
Understanding the MGS User Interface _____________________________________________ 6
Changing the Number and Date Format ____________________________________________ 7
Accessing the Applications_______________________________________________________ 9

Collect Sales __________________________________________________ 10

Adding/Updating Sales Records __________________________________________________ 10

Edit Sales ____________________________________________________ 15

Understanding the Edit Sales Interface ____________________________________________ 16
Filtering Sales Records ________________________________________________________ 18
Editing Sales ________________________________________________________________ 20
Adjust Sales _______________________________________________________________ 20
Exception _________________________________________________________________ 24
Close Phase Life Cycle _______________________________________________________ 27
Temp Close Dates __________________________________________________________ 29
Viewing Ownership Information__________________________________________________ 37
Viewing Restaurant Information _________________________________________________ 38
Viewing Historical Sales Data ___________________________________________________ 40
Validating Sales ______________________________________________________________ 42
Completing Review ___________________________________________________________ 44
Mass Updating _______________________________________________________________ 47
Temporary Close Dates ______________________________________________________ 47
Exceptions ________________________________________________________________ 51
Inactivating a Record__________________________________________________________ 54
Adding a New Record__________________________________________________________ 55
Exporting Sales Data to Excel ___________________________________________________ 57
Configuring Column Fields (Gear Box)_____________________________________________ 58

Approve Sales _________________________________________________ 60

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Understanding the Approve Sales Interface ________________________________________ 60

Requesting Approval __________________________________________________________ 64
Approving Market Sales ________________________________________________________ 66
Rejecting Market Sales ________________________________________________________ 68
Resetting Market _____________________________________________________________ 70
Editing Sales ________________________________________________________________ 72

Reports and Analytics ___________________________________________ 74

Accessing the Reports _________________________________________________________ 74
Filtration Criteria ___________________________________________________________ 76

Exporting Reports ____________________________________________________________ 77

Sharing Reports ______________________________________________________________ 78

Maintenance __________________________________________________ 79
Define Roles_________________________________________________________________ 80
Adding a New Role __________________________________________________________ 80
Editing an Existing Role ______________________________________________________ 81
Define Announcements ________________________________________________________ 82
Adding a New Announcement _________________________________________________ 83
Editing and Existing Announcement _____________________________________________ 86
Deleting an Announcement ___________________________________________________ 87

Define Close Calendar _________________________________________________________ 87

Adding a New Close Calendar _________________________________________________ 88
Editing an Existing Close Calendar ______________________________________________ 90
Deleting a Close Calendar ____________________________________________________ 91
Define Adjustment Types_______________________________________________________ 92
Adding a New Adjustment Type ________________________________________________ 93
Editing an Existing Adjustment Type ____________________________________________ 95
Deleting an Adjustment Type __________________________________________________ 96

Appendix_____________________________________________________ 97
Validations for Sales Information Template _________________________________________ 97
Validations for Temporary Close Date Template _____________________________________ 99

Index ______________________________________________________ 101

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Introduction
Document Overview
This User Guide provides information about the McDonald’s Global Sales (MGS) application, describes
its features, and provides step-by-step instructions on how to access and use the modules
incorporated in this application.
This document is organized into sections, based on the features that can be accessed through each
of the integrated applications included in the MGS solution.

Product Overview
McDonald’s franchises and McDonald’s owned restaurants for US and International markets are
legally bound to report their monthly sales collection details to McDonald’s. These sales reports from
every store across the globe subsequently goes through several rounds of validation before they are
finally flagged as approved and closed in the system.
The MGS solution serves as a centralized sales management system comprising multiple integrated
applications that are used by the Owner Operators (O/O) and the McDonald’s corporate staff to
manage sales data and analyze sales trends from sales reports.
The following integrated applications are a part of the MGS solution:
 Collect Sales: Refers to an application of the MGS solution used by the GBS (Global
Business Services) Analysts, GAR (Global Accounting and Reporting) Analysts, and REF
(Real Estate Finance) Analysts to download existing system fetched sales data in
relevant template format and update sales data in the set template format.
 Edit Sales: Refers to an application of the MGS solution used by Field Office
Coordinators, GAR, GBS, and Corporate Controller Group (CCG) Analysts to update
sales data for various stores.
 Approve Sales: Refers to an application of the MGS solution used by analysts and
officers to approve/reject market sales for all the stores in specific geographical regions.
Sales data updated and validated in Edit Sales application is moved to Approved Sales
application for further validations.
 Reports & Analytics: Refers to an application of the MGS solution that assists all
McDonald’s corporate staff to view and analyze sales trends from statistical reports.
This application can be used to generate reports for specific geographical area and sales
period.
 Maintenance: Refers to an application of the MGS solution that can be used by
Application Support Administrators, GBS Administrators, and GAR Administrators to
configure various application components, such as announcements and adjustment
types.
Data and functionalities will be made accessible to the application users based on Role-based Access
Control (RBAC).

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Get Started
Accessing McDonald’s Global Sales
The MGS application can be accessed at https://sales.mcd.com.

Logging in to McDonald’s Global Sales

To access the MGS solution:

1. Enter https://sales.mcd.com in the address of any browser and press Enter. The MGS login
screen is displayed.

Ente r authorized
1 use rname and password.

2 C lick Login.

Figure 1

2. Enter authorized login credentials in the User name and Password fields, and click Login.

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The MGS Home screen is displayed.

Figure 2

 If incorrect login credentials are entered, the login page will be displayed with a
Login Failed message.
 To get access to the application or for any other MGS related issue, raise a request
at https://servicecafe.servicenow.com.
 The Global Account Manager (https://account.mcd.com) is used for profile
management activities, such as setting up a password, changing an existing
password, creating new users, and granting access to new users.

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Understanding the MGS User Interface

MGS is the centralized solution that consists of various integrated applications. On successful login,
the MGS dashboard is displayed with quick access icons to these applications.
Understand the controls and shortcuts available on the MGS dashboard from the following image:

C lick here to navigate to C lick here to configure

any of the apps or to get application settings or to
back to the displayed sign out.
dashboard scre en.

C lick here to download

the application help
m anual.

C lick any of these icons

to ope n the application.

C he ck all corporate
announcements here.

Figure 3

 Use the icon to view additional information against any of the fields.
 Click the column headers to sort lists in ascending or descending order.

Icons availability in MGS is based on user roles. If you are an authorized user and still
cannot see the required application icons, submit an incident ticket at
https://servicecafe.servicenow.com.

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Changing the Number and Date Format

You can change the format of the numbers and dates in the MGS solution.
The default format style is the U.S. standard date and number format. Any modification to the date
and number format needs to be performed only once.
The U.S. date and number formats are:
 Date: MM/DD/YYYY
 Number: xxx,xxx.xx (e.g. 210,562.45)
To change number and date format:

1. Click the down arrow next to the profile name at the top-right corner on the Home screen and
click App Settings.

C lick A pp Settings to
change the number and
date format.

Figure 4

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2. Change the format styles in the App Settings pop-up window, as needed.

C hange the number and

date formats, as needed.

Figure 5

3. Click Ok. A success message appears notifying that the new settings have been saved
successfully.

Succe ss message appears.

C lick Ok to save the

changes.

Figure 6

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Accessing the Applications

You can open any of the MGS integrated applications by performing any of the following:
 From the main menu.

C lick the m enu icon to

1
se e the menu options.

C lick any of the

2 applications to open the
sam e.

Figure 7

 From the Your Apps section.

C lick to open the application.

Figure 8

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Collect Sales
GBS Analyst and GBS Admin (for the US market) and GAR Analyst and GAR Admin (for the Canadian
and international market) will have access to the Collect Sales application. REF analyst can use the
Collect Sales application after the data is in the closed close phase.
Sales data is automatically fed into the MGS system on the last day of every month. The Collect
Sales application allows McDonald’s corporate personnel to make changes to the sales data collected
by the system. GBS/GAR Analyst and GBS/GAR Admin can access the Collect Sales application in
the first four days of the month. Thereafter (from 5th day to the last day of the month), REF Analyst
can make adjustments to the sales information and sales adjustments.

Figure 9

Adding/Updating Sales Records

You can add, edit, and delete the following type of information for different stores in a particular
geographical area from the Collect Sales application:
 Sales information
 Temporary close dates
 Sales adjustments
To manage the sales records, you need to download a template with the existing records for each
store in the particular geographical area and then make changes to the locally stored template sheet.
Thereafter, you can upload and import t he updated data to the Edit Sales application.

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For sales information, the downloaded template will only comprise sales records that are
in the current sales period and not yet closed.

To manage records:

1. Select the type of data that is to be updated and the geographical region for which the data is to
be added/edited/deleted.

Se le ct the type of information

1
that is to be updated.

Se le ct re gions for which

2 C lick Download
re cords are to be e dited. 3
Template.

Figure 10

 For temporary close date, you will have to additionally select the date range from
the From Date and To Date fields (you can get upto Last 4 years data).
 For sales adjustments, Select Geography, From Date, and To Date field will
not be available as the template will not contain any record.
 Geographies consists of geographical divisions, which further comprises zones and
zones include regions. While selecting the geography, depicts a selected
region. If all the regions are selected under a zone then the zone will be marked
with icon and if all the zones under a division are selected then the division will
be marked with icon. For partially selected regions, zone and further the
division will be marked with icon.

 If you don’t select any geography and date (if applicable), then a blank template
will get downloaded.

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2. Click Download Template to download the template to your local drive.

The template will be named based on the type of data it contains:

 Sales Information- Sales_Information_Data_YYYYDDMMHHMMSS
 Temporary Close Date- Temp_Close_Information_YYYYDDMMHHMMSS
 Sales Adjustment- Sales_Adjustment_Information_YYYYDDMMHHMMSS
Template will automatically get downloaded in the Downloads folder in your system.

3. Open the downloaded template sheet and make appropriate changes to the sheet.

a. Add a new row at the bottom of the list to add a new record.

b. Edit the needed records to update the sales data/temporary close date/sales adjustment.

c. Delete needed row(s) to remove the record from the system.

Update records, as needed.

Se le ct and delete the entire

row to de lete an e ntry.

Add ne w row e ntry to add a

ne w re cord.

Figure 11

 For sales adjustments, the downloaded template file will not contain any records.
You need to add adjustment records in the template file to update the sale s data
for any store. All adjustments should comprise valid data. Even one invalid record
entry will lead to validation failure and the template will not get uploaded
successfully.
 For sales information and temporary close dates, you can make changes against
stores you have access to. The system will filter and upload records based on the
Role Based Access Control matrix.
 Refer Appendix for more details on the validation checks that are to be considered
while updating the template file.

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4. Save and close the sheet.

5. Click Upload to navigate to the Upload section of the Collect Sales application.

C lick Upload to navigate to

the Upload section.

Figure 12

6. Click Choose File to browse to the updated template file that is to be uploaded.

C lick Choose File to browse

to the saved template file.

Figure 13

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7. Click Upload to start validating the updated data in the template file.

C lick Upload to start the

validation process.

Figure 14

If any record fails validation, the validation process fails. An error file is then available
for download, which consists of errors marked against respective record. Corrections can
be made to the needed records and thereafter, the file can be uploaded again.

On successful validation of all records, a success message is displayed.

C lick Import Data into Edit

Sales to update sales data in
Edit Sale s application.

Figure 15

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8. Click Import Data into Edit Sales to update the sales data in Edit Sales application.

Click Start Over to discard the uploaded file and start over by downloading the template
again.

If you have updated existing data for any of the restaurants, then click the Overwrite
button on the Overwrite Content dialog box. Clicking the Skip button will only add
additional records (if any) and skip the updated records.

Edit Sales
Field Officers, CCG Analysts, GAR Analysts, and GBS Analysts can use the Edit Sales application to
edit sales data submitted by the O/O using the Collect Sales application. Also, Edit Sales application
allows GBS and GAR Analysts to validate and complete the review of the recorded sales transactions
before it goes for approval.

Figure 16

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Understanding the Edit Sales Interface

The Edit Sales application lists sales data for all the restaurants based on the selected search criteria.
Refer to the list below to understand the different features and functionalities availa ble on the Edit
Sales screen.
 Expand/Collapse Search Panel
Use to expand and to collapse the Search section.

C lick to
collapse and view the list
of sales data.

Figure 17

C lick to
e x pand and view the
Se arch section.

Figure 18

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 Refresh
Click the icon to reset all selections made in the Search section.

C lick here to re fre sh

the se lected search
crite ria.

Figure 19

 Number of records
Initially, the system will display the first 200 records. If there are more than 200
records as per the search criteria, you need to scroll down to view the list of next 200
records.
 Selection
When you click the checkbox on the list header row, it selects all the filtered records
and not just the records displayed on the screen. For example, if the filter criteria
includes 1000 records and only 200 are being displayed. Select all functionality will
select all 1000 records.

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Filtering Sales Records

By default, filter section is displayed when you open Edit Sales application. If you wish to view all
the available records, click Search without setting any search criteria.

1 Se le ct search crite ria.

C lick Search to view the

2 list of searched sales
data.

Figure 20

If you collapse the Search section without clicking Search, the Edit Sales screen will be
displayed without any sales records.

You can use any or all of the following filtration fields and click Search to get the required list of
sales records.

Filter field Description

View Select from any of the following items:

 All Records
 Active Records
 Inactive Records
 Exception Released
 Exception Not Released
 No Exceptions

Exception Click to view records with the following list of exceptions:

Types  Total reportable sales can't be negative
 Total reportable sales amount is less than $100
 Guest C ount same as Last Month Sales
 Guest C ount same as Last year month Sales
 Total reportable sales same as Last Month Sales
 Total reportable sales same as Last year month Sales
 Total guest count is less than 100
 Same reportable sales amount from different O/O

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Filter field Description

 Same guest count from different O/O
 Total guest count is significantly different from prior year
 Total reportable sales is significantly different from prior year
 Restaurant was closed the entire month but had sales
 RSS C onversion Sales Amount Variance
 RSS C onversion Guest C ount Variance
 Store is permanently closed
 Sales amount not converted into USD (missing FX rate)
 No sales exist for the restaurant.
 State Site Number not present in system
 Total guest count at store level is less than 100
 Ownership "type" doesn't match (dual, for input and matching MDM record)
 Sales Amount same as Same Month Last Year Sales
 Guest C ount same as Same Month Last Year

Select exception(s) to view the list of restaurants that got the selected exceptions
on validation.
To clear a selection, press the Ctrl key and click the selected exception.
Ownership By default, all the ownership types are selected. Clear the type of ownership of
Type the restaurants that are to be excluded from the search results.
Close Phase Select the close phase of the sales transactions that are to be searched. For
example, you can search for all the transactions that are in “GBS/CCG Review”
phase.
Period Select the sales month that is to be searched. By default, this field will show the
current month.
From Enter the first 3 characters of the operator ID or name and click the search icon
Operator ID / next to the field to view and select from the list of operators.
Name
To Operator Enter the operator ID or name to set a range for your search criteria.
ID / Name:
You need to type the first 3 characters of the operator ID or name and click the
search icon next to the field to view and select from the list of operators.
Division Select the geographic division of the market that is to be searched. The following
options are available in this field:
 C anada
 International Division
 U.S.A.

Zone Select the geographic area of the market that is to be searched. Options in this
field are dependent on the selection made under the Division drop-down list.
Region Select the geographic region of the market that is to be searched. Options in this
field are dependent on the selections made under the Division and Zone drop-
down lists.
From Enter the first 3 characters of the restaurant ID or name and click the search icon
Restaurant ID next to the field to view and select from the list of restaurants.
/ Name
To Restaurant Enter the restaurant ID or name to set a range for your search criteria.
ID / Name

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Filter field Description

You need to type the first 3 characters of the restaurant ID or name and click the
search icon next to the field to view and select from the list of restaurants.
Table 1: List of Filter Fields in Edit Sales Application

Options displayed under various search fields are dependent on your access role and your
geographical division.

Editing Sales
GBS (for U.S. market) and GAR Analysts can make sales adjustments and edit other information,
such as exceptions, close phase, and temporary close date information, for any of the listed sales
records.

The Edit Sales application can be used to edit sales records that are under “GBS/CCG
Review” phase only. In other words, controls will be disabled for sales records that are
not under “GBS/CCG Review” close phase.

Adjust Sales
Sales data, including sales amount, guest count, (breakfast and drive thru for the US market) can
be adjusted, if required, for any open or closed period within the current fiscal year.
To adjust sales:

1. On the Edit Sales screen, click the needed sales record to view the record details in editable
mode.

C lick sales re cord to

vie w de tails in editable
m ode.

Figure 21

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The sales data is displayed in editable mode.

Se le ct the m etric and

1
the adjustment type.

Se le ct justification for
3 the adjustment.

Ente r re vised amount

2
for the selected m etric.

Figure 22

2. Select sales metric that is to be adjusted and the type of adjustment from the Metric and
Adjustment Type drop-down list respectively.

3. Enter the new sales amount /guest count in the Revised Amount textbox and select valid
justification for the adjustment from the Justification drop-down list.

The Amount Before Adjustment and Difference field will be auto-populated the
selections made in the Metric and Revised Amount fields.

4. Enter additional justification or notes in the Please Specify field.

If you select Others as your adjustment justification from the Justification field, then
the Please Specify field becomes mandatory.

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5. Click Save to save all changes. The change will be listed in the Adjustment Summary section.

C lick Save to save the

e nte red adjustment.

Figure 23

To cancel a change, click the Cancel button and then click Yes to discard the changes.

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6. Click Yes on the Save Dialog box to confirm saving the adjustment.

C lick Yes to confirm.

Figure 24

A success message is displayed and the saved adjustment is listed under the Adjustment
Summary section.

Adjustm ent is listed

unde r Adjustment
Summary se ction.

Figure 25

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Exception
GBS and GAR Analysts can release outstanding exceptions by providing justifications. Exceptions
can be found by validating the sales records.

You can use the Mass Update functionality to release common outstanding exceptions of
multiple records.

To release exceptions:

1. On the Edit Sales screen, click the needed sales record to view the record details in editable
mode.

C lick sales re cord to

vie w de tails in editable
m ode.

Figure 26

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2. Click the Exceptions tab to view the list of exceptions for the selected restaurant record.

C lick Exceptions to view

outstanding e xceptions.

Figure 27

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3. Select justification from the Justification drop-down list and click Save to release the exception.

Se le ct justification for the

1
e x ce ption.

C lick Save to release the

2
e x ce ption.

Figure 28

A success message will be displayed and the Release Date column will be updated with the
current date.

 If you select Others as the exception justification from the Justification field,
then the Please Specify field becomes mandatory.
 The Severity column lists the severity level of the exception. Severity Levels 1-5
are warnings and Levels 6-10 are show stoppers.
 The user can override what was previously entered.

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Close Phase Life Cycle

The Close Phase Life Cycle tab displays all of the close phases that the selected record has gone
through and allows the GBS/CCG Close Manager to revert back to a prior close phase.
To view and revert close phase life cycle of a record:

1. On the Edit Sales screen, click the needed sales record to view the record details in editable
mode.

C lick sales re cord to

vie w de tails in editable
m ode.

Figure 29

2. Click the Close Phase Life Cycle tab to view all close phases for the selected record.

C lick Close Phase Life

Cycle to vie w all close
phases of the selected
re cord.

Figure 30
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3. View all the close phase details of the selected record and click the icon to revert the record
back to the previous close phase.

Vie w all close phase

de tails with the date
whe n the phase starte d
and information of the
pe rson who updated it
the last time.

C lick icon to revert to

the pre vious close phase.

Figure 31

 The records are displayed in the order that they were added (the latest record
being displayed at the top).

 The icon will only be enabled if:

o There is a prior close phase
o The record is not in the "CLOSED" close phase.

4. Add comments in the Comments text field and click Save to save the changes.

 It's not mandatory to add comments.

 Comments cannot be added to a record in the "CLOSED" close phase.

 Added c omments will be displayed on the final reports that are sent for approval
to the managers in order to close sales.

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5. Click Yes on the confirmation dialog box to confirm the revert action.

Temp Close Dates

Temporary Close refers to a period when a restaurant is temporarily closed. The GBS and GAR
Analysts can add/edit/delete temporary close information for any of the listed restaurants.

You can use the Mass Update functionality to add temporary close date for multiple
records.

Adding Temp Close Date

To add temporary close date:

1. On the Edit Sales screen, click the needed sales record to view the record details in editable
mode.

C lick sales re cord to

vie w de tails in editable
m ode.

Figure 32

2. Click the Temp Close Dates tab.

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3. Click Add a New Record to add a new temporary close date record.

C lick A dd a New
1 Record to add a new
te m porary close date
re cord.

Se le ct the start and e nd Se le ct justification for

2 date of the temporary 3
the close dates.
close .

Figure 33

4. Select the first and last date when the restaurant is temporarily close from the From Date and
To Date field respectively.

If the reopen date is not known, leave the To Date field blank.

5. Select a justification for the temporary closure from the Justification drop-down list.

If you select Others as the temporary close justification from the Justification field,
then the Please Specify field becomes mandatory.

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6. Click Save to save the new record.

C lick Save to save the

ne wly added temp
close date.

Figure 34

A success message will be displayed.

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Editing an Existing Temp Close Date

To edit a temporary close date:

1. On the Edit Sales screen, click the needed sales record to view the record details in editable
mode.

C lick sales re cord to

vie w de tails in editable
m ode.

Figure 35

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2. Click the Temp Close Dates tab.

Se le ct justification for
the close dates.

Se le ct the new start and

e nd date of the
te m porary close.

Figure 36

3. Make needed changes in the respective fields.

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4. Click Save to save the selected temporary close dates for the selected restaurants.

C lick Save to save the

e dite d temp close
date .

Figure 37

A success message will be displayed.

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Deleting an Existing Temp Close Date

To delete a temporary close date:

1. On the Edit Sales screen, click the needed sales record to view the record details.

C lick sales re cord to

vie w de tails in editable
m ode.

Figure 38

2. Click the Temp Close Dates tab.

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3. Select the checkbox next to the temporary close dates that is to be deleted and click the icon
to delete the close date.

C lick to delete the

2 se le cted temp close
date .

Se le ct the te mporary
1 close date that is to be
de le ted.

3 C lick Save to update list

of te m p close dates.

Figure 39

4. Click Save to save the deletions.

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Viewing Ownership Information

You can view ownership details of the listed restaurants. Ownership details include the type of
ownership, operator name and ID, and the ownership period.
To view the ownership information:

1. On the Edit Sales screen, click the record to view record details.

C lick re cord to view

de tails.

Figure 40

2. Click the Ownership tab to view the ownership history of the selected restaurant.

C lick Ownership to vie w

owne rship history of the
re staurant.

Figure 41

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Viewing Restaurant Information

You can view details of the listed restaurants. Restaurant details include the following type of
information:
 State Site ID
 National Store ID
 MCOPCO No.
 GBL
 Location Name
 Full Address
 Store Phone No.
 County Name
 Country Code
 Coop No.
 TV Market ID
 Class Code
 Opening Date
 Close Date
 Region
 Field Business Partner
 Field Business Partner Cell Phone No.
 Developmental Licensee
To view the restaurant information:

1. On the Edit Sales screen, click the record to view the record details.

C lick re cord to view

de tails.

Figure 42
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2. Click the Restaurant Information tab to view the restaurant details.

C lick Restaurant
Information to vie w
re staurant details.

Figure 43

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Viewing Historical Sales Data

You can view sales data for last 12 months for the listed restaurants. Sales data will include all of
the metrics that were reported for the current open period and the last 11 closed periods for the
selected restaurant. Also, there is a Total column which contains the sum of the 12 months for each
of the metrics.
To view the historical sales data:

1. On the Edit Sales screen, click the record to view the record details.

C lick re cord to view

de ta ils.

Figure 44

2. Click the Historical Sales tab to view historical sales data of the selected restaurant.

C lick Historical Sales to

vie w re staurant details.

Figure 45
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You can set the data precision level, such as 1 unit, 100 unit s, 1000 units, and 10000 units, from
the Unit Representation drop-down list. On selection, the data is divided by the unit
representation.

Se le ct data
pre cision level.

Figure 46

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Validating Sales
Validation is performed on every sales record before it is passed from one close phase to the next.
Validation refers to the process wherein sales records that are in “GBS/CCG Review” phase are
screened through some pre-defined rules to check for exceptions, if any and if no exceptions are
found, then the review is completed and the records is sent for approval– done in the Approve Sales
application.
GBS and GAR Analysts can validate any or all of the listed records to find and fix exceptions in
records before completing any sales review and sending the records for approval.
To validate sales:

1. On the Edit Sales screen, select the checkbox next to the sales record to select the record and
click Validate.

Se le ct the check box next

1
to the re levant re cord.

C lick Validate to validate

2 the sales re cords for
e x ce ptions, if any.

Figure 47

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2. Select the rules that the record needs to be tested upon and click Start Validation to start the
validation process.

Se le ct the check box for

1
the re le vant rules.

C lick Save to save the C lick Start Validation to

2
rule se lection. start validation process.

Figure 48

On clicking Save, the rules selection will be saved for every next time you run the
validation. In other words, you can click Save to select the rules for all the records that
are to be validated in future. Thereafter, when you click Validate for any other record
on the Edit Sales page, the selected rules will appear auto-selected. However, you can
anytime change the selection based on the requirements.

The validation results are displayed with the list of rules that the record has passed and/or failed.

Eve ry de picts
validation pass
and e very
de picts validation
fail.

Validation results are

displayed for information
purpose.

C lick Close to close the

pop-up window and
navigate to the Edit
Sales page .

Figure 49

3. Click Close to close the pop-up window and navigate to the Edit Sales page.

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Completing Review
GBS and GAR Analysts can validate any or all of the listed records and if the records pass the
validation with no exception found then move the records to the next close phase by completing the
review.
To complete review:

1. Select the checkbox next to the sales record(s) to select the record(s) and click Complete
Review.

Se le ct the check box next

1
to the re levant re cord.

C lick Complete Review

2 to validate and complete
the re vie w for the
se le cted sales re cord.

Figure 50

The validation results are displayed.

C lick Next to proceed.

Figure 51

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You can click Cancel at any point to stop the validation process for the remaining records
that have not been validated yet. In such case, a message “Validation Cancelled” is
displayed.
Every records needs to pass all validation rules in order to move to the next close phase.
If even one validation fails, then you will be prompted with a failure message and the
outstanding exception will have to be released and thereafter the record can be moved
to the next close phase.

2. Click Next to continue.

3. Select the confirmation message checkbox and click Move Transactions to confirm review
completion.

Se le ct the confirmation
1
che ck box.

C lick Move
2 Transactions to
com plete the review.

Figure 52

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A success message is displayed.

Succe ss
m e ssage
C lick Close to close the pop-up
appears.
window and navigate to the Edit
Sales page .

Figure 53

4. Click Close to close the pop-up window and navigate to the Edit Sales page.

Successful review completion will move the selected record from review close phase to
approval close phase. For example, if the record was in CCG Review phase then the
record will move to CCG Approval.

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Mass Updating
Mass Update functionality allows you to add/update same temporary close dates and exceptions
details for multiple restaurant records. GBS and GAR Analysts can use this functionality to save time
by applying similar action to multiple records.

Temporary Close Dates

You can only add new temporary date record using the Mass Update feature. Edit and delete action
can only be performed by editing each restaurant record separately.
To update temp close date for multiple records:

1. Select the checkbox next to the restaurants that are to be updated and click Mass Update.

Se le ct the check boxes to

1 C lick Mass Update to
se le ct re levant records. 2 vie w e ditable re cord
fie lds.

Figure 54

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Temporary close date fields are displayed.

Se le ct the start and e nd

date of the temporary
close .

Figure 55

2. Select the first and last date when the restaurants are temporarily closed from the From Date
and To Date field respectively.

If you are not sure of when the restaurant will reopen, then you can leave the To Date
field blank.

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3. Select a justification for the selected restaurants’ temporary close dates.

Se le ct justification for the

te m porary close.

Figure 56

If you select Others as the temp close justification from the Justification field, then the
Please Specify field becomes mandatory.

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4. Click Save to save the selected temporary close dates for the selected restaurants.

C lick Save to save

se le cted temp close
date s.

Figure 57

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Exceptions
You can release common outstanding exceptions of multiple records using the Mass Update
functionality.
To update exceptions for multiple records:

1. Select the checkbox next to the restaurants that are to be updated and click Mass Update.

Se le ct the check boxes to

1 C lick Mass Update to
se le ct re levant records.
2 vie w e ditable re cord
fie lds.

Figure 58

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2. Click the Exceptions tab to view the list of common exceptions for the selected restaurant
records.

C lick Exceptions to view

com m on outstanding
e x ce ptions.

Figure 59

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3. Select a justification for the exception and click Save to release the exception.

Se le ct justification for the

1
e x ce ption.

C lick Save to release the

2
e x ce ption.

Figure 60

A success message will be displayed.

If you select Others as the exception justification from the Justification field, then the
Please Specify field becomes mandatory.

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Inactivating a Record
Inactivating a record will turn on the “Ignore” flag for the record (behind the scene); making the
record non-editable. You can inactivate sales records for specific or all listed stores from the Edit
Sales application.
To inactivate the records:

1. Select records that are to be inactivated and click the icon.

C lick to inactivate
2
Se le ct this check box the se lected re cords.
to se lect all the listed
re cords.

Se le ct re cords that are

1
to be inactivated.

Figure 61

2. Click Yes to confirm inactivation.

C lick Yes to confirm

inactivation.

Figure 62

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A message is displayed on the screen and the records are dimmed out with “Ignore” flag.

“Ignore ” flags

Figure 63

Adding a New Record

The GBS, GAR and REF Analysts can add new restaurant sales records in the Edit Sales application.
To add a new sales record:

1. Click the icon to add a new record. Fields for the new record are added to the top row in the
list of records.

C lick to add a blank

fie ld for the new re cord.

Figure 64

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2. Enter the restaurant information in the blank fields.

Ente r ne w re staurant
sale s re cord data in
re spe ctive fields.

Figure 65

Entering the State Site ID will automatically populate the National # field and vice
versa.

3. Click the icon to save the entered sales data.

4. Click Yes confirm addition of the new restaurant sales record.

C lick Yes to confirm

re cord cre ation.

Figure 66

You can discard the entered details by clicking the icon. On clicking the icon, a
confirmation dialog box will be displayed. Click Yes to discard the entered details.

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Exporting Sales Data to Excel

You can export sales records for specific or all listed stores in excel sheet format from Edit Sales
application.
To export the records:

1. Select records that are to be exported and click the icon.

C lick to export the

Se le ct this checkbox 2
se le cted re cords.
to se lect all the
liste d re cords.

Se le ct re cords that are

1
to be e xporte d.

Figure 67

The sales records get auto-downloaded in your local drive.

Figure 68

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Configuring Column Fields (Gear Box)

You can configure the visibility of the fields that are displayed on the Edit Sales screen. These
visibility configurations can be saved for the current login session only or as permanent default
settings for the current user.
To configure column fields:

1. Click the icon.

C lick to configure
colum n fields.

Figure 69

2. Select/clear the column fields to set their visibility on the Edit Sales screen, as needed.

Se le ct/clear any of the

ne e ded column’s visibility.

Figure 70

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3. Click OK to save the selection for the current login session.

C lick OK to save the

se le ction for the current
login session only.

C lick Save as Default

to se t the selection as
the de fault.

Figure 71

 Click Save as Default to set the selected column visibility as the default. This will
modify the default view based on the selection for the current user.
 Click Cancel to discard the changes.

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Approve Sales
After validation checks have been successfully passed and reviews have been completed in the Edit
Sales application, review statistics and statuses will be displayed in the Approve Sales application.
GBS and GAR Analyst, and GBS and CCG Close Managers can use the Approve Sales application to
request approvals, approve market sales, and reject market sales information for regions under
different geographical divisions. In other words, the Approve Sales application is used to monitor
the sales close process and perform sales close approvals based on the user role.

Figure 72

Understanding the Approve Sales Interface

The Approve Sales application lists geographical divisions i.e. U.S.A, Canada, and International and
their underlying zones, and further regions. For each of the region, the list contains the number of
stores, review statistics, and sales closure status.

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Refer to the list below to understand the different features and functionalities available on the
Approve Sales screen.
 Expand/Collapse list

Use the icon to expand and icon to collapse each region.

C lick icon to
collapse the list.

C lick icon to expand

and see the list of zones
and further, re gions
unde r the division.

Figure 73

 Toggle Close Phase

Toggle to Not Completed to see the percentage/number of stores that have not passed
the review. These percentages are based on the number of transactions that have been
completed and submitted for review/approval in each region.

Toggle to swap betwe en

com plete re view
pe rce ntage and incomplete
re vie w pe rce ntage.

Figure 74

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 Toggle View
Use the Toggle switch to swap between % values and number values. This is the
percentage or number of transactions that have been completed and submitted for
review/approval.

Toggle to swap
be twe e n perce ntage
and actual count value.

Figure 75

 Refresh

Click the icon to refresh the list and see real-time data.

C lick here to re fre sh

the list.

Figure 76

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At zone level, the approval status can be either one of the following:
 Approved- If status of all the underlying regions is approved then the status of the
zone will appear as Approved.
 Rejected- If status of all the underlying regions is rejected then the status of the zone
will appear as Rejected.
 Incomplete- If status of the underlying regions is a combination of two or more status
then the status of the zone will appear as Incomplete.
At region level, the approval status can be either one of the following:
 Blank- When the transaction data for the particular region is in some previous state of
review/approval and is yet to come to the state (mentioned as the column heading).
 Pending- When the reviewer has completed his part and has asked for approval from
the next level reviewer.
 Approved- When the reviewer approves the market sales for the region.
 Rejected- When the reviewer rejects the market sales for the region.
 Processing- When the system is processing the “Approved” or “Rejected” status for
the region.

 CCG review and approval state is applicable for international and Canadian
market.
 GBS review and approval state is applicable for the US market.

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Requesting Approval
When all transaction details have successfully passed O/O Review, Field Office Review, and GBS
Review for all or any of the regions, the GBS analyst can request approval for that region(s).

Approvals should only be requested for regions with 100% review results under the GBS
Approval/CCG Review column (whichever applicable). The system will fail to request
approval for regions with any incomplete validation/review.

To request approval:

1. Select the checkbox next to the required region or zone to select all the underlying regions and
click Request Approval.

C lick Request A pproval

C lick here to
1 2 to re quest approval for
se le ct re gions.
the se lected re gions.

Figure 77

 On selecting any geographical division, its underlying zones and regions will be
auto-selected. Likewise, on selecting any geographical zone, its underlying regions
will be auto-selected.
 If you have selected the region(s) and the Request Approval button is disabled
then it indicates that you do not have permissions to request for approval.

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The Request Approval pop-up window appears displaying the validation results.

Validation results are

displayed for information
purpose. Regions with
100% re view re sults are
validated successfully.

C lick Close to close the

pop-up window.

Figure 78

2. Click Close to close the pop-up window.

Requesting the approval moves the transaction from GBS Review/CCG Review state
to Pending state that is displayed under the GBS Approval/CCG Approval column
(whichever applicable). In other words, the transactions of the selected region are no
longer in review state and are pending for GBS/CCG Close Manager’s approval.

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Approving Market Sales

GBS/CCG Close manager is required to approve transactions for regions that show Pending status
under the GBS Approval/CCG Approval column.
To approve market sales of any region(s):

1. Select the checkbox next to the required region(s) or zone to select all the underlying regions
and click Approve Market Sales.

C he ck for re gions with

1
Pending approval status.

Se le ct the check box for

2
the re le vant re gion.

C lick A pprove Market

Sales to approve the
3
m ark et sales information
for a se lected re gion.

Figure 79

 On selecting any geographical division, its underlying zones and regions will be
auto-selected. Likewise, on selecting any geographical zone, its underlying regions
will be auto-selected.
 If you have selected the region(s) and the Approve Market Sales button is
disabled then it indicates that you do not have permissions to approve sales.

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The Approve Market Sales pop-up window appears with the validation results.

Approval re sults are

displayed for information
purpose. Regions with
pe nding approval status
are approved successfully.

C lick Close to close the

pop-up window and
navigate to the A pprove
Sales page .

Figure 80

2. Click Close to close the pop-up window and navigate to the Approve Sales page.

The Approve Market Sales button is enabled only when you select a region that has
GBS Approval/CCG Approval status as Pending. For any other status (including blank
fields), the Approve Market Sales button will remain disabled.

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Rejecting Market Sales

For any mismatch in transactions or sales records, GBS/CCG Close manager can reject transactions
for regions that show Pending under the GBS Approval/CCG Approval column.
To reject market sales of any region(s):

1. Select the checkbox next to the required region(s) or zone to select all the underlying regions
and click Reject Market Sales.

C he ck for re gions with

1
Pending approval status.

Se le ct the check box for

2
the re le vant re gion.

C lick Reject Market

3 Sales to re je ct the
m ark et sales information
for a se lected re gion.

Figure 81

 On selecting any geographical division, its underlying zones and regions will be
auto-selected. Likewise, on selecting any geographical zone, its underlying regions
will be auto-selected.
 If you have selected the region(s) and the Reject Market Sales button is disabled
then it indicates that you do not have permissions to reject sales.

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The Reject Market Sales pop-up window appears displaying the validation results.

R e je ction results are

displayed for information
purpose. Regions with
pe nding approval status
are re je cted successfully.

C lick Close to close the

pop-up window and
navigate to the A pprove
Sales page .

Figure 82

2. Click Close to close the pop-up window and navigate to the Approve Sales page.

Once rejected, the sales transactions of the selected region will again be pushed back to
GBS/CCG Review state. Thereafter, the GBS/CCG Analyst will again have to make
necessary adjustments/modifications and request approval for the region.

The Reject Market Sales button is enabled only when you select a region that has GBS
Approval/CCG Approval status as Pending. For any other status (including blank
fields), the Reject Market Sales button will remain disabled.

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Resetting Market
GAR and REF Analysts can reset market sales for any region, zone, or division. Clicking Reset deletes
the following data for the selected regions:
 All sales transactions and their $ converted values
 All the close phases of the selected sales transactions
 All the exceptions of the selected sales transactions
 All the sales adjustments of the selected sales transactions

The reset market action will not be processed successfully for sales transactions of regions
that are in Closed phase.

To reset market:

1. Select the checkbox next to the required region or zone, to select all the underlying regions, and
click Reset Market.

C lick Reset Market to

2 re se t all m arket sales
Se le ct the check box for the data for the selected
1
re le vant re gion. re gion(s).

Figure 83

 On selecting any geographical division, its underlying zones and regions will be
auto-selected. Likewise, on selecting any geographical zone, its underlying regions
will be auto-selected.
 If you have selected the region(s) and the Reset button is disabled then it
indicates that you do not have permissions to reset the market.

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2. Select the checkbox next to the confirmation message and click Reset Market(s).

Se le ct the check box to

1
confirm re set.

C lick Reset Market(s) to

2 start the re set process.

Figure 84

The reset results are displayed.

R e set re sults are

displayed for information
purpose.

C lick Close to close the

pop-up window and
navigate to the A pprove
Sales page .

Figure 85

3. Click Close to close the pop-up window and navigate to the Approve Sales page.

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 You can click Cancel at any point to stop the reset process for the remaining
regions that have not been reset yet. In such case, a message “Reset process
aborted” is displayed along with the list of regions for which the process was
aborted.
 If the system fails to reset any of the selected regions, an error message “Reset
process failed” will be displayed along with the list of regions for which the action
could not be successfully processed.

Editing Sales
GBS/CCG analysts can change sales data for any store under any of the listed regions by navigating
to the Edit Sales application from the Approve Sales application.
To edit sales details:

1. Click the review statistics to navigate to Edit Sales application.

C lick any re view statistic to

e dit sales for the region.

Figure 86

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2. The Edit Sales application displays the list of all the stores under the selected region. You can
see the close phase of each store under the Close Phase column.

List of all store in the selected

re gion with their curre nt close
phase is displayed.

Figure 87

3. Click any row entry to open sales details of the corresponding store in editable mode .

Mak e changes as needed

2 C lick the row ite m to open
and click Save to save.
1 and icon to close the
e ditable sales details
se ction.

Figure 88

For more details, refer to the Edit Sales section.

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Reports and Analytics

McDonald’s corporate staff can use the Reports and Analytics application to view sales records over
a sales period. These reports can be used to compare and analyze sales volume trends over specific
sales period.
Except O/O, all user roles can access Reports & Analytics application.

Accessing the Reports

Sales Reports are available on Power BI, which provides data analytics services with detailed reports
and dashboards for end users.
Reports that are available in Power BI have been listed in the following table:

S. Legacy Report Report Title in Legacy Description

No. Title MGS Report
Number

1 New Stores New Store Opening Provides list of new stores opened
Opened Report in a selected region. The report
R6647
includes ownership type, opening
date, and sales and guest c ount.
2 Sales Audit Trail Audit Trail Report Provides comparative sales and
Posted count (guest, drive thru, and
R6654
breakfast) for requested segment,
if available.
3 Customer Count - Guest Count Report Provides comparative sales and
Recap by Region guest count including Month-to-
R6938
Date (MTD) and Year-to-Date
(YTD) differences.
4 National Sales for Guest Count Report Provides comparative sales and
the Month count (guest, drive thru, and
R0342 breakfast) percentage differences
by ownership types for the
respective geography.
5 Natl Monthly National Sales Provides comparative sales and
Sales Preliminary Report count (guest, drive thru, and
(Preliminary) R6680 breakfast) value and percentage
differences by ownership types for
the respective geography.
6 Prior Year National Sales Provides comparative sales and
Exchange Rate Preliminary Report R6404 count value by market segment
Comparable Sales and constant currency.
7 Sales Detail Prior Year Exchange Provides comparative and actual
Report Rate Comparable sales and c ount (guest, drive thru,
Sales Report and breakfast) differences at FBP
R6208
level for their respective O/O
restaurant level details for the
respective geography.

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S. Legacy Report Report Title in Legacy Description

No. Title MGS Report
Number

8 Sales Detail Sales Detail Report Provides comparative and actual

Report By Co-Op sales and c ount (guest, drive thru,
and breakfast) differences at Co-Op
R6761
level for their respective O/O
restaurant level details for the
respective geography.
9 Top Sales Detail Report Provides sales volume and count
Twenty/Bottom by Co-Op (guest, drive thru, and breakfast)
Twenty Report - R6207 differences for top and bottom
Sales twenty restaurants for the
respective geography.
10 Top Top Twenty/Bottom Provides customer count volume
Twenty/Bottom Twenty Report – (guest, drive thru, and breakfast)
Twenty Report - Sales R8527 and sales differences for top and
Customer Count bottom twenty restaurants for the
respective geography.
11 Owner/Operator Top Twenty/Bottom Provides comparative and actual
Detail Report Twenty Report sales and count (guest, drive thru,
Customer count and breakfast) differences at FBP
R6209
level for their respective O/O
restaurant level details for the
respective geography.
12 Owner/Operator Owner Operator Provides comparative and actual
Recap Report Detail Report R6215 sales and guest count differences at
O/O level for respective geography.
13 Field Owner Operator Provides comparative and total
Consultant/Area Recap Report sales differences (value and
R6214
Supervisor Report percentage) for each FBP for the
respective geography.
14 Region Recap Field Consultant or Provides comparative and total
Report Area Supervisor sales differences (value and
R6211
Report percentage) by ownership type for
the respective geography.
15 Co-Op Recap Recap Reports Provides comparative and total
Report sales differences (value and
R6762 percentage) by ownership type for
the respective Co-Op by the
respective geography.
16 Sales TV Market Recap Reports Provides comparative and total
Recap sales differences (value and
R6716 percentage) by ownership type for
the respective TV market by the
respective geography.
Table 2: List of Reports in Reports & Analytics Application

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On the Power BI Home screen, click the report that is to be accessed.

C lick to view the re port.

Figure 89

Filtration Criteria
Select the needed filtration criteria and click View Report to view the required report.

C lick to view the

2 re port.

1 Se le ct the needed filter crite ria.

Figure 90

You can use the following filtration fields to view report based on the selected criteria:
 Geographical area of the stores, of which sales data is to be included in the report, from
the Division, Zone, and Region fields. You can select multiple options, if needed.
 Sales period for the report from the Year and Sales Period field.
 Comparison type from the Comp Type field. You get the following options in this field:
 Analytical: Stores that have sales data for the same month of the previous year
and have at least 25 days of sales data are eligible for analytical comparison.
 Financial: Stores that have sales data for the same month of the previous year
are eligible for financial comparison.
 Total Sales: Sales data for all the stores irrespective of any eligibility criteria. This
option will NOT be available for all report types.
 Type of ownership of the stores, of which sales data is to be included in the report, from
the Ownership Type field.
 Type of metric that is to be included in the report from Metric Type field.

Availability of filter fields is based on the type of report to be generated.

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Exporting Reports
Once you have the report opened, click Export to view the various file formats, in which you can
download the displayed report. You can export a report in any of the following formats:
 Microsoft Excel
 Microsoft Word
 Microsoft PowerPoint
 PDF
 Comma separated values
 XML
 Web Archive

C lick to view
e x port options.

Figure 91

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Sharing Reports
You can generate a shareable link for the displayed report by clicking File → Generate link.

C lick to vie w the

share able link.

Figure 92

 You can directly print a report from the Power BI interface by clicking File → Print.
However, it is recommended to print the exported version of the report.
 You can generate code to embed the displayed report on any needed platform by
clicking File → Embed.

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Maintenance
GAR Admin, GBS Admin, and Support Admin can setup advanced configurations from the
Maintenance application. User roles, announcements, calendar dates, and adjustment options
available in various sections of the MGS solution can be configured from the Maint enance application.

Figure 93

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Define Roles
Roles are the types of user accounts that are allowed access to MGS. Access to applications and
functionalities is controlled by the directory group with which each role is mapped to the system.
Application Support Admin can define user roles for the application. GBS and GAR admin can view
but not manage any of the user roles.

Adding a New Role

For every new access rule, you can create a new user role from the Define Roles section of the
Maintenance application.
To add a new role:

1. On the Maintenance screen, c lick Define Roles to navigate to the roles section.

C lick Define Roles to navigate

to the roles section.

Figure 94

2. Click Add Role to view a new row for the new role.

C lick Add
Role.

Figure 95

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3. Enter the name of the role, select the Active checkbox, and enter the directory name to which
the role is to be mapped.

Ente r name of the active

Ente r the name Se le ct to make the 3 dire ctory to which the
1 of the user role. 2
use r role active. role is to be mapped.

C lick Save to save the

4
e nte red details.

Figure 96

4. Click Save to add the new role to the system.

Click Cancel to discard entered details.

Editing an Existing Role

Support Admin can edit the name and directory group name of any of the existing user roles. Also,
Support Admin can activate/inactivate any of the listed roles.

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Edit the needed role information, from the list of role details, in the respective textboxes and click
the Save button

Mak e changes, as
1 ne e ded.

2 C lick Save to save the

e dite d details.

Figure 97

You can deactivate an existing role by clearing the Active checkbox corresponding to the user role
that is to be marked as inactive/deactivated.

Click Cancel to discard all the edited and/or newly entered details.

Define Announcements
Announcements section is available in the Home screen of the MGS solution.

All corporate
announcements
are displayed.

Figure 98

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You can manage these announcements from the Define Announcements module of the
Maintenance application. Visibility of announcements can be made specific to certain roles and
certain date range. In other words, you can set the validity of these announcements.

Adding a New Announcement

Add new announcements as and when needed to be displayed on the welcome page of the MGS
solution. You can add announcements for future date range as well.
To add a new announcement:

1. On the Maintenance screen, click Define Announcements to navigate to the announcements

section.

C lick Define A nnouncements

to navigate to the
announcements section.

Figure 99

2. Click Add a New Announcement to navigate to the Add Announcement dialog box.

C lick A dd a New
A nnouncement.

Figure 100

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3. Enter the following announcement details in the respective fields of the Add Announcement
dialog box:

 Select the start and end date of the announcement. The announcement will be deactivated
i.e. removed from the welcome page of the application after the end date.

 Enter announcement in the Announcement text field.

Se le ct date range for which

the announcement is to be
m ade active and visible.

Ente r the announcement

conte nt.

Figure 101

 System will automatically generate a sequential announcement ID.

 Leaving the Effective End Date field blank will make the announcement active
for an infinite period.

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4. Select roles to which this announcement will be visible and the duration for which the
announcement is to be made visible.

 To add a new role to which the announcement is to be made visible, click .

 To remove the announcement for any of the role, select the checkbox next to the role
and click .

Se le ct the check box and then

click to re m ove the
announcement for the role.

C lick to add new

row to add a role

Se le ct the role to which the Se le ct date range for which

announcement is to be made the announcement is to stay
visible . active and visible for the role.

Figure 102

5. Click Save to successfully create the announcement.

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Editing and Existing Announcement

You can edit existing announcements only if they are active. Announcements that have passed their
validity date cannot be edited.
To edit an existing announcement:

1. On the Maintenance screen, click Define Announcements to navigate to the announcements

section.

C lick Define A nnouncements

to navigate to the
announcements section.

Figure 103

2. Click the announcement that is to be edited.

C lick the
announcement to
ope n the details in
e ditable mode.

Figure 104

3. Edit announcement details and the user roles that can view the announcement from the
respective fields.

4. Click Save to save the changes.

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Deleting an Announcement
You can delete any existing announcements only if they are active. Announcements that have passed
their validity date cannot be deleted.
To delete an existing announcement:

1. On the Maintenance screen, click Define Announcements to navigate to the announcements

section.

C lick Define A nnouncements

to navigate to the
announcements section.

Figure 105

2. Select the checkbox next to the announcement that is to be deleted and click Delete
Announcement.

C lick Delete
2 A nnouncement to delete
C lick to select the se lected announcement.
1 announcements that
are to be deleted.

Figure 106

3. Click Save to save the changes.

Define Close Calendar

GAR Admin and Support Admin can configure the last working day and first four working days of any
sales month (referred to as Sales Period in the application). As sales data is automatically uploaded
into MGS solution on the last day of every month, these calendar date configurations allow the MGS
solution to schedule when the sales data is to be pulled from the O/O systems to MGS. Also, these
calendar dates define the first four days of the month as sales data update and many more activities
are allowed only during the first four days of the month. Such configurations allow the system to
run as per the working days of every month in the real world calendar.

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Adding a New Close Calendar

GAR and Support Admin can add close calendar dates for any future sales month from the Define
Close Calendar section.
To add a new close calendar:

1. On the Maintenance screen, click Define Close Calendar to navigate to the close calendar
section.

C lick Define Close Calendar

to navigate to the close
cale ndar section.

Figure 107

2. Click Add a New Close Date to add a new close date record.

C lick A dd a New
Close Date.

Figure 108

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3. Select the following for the new close calendar to be created:

a. Select the sales period (month and year) from the Sales Period drop-down list. Sales
period is in YYYYMM format.

b. Select the calendar date corresponding to the month code (to be selected from Day of
Month Code field) from the Calendar Date drop-down list.

c. Select the month code that is to be applied to the selected calendar date from the Day of
Month Code drop-down list. Month code options include the following:

 LDM: Last Day of the Month

 WD+1: First work day of the month

 WD+2: Second work day of the month

 WD+3: Third work day of the month

 WD+4: Fourth work day of the month

Se le ct the sales Se le ct the calendar

1 2 date to be configured
pe riod

Se le ct the m onth code

3 to be configured for the
se le cted calendar date.

C lick Save to save the

4
e nte red details.

Figure 109

4. Click Save to add the new close calendar date to the system.

Click Cancel to discard entered details.

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Editing an Existing Close Calendar

You can update close calendar dates for records with future sales period. In other words, past sales
period records cannot be updated.
Edit any of the listed close calendar details in the respective fields and click the Save button

Mak e changes, as
1
ne e ded.

C lick Save to save the

2
e dite d details.

Figure 110

Click Cancel to discard all the edited and/or newly added details.

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Deleting a Close Calendar

You can delete a close calendar record for a future sales period by selecting the needed record and
clicking Delete Close Date.

C lick Delete Close Date to

2
de le te the selected re cord.

C lick to select close

1 cale ndar re cord(s)
that is to be deleted.

C lick Save to save

3
the changes.

Figure 111

Click Save to save the changes.

Click Cancel to discard all the edited and/or newly entered details.

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Define Adjustment Types

Adjustment Types are the different types of sales adjustments permitted for the analysts to be made
in the MGS system. These adjustment types appear as options when editing sales records for any
store.

A djustment Types available

in the application while
m ak ing sales adjustments.

Figure 112

Application Support Admin can define adjustment types in the application. GBS and GAR admin can
view but not manage any of the adjustment types.

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Adding a New Adjustment Type

Support Admins can use the Define Adjustment Types section of the Maintenance application to
add new adjustment types to the MGS system as and when needed.
To add a new adjustment type:

1. On the Maintenance screen, click Define Adjustment Types to navigate to the adjustment
types section.

C lick Define A djustment

Types to navigate to the
adjustment types section.

Figure 113

2. Click Add Record to view a new row for the new adjustment type.

C lick A dd Record.

Figure 114

3. Enter/select the following details for the new adjustment type:

a. Name of the adjustment type in the Adjustment Type Description textbox.

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b. Select the close phase of the sales record, for which the adjustment type will be available
for selection, from the Close Phase drop-down list.

c. Select the type of metric that the adjustment type supports from the Metric drop-down
list.

d. Select Justification Required if justification is to be kept mandatory for the adjustment

type.

e. Select Active if the adjustment type is to be made active in the system.

f. Select Default if the adjustment type is to be made the default selection in the application.

Se le ct to close Se le ct if Se le ct if the
Ente r the
phase of the sales justification is to adjustment type
nam e of the
2 re cord to which the 4 be k e pt 6 is to be made the
1 adjustment
adjustment type m andatory for the de fault selection
type .
can be applied. adjustment type. in the application.

Se le ct if the adjustment
Se le ct m etrics to which
3 the adjustment type can 5 type is to be made
active in the application.
be applied.

C lick Save to save the

7
e nte red details.

Figure 115

4. Click Save to add the new adjustment type to the system.

Click Cancel to discard entered details.

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Editing an Existing Adjustment Type

Support Admin can edit the name and other details of any of the existing adjustment types. Also,
Support Admin can activate/inactivate any of the listed adjustment types.
Edit the needed adjustment type details in the respective fields and click the Save button.

Mak e changes, as
1
ne e ded.

C lick Save to save the

2
e dite d details.

Figure 116

You can inactivate an existing adjustment type by clearing the Active checkbox corresponding to
the adjustment type that is to be marked as inactive/deprecated.

Click Cancel to discard all the edited and/or newly entered details.

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Deleting an Adjustment Type

Support Admins can delete any adjustment type by selecting the needed record and clicking Delete
Record.

C lick Delete Record to

2
de le te the selected re cord.

C lick to select
1 adjustment type(s)
that is to be deleted.

C lick Save to save

3
the changes.

Figure 117

Click Save to save the changes.

Click Cancel to discard all the edited and/or newly entered details.

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Appendix
Validations for Sales Information Template
Validation Description
 The uploaded file must not be corrupt (must be
readable)
 File extension should be .xlsx
 File must not be having any Macro code
 File Size should be limited to XX Mb
 File name length must be less than 50
File Validation C haracters
 Uploaded Worksheet Structure must be
consistent with Template
 Name of the Worksheet must be “Sales”
 There must be only 2 Worksheets in the
workbook 1) Instructions 2) Sales
 State Site ID: Validate if State Site ID is a
Restaurant Identification Validations
whole number value having [0-9] for all its 7
digits.
 (Has to be at least 5 digits. If it is less than 7
digits then pad 0 from left to make it 7 digits)
(e.g. 10001 -> 001-0001) User will enter a
whole number and the system needs to add the
hyphen after 4 digits from the right.
Note: User can only upload Sales Data information
from their respective markets as configured by
RBAC Data security
 Monthly Sales amount –
Sales Data Metrics for Domestic US and
 The Sales amount should be a decimal
International Markets
number value up to two decimal places.
 The Sales amount cannot be less than Zero
or be a negative value
 International Markets report Sales Data in
the Market’s local currency
 Monthly Guest count –
 The Guest count should be a whole number
value and have no decimals.
 The Guest count cannot be less than Zero
or be a negative value
 Monthly Drive Thru count –
 The Drive Thru count should be a whole
number value and have no decimals.
 The Drive Thru count cannot be less than
Zero or be a negative value
 Exceptions: International Markets shall not
provide this value. If provided, the
restaurant record(s) must be rejected with
appropriate message. (Note: Metric to
Market link tables are available)
 Optional for US

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Validation Description
 Monthly Breakfast count –
 The Breakfast count should be a whole
number value and have no decimals.
 The Breakfast count cannot be less than
Zero or be a negative value
 Exceptions: International Markets shall not
provide this value. If provided, the
restaurant record(s) must be rejected with
appropriate message.
 Optional for US
 Reject the invalid restaurant records and
process the remaining valid restaurant records.
 Sales Period date information should always be
Date Information
for the current Open Sales Period
 Validate if date information is a number value
having digits [0-9] for all of its 6 digits.
 Validate if Year and Month are valid date values.
 The Date format shall be of Year information in
4 digits and month information in two digits
such as YYYYMM.
 Reject the invalid restaurant records and
process the remaining valid restaurant records.
 The Uploaded file should contain unique
Duplicate Check
restaurants identified by State Site ID and
Operator ID combination
 Reject the duplicate restaurant records and
process the remaining restaurant records.
 RBAC Function Security: The user has several
Upload Sales Information for Current Period
functional permissions for C reate and Update
Time Frame
Sales information.
 Example: User shall be able to upload current
Sales period Sales information only during the
first Calendar Day 1 (to account for Weekend
days) until the Restaurant Sales Transaction has
moved to the next C lose Phase.
 If the Restaurant Sales transaction has not
moved to the next C lose Phase, the user shall
still be able to update the Sales Transaction.

Table 3: Validation Rules for Sales Information Template

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Validations for Temporary Close Date Template

Validation Description
 The uploaded file must not be corrupt (must be
readable)
 File extension should be .xlsx
 File must not be having any Macro code
 File Size should be limited to 5 Mb
 File name length must be less than 50
File Validation C haracters
 Uploaded Worksheet Structure must be
consistent with Template
 Name of the Worksheet must be “Temp C lose”
 There must be only 2 Worksheets in the
workbook 1) Instructions 2) Temp C lose
 State Site ID: Validate if State Site ID is a whole
Restaurant Identification Validations
number value having [0-9] for all its 7 digits.
(Has to be at least 5 digits. IF it is less than 7
then pad 0 from left to make it 7 digits) (e.g.
10001 -> 001-0001)
 Validate if State Site ID belongs to the User
and if the user has appropriate rights (User
Role and Data security validations) to
provide this information from the Market.
 Example: If user is authorized only for
‘France market’ then the State Site ID (or
restaurant) should belong to France only.
 Super User (C C G team) can upload multiple
International markets in the same single
template and each market can be uniquely
identified by the State Site ID)
 For all rows with Temp C lose ID, the State
Site ID must not have been changed by the
User
 The From Date must have a value but the To
Temp Close Date Range
Date can be blank (for cases where the Temp
C lose reason is continuing)
(The service should recognize the Date Type and
process it – Dates can be entered in the
spreadsheet with all allowed Date Formats for
Excel)
 To Date- The To Date, if present, must always
be ahead of the From Date
 2 Temp C lose periods must not overlap for the
same store for the same reason (2 Temp C lose
periods can overlap for the same store for
different reasons)
 The overlap check needs to be done both at the
file level and the Database level for data which
was not prepopulated
 Must not be overlapping Date Range for same
Duplicate Check
State Site ID + Justification

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Validation Description
 2 rows must not have overlapping date range if
the justification is same
(In Sanity check, we need to perform this check
in the same file: In functional Validation we
need to perform this check again with the
Database)
 For each row check if all Mandatory Field values
Mandatory Field Check
are present
 For an understanding of Mandatory Fields please
refer to the Template
 If the user has provided Reason as “Others”, the
Reason & Justification
User must specify details in the “Specify” tab
 The free text in the “Specify” column if present
must be less than 150 characters

Table 4: Validations Rules for Temporary Close Date Template

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Index

A
E

Access
Edit Sales · 72
Adjust Sales · 9
Adjust Sales Data · 20
Collect Sales · 9
Edit Close Phase Life Cycle · 27
Edit Sales · 9
Edit Temporary Close Date · 29
Maintenance · 9
Release Exceptions · 24
McDonald’s Global Sales · 4
Embed Report · 78
Reports & Analytics · 9
Expand/Collapse List · 61
Access Reports · 74
Export Reports · 77
Add New Restaurant Sales Records · 55
Export Sales Data · 57
Adjust Sales
Edit Exceptions · 24
F
Adjustment Types · 92
Add · 93
Financial Comp Type · 76
Delete · 96
Find exceptions · 42
Edit · 95
Analytical Comp Type · 76
G
Announcements · 82
Announcements
Gear Box · 58
Add · 83
Generate Reports · 74
Announcements
Edit · 86
Announcements H

Delete · 87
Historical Sales Data · 40
App Settings · 7
Approve Sales · 66
I

C
Ignore Sales · 54
Inactivate Sales · 54
Close Calendar · 87
Close Calendar
Add · 88 L

Close Calendar
Edit · 90 Login · 4
Close Calendar
Delete · 91 M
Comp Type · 76
Complete Review · 44 Maintenance Application · 79
Configure Column Fields · 58 Mass Update · 47
Exceptions · 51
Temporary Close Dates · 47
Move to Close Phase · 45

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N Add · 80
Edit · 81
Number and Date Format · 7 Inactivate · 82

O S

Overview · 3 Share Reports · 78

Ownership Information · 37

T
P
Temporary Close Date
Print Report · 78 Add · 29
Process Flow Delete · 35
Approve Sales · 60 Edit · 32
Collect Sales · 10 Type of Reports · 74
Edit Sales · 15
Maintenance · 79
U

R User Interface
Approve Sales · 60
Refresh Approve Sales · 62 Edit Sales · 16
Reject Sales · 68 McDonald’s Global Sales · 6
Reports · 74
Reports & Analytics · 74
V
Request Approval · 64
Reset Market · 70 Validate Sales · 42
Restaurant Information · 38
Roles · 80

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