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Analytics & Reports

What is this module?​

The Analytics & Reports module is your business intelligence center, transforming raw operational data into actionable insights. It provides real-time dashboards, pre-built reports, ad-hoc query capabilities, and scheduled reporting to help you make data-driven decisions about your restaurant operations.

Key Features​

  • Dashboards: Real-time visual analytics for Sales, Inventory, Menu Performance, and Labor
  • Pre-built Reports: Comprehensive library of standard reports for common business needs
  • Ad-hoc Queries: Flexible query builder to create custom reports on demand
  • Scheduled Reports: Automated report generation and distribution via email

Dashboard Overview​

Sales Dashboard​

  • Revenue trends by hour, day, week, month
  • Order type breakdown (Dine-In, Takeaway, Delivery, Curbside)
  • Payment method distribution
  • Average ticket size and covers per day
  • Top-selling items and categories

Inventory Dashboard​

  • Current stock levels by location
  • Items below reorder point
  • Wastage trends by category
  • Purchase order status
  • Inventory turnover ratios
  • Item profitability analysis
  • Sales velocity by menu item
  • Modifier attachment rates
  • Recipe cost trends
  • Contribution margin analysis

Labor Dashboard​

  • Staff attendance and punctuality
  • Labor cost as percentage of sales
  • Productivity metrics by role
  • Overtime tracking
  • Shift coverage heatmap

Report Categories​

Financial Reports​

  • Daily sales summary
  • Revenue by outlet/brand
  • Tax collection reports
  • Payment reconciliation
  • Discount and promotion impact

Operational Reports​

  • Order fulfillment times
  • Table turnover rates
  • Kitchen ticket times
  • Cash management audit trail
  • End-of-day reconciliation

Inventory Reports​

  • Stock valuation
  • Variance analysis (theoretical vs. actual)
  • Supplier performance
  • Purchase history
  • Wastage by reason code

Customer Reports​

  • Loyalty program performance
  • Customer lifetime value
  • Campaign effectiveness
  • Online ordering trends
  • Guest feedback analysis

Configuration Checklist​

Before utilizing Analytics features, ensure you have:

  • Defined reporting periods (fiscal year, accounting periods)
  • Configured user access permissions for sensitive reports
  • Set up email distribution lists for scheduled reports
  • Customized dashboard widgets for your key metrics
  • Established benchmarks and targets for KPIs
  • Configured data retention policies
  • Set up export formats (PDF, Excel, CSV)

Ad-hoc Query Builder​

The flexible query builder allows you to:

  • Select data sources (Sales, Inventory, Customers, etc.)
  • Apply filters by date range, outlet, category, staff, etc.
  • Choose grouping and aggregation methods
  • Sort and limit results
  • Save queries for future use
  • Export results in multiple formats

Scheduled Reports​

Automate your reporting workflow:

  • Daily Reports: End-of-day sales, cash reconciliation, inventory alerts
  • Weekly Reports: Week-over-week performance, staff attendance, top sellers
  • Monthly Reports: P&L summary, inventory variance, customer acquisition
  • Custom Schedules: Configure any report to run on your preferred schedule

User Roles​

Typical users of this module include:

  • Business Owners: Monitor overall performance and profitability
  • Operations Managers: Track operational KPIs and efficiency metrics
  • Finance Teams: Access financial reports and tax documentation
  • Inventory Managers: Analyze stock levels and purchasing patterns
  • Marketing Teams: Measure campaign effectiveness and customer behavior

Multi-Outlet & Multi-Brand Support​

For enterprise customers:

  • Consolidated Reporting: View performance across all outlets
  • Comparative Analysis: Compare outlet performance side-by-side
  • Drill-Down Capability: Start with summary and drill into outlet details
  • Brand-Level Aggregation: Group outlets by brand for multi-concept operators

Export & Integration​

  • Export Formats: PDF, Excel, CSV, JSON
  • Accounting Integration: Push financial data to QuickBooks, Xero, etc.
  • API Access: Programmatic access to reporting data
  • BI Tools: Integration with Tableau, Power BI, and other visualization tools
  • Front of House: Sales and operational data flows from POS transactions
  • Back Office: Inventory and financial data feeds analytics
  • Customer Engagement: Campaign and loyalty metrics tracked in reports