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Overview

The reporting system provides real-time insights into your restaurant’s performance. View sales trends, analyze customer behavior, track inventory usage, and monitor staff performance across all your branches.

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Dashboard Overview

Access the main dashboard at Dashboard (home screen after login).

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Key Metrics

The dashboard displays today’s performance:

Total Orders

Number of orders placed today across all statuses.

Total Revenue

Sum of all completed orders today (before deducting costs).

Active Orders

Orders currently in pending, confirmed, preparing, or ready status.

Average Order Value

Total revenue ÷ number of orders. Indicates typical customer spend.
Additional Metrics:
  • Occupied Tables: How many tables have active sessions
  • Total Tables: Table capacity for the branch
Real-time Updates: Dashboard metrics refresh automatically as new orders come in.
Dashboard shows data for your currently selected branch. Switch branches to view different location data.

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Sales Reports

Analyze revenue and order trends over time.

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Accessing Sales Reports

Navigate to Reports > Sales

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Date Range Selection

Choose the period to analyze:
  • Today
  • Yesterday
  • Last 7 days
  • Last 30 days
  • This month
  • Last month
  • Custom range

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Sales Summary

For the selected date range, see: Totals:
  • Total Orders: Number of completed orders
  • Total Revenue: Sum of order totals
  • Total Tax: Tax collected
  • Total Discount: Discounts applied (coupons, rewards, manual)
Daily Breakdown: Table showing each day:
  • Date
  • Number of orders
  • Revenue
Example: 
┌────────────┬────────┬───────────┐
│    Date    │ Orders │  Revenue  │
├────────────┼────────┼───────────┤
│ Mar 15     │   47   │ $2,450.00 │
│ Mar 14     │   52   │ $2,680.00 │
│ Mar 13     │   39   │ $2,010.00 │
│ Mar 12     │   45   │ $2,340.00 │
│ Mar 11     │   41   │ $2,125.00 │
│ Mar 10     │   38   │ $1,950.00 │
│ Mar 9      │   44   │ $2,290.00 │
├────────────┼────────┼───────────┤
│ Total      │  306   │$15,845.00 │
└────────────┴────────┴───────────┘

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Payment Method Breakdown

Pie chart showing revenue distribution:
  • Cash: 40%
  • Card: 50%
  • Transfer: 10%
Use case: Identify customer payment preferences to optimize POS setup.
If card payments dominate, ensure your card terminals are always operational to avoid lost sales.

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Charts & Visualizations

Revenue Trend: Line graph showing daily revenue over selected period. Order Volume: Bar chart of orders per day. Growth Rate: Percentage change compared to previous period.

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Top Selling Items

Identify your most popular menu items.

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Accessing Top Items

Navigate to Reports > Top Items

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Filters

  • Date Range: Analyze specific period
  • Limit: Top 10, 20, 50 items
  • Sort By: Quantity sold or revenue generated

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Report Columns

For each item:
  • Rank: 1, 2, 3…
  • Item Name: Menu item name
  • Total Quantity: Units sold
  • Total Revenue: Revenue from this item
Example: 
┌──────┬─────────────────────┬──────────┬────────────┐
│ Rank │     Item Name       │ Quantity │  Revenue   │
├──────┼─────────────────────┼──────────┼────────────┤
│  1   │ Classic Burger      │   342    │ $4,104.00  │
│  2   │ Caesar Salad        │   298    │ $2,682.00  │
│  3   │ Margherita Pizza    │   276    │ $3,864.00  │
│  4   │ Grilled Chicken     │   254    │ $3,810.00  │
│  5   │ Soft Drink          │   512    │ $1,536.00  │
│  6   │ Fries               │   487    │ $1,461.00  │
│  7   │ Pasta Carbonara     │   189    │ $2,646.00  │
│  8   │ Fish & Chips        │   167    │ $2,338.00  │
│  9   │ Chocolate Cake      │   143    │ $1,001.00  │
│ 10   │ Iced Coffee         │   234    │ $1,170.00  │
└──────┴─────────────────────┴──────────┴────────────┘

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Insights from Top Items

Inventory Planning

Stock more of high-selling items. Ensure ingredients for top 10 items never run out.

Menu Optimization

Feature top sellers prominently on menu. Consider removing low performers.

Pricing Strategy

High quantity but low revenue? Consider price increase. High revenue items are margin drivers.

Upselling

Train staff to recommend top sellers. They’re proven customer favorites.

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Inventory Reports

Track inventory usage and valuation.

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Stock Valuation

See total value of current inventory: Calculation: 
Total Value = Σ (current_stock × cost_per_unit)
Breakdown:
  • Total inventory value
  • Value by category
  • Highest value items

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Usage Reports

Track ingredient consumption: Filters:
  • Date range
  • Inventory item
  • Movement type
Shows:
  • Quantity used
  • Cost of usage
  • Usage trends
Use case: Identify waste or theft by comparing theoretical usage (based on orders) vs actual movements.

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Low Stock Alerts

View items below minimum threshold: Alert List:
  • Item name
  • Current stock
  • Minimum stock
  • Reorder quantity needed
Action: Generate purchase orders directly from alert list.

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Payment Reports

Analyze payment collection and trends.

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Daily Summary

View today’s payment activity:
  • Total collected
  • Breakdown by method
  • Total tips
  • Transaction count

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Historical Reports

Date range analysis:
  • Payment trends over time
  • Method preference changes
  • Average transaction value
  • Tip percentages

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Cash Reconciliation

End-of-day cash reports:
  • Expected cash (from payments)
  • Actual cash (manual entry)
  • Over/short amount
  • Variance percentage

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Customer Reports

Analyze customer behavior and loyalty. Metrics:
  • New customers per period
  • Enrollment source (QR vs POS)
  • Opt-in rate for loyalty
Chart: Line graph showing customer growth over time.

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Tier Distribution

Pie chart showing:
  • % Bronze members
  • % Silver members
  • % Gold members
  • % Platinum members
Insight: If most customers are Bronze, consider lowering tier thresholds or increasing point earn rate.

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Customer Lifetime Value (CLV)

Top Customers: List of highest-value customers:
  • Customer name
  • Total orders
  • Total spent
  • Average order value
  • Last visit date
Use case: Identify VIPs for personalized marketing or exclusive offers.

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Multi-Branch Reports

Organization admins can view aggregated reports.

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Branch Comparison

Compare performance across locations: Table View: 
┌─────────────┬────────┬───────────┬─────────┐
│   Branch    │ Orders │  Revenue  │   AOV   │
├─────────────┼────────┼───────────┼─────────┤
│ Downtown    │  342   │$17,890.00 │ $52.31  │
│ Uptown      │  298   │$16,120.00 │ $54.09  │
│ Westside    │  276   │$14,350.00 │ $52.00  │
│ Eastside    │  254   │$13,200.00 │ $51.97  │
└─────────────┴────────┴───────────┴─────────┘
Insights:
  • Which locations perform best?
  • Where is AOV highest?
  • Staffing allocation based on volume

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Organization Totals

Roll-up metrics across all branches:
  • Total organization revenue
  • Total orders
  • Total customers
  • Total points in circulation
Multi-branch reports are only available to users with org_admin or super_admin roles.

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Report Export

Download reports for external analysis: Export Formats:
  • CSV (for Excel)
  • PDF (for sharing)
  • JSON (for integrations)
How to Export:
  1. Open any report page
  2. Set desired filters/date range
  3. Click “Export” button
  4. Select format
  5. Download file
Export sales reports at month-end for accounting and tax purposes.

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Custom Date Ranges

All reports support custom date selection: Preset Ranges:
  • Today
  • Yesterday
  • Last 7 days
  • Last 30 days
  • This week
  • Last week
  • This month
  • Last month
  • This quarter
  • This year
Custom Range:
  • Pick start date
  • Pick end date
  • Apply filter

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Performance Indicators

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Key Performance Indicators (KPIs)

Revenue Growth

% change compared to previous period. Positive = growing, negative = declining.

Order Frequency

Average orders per day. Higher = consistent traffic.

Customer Retention

% of customers with 2+ orders. Measures loyalty program effectiveness.

Table Turnover

Average number of sessions per table per day. Higher = efficient seating.

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Benchmarking

Compare current performance to:
  • Last week
  • Last month
  • Same period last year
  • Industry averages (if available)

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Real-time vs Historical

Real-time Reports:
  • Dashboard (today’s metrics)
  • Active orders
  • Current inventory levels
  • Live payment summary
Historical Reports:
  • Sales trends
  • Top items over time
  • Customer growth
  • Payment method trends

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Best Practices

Daily Review

Check dashboard every morning to understand yesterday’s performance and prepare for today.

Weekly Deep Dive

Review sales and top items reports weekly to identify trends and adjust operations.

Monthly Planning

Export monthly reports for financial review, inventory planning, and strategy meetings.

Data-Driven Decisions

Use reports to make informed decisions about menu changes, pricing, and promotions.

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Advanced Analytics (Future)

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Predictive Analytics

  • Forecast daily revenue based on historical patterns
  • Predict busy hours for staff scheduling
  • Estimate inventory needs

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Customer Segmentation

  • RFM Analysis (Recency, Frequency, Monetary)
  • Customer clusters by behavior
  • Churn prediction

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A/B Testing

  • Test menu item pricing
  • Compare promotion effectiveness
  • Optimize loyalty rewards

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Heatmaps

  • Busiest hours visualization
  • Popular table locations
  • Menu item popularity by time of day

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