Reports & growing the business
Ten minutes a week is enough. Here is where to spend it.
Home — your daily glance
Home shows revenue cards, stock alerts, and the AI briefing — Heads up means read it.
Ask anything with Talk to Bina.
Tomorrow — your morning plan
Tomorrow is built for you overnight: sales forecast, prep list, and draft purchase orders waiting for review.
Approve or discard the drafts — do not ignore them.
Reports worth 10 minutes a week
| Report | What it tells you |
|---|---|
| Daily P&L | Money in vs money out → day profit. |
| Day summary | One page for any date. |
| Item sales | What sells and the margin. Items flagged as uncosted have no recipe cost — fix the recipe. |
| Menu matrix | Stars vs duds; push or drop. |
| Bank deposits | Cash counted vs cash banked. |
Customers — keep them coming back
The Customers menu covers profiles, Loyalty, Gift cards, Promotions (automatic rules + typed codes), Marketing (email works today; SMS/WhatsApp when connected), Reviews, and Churn risk.
Team — people and pay
Team → Members & roles — invite staff, set roles, scope people to a branch. Every manager sets their own PIN in Settings.
Shifts, Labor plan, Payroll cover attendance → rota → export.
Setup and finding your way
Setup → 🚀 Get started — six steps, ticked automatically as you finish them.
Lost? Use Find a page… (or ⌘K) in the top bar. It searches by name and by meaning — typing “refund” finds the right pages.