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5 Docs
Last Updated: May 27, 2026

Peaks Report

Finance › Reports › Peaks Report. Visual analysis tool that aggregates key business metrics. Help you identify your business’s seasonal peaks and troughs, allowing you to make informed decisions about...

Last Updated: May 27, 2026

Year on Year report

Finance › Reports › Year on Year. Breaks down performance by customer, showing both dollar and percentage change. Can be viewed in two modes: Accrual and Cash to analyze business...

Last Updated: May 27, 2026

Menu Engineering Chart

Menu Engineering Chart (Stars, Cash Cows, Workhorses, Dogs) Finance › Reports › Stars, Cash Cows, Workhorses, Dogs. Analyzes each menu item based on two key metrics: gross margin (profitability) and...

Last Updated: May 27, 2026

Efficiency Report

Finance › Reports › Efficiency Report. The efficiency report groups customer addresses in descending “efficiency rating”. It divides total sales by the number of individual items. Less individual items means...

Last Updated: May 27, 2026

Order Deviations Settings and Email Alerts

Finance › Reports › Order Deviation. Helps you catch unusual ordering activity before it becomes a problem. Set custom rules to define what constitutes a “deviation”—such as a missed order...