P&L Dashboard
Real-time visibility into your restaurant's financial performance.
Overview
The P&L Dashboard provides at-a-glance insight into profitability across all your locations. Monitor revenue, control costs, and identify opportunities for improvement.
Dashboard Widgets
Revenue Summary
┌─────────────────────────────────────────────────────────────────┐
│ REVENUE MTD Summary │
├─────────────────────────────────────────────────────────────────┤
│ │
│ TODAY THIS WEEK THIS MONTH │
│ ──────────── ──────────── ──────────── │
│ $41,580 $186,420 $724,850 │
│ ▲ +5.2% vs yesterday ▲ +3.8% vs LW ▲ +7.1% vs LM │
│ │
│ REVENUE BY DAYPART │
│ ─────────────────────────────────────────────────────────── │
│ Breakfast ████████ $8,240 19.8% │
│ Lunch █████████████████ $14,580 35.1% │
│ Dinner ██████████████████ $16,420 39.5% │
│ Late Night █████ $2,340 5.6% │
│ │
│ REVENUE BY CHANNEL │
│ ─────────────────────────────────────────────────────────── │
│ Dine-In ███████████████████ $18,340 44.1% │
│ Takeout ██████████ $9,820 23.6% │
│ Delivery ███████████ $10,420 25.1% │
│ Catering ███ $3,000 7.2% │
│ │
└─────────────────────────────────────────────────────────────────┘
Cost of Goods Sold (COGS)
Track ingredient costs as a percentage of revenue:
| Metric | Current | Target | Status |
|---|---|---|---|
| Overall COGS | 28.5% | 28.0% | ⚠ Slightly over |
| Food Cost | 25.2% | 25.0% | ✓ On target |
| Beverage Cost | 22.8% | 23.0% | ✓ Under target |
| Alcohol Cost | 18.5% | 20.0% | ✓ Excellent |
COGS Trend:
Week 1: 27.8% ──┬──┬──┬── 28.5%
Week 2: 28.2% │ │ │
Week 3: 28.1% │ │ │
Week 4: 28.5% ┴──┴──┴
Labor Cost Analysis
Monitor labor as percentage of revenue:
| Metric | Current | Target | Status |
|---|---|---|---|
| Total Labor | 31.2% | 30.0% | ⚠ Over target |
| FOH Labor | 16.8% | 16.0% | ⚠ Over target |
| BOH Labor | 14.4% | 14.0% | ⚠ Over target |
| Management | 4.2% | 4.0% | ⚠ Slightly over |
Labor Breakdown:
┌─────────────────────────────────────────────────────────────────┐
│ LABOR COST Target: 30% │
├─────────────────────────────────────────────────────────────────┤
│ │
│ Total Labor: 31.2% │
│ ██████████████████████████████████░░░░ [■ Actual] [□ Target] │
│ │
│ BY LOCATION │
│ ─────────────────────────────────────────────────────────── │
│ Downtown 34.2% ████████████████████████████████████ ⚠ │
│ Midtown 29.8% ██████████████████████████████ ✓ │
│ Uptown 30.5% █████████████████████████████████ ≈ │
│ Airport 28.1% █████████████████████████████ ✓ │
│ │
│ ⚠ Downtown overtime up 15% vs last week │
│ │
└─────────────────────────────────────────────────────────────────┘
Net Profit
Bottom-line profitability:
┌─────────────────────────────────────────────────────────────────┐
│ PROFIT & LOSS SUMMARY MTD │
├─────────────────────────────────────────────────────────────────┤
│ │
│ Revenue $724,850 100.0% │
│ ─────────────────────────────────────────────────────────── │
│ (-) COGS $206,582 28.5% │
│ ─────────────────────────────────────────────────────────── │
│ GROSS PROFIT $518,268 71.5% │
│ │
│ (-) Labor $226,153 31.2% │
│ (-) Rent $45,000 6.2% │
│ (-) Utilities $12,450 1.7% │
│ (-) Marketing $8,200 1.1% │
│ (-) Other Operating $28,450 3.9% │
│ ─────────────────────────────────────────────────────────── │
│ OPERATING INCOME $198,015 27.3% │
│ │
│ (-) Interest $4,200 0.6% │
│ (-) Depreciation $8,500 1.2% │
│ ─────────────────────────────────────────────────────────── │
│ NET PROFIT $185,315 25.6% │
│ │
│ vs Last Month: ▲ +$18,420 (+11.0%) │
│ vs Budget: ▲ +$12,315 (+7.1%) │
│ │
└─────────────────────────────────────────────────────────────────┘
Location Comparison
Performance Ranking
Compare all locations side-by-side:
| Location | Revenue | COGS% | Labor% | Net% | Trend |
|---|---|---|---|---|---|
| Airport | $198,450 | 27.2% | 28.1% | 28.5% | ▲ +12% |
| Downtown | $184,280 | 29.1% | 34.2% | 22.1% | ▲ +2% |
| Midtown | $172,640 | 28.8% | 29.8% | 25.8% | ▲ +5% |
| Uptown | $169,480 | 28.5% | 30.5% | 24.2% | ▼ -3% |
Comparison View
Select two locations for detailed comparison:
┌─────────────────────────────────────────────────────────────────┐
│ LOCATION COMPARISON Downtown vs Airport │
├─────────────────────────────────────────────────────────────────┤
│ │
│ METRIC DOWNTOWN AIRPORT DIFF │
│ ───────────────────────────────────────────────────────────── │
│ Revenue $184,280 $198,450 +7.7% │
│ Avg Check $42.50 $48.20 +13.4% │
│ Table Turns 4.2/day 5.1/day +21.4% │
│ COGS % 29.1% 27.2% -1.9pts │
│ Labor % 34.2% 28.1% -6.1pts │
│ Net Profit % 22.1% 28.5% +6.4pts │
│ │
│ KEY DIFFERENCES: │
│ • Airport has 21% faster table turns │
│ • Downtown labor 6 points higher (overtime issue) │
│ • Airport COGS 2 points better (better waste control) │
│ │
└─────────────────────────────────────────────────────────────────┘
Today vs Yesterday
Quick daily comparison:
| Metric | Today | Yesterday | Change |
|---|---|---|---|
| Revenue | $41,580 | $39,520 | ▲ +5.2% |
| Orders | 482 | 458 | ▲ +5.2% |
| Avg Check | $86.26 | $86.29 | - |
| COGS | $11,850 | $11,240 | ▲ +5.4% |
| Labor Hours | 186 | 178 | ▲ +4.5% |
Top Performers
Best Selling Items (Today)
| Rank | Item | Qty Sold | Revenue | % of Sales |
|---|---|---|---|---|
| 1 | Signature Burger | 142 | $2,272 | 5.5% |
| 2 | Caesar Salad | 98 | $1,470 | 3.5% |
| 3 | Fish Tacos | 87 | $1,479 | 3.6% |
| 4 | Chicken Wings | 156 | $1,404 | 3.4% |
| 5 | House Margarita | 124 | $1,116 | 2.7% |
Best Performing Servers (Today)
| Rank | Server | Sales | Tips | Avg Check |
|---|---|---|---|---|
| 1 | Sarah M. | $2,840 | $568 | $94.67 |
| 2 | Mike T. | $2,620 | $524 | $87.33 |
| 3 | Jessica R. | $2,450 | $490 | $81.67 |
Alerts & Notifications
Active Alerts
| Severity | Alert | Location | Action |
|---|---|---|---|
| 🔴 Critical | Labor over 35% | Downtown | [View Details] |
| 🟡 Warning | COGS trending up | Midtown | [View Details] |
| 🟡 Warning | Low inventory: Salmon | All | [View Details] |
| 🟢 Info | New daily record | Airport | [View Details] |
Configure Alerts
Set thresholds for automatic notifications:
| Alert Type | Trigger | Notification |
|---|---|---|
| Labor Cost | > 32% | Push + Email |
| COGS | > 30% | Push |
| Daily Sales | < 80% forecast | Push + Email |
| Inventory Low | < 2 days supply | Push |
AI Insights
Automated Analysis
The AI analyzes your data and provides insights:
┌─────────────────────────────────────────────────────────────────┐
│ AI INSIGHTS Powered by AI │
├─────────────────────────────────────────────────────────────────┤
│ │
│ 📊 OBSERVATION │
│ Downtown's labor cost is 6.1 points higher than Airport │
│ despite similar revenue levels. │
│ │
│ 🔍 ANALYSIS │
│ • Overtime hours are 42% higher at Downtown │
│ • Evening shift has 2 extra staff vs needed │
│ • Slower table turns require more labor hours │
│ │
│ 💡 RECOMMENDATION │
│ 1. Review Downtown evening schedule - reduce by 2 servers │
│ 2. Implement Airport's table turn practices at Downtown │
│ 3. Cap overtime at 5 hours/employee/week │
│ │
│ PROJECTED IMPACT: Save $4,200/month in labor costs │
│ │
│ [Apply Recommendations] [Dismiss] [Schedule Review] │
│ │
└─────────────────────────────────────────────────────────────────┘
Ask Questions
Use natural language to query your data:
| You Ask | AI Answers |
|---|---|
| "Why is labor high at Downtown?" | Detailed analysis with root causes |
| "Compare weekday vs weekend sales" | Comparative breakdown |
| "What's our best margin item?" | Top profit-margin items |
| "Forecast next week's revenue" | AI projection with confidence |
Customizing Your Dashboard
Add Widgets
- Click Customize (top right)
- Click + Add Widget
- Choose from available widgets:
- Financial KPIs
- Location comparison
- Top items
- Labor metrics
- Custom charts
- Drag to position
- Click Save
Save Layouts
Create different dashboard views:
| Layout | Use Case |
|---|---|
| Financial | P&L focus for weekly review |
| Operations | Daily monitoring |
| Comparison | Location benchmarking |
| Executive | High-level summary for board meetings |
Exporting Data
Quick Export
- Click Export on any widget
- Choose format: CSV, Excel, PDF
- Download immediately
Scheduled Reports
- Go to Reports > Scheduled
- Click + New Schedule
- Configure:
- Report type
- Frequency (daily, weekly, monthly)
- Recipients
- Format
- Save schedule
Best Practices
- Check daily - Review P&L dashboard each morning
- Set alerts - Get notified when metrics deviate
- Compare locations - Identify best practices to share
- Use AI insights - Let AI find issues you might miss
- Export weekly - Create reports for management meetings
- Track trends - Look at week-over-week, not just daily
Understanding Your Metrics
New to restaurant financial metrics? Here's a quick reference:
| Metric | What It Means | Target Range |
|---|---|---|
| Revenue | Total money from sales before any deductions | Growth year-over-year |
| Gross Profit | Revenue minus food/beverage costs | 65-70% of revenue |
| COGS | Cost of Goods Sold—what you paid for ingredients | 28-35% of revenue |
| Labor % | Staff wages as a percentage of revenue | 25-32% of revenue |
| Operating Expenses | Rent, utilities, supplies, marketing, etc. | 20-25% of revenue |
| Net Profit | What's left after ALL expenses | 5-10% of revenue |
| Average Check | Total sales ÷ number of checks | Varies by concept |
| Covers | Number of guests served | Track vs. capacity |
| RevPASH | Revenue Per Available Seat Hour | Efficiency metric |
| Food Cost % | Food COGS ÷ Food Sales | 28-32% |
| Beverage Cost % | Beverage COGS ÷ Beverage Sales | 18-24% |
| Prime Cost | Food + Beverage + Labor costs combined | 55-65% of revenue |
What "Good" Looks Like
| If This Metric... | Is Too High | Is Too Low |
|---|---|---|
| Food Cost % | Check for waste, theft, or pricing issues | May indicate quality or portion issues |
| Labor % | Overstaffed or overtime creeping up | May be understaffed, risking service |
| Net Profit | Celebrate! | Review all costs for optimization |
Quick Health Check
If your Prime Cost (food + beverage + labor) exceeds 65% of revenue, you have limited room for rent, utilities, and profit. Review your biggest cost category first.
Related Guides
- Financial Management - Detailed P&L and cost analysis
- Multi-Location Management - Location hierarchy and settings
- Reports - Comprehensive reporting options