KPI Dashboard

Comprehensive financial management and forecasting for restaurants

Try It Out With Sample Data

Want to see the dashboard in action? Load 30 days of realistic sample data to explore all the features and see how the analytics work.

⚠️ Warning: "Clear All Data" will permanently delete all entered data and cannot be undone.

Getting Started: 3 Simple Steps

1

Enter Your Data

Record your daily sales, costs, and expenses in the relevant sections. Accurate data entry is the foundation for all analytics and forecasts.

2

Review Your Dashboard

Monitor your key performance indicators, cost breakdowns, and financial health in real time. Use the navigation menu to explore each section.

3

Plan & Forecast

Use the Forecast & Planning section to project future sales, analyze variances, and make data-driven decisions for your restaurant's success.

Real-Time Dashboard

  • Monitor key performance indicators
  • Track sales, costs, and profitability
  • Visualize trends and breakdowns

Forecast & Planning

  • Project future sales with smart factors
  • Analyze variances and improve accuracy
  • Plan for busy periods and control costs

Variance Analysis

  • Compare forecasts to actuals
  • Identify opportunities and risks
  • Learn from past performance

MTD & Projections

  • See month-to-date revenue
  • Get projected month-end results
  • Stay on top of your financial goals

Tips for Best Results

  • Enter data consistently—daily or weekly is best.
  • Use the Forecast & Planning tools to anticipate busy periods and control costs.
  • Check the Variance Analysis to learn from past forecasts and improve accuracy.
  • All calculations are automatic—just enter your numbers and let the dashboard do the work!

Dashboard

Gross Profit Margin

0%
Gross profit as % of sales
What it means: This shows how much profit you make after covering food and beverage costs, expressed as a percentage of total sales. A healthy restaurant typically maintains 60-70% gross margin. Higher is better - it means you're pricing effectively and controlling food costs.

Prime Cost

0%
Food + Labor cost %
What it means: This combines your two biggest controllable costs: food/beverage costs and labor costs. Industry target is 60-65% of sales. If this is too high, you need to either increase prices, reduce food waste, or optimize staffing levels.

Net Profit

0%
Net profit as % of sales
What it means: This is your final profit after ALL costs (food, labor, rent, utilities, etc.) as a percentage of sales. A healthy restaurant typically achieves 5-10% net profit. This is your true bottom line - the money left for growth, debt repayment, or owner returns.

Time Period Filter

Performance Snapshot

What this shows: Quick comparison between today and yesterday's key performance indicators. This helps you spot trends and identify if you're improving or declining day-over-day.
Today
- Gross Margin
- Prime Cost
- Net Profit
Yesterday
- Gross Margin
- Prime Cost
- Net Profit

Data Consistency Status

✓ All Good
What this shows: Real-time validation of your data integrity. This helps ensure all calculations are accurate by identifying missing or inconsistent data entries that could affect your KPI calculations.
Last Check: Never
Total Issues: 0
Data Completeness: 100%

7-Day Gross Margin Trend

What this shows: Visual representation of your gross margin performance over the past 7 days. This chart helps you identify patterns, trends, and any concerning drops in profitability that need attention.

Sales Entry

Sales Entry Overview:

Record all your daily sales revenue here. This is the foundation of all your KPI calculations - accurate sales data is crucial for meaningful insights.

  • Food Sales: Revenue from all food items sold
  • Beverage Sales: Revenue from non-alcoholic drinks
  • Alcohol Sales: Revenue from alcoholic beverages
  • Other Revenue: Any additional income (delivery fees, service charges, etc.)
  • Discounts: Enter as positive numbers - the system automatically subtracts them

Sales History

Date Food Beverage Alcohol Other Discounts Total Actions

Sales Analytics

Sales Trends

Sales Category Breakdown

Discount Analysis

Cost of Sales Entry

Cost of Sales Overview:

Track your food and beverage costs by category. These costs directly impact your gross margin - the foundation of restaurant profitability.

  • Food Cost: Cost of all ingredients and food items sold (target: 28-35% of food sales)
  • Beverage Cost: Cost of non-alcoholic drinks (target: 20-25% of beverage sales)
  • Alcohol Cost: Cost of alcoholic beverages (target: 20-30% of alcohol sales)
  • Other Cost: Any additional costs related to sales (packaging, delivery costs, etc.)

Cost History

Date Food Cost Beverage Cost Total Cost of Sales Food % Beverage % Actions

Cost Analytics

Cost Category Breakdown

Operating Expenses Entry

Operating Expenses Overview:

Track all your daily operating expenses. These costs are subtracted from gross profit to calculate your net profit - your true bottom line.

  • Rent: Monthly rent divided by days in month (target: 6-10% of sales)
  • Utilities: Electricity, gas, water, internet (target: 2-4% of sales)
  • Marketing: Advertising, promotions, social media (target: 2-5% of sales)
  • Supplies: Cleaning supplies, paper goods, small equipment (target: 1-2% of sales)
  • Other: Insurance, licenses, repairs, miscellaneous expenses

Expense History

Date Category Amount Notes Actions

Benchmarking

Benchmarking Overview:

Compare your restaurant's performance against industry standards to see how you stack up. This helps you identify areas for improvement and set realistic targets.

  • Sales Benchmark: Target monthly sales revenue (e.g., £10,000 = £10,000 per month)
  • Percentage Benchmarks: Target percentages for costs and profit (e.g., 30% = 30% of total sales)
  • Variance: Shows how much above (+) or below (-) the benchmark you are
  • Performance Rating: Green = above target, Red = below target

KPI Benchmark Comparison

KPI Your Value Benchmark Variance

Forecast & Planning

Forecast & Planning Overview:

Use historical data to predict future performance and plan your operations. This section helps you set realistic targets, plan staffing, and prepare for seasonal changes.

  • Sales Averages: Historical averages by day of week to predict future sales
  • Forecast Sales: Project future sales based on historical patterns
  • Variance Analysis: Compare actual vs forecasted performance to improve accuracy

Sales Averages

7-Day Average

£0
Last 7 days

30-Day Average

£0
Last 30 days

All-Time Average

£0
All sales data

Forecast Sales

Variance Analysis

Date Actual Forecast Variance Variance %

MTD Projection

Current MTD Revenue

£0
What it means: Total sales revenue from the 1st of this month until today. This helps you track monthly progress and see if you're on pace to meet your monthly targets.

Projected Month End

£0
What it means: Based on your current daily average, this predicts your total revenue for the entire month. Use this to plan cash flow and set realistic monthly goals.

Days Remaining

0
What it means: Number of days left in the current month. This helps you understand how much time you have to reach your monthly targets and plan accordingly.

Data Tools & Reports

Data Tools & Reports Overview:

Export your data, generate professional reports, and manage your information. This section helps you share insights with stakeholders and maintain data backups.

  • Export Data: Download your data in JSON format for backup or transfer to other systems
  • Import Data: Restore data from JSON files or import data from other sources
  • Generate Reports: Create professional reports for investors, managers, or accountants
  • Data Management: Clear old data, manage data integrity, and maintain backups

Data Export/Import

Export Data

to

Import Data

Import Instructions:
• For "All Data": Use JSON files exported by this system
• For individual data types: Use JSON files with matching data structure
• Check "Overwrite existing data" to replace current data

Generate Professional Report

to
Executive Summary Key KPIs and overview
Sales Analysis Sales breakdown and trends
Cost Analysis Cost of sales and breakdown
Labor Analysis Labor costs and efficiency
Profitability Net profit and margins
Benchmarks Compare to industry targets
Forecasting Projections and variances
Recommendations Actionable insights