Recommended for: Owners Time to complete: 5 to 10 minutes
Use this checklist to keep reporting useful and actionable.
Checklist
review the dashboard regularly
check sales reports on a consistent schedule
compare branch performance fairly
review product performance before changing the menu
use exports carefully when sharing data outside the platform
Good Practice
turn reporting into a routine
investigate anomalies early
connect reporting decisions back to staffing, menu, and branch operations