How it runs for restaurants and hospitality businesses
The tiles operators ask for are sales by location and channel against last year, prime cost, food cost by category, labor as a percent of sales, delivery net contribution, comps and discounts, tip and tax liabilities, and cash in weeks of payroll. Every tile opens the underlying report.
What are financial dashboard services?
Financial dashboard services design, build and maintain a visual view of your key financial metrics from your accounting, billing and payroll systems. The provider defines each KPI with you, connects the data, refreshes the figures, and checks that every number ties to the ledger. The result is a page you open any day, not a report you wait for.
What we handle for restaurants and hospitality businesses
- Show weekly sales by location and channel against last year and budget
- Display prime cost, food and beverage cost by category and labor by department with trends
- Present delivery-platform net contribution after commissions and promotions
- Track comps, discounts and over-and-short by location and manager
- Express cash on hand in weeks of payroll net of tip and sales-tax liabilities
The KPI that matters here
Dashboard refreshed within two business days of each close, with sales, labor and food-cost tiles updated weekly.
Restaurants compliance notes
Tip reporting and tip credits
Employees must report cash and card tips to the employer, the employer withholds payroll taxes on reported tips, and large food and beverage establishments file Form 8027 annually. Where the restaurant takes a tip credit against minimum wage under the FLSA, the wage records must show that tips brought each employee to the full minimum. We reconcile POS tips to payroll and keep the workpapers; your payroll provider and CPA handle filings.
Sales tax and local meal taxes
Restaurant sales are taxable in most US states, many cities and counties add a meal or hospitality tax, and rules differ for catering, delivery, alcohol and service charges. We reconcile tax collected in the POS to the ledger by jurisdiction each month, prepare the workings for your filing, and flag rate changes or new locations so nothing is missed.
Daily cash and deposit controls
Cash-heavy service creates the need for a daily cash count, a deposit log and a documented over-and-short account. We reconcile the counted cash per shift to the POS cash tender, match deposits to the log, and report over-and-short by location and manager so problems surface within days rather than at year-end.
Alcohol, franchise and lease reporting
Liquor license reporting, franchisor royalty and marketing-fund reports based on gross sales, and percentage-rent clauses in leases all depend on POS sales figures that tie to the ledger. We prepare the sales schedules these reports need from reconciled numbers and keep the supporting Z-reports on file.
Restaurants software we work in
- Square
- QuickBooks Online
- Xero
- Gusto
- Bill.com
- Toast
- Restaurant365
- MarginEdge
- 7shifts
- All 50 platforms
More for restaurants and hospitality businesses
Other services for restaurants
Frequently asked questions
What KPIs should a restaurant track?
Prime cost, food and beverage cost as a percent of sales, labor as a percent of sales with overtime hours, sales per labor hour, average check, sales by daypart and channel, delivery net contribution, comps and discounts as a percent of sales, over-and-short, and cash in weeks of payroll after setting aside tips and sales tax. Most profit movement traces back to that list.
Can the dashboard show each location and each manager?
Yes. Sales, labor and costs are tagged by location in the POS and the ledger, so each general manager sees their own prime cost, comps and over-and-short, while the owner sees the group and the ranking between sites. Manager-level tiles use the POS employee tag for comps and voids. Shared costs are spread by an allocation rule you approve.
How current is the dashboard?
Financial tiles update after the period close, usually by the fifth business day. Sales, labor and food-cost tiles update weekly from POS, timeclock and inventory-count exports, in time for the Monday call. We do not publish unreconciled daily figures, because the dashboard is only useful if every tile ties back to the books and the Z-reports.
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