Dashboard / Analytics: How to Read Your Numbers

What this page is for

The Dashboard helps you understand what’s happening in your business (sales, profitability, and inventory signals) without digging through individual orders, invoices, or purchases.

Where to find it

Main menu → Dashboard

What to pay attention to (and why it matters)

• Date range / timeframe: Most charts and “health” signals change depending on the window you’re looking at. Always confirm you’re looking at the right time period before making decisions.
• Inventory signals (like low stock): These depend on accurate ingredient usage (from recipes) and accurate stock changes (from purchases and production).
• Cost creep / price changes: These depend on purchase history being entered consistently.

How to use it (common workflows)

A) Use the Dashboard as your weekly check-in

1. Set the timeframe you care about (example: “last 30 days”).
2. Review:
   • Ingredient usage (what’s being consumed)
   • Ingredient spend (what you’re buying most)
   • Inventory health (what might run out soon)
3. Decide your next action:
   • Create purchases for low-stock items
   • Adjust pricing if costs jumped
   • Plan production if demand is high

B) Trust the signals by keeping inputs clean

The Dashboard is only as accurate as the data feeding it. To improve accuracy:

• Make sure recipes are mapped to real ingredients (see Recipes).
• Record purchases consistently (see Purchases).
• Keep “on hand” counts reasonable (see Supplies).

Tips / common gotchas

• If inventory health looks wrong, it’s usually because recipes aren’t mapped correctly or purchases aren’t being recorded as posted.
• If “usage unknown” appears, it often means there isn’t enough history or the ingredient isn’t being consumed through tracked recipes.