Daily check-in
Logged at the end of each service period — covers the whole day's trade. Takes under 2 minutes.
Service entry
Date
Period
Leader on shift
Revenue (Lightspeed) $ inc GST
Total actual hours worked so far todayiAdd up the real hours everyone has worked so far today (kitchen, floor, bar, coffee) — whether this is a midday check or end of day. If Shane/Tresna worked an actual shift (ie. making coffee), include that time. If they were in the building for admin and owner work, no need to add.
How did service flow today?
Shift notes
Anything needed?
Efficiency score
—
Enter revenue and hours
This week at a glance
Avg efficiency
—
Services logged
—
Revenue to date
—
Recent services
No entries yet.
Recurring themes — last 30 days
Log a few services then hit Analyse to surface recurring issues.
Kitchen
Track kitchen invoices, food sales, and daily kitchen pulse check.
Enter each invoice as it lands. COGS % updates automatically.
Date
Supplier
Category
Amount $ (ex GST)
COGS spent this week (ex GST)
$0
running total
Est. kitchen revenue (ex GST)
—
auto from forecast
COGS % this week
—
target 30% ·
This week's invoices
| Date | Supplier | Category | Amount | Edit |
|---|---|---|---|---|
| No invoices this week. | ||||
COGS % trend — last 4 weeks
Track 4 weeks of invoices and food sales to see the trend.
Enter weekly food sales total from Lightspeed once a week.
Week ending (Sunday)
Food sales $ (ex GST)
Note / reason (optional)
Recent weeks
| Week ending | Actual kitchen $ (ex GST) | Forecast $ (ex GST) | Variance | COGS spent | COGS % | Edit |
|---|---|---|---|---|---|---|
| No entries yet. | ||||||
A quick kitchen pulse check. 60 seconds, no pressure.
Date
How did the kitchen flow today?
Shift notes
Anything needed?
Recent pulse checks
No pulse checks yet.
Weekly view
Forecast auto-calculated from historical data. Daily entries roll up automatically.
Weekly forecast
Auto-calculated from historical data
Week commencing
Auto forecast
—
last year's actuals, no uplift
Needed this week
—
to cover costs & reserves
Override this week $
Context note — why is this week different?
Day-by-day efficiency
Revenue vs forecast pace
Monthly review
Revenue from Xero — captures everything including Lightspeed and Stripe event payments.
Revenue — enter from Xero
Month
Total revenue (Xero) $
of which Lightspeed $
of which Stripe $
Wage cost $
AOV $
Total covers
COGS by area
| Area | COGS $ | Revenue $ (ex GST) | COGS % |
|---|
Enter figures for each area then hit Save all
| Area | COGS $ | Revenue $ (ex GST) |
|---|
Monthly narrative
Financial
Wins & highlights
Focus for next month
Key insights & observations
Team & culture
How is the team going?
What are we proud of?
What do we want to do differently?