Balance

Balance is the summary view that combines revenue and controllable operating costs.

Use it to answer:

• Are we improving operating margin over time?
• Is payroll scaling appropriately with sales?
• Are expense categories drifting outside target?

Views

• Monthly view: calendar-month trend
• 13-period (4-week) view: equal-day-period comparison

Switch year from the year selector.

Core Metrics

1. Monthly Net Sales: sales before tax and tip.
2. Expenses: costs entered in Expenses.
3. Payroll: labor cost from payroll setup (excluding payroll taxes).
4. Balance: resulting operating balance after expenses and payroll.

How to Read It

• Rising net sales with flat payroll ratio is usually positive.
• Expense spikes without sales lift should be investigated.
• Persistent balance decline requires pricing, labor, or cost-control action.

Review Cadence

• Weekly: quick trend check.
• Monthly: full management review with exports.
• Quarterly: compare period performance and revise targets.