Vendor invoices
Sales Source Shape
Toast Sales by Operating Location
Aggregate read-only ordersBulk actuals. This is sales activity, not SaaS spend and not loan balance.
Data Sync Status
Latest imported source data and automation handoff status.
Sales + orders
Toast API Pull
Most recent pull
Category Economics
Net revenue and theoretical food cost by menu category.
Margin Winners & Risk Rows
Top gross-margin dollars and the highest food-cost items to review.
Top margin winners
High food-cost risk
Review Queue
Mapping status and the highest-dollar unresolved items.
Highest-dollar unresolved
Category Deep Dive
Net revenue, food cost, gross margin, and food-cost heat by category. Reflects any saved recipe and ingredient edits.
Category Detail
Pick a category to see its item rows.
Recipe Costs
Modeled cost per recipe from the Phase 4/5 ingredient scaffold. Click a recipe to open its ingredient lines and edit costs/quantities live.
Ingredient Pressure
Which ingredient prices move food cost the most, weighted by units sold. Editing an ingredient's cost here is global and updates every recipe and item that uses it.
Ingredient Price History
Ingredient Directory
Canonical ingredients, protected recipe relationships, current invoice pricing, and directional price forecasts.
Queue Counts
Items by review state across the refreshed model.
Mapping Source
How each item's cost is sourced. Legacy and uncosted rows stay labeled.
Items To Resolve
Highest-dollar rows needing review. Costed rows open the recipe editor; legacy/uncosted rows need a mapping before they can be edited.
Sales / Order Reconciliation
Item-row sales basis versus the order-level cross-check. These bases do not reconcile yet.
Mapping Source Breakdown
How each menu item's cost is sourced. Legacy and uncosted rows stay visibly labeled.
Review Queue Counts
Items by review state across the refreshed model.
Data Source Freshness
Phase 5 CSV and report files read in place from the local model project. Read-only; nothing is moved or written back.
Menu Price Integrity
Daily price check across printed menus, Toast configured prices, dashboard edits, and historical realized averages.
Modeling Notes
Catering Alerts
Toast-first catering order alerts with Slack, email, PDF, and schedule-tag delivery status.
Toast SaaS Spend by Invoice Location
These are recurring software/add-on invoices. They are not loan balances.
Source Reports
What This Is
- Keep Toast as the backbone for POS, payments, order entry, and kitchen fulfillment.
- Use this dashboard to shrink avoidable add-on spend and centralize owner decisions.
- Customer ordering app stays future-roadmap until order write-back is proven safe.
- Catering replacement starts as planning and reporting, not auto-pushing orders into Toast.
Data Imports
Phase 1B turns the dashboard into a refreshable local command center. These statuses show which sources are automated now.
Cost Buckets
Phase 1 Read
The savings are not in replacing Toast POS. They are in proving which add-ons are not earning their keep.
- Protect core POS, KDS, handhelds, processing, and payment workflows.
- Keep API/data access while the internal dashboard is being built.
- Review SMS, loyalty, marketing, kiosks, catering, scheduling, and tips tools first.
Owner Approval Queue
Local persistence only. It does not change Toast, billing, payroll, customer data, or POS configuration.
Reminder Center
Daily Social Content Center
Apple Reminders Bridge
Reminders mirror to George's Apple “To Do List.” Syncing runs on your Mac, so the hosted dashboard never touches your Apple account directly.
Advanced — run the sync manually
python3 scripts/sync_apple_reminders.py --dry-run
python3 scripts/sync_apple_reminders.py --apply
Google Forms Response Board
Active Forms Audit
Forms are active when responses landed inside the configured recent-response window.
Needs verification
Detected from Google Forms responses (mainly the Influencer Partnership form). Confirm before anyone becomes a tile below — nothing here is treated as a real influencer until you say so.
Active influencers
Your confirmed roster. Send a gift card with a personal note — nothing goes out until you confirm.
Gift card ledger
What Toast actually charged us, next to who we can prove got it. UNEXPLAINED means the money left and nobody can name the recipient. Read-only.
PFG & Webstaurant Spend
Vendor invoice spend from local normalized invoice lines. Trend colors: red means cost/spend up, green means down.
Spend by Category
Item Cost Trends
Latest unit price compared against previous distinct invoice price. Same-day week/year comparisons show only when matching history exists.
Toast Sales Forecast
Weekly actual revenue plus a four-week directional baseline.
Vendor Spend Forecast
PFG and Webstaurant weekly invoice spend with a four-week baseline.
Ingredient Price History
Actual invoice unit prices over time. Choose an individual ingredient or vendor item to inspect.
Ingredient / Item Costs
Recipe-card cost basis and vendor/estimate source. Neutral trend means repeated vendor-verified purchase history is not yet matched.
Inventory Cost Exposure
Cost exposure is not on-hand inventory yet. Counts, pars, and depletion are the next connector layer.
On-Hand Inventory Count
Manual count scaffold by location, category, par level, and unit cost. This is true stock-count work, separate from PFG/Webstaurant invoice spend.
Cash Drag Control
Daily dashboard snapshot from the canonical loan tracker. Friday report delivery stays on the maintained email runner.
Toast Capital Loans by Loan Location
These balances are debt/cash-drag items. They are separate from Toast SaaS invoice spend and remain read-only.
Debt Summary by Lender
This summary combines Toast Capital, DoorDash Capital, and Square loan tracking from processed CSV outputs.
Upcoming Payment Pressure
Projection and known monthly debit rows from the canonical tracker.
Toast Repayment Activity
Read-only ordersBulk repayments aggregated from payment.mcaRepaymentAmount.
Toast Analytics Payout Check
Read-only Toast Analytics API payout rows. This checks Toast-owned payout/payment data separately from manual debt-sheet balances.
Build Sequence
Customer Ordering Reality Check
- Possible later, but not Phase 1.
- Hard part is not the customer UI; it is landing orders into operations cleanly.
- If Toast will not grant write API access, options are approved integration, email/tablet fallback, staff approval flow, or no-go.
- Do not build an ordering app until payment, taxes, kitchen routing, refunds, and Toast reconciliation are solved.