EXAMPLEIllustrative example · fictional restaurant «Sazón de Origen». Not your data: your result is built with YOUR restaurant's.See the assistant →
Sazón de OrigenFictional contemporary Colombian restaurant in Medellín, 2 locations, 6 years in business. Every sample result in the library comes from this same case.
Financial Intelligence

Sample result

Chart and Visual Board Builder from Your Spreadsheet for Restaurants

The owner asked this:«Here is my Google Sheet: the tab with sales by month for the year, the costs tab and the P&L my accountant builds. Build me the board.» (Kōyō Sushi Bar, Austin TX, 2025 sheet)

① First: the sheet adds up, and still leaves four findings with a cell

No chart gets drawn before the data adds up. Gross − tax = net all 12 months, channels and families add up to net sales, the delivery commission is exactly 28 %. What does not square with the house benchmarks:

FindingCellMovesFixWho confirms
Packaging and disposables ($22,826 a year) sit inside food costCostos!B11Food cost reads 31.8 %; without packaging it is 29.9 %Move the row to operating expensesAccountant
The break-even does not declare which lines it treats as fixedPyG!row «Punto de equilibrio»Rebuilt it gives $105k/month against $106k declaredWrite the fixed / variable split next to the formulaAccountant
Income tax at 21 % as a corporationPyG!row «Impuesto sobre la renta»If it is a pass-through, $29,766 never leaves the restaurantConfirm the tax statusAccountant
No sales by dish nor by day and hourMissing tabsFour charts stay declared, not drawnExport «Item sales» and «Sales by hour» from ToastManager

② The board: twelve charts on the Visual Kit, and the three that rule go on top

P&L waterfall — from $1.56M in sales to $112k net, one step per line.

Of every $100 that comes in, $30 goes to product, $33 to payroll and $25 to rent and operations: $11.8 of EBITDA and $7.2 net remain. Payroll, at 32.6 %, sits 2.6 points above the house band: $40,462 a year.

Margin by channel — horizontal bars, sorted.

Every delivery dollar leaves 36¢; every dining-room dollar leaves 68¢. Delivery bills $240k (15.4 % of sales) and the 28 % commission takes $67k a year: negotiating it to 20 % is $1,598 a month.

Cost structure — stacked bars in % of sales, with the 65 % ceiling.

Prime cost crosses the ceiling four months (Jan, Feb, Jun, Aug) because payroll is flat —$41.7k to $42.9k— while sales run from $112k to $155k.

What the sheet does not support is said in the chart's own spot: the day × hour heatmap, the Pareto and the matrix by dish stay declared, with the report that enables them.

The full example has 1 more part(s): you see them inside the library, with your account.