Reports Overview
Explore the 20 built-in reports covering sales, products, customers, inventory, production, and forecasting.
What You'll Learn
- Which report answers which business question
- The 6 report categories and 20 built-in reports
- Where to start if you only look at one report
Why Reports Matter
Reports answer the big questions every baker has: "Am I making money?", "Which products sell best?", "Am I wasting too much?", "Are customers coming back?"
Start Here: The P&L Dashboard
If you only look at one report, make it the Profit & Loss Dashboard. It shows revenue minus costs = profit. That's the answer to "Am I making money?"
The 6 Categories
Sales (4 reports)
Sales overview, profit margins by product, accounts receivable (who owes you), and payment tracking.
Products (3 reports)
Top sellers, category breakdown, and sales trends over time.
Customers (4 reports)
Customer overview, lifetime value (who spends the most), retention rate (who comes back), and quote conversion (inquiries that become orders).
Inventory (4 reports)
Current stock levels, ingredient usage rates, waste/spoilage tracking, and supplier spend analysis.
Production (3 reports)
Daily production summary, equipment utilization, and order fulfillment rates.
Forecasting (2 reports)
Demand predictions and inventory forecasts.
Next Steps
- Profit & Loss Dashboard — your complete financial picture
- Food Cost Analysis — which products have the best margins
- Exporting Reports — PDF and CSV for sharing