Knowing WHEN to do things is just as important as knowing HOW. Follow this routine and your bakery data stays accurate and useful.

🌅 Daily (10-15 minutes)

☐Morning: Check new orders at /dashboard/orders (filter by today + tomorrow)

☐Confirm any pending orders

☐Review or generate production schedule at /dashboard/production

☐Print job sheets for the team

☐During day: Mark production tasks complete, log waste

☐Confirm inventory deductions

☐End of day: Record any expenses at /dashboard/expenses

☐Check for new inquiries at /dashboard/inquiries

📅 Weekly (30 minutes — Friday afternoon)

☐Review P&L summary at /dashboard/reports — profitable this week?

☐Check low stock alerts at /dashboard/ingredients — create POs if needed

☐Review waste report — any recipes with high waste?

☐Check unanswered inquiries — any overdue follow-ups?

☐Send any outstanding invoices

📊 Monthly (1 hour — first Monday)

☐Full P&L review — compare to last month

☐Food cost report — in target range (25-35%)?

☐Expense report — budget vs actual, any overspending?

☐Update ingredient costs from recent POs

☐Review customer retention — any VIPs gone quiet?

☐Check recipe costs — ingredient changes affected margins?

☐Review and update product prices if needed

💡 Pro Tip

Set a recurring calendar reminder for your weekly and monthly reviews. The bakers who consistently review their numbers are the ones who grow their businesses. Even 15 minutes of weekly review makes a huge difference over a year.