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PHASE 2

This is where your data starts paying off.

With your data is flowing, learn which reports matter most, so you can spot issues early and stay ahead of food cost.

Month 1, this unlocks 🔓

  • Reports you can trust because your data is connected
  • Early visibility into changes in costs, usage and trends
  • Less time digging for answers and more time acting on them
Confident decisions

Know your numbers

MarginEdge pulls a lot of data together. These are the reports to focus on in your first month that that turn numbers into clear next steps.

1. New Item Review

💡 What

A quick snapshot of new vendor items so you can spot-check our work and keep reporting clean. Learn more

🗓️ When

Weekly (especially in your first few months) then ahead of your inventory

✏️ Editing details 

Something look off? Edit product names, units, or categories so your reports stay accurate. 
2. Sales Forecasting

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💡 What

Plan orders and labor using real sales trends, and build smarter budgets that adjust as sales change. Learn more

🗓️ When

Review, as needed

✏️ Adjusting your forecast

Hosting a catering event or expecting an unusual day? Edit your forecast so budgets reflect reality (not just history). 
3. Controllable P&L

💡 What

Shows how food, beverage, and labor are tracking against sales, so you can focus on the levers that actually move margins. Learn more

🗓️ When

Review 1-4x a period
4. Budgets

💡 What

Budgets adjust automatically as sales change, helping you pace spending before the period ends. Understanding budget details.

🗓️ When

Review weekly ahead of vendor orders

📘 Additional resources
5. Price Movers & Alerts

💡 What

Highlights your biggest price increases and decreases and shows exactly how they’re impacting your bottom line. Learn more

🗓️ When

Do a quick review every time you log in

🔔 Catch creeping prices

Set up price alerts to get notified when key vendor items move, so nothing sneaks up on you.
6. Purchase Report

💡 What

Shows what you’re buying, from whom, and how your spending trends over time, so you can spot shifts early. Learn more

🗓️ When

Review monthly
Hand drawn Check Mark (4) PHASE 2

Ready for what's next?

Now that you’ve got the key reports down, it’s time to unlock tools that reduce manual work and tighten control even further. Onto phase 3 →

Stuck? We’ve got you 💙

For your first 90 days, email your Implementation Manager to guide you through setup and answer any questions.

After onboarding, our amazing Support team of restaurant vets is only a ticket away.

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