Morning brief
Friday close is clean except one cash variance and a honey price increase affecting two menu items. Lunch bowls remain the strongest margin story.
$2,490+15.5% vs yesterday
118$21.10 avg check
31 finance · 2 cost
Needs eyes
- Cash$18 short deposit
Verify cash drawer note before posting. - COGSHoney +8.4%
Affects Honey Latte and Granola Bowl. - CleanSales sync complete
Square pulled 11:48 PM.
Sales
POS totals, covers, top items, comps, voids, payment mix.
StatusSynced
Labor
Schedule, payroll hours, labor percentage, shift notes.
Labor %23.8%
Food cost
Invoices, ingredient changes, menu margin pressure.
Alerts2
Banking
Deposits, card batches, cash reconciliation, transfers.
Variance-$18
Top items
- Grassfed Beef Bowl$648
- Harvest Chicken Bowl$527
- Honey Latte$286
- The Origen Bowl$256
Automation queue
- Daily close noteReady
- Invoice import2 pending
- QBO postingRead-only
- Weekly menu reportSunday
Lot-level sourcing
Today's farms
Every ingredient traced to its farm, lot number, and delivery date.
Loading sourcing data…
Weekly sales
Mon May 18 – Fri May 22, 2026 · Toast POS sync
$10,121479 covers
$21.13↑ from $19.80 prior week
Friday$2,490 · 118 covers
Day by day
| Day | Gross | Covers | Avg | Notes |
|---|---|---|---|---|
| Monday | $1,843 | 87 | $21.18 | Clean |
| Tuesday | $1,988 | 94 | $21.15 | Void $16 — kitchen duplicate |
| Wednesday | $1,644 | 78 | $21.08 | Comp $32 (staff meal) · Discount $40 (partner) |
| Thursday | $2,156 | 102 | $21.14 | Clean |
| Friday | $2,490 | 118 | $21.10 | Deposit short $16 · Comp $16 (influencer) |
By category
Lunch bowls
$5,577
Breakfast bowls
$3,382
Coffee & drinks
$1,560
Retail
$602
Payment mix
Card $8,801 (87%)
Cash $1,320 (13%)
Food cost
Invoice spend vs sales · week of May 18–22
$1,52315.0% of gross sales
~27%weighted avg food cost
2beef +11.5% · honey +8.4%
Active price alerts — action needed
🥩 SunCoast Pastures — Grass-fed ground beef+11.5% ($13.00 → $14.50/lb)
Affects: Grassfed Beef Bowl. Food cost rises from 30% → 33.2% at current price. Consider $1 price increase or portion review.
🍯 Sarasota Honey Co. — Raw wildflower honey+8.4% ($0.48 → $0.52/oz)
Affects: Honey Latte, Green Farm Scramble, Citrus Granola Bowl. Margin impact is small — absorb or watch.
Menu item food cost
| Item | Price | FC target | Margin | Cost bar |
|---|---|---|---|---|
| Grassfed Beef Bowl lunch bowl | $18 | 30% | 70% | |
| Harvest Chicken Bowl lunch bowl | $17 | 29% | 71% | |
| The Origen Bowl breakfast bowl | $16 | 28% | 72% | |
| Green Farm Scramble breakfast bowl | $14 | 26% | 74% | |
| Farm Greens Salad lunch bowl | $14 | 24% | 76% | |
| Citrus & Honey Granola Bowl breakfast bowl | $12 | 22% | 78% | |
| Honey Latte coffee | $6.50 | 14% | 86% | |
| Espresso coffee | $4.50 | 10% | 90% | |
| Drip Coffee coffee | $4.00 | 12% | 88% |
Vendor invoices
6 invoices · May 18–22 · $1,054.50 paid · $468.00 pending
$1,5236 invoices this week
$1,0554 invoices cleared
$4682 invoices due
Worden Farm
WF-2026-089 · May 18
$284.50
Paid
📧 Email PDFPunta Gorda, FL · 85 miDue May 25
Mixed Greens 5 lbs$70.00WF-MG-0518
Arugula 3 lbs$48.00WF-AR-0518
Kale 4 lbs$48.00WF-KL-0518
Mixed Peppers 6 lbs$51.00WF-PP-0518
Fresh Herbs 2 lbs$36.00WF-HB-0518
Seasonal Vegetables 5 lbs$31.50WF-SV-0518
Gamble Creek Farm
GCF-MAY-22 · May 19
$198.00
Paid
✍️ Handwritten slipParrish, FL · 42 miCash on delivery
Pasture-raised eggs 10 dozen$90.00GCF-EG-0519
Sweet potatoes 20 lbs$64.00GCF-SP-0519
Butternut squash 12 lbs$44.00GCF-SQ-0519
SunCoast Pastures
SCP-2026-041 · May 19
$487.50
Paid
🟥 Square invoiceMyakka City, FL · 58 miDue May 26
Grass-fed ground beef 15 lbs$217.50SCP-GB-0519
Pastured chicken breast 18 lbs$207.00SCP-CB-0519
Grass-fed beef tallow 5 lbs$63.00SCP-TL-0519
⚠️ Ground beef up $1.50/lb (+11.5%) vs last week. Review Grassfed Beef Bowl pricing.
Roser Community Farm
RCF-0522 · May 20
$156.00
Pending
📧 Email PDFAnna Maria Island, FL · 65 miDue May 27
Hass avocados 2 cases (48 ea)$84.00RCF-AV-0520
Valencia oranges 10 lbs$32.00RCF-CT-0520
Microgreens 1 lb$40.00RCF-MG-0520
Foundation Coffee Roasters
FCR-2026-118 · May 20
$312.00
Pending
📧 Email PDFSt. Petersburg, FL · 3 miDue Jun 3 · Net 14
House blend beans 10 lbs (service)$180.00FCR-HB-0520
Retail bags 250g — 12 units$132.00FCR-RB-0520
Sarasota Honey Company
SHC-TEXT-051 · May 21
$85.00
Paid
💬 Text messageSarasota, FL · 55 miCash on pickup
Raw wildflower honey 5 lbs$70.00SHC-WH-0521
Retail honey jars 300g — 3 units$15.00SHC-RJ-0521
⚠️ Honey up 8.4% vs last delivery. Affects Honey Latte and Granola Bowl.
Menu engineering
All items ranked by margin × volume · week of May 18–22
Customer Picks
This season's favorites
- Grassfed Beef Bowl
- Harvest Chicken Bowl
- Honey Latte
What We Love
Staff favorites
- The Origen Bowl
- Green Farm Scramble
Creative Mystery
Great margins · low volume
- Farm Greens Salad
- Espresso
- Citrus Granola Bowl
- Drip Coffee
Full menu
| Item | Price | FC target | Margin | Week sales rank |
|---|---|---|---|---|
| Grassfed Beef Bowl lunch bowl · AGA grassfed beef, arugula, sweet potato | $18 | 30% | 70% | #1 |
| The Origen Bowl breakfast bowl · pastured eggs, seasonal veg, sweet potato hash | $16 | 28% | 72% | #2 |
| Harvest Chicken Bowl lunch bowl · pastured chicken, squash, kale, avocado | $17 | 29% | 71% | #3 |
| Honey Latte coffee · Foundation espresso, raw wildflower honey | $6.50 | 14% | 86% | #4 |
| Green Farm Scramble breakfast bowl · 3 eggs, Worden Farm greens, avocado, honey | $14 | 26% | 74% | #5 |
| Farm Greens Salad lunch bowl · mixed greens, microgreens, avocado | $14 | 24% | 76% | #6 |
| Espresso coffee · Foundation direct trade, Colombian single origin | $4.50 | 10% | 90% | #7 |
| Citrus & Honey Granola Bowl breakfast bowl · grain-free granola, coconut yogurt, citrus, honey | $12 | 22% | 78% | #8 |
| Drip Coffee coffee · house blend, Colombian single origin rotation | $4.00 | 12% | 88% | #9 |
Labor & staff
Week of May 18–22 · Gusto payroll · Toast timeclock
$2,23222.1% of gross sales
22%within range this week
Friday19.4% · busiest, most efficient
Mon
19.8%
87 covers
Tue
21.2%
94 covers
Wed
24.5%
78 covers · slow day
Thu
22.1%
102 covers
Fri
19.4%
118 covers
Week notes
- Wednesday staff meal (comp)$32
- Wednesday community discount$40
- Friday influencer comp (owner-approved)$16
- Tuesday kitchen void (duplicate)$16
Payroll status
- Gusto syncConnected
- Toast timeclock exportAuto
- Next payroll runMay 30
- Benefits enrollmentCurrent
Automation queue
What's running, what's next, what needs attention
5automations completed
2invoice imports queued
3running on schedule
📋
Daily close note
Runs each night after POS sync. Generates summary, flags variances, price alerts, and deposit status. Last ran: Friday May 22 at 11:52 PM.
Complete
📥
Invoice import
Scans email and connected accounts for vendor invoices. 2 invoices pending (Roser Farm · Foundation Coffee). Awaiting scan confirmation before QBO post.
2 Pending
⚠️
Price alert — SunCoast Pastures
Ground beef flagged at +11.5% on May 19 invoice scan. Affected items: Grassfed Beef Bowl. Margin impact calculated and surfaced in Food Cost tab.
Action needed
🌿
Traceability update
Builds farm sourcing map from morning invoice data. Lot numbers tagged to dishes. Guest page updated. Last ran: Friday May 22 at 7:10 AM.
Live
📊
QBO posting
Reads QuickBooks Online to reconcile POS and bank totals. Currently in read-only mode — write access pending client authorization.
Read-only
📅
Weekly menu engineering report
Ranks all menu items by margin × volume. Flags stars, puzzles, and items to watch. Runs every Sunday at 6 AM before the week begins.
Sunday 6AM
🏦
Deposit reconciliation
Compares expected vs actual cash deposits each night. Flags variances above $5. This week: Friday flagged at -$16. All other days clean.
Running