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Open Performance → Overview to answer “Has my coffee shop covered its costs this month?” Use the ‹ › buttons under the heading to move between months; This month returns to the current one. The answer card shows a badge (Incomplete, Reviewed, or Review again), the verdict, the amount, and a Fix missing information button while anything is missing. Open How this is worked out to see net sales, estimated ingredients and packaging, and operating costs. Order count and average order value are on Sales activity. This guide follows web orders. POS setup is outside this guide.

Set up your inputs

  1. Create your menu: products, prices, and customer choices.
  2. Assign costs: ingredients, recipes, and option add-ons.
  3. Record expenses: estimates and reviewed invoices.

Get your answer

  1. Open Performance → Settings to choose the reporting time.
  2. Open Sales activity to trace orders, refunds, and ingredient cost.
  3. Open Monthly review to check costs and confirm inputs.
  4. Return to Overview for the answer and resolve missing information.
  5. Use Performance → Settings to set up email reports when sending is available.
Open Sales activity when you want the month’s sales, refunds, and daily orders. That page does not answer whether the month’s costs were covered.

What the answer means

Net sales − estimated ingredients consumed − operating costs = estimated operating surplus or shortfall. This is not your bank balance or final net profit. Loan repayments, equipment wear (depreciation) and tax aren’t included. Missing costs or sales can prevent a complete answer. Estimates remain estimates even after you confirm that you reviewed them.
If you also sell outside the web ordering system, do not confirm that all shop sales are captured unless those sales are included. A partial sales record cannot answer the whole-shop question.

Follow one café example

Our fictional café sells a RM 10 latte with RM 3 of ingredients and packaging. Follow it through the guides to see how 100 sales, rent, fees, and a corrected utilities bill change the monthly answer. Next: Create your menu.