> ## Documentation Index
> Fetch the complete documentation index at: https://docs.petakopi.my/llms.txt
> Use this file to discover all available pages before exploring further.

# Performance

> Answer whether your coffee shop has covered its monthly costs.

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](https://docs.petakopi.my/manage-shop/performance/menu.md): products, prices, and customer choices.
2. [Assign costs](https://docs.petakopi.my/manage-shop/performance/costing.md): ingredients, recipes, and option add-ons.
3. [Record expenses](https://docs.petakopi.my/manage-shop/performance/expenses.md): estimates and reviewed invoices.

## Get your answer

1. Open **Performance → Settings** to [choose the reporting time](https://docs.petakopi.my/manage-shop/performance/monthly-answer.md#reporting-time).
2. Open **Sales activity** to [trace orders, refunds, and ingredient cost](https://docs.petakopi.my/manage-shop/performance/sales.md).
3. Open **Monthly review** to [check costs and confirm inputs](https://docs.petakopi.my/manage-shop/performance/monthly-answer.md#review-inputs).
4. Return to **Overview** for the answer and [resolve missing information](https://docs.petakopi.my/manage-shop/performance/missing-information.md).
5. Use **Performance → Settings** to [set up email reports](https://docs.petakopi.my/manage-shop/performance/email-reports.md) 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.

> [!NOTE]
>
> 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](https://docs.petakopi.my/manage-shop/performance/menu.md).


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