1.4 _ December 2024

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Release Notes

Budget Feature

We’re excited to introduce the Budget feature on Foodics BI! You can now upload your budget or target revenue for the year and compare it with your sales data. This feature allows comparisons against Net Sales, Gross Sales, and Net Sales with Tax.

https://docs.bi.foodics.com/docs/budget

New Report: Budget vs. Actual

The Budget vs. Actual report is now available to help you analyze performance. Need something custom? We’re happy to create custom reports on request!

Graph comparing daily budget versus actual net sales for January 2025.

How to Upload Your Budget

  1. Navigate to Settings → Budget.

  2. Select your Business and Year.

Budget page indicating no XLSX file uploaded, with upload prompt highlighted.

  1. Press Upload XLSX.

  2. Download the provided template.

  3. Fill in the template, export it to XLSX, and upload it.

Upload XLSX file section with options for weekly and monthly templates.

Once uploaded, visit the Budget vs. Actual liveboard in Lite Mode to start analyzing your data!

How to Edit a Budget

  1. Navigate to Settings → Budget.

  2. Select the Year with an existing budget.

  3. Press Edit on the top right.

  4. Upload the updated XLSX file.

Budget overview for branches with monthly sales figures and editing options highlighted.


Mobile BI

We’re thrilled to announce the release of the revamped Mobile BI app, with exciting features and more functionality coming soon!

https://docs.bi.foodics.com/docs/getting-started-1

Current Features

  • Multi-Business Support: Seamlessly switch between businesses.

  • Single Login: Use the same credentials as Foodics BI.

  • Branches Report: Gain insights into branch performance for the following predefined time frames:

    • Today

    • Yesterday

    • This Week

    • Last Week

    • This Month

    • Last Month

    • This Year

Overview of net sales and branch performance for Honey locations in different cities.


Default Liveboards

We’re excited to introduce 4 new default liveboards and major improvements to existing ones!

New Liveboards

1. Employee Profile

https://docs.bi.foodics.com/docs/employee-profile

Filters

  • Date

  • Branch Name

  • Creator Name (mandatory)

Tabs

  • Profile: Analyze net sales, orders, discounts, voids, returns, and daily performance metrics.

  • Orders: Detailed tables with order reference, branch name, net sales, discounts, guests, and product quantity.

2. Employees

https://docs.bi.foodics.com/docs/employees

Filters

  • Date

  • Branch Name

  • Employee Name

Data

  • Net sales, orders, and performance metrics per employee.

  • Daily breakdowns of net sales, orders, and discounts.

3. KDS Analysis

https://docs.bi.foodics.com/docs/kds-analysis

Filters

  • Branch Name

  • Date

  • Order Tag Name

Data

  • Preparation time by hour, product, and branch.

  • Daily and weekly trends.

4. Custom Period Menu

https://docs.bi.foodics.com/docs/custom-period-menu

Compare product and category performance for any two periods of your choice.

  • Net Sales and Quantity per product.

  • Net Sales and Quantity by category.


Other Notable Mentions

  • Scheduling Reports Prerequisite: Now supports multi-business reporting.

  • Today vs. Last Year (Same Day) comparisons.

  • This Week vs. Last Year (Same Week) comparisons.