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Read today's Dashboard Filter by store or period Log an invoice Enter a budget projection Email or schedule a report Generate the COG Recap PDF Fix a mistake Why can't I see something? Admin tools

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A guide to using BashKPI

BashKPI is your numbers dashboard — Toast sales, labor, purchasing, discounts, reviews, and P&L, all in one place, filterable by store and time period. This guide walks through how to actually use each page, plus a few habits that keep the data trustworthy for everyone reading it.

Reading the Dashboard
Your starting point every morning

The Dashboard is a strip of KPI tiles — Net Sales, Labor %, SPLH, Average Ticket, COG %, and more — for whatever store(s) and period you have selected.

  1. 1Tap any KPI tile to open its detail view — the full breakdown behind that one number.
  2. 2Watch for color: tiles are shaded against a comparison value, so green/red tells you at a glance whether a number is on track.
  3. 3Net Sales defaults to comparing against your Projected sales (from Budgeting) rather than a flat target — that's intentional, since projections account for the calendar.
  4. 4COG % compares against your brand's manual target in Projected mode, and real last-calendar-month COG % in Last Year mode — it's pulled from the same purchasing data as the Purchasing page, not a flat placeholder number.
Best practiceFlip on the Last Year toggle before drawing conclusions from a single day's swing — for most tiles it compares against the same fiscal day last year rather than just the calendar date, so it accounts for things like a holiday landing on a different weekday.
Filtering by Store & Period
Works the same way on every data page

Every dashboard-style page (Dashboard, Revenue, 3PD, Discounts, Purchasing, Reviews) has the same filter strip at the top:

Period picker

Choose a preset (e.g. Yesterday, WTD, MTD) or a custom range.

Store picker

Narrow to one location, a brand, or leave it on every store.

Once a period resolves to an actual date range, you'll see it confirmed in a small tag on the right side of the strip — if that tag is blank, no period has been picked yet.

Best practiceWhen you're comparing two pages side by side (say, Dashboard and Discounts), set the same period and store filter on both first — the numbers won't line up if one page is still on "Yesterday" and the other on "MTD."
Revenue, 3PD, Discounts & Reviews
Where to look for a specific number
Revenue Summary

Net Sales broken out by channel — in-store, Toast Online, DoorDash, UberEats, Grubhub, ezCater, Lunchdrop, catering.

3PD Breakdown

How much of your sales came through delivery apps specifically, side by side by platform.

Discounts

Comps, employee meals, promos, and refunds — shown as a % of total sales so stores of different sizes compare fairly.

Reviews

Star rating and review count per store, with a breakdown by star.

Purchasing & Invoices
Logging deliveries and tracking food cost

The Purchasing page has three tabs: Purchasing (your COG % by store), Invoices (where bills get logged), and Food Spend.

  1. 1Open the Invoices tab and add a new entry.
  2. 2Enter the invoice date, vendor, GL account, and total — same fields as WrapUp's Submit Invoice, since it's the same underlying data.
  3. 3Check the Purchasing tab afterward to confirm your COG % moved the way you expected.
Heads upYour team can also log invoices from WrapUp on the floor — you don't have to be at a desk to enter one. Both write to the same place.
Budgeting
Set the numbers everything else compares against
  1. 1Open Budgeting and pick a store from the calendar view.
  2. 2Enter a projected $ figure for each day — this feeds the Dashboard's "Projected" comparison directly.
  3. 3Set brand-level KPI targets (Labor %, SPLH, Avg Ticket, COG %) in the Brand Targets panel — these drive the green/red coloring across the whole app.
Best practiceEnter next month's daily projections before the month starts, not partway through — the Dashboard has nothing to compare against for any day you haven't projected yet.
P&L & the COG Recap PDF
Month-end cost-of-goods reporting
  1. 1Open P&L and select the month and store(s) you're closing out.
  2. 2Enter beginning and ending inventory for each store.
  3. 3Generate the COG Recap PDF — a branded report with revenue, starting/ending inventory, purchases, and the true COG % per store, ready to download or share.
Heads upThis "true" COG % (beginning inventory + purchases − ending inventory) is a different, more exact number than the Dashboard's COG % tile, which is purchases ÷ revenue without an inventory count. Both are real — they answer slightly different questions, and inventory has to be entered by hand each month for this one to be accurate.
Emailing & Scheduling Reports
Three ways to get a page's data into someone's inbox

1Send a report right now

From any data page, use the export/email action to send exactly what's on your screen to one recipient — good for a one-off ask.

2Set up a recurring schedule

Under Settings → Notifications (if you have access — see below), set up a report that fires automatically — weekly on chosen days, or monthly on chosen dates — to up to 15 recipients, stacking up to 3 time periods in one email.

3Fire an instant report

Also under Settings → Notifications — sends immediately without creating a recurring schedule, up to 5 recipients and 2 periods.

Enforced limits — you will hit these One-off sends are capped at 10 per hour per user. Instant Report allows a burst of 3 sends within 60 seconds, then locks you out of Instant Report for 10 minutes. There's no way to override either from the UI — just wait it out.
Best practiceIf you're sending the same report to the same group every week, set up a Scheduled Report instead of doing it manually each time — it's the difference between a five-minute task and a five-second one.
Fixing a Mistake
Invoices, budgets, and other entered data

Unlike WrapUp's daily checklist, most of what you enter in Bash (invoices, budgets, targets) doesn't lock on a schedule — you can go back in and edit it directly on the same page you entered it.

Heads upIf a number looks wrong on the Dashboard, check the source first: a KPI can look off because of a bad invoice entry, a missing budget projection, or a stale Toast/Sage sync — not necessarily a bug. Integrations shows you the last successful refresh time for exactly this reason.
Access & Permissions
Why you might not see a page or button someone else does

BashKPI's access is role- and permission-based, down to individual fields in some places — not just which pages you can open, but which specific buttons and edit fields are active once you're there. If something looks like it's missing rather than just disabled, that's almost always permissions, not a bug.

  1. 1Pages you can't access at all won't show up in your left-hand navigation — you won't see a locked-out link, it's simply not there.
  2. 2On a page you can open, some actions may still be greyed out or read-only if your role doesn't include that specific permission (for example, viewing Locations without being able to activate or deactivate one).
  3. 3An admin manages exactly who can do what under Settings → Roles.
Heads upIf you need access to something you don't currently have, the fastest path is asking your organization's admin to grant it under Settings → Roles — support can't grant individual permissions on your behalf.
Admin Tools
Settings — Company, Locations, Users, Billing, Integrations, Notifications & Roles

Everything organization-wide lives under Settings, split into focused pages rather than one big admin screen — each gated by its own permission, so someone can reasonably have access to, say, Locations without also getting Billing.

1Company, Users & Roles

Company covers your org's identity and logo. Users manages accounts, roles, and each user's home store — the home store set here is exactly what decides which store a Contributor sees when they open WrapUp. Roles is where every permission described in the section above actually gets configured, per role.

2Locations

Add, rename, and manage every store, and control whether each one is Active or Inactive. Activating or deactivating a location has real billing consequences — it changes how many locations your subscription is charged for — so this specifically requires its own billing permission, separate from ordinary Locations access.

3Billing

Payment method, invoices, and your subscription per app — Bash, WrapUp, and anything else on your account.

4Connecting Toast & Sage

Under Integrations, confirm Toast is syncing and check the last refresh time; upload your GL file for Sage/Intacct here as well, including which file and when it was last uploaded.

5Notifications

Scheduled and Instant Reports (see above) are configured here, along with each user's own notification preferences.

Every Settings page — permission-gated per role Typically Admin, but configurable
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