New Release

NextGen Financial Intelligence

Turn Restaurant Data into Performance Intelligence Easier, Quicker and Better

Throughout our 30+ year existence, we have been proud to be known as the best source for restaurant financial performance data.

The accompanying analytics platform has received a MAJOR facelift.

This will significantly enhance your ability to extract meaningful and relevant insights from our data that impact your business performance.

A laptop displaying a Financial Intelligence NextGen dashboard with line graphs comparing comp sales and traffic sales for casual dining and industry benchmarks from July 2022 to September 2023.

NextGen Financial Intelligence

What’s Changed

  • New modern UI, including enhanced dashboards, visualizations and more.

  • Much greater configurability to extract the insights that matter for your brand.

  • New metrics and daily reporting frequency.

A laptop displays a Financial Intelligence NextGen dashboard with line graphs comparing sales and traffic trends across categories; one graph is enlarged, highlighting quarterly data from Q2 2023 to Q3 2024.

New Capability

Configurable Dashboards and Reporting

  • Charts & Graphs: Create trend charts and bar graphs yourself.

  • Scorecards: Create your own specific performance scorecards or single/multi-metric scorecards.

  • Geographic Maps: Incorporate maps as a visual representation of market performance.

Two café employees in aprons sit at a table, exploring Financial Intelligence NextGen tools on a laptop. Above them, a search bar displays chart options like line chart, bar chart, and map series against a vibrant purple background.

New Capability

New Metrics Added

Sales Channels & Revenue Centers
  • Off-Premise & On-Premise Sales (segmented by type – e.g. kiosk vs delivery vs pick up etc.)

  • 3PD Sales

Beverage & Menu Mix
  • Food Sales Categorization (e.g. appetizer vs entree vs dessert)

  • Beverage Sales Categorization (e.g. liquor vs beer vs wine etc.)

  • Comps & Discounts

Traffic Metrics
  • Check Count: Number of transactions (checks) closed during a time period.

  • Guest Count: Number of individual guests served.

Sales Types & Adjustments
  • Discounts: Sales reductions applied to checks (e.g., coupons, promos).

  • Comps: Complimentary items provided at no charge.

Performance & Productivity Metrics
  • PPA

  • PTA

  • Guest Per Labor Hour

  • Labor Hour Per 100 Guests or 100 Checks

NextGen Financial Intelligence

Live Preview Webinar Demo with Product Experts

Join this live webinar tour of the new Financial Intelligence experience, demonstrating how we’ve significantly enhanced the UI and analytics capabilities of the platform to help you meaningfully drive change in your business.

A laptop screen displays a Financial Intelligence NextGen dashboard with a U.S. map showing market performance by geography. A popup highlights 9.3% comp sales for the casual dining industry, all in an interface of soft pastel colors.

New Capability

Daily-Level Data

You can now view performance right down to individual days. Select daily date ranges in the following ways:

  • Select a predefined date range based on the current date like Quarter or Week.

  • Select a predefined rolling date like “Last 30 Days” or “Last 90 Days”.

  • Select a user defined date range using the date selector.

A laptop screen displays a Financial Intelligence NextGen dashboard, featuring a map of the United States and a calendar tool set to July 2025 with selectable dates, all within a modern analytics software interface.

New Capability

Create Custom Benchmarks

Create your own custom benchmark set to compare against with enhanced filter management.

A laptop displays a U.S. map with states in various colors, showing performance by geography. On screen, a filter menu from Financial Intelligence NextGen offers options for restaurant segments, cuisines, and DMAs.

Talk to us today!

Leave your contact details to learn more about Financial Intelligence Next Gen and we’ll be in touch asap.

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