Congratulations on a successful Avero installation! You're ready to get into Avero and access your data for insights and analysis!
Quick Start
Hopefully you were able to complete our New Business - Getting Started (Pre-Data) guide before your installation was completed so you'll already have:
- An Avero username and password to sign in
- A logbook to record shift notes
- Invited your other team members to create their users
If not, review the guide now to accomplish those early tasks. You'll need access to Avero, a logbook, and a team of users for your next steps.
Don't forget, we have a Tutorial Guide Center to quick-launch training via pop-ups within Avero. Log in and click a link to launch a training on your topic of interest!
Complete setup tasks
Avero lets you configure and customize many features, reports, and data relationships, which means some setup is involved. There are 3 main steps to setting up:
- Logbook Setup: If you haven't already completed the above guide, you'll need to Activate your Logbook and may need to Create Your First Logbook Template.
- Optional - Labor Setup: If you are using Avero for Labor Reporting (not available for Avero Starter subscriptions) you'll need to complete the Labor Setup.
- Optional - Set up custom filters: If you are a large organization or have varied concepts, you should set up Attributes and Tags to create custom report filters.
Complete User Training
All users will complete a brief training that will orient them to Avero. This takes just 15 minutes and is important so you know:
- Where to find your settings menu
- How to navigate around Avero
- How to run a report
- How to get help when you need it
Do you have your Avero username and password? Get started by logging in and then click this link to start your new user training now: Welcome! New User Training
Automate your insights
Now that data is present, let's automate some reporting and analysis to be delivered to you and your team regularly.
See our guide on Recommended Reports by job type to select the most appropriate for your needs.
Schedule Emailed Reports - daily, weekly, and monthly rollups delivered to your inbox
Let's set up a daily sales summary and a monthly check-in. Review our guide to Automating Email Reports to choose your own reports to schedule!
- Make sure you have a daily logbook email sending to the team: Creating Logbook Emails
- Set up the two most popular reports to email to you and other stakeholders:
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Group Sales Summary (available in all subscription levels with multiple locations)
- This is a high-level overview of your sales, we recommend sending this report for all locations Daily with the date set to Yesterday and Total selected for all filters. Set it up for 8AM or whenever you start your day.
- Run the report again, selecting MTD (Month-to-date) in the date field, set it up to email Weekly on Monday to start your week (or Monthly at certain intervals such as the 10th, 20th, and 28th)
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Category Sales Report (Essentials/Professional subscriptions only) OR Item Sales Report (available in all subscriptions)
- Category Sales will show revenue broken out across Food, Beverage, Retail, etc categories and the Item Sales will show you a detailed list of all items sold
- Category Sales reports can be set to whatever frequency you'd like, we recommend reviewing your Category Sales breakdown at least weekly
- BOH / Kitchen team benefits from receiving a Daily Item Sales Report for depletions, ordering, and prep needs. Level up their current insights by using the Item Sales / PMIX in a Trended Report
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Group Sales Summary (available in all subscription levels with multiple locations)
Create your data-driven dashboards - for at-a-glance reporting, all in one place
See the full guide: Creating & Managing Dashboards
You can review our Dashboard Suggestions for more detail - we recommend having a few dashboards. Try setting up one for daily quick checks, like a DSR or Daily Sales Report, for the items you want to see daily. You can also set up a dedicated dashboard for other topics, like Labor costs or managing the performance of your Servers and Bartenders, depending on your role and needs.
Let's start with a couple of the basics:
- If you have multiple locations, run a Group Sales Summary for all locations for Net Sales and in the date box, set it to a Trend of the last 7 days.
- If you are a single location, do the same but with the Category Sales Report (Essentials/Professional subscriptions only) or Item Sales Report
- Next, let's add a Group Sales Summary / Category Sales Report set to MTD so you have a running tally of the sales this month, it will always update automatically.
Now you've got recent daily performance and your MTD totals in one place, always up to date! If you want to continue, consider adding some of our most popular reports:
There's always more to see and learn, once you are up and running, consider joining one of our live classes to level up your insights and analysis! You can sign up using the link in our Training Resources page.