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The Kobas Daily Summary Email


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Neil Mukerji
10 Aug 2014 3min read

The Kobas Daily Summary Email

We are very excited to announce the arrival of the all-new Kobas Daily Summary Email which gives managers, directors and owners immediate feedback on how their venues performed every day. Broken down into five key sections, the email gives a neat overview of trade, efficiency and incidents.

Financial Overview

The primary section is the financial overview, which compares predicted sales to actual sales, and expected revenue to actual revenue. Sales predictions are an important part of rota creation; whether you realise it or not, when you decide how many staff to allocate to a day, you’re estimating the sales you’ll be handling.

Expected revenue differs from sales by all the other factors that influence the money levels in the till, such as gratuities and paid outs. The difference between expected revenue and actual revenue is naturally your variance.

overview

EPoS and Till Z Data

The EPoS Sales table reveals your sales split by lead type – for instance food sales versus wet sales. The Till Z Key Points table highlights entries from the end of trade EPoS report and combines them with important information from the Cash Log Declaration such as deposits and manually entered notes.

Any variance is then highlighted along with any explanatory notes if provided, and this section concludes with a log of the declared cash bags.

EPoS and Till Z Data

Labour

The day’s labour spend is then detailed in both hours and cost, and broken down by function – for instance front of house, back of house and management. There’s a clear comparison of the predicted labour spend taken from the rota, and the actual labour spend deduced from the hours logged during the closing tasks process.

The labour costs include employer’s National Insurance contributions. For each labour function the email provides analysis of the predicted labour cost as a percentage of the predicted sales, and a percentage of the actual labour cost as a percentage of the actual sales. This gives vital feedback for improving your future sales and labour predictions.

Labour

Purchases

The penultimate section summarises any stock orders placed, along with any deliveries received at the venue that day.

Purchases

Incidents

Finally the email concludes with any incidents and associated notes provided during the Closing Tasks.

Incidents

Email Setup

So who receives these emails? The Daily Summary Email recipient list can be managed from Administration > System Preferences. Filter by “Closing Tasks Alerts”:

Closing Tasks Alerts Preferences

General and Area Managers can be notified about their venues by checking the respective boxes. Additionally you can enter a list of email address which will always receive emails about any venue in your Kobas account; useful for head office staff.

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