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Sales

Sales categories and targets

Group revenue the way you think about it, and set the number each outlet is aiming at.

1 min read · Last reviewed 22 Oct 2026

Sales categories

A sales category (Settings → Sales Categories) is how you group revenue: Food, Beverage, Alcohol, Delivery, Catering. Every sales figure belongs to one, and they are how the reports break revenue down.

Keep them few and meaningful. The useful test: would you make a different decision if this category moved? If not, it does not need to be its own category.

Beverage is almost always worth separating from food — the margins are completely different and blending them hides both.

Targets

Under Settings → Sales Targets, set a monthly revenue and pax target per outlet. Once set, the Sales screen shows actual against target rather than a number with no context.

Settings, Sales Targets: six monthly targets for September to November 2026 at Demo Bistro Main Street and Bangsar, each with target revenue, target pax and notes, such as RM 190,000 and 7,500 pax for Main Street in October
Settings → Sales Targets.
  1. New Target — one outlet, one month.
  2. Period — the month it is for.
  3. Target revenue — what the outlet is aiming to take.
  4. Target pax — covers, so a busy month at a low average check still shows.
  5. Notes — why this month is different — a promotion, a holiday.

Setting a number worth having

Base it on the same period last year plus what you actually know is changing — a price rise, a new platform, a competitor opening. A target invented at the start of the year and never revisited stops being read by February.

Still stuck?

Tell us what you were trying to do — a person on our team will reply. If this guide is missing a step or out of date, say so and it gets fixed in the manual, not just in an email.

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