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The Controllable P&L gives a high-level view of revenue and expenses by combining data from sales entries, invoices, and inventory adjustments in a customizable date range. Once budget tracking is available (coming soon), you’ll be able to enable budgets to appear directly on your Controllable P&L report under two additional columns — “Budget” and “Variance”. This will allow you to quickly spot variances and identify areas where you’re over or under budget in real-time. To read more about how you can view data from multiple restaurants at the same time, go here: P&L Side-by-Side Comparison

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Some Key Formulas

Cost % of Sales = (COGS by Category Type) / (Sales by Category Type) Cost of Goods Sold = Starting Inventory + Purchases - Ending Inventory Sales = All Sales Lines set to a Category Type AND Included in Reporting You can adjust the filters up top to show your preferred time period and whether you want to sort by Accounting Code or alphabetically. You can also adjust whether it’s displayed as Garde categories or your accounting system categories.
Trend data now uses comparison periods. The trend indicators on the P&L (the arrows showing whether a stat is up or down) are now calculated by comparing the current period to a prior comparison period, rather than being measured against static targets. This gives you a more accurate picture of how your performance is actually changing over time.
Budget tracking is coming soon to Garde. See Budgets for more details.

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What’s on the Garde Controllable P &L?

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INCOME

This data comes directly from your POS system. It is configured on the Accounting > Sales Mapping page. The top of the report shows your income broken down by Category Type. If you need to change which sales show up in which Category Type and which sales lines are included, that is set on the Sales Mapping page. This data comes directly from your POS system (Toast, Square, ChowBus, or Clover). It is configured on the Accounting > Setup page.

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COGS

The middle section shows the Cost of Goods Sold (COGS) for the date range subdivided by Category Type Food, Beer, Wine, Liquor, NA Bev and Retail. The Categories that are included in each Category Type and which Categories are included or excluded from the report are set on the Accounting > Categories page. This may also include any custom Categories you have created. The middle section shows the Cost of Goods Sold (COGS) for the date range, subdivided by Category Type: Food, Beer, Wine, Liquor, NA Bev, and Retail. The Categories that are included in each Category Type and which Categories are included or excluded from the report are set on the Accounting > Setup page. This may also include any custom Categories you have created. Also shown here is the cost % for each Category, which is calculated by dividing the COGS for the Category by the corresponding Category Type income from the first section.

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Expenses

This data also comes from invoices and inventory adjustments, but only includes items under Category Type “Other.” The bottom of the report shows expenses, which include any Categories that are set to Category Type “Other.” The Cost % for expenses is calculated by dividing the total expenses by the total sales (not by Category Type “sales”).

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Labor

This is the summarized category-level data of wage data from your POS system plus any salaried employee costs you have entered into Garde. Note: Only users with the Payroll Manager or Shift Reviewer role are able to see labor data on the P&L. This feature is available through Garde’s supported POS integrations (Toast, Square, ChowBus, Clover).

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Calculations

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EXPENSES

Showing Net Vs. Gross Sales in Garde

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Exporting the P&L

You can choose to export the view you have as either a PDF or a CSV file. This is the summarized category-level data of wage data from your POS system plus any salaried employee costs you’ve entered into Garde. Note: Only users with the Payroll Manager or Shift Reviewer role are able to see labor data on the P&L. *This feature is only available via certain POS integrations. Learn more here.

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CALCULATIONS

There is a summary value below each section, and here’s what factors into each subtotal and total.
  • Total Income is the sum of the total sales
  • Total COGS is the sum of all Category Type COGS
  • Gross Profit = Total Income - Total COGS
  • Controllable Profit = Gross Profit - Total Expenses - Labor

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**Exporting the P &L **

You can choose to export the view you have as either a PDF or a CSV file. Note that it may be slightly confusing on the CSV to see multiple line items that appear to state the same thing. Rest assured these values are not duplicated, but are simply subtotals that are utilized in the calculations. It’s a bit easier to see what’s going on in the PDF than in the CSV because the lines are indented. PDF: CSV: