In this article: You’ll learn what data lives in your Reporting tab and how to use it to gain meaningful insights into your kitchen’s performance.
What is the Reporting Dashboard?
Your Reporting Dashboard is a high-level snapshot of how your kitchen is performing. It highlights key metrics - like revenue, client activity, bookings, and storage - giving you quick, actionable insights on what's working and where there's room to improve. Below is a breakdown of your dashboard metrics and their data sources.
Metric | How It's Measured (& Where to Find It) |
Total Revenue | Previous vs. current month revenue (Monthly Revenue report)
*Used to determine Super and Elite badge status |
Active Clients | Number of clients with Active status (All Clients and Prospects report) |
Outstanding Payments Due | Total open, outstanding bills (Billing Tab > Outstanding Balances) |
Average Revenue Per Client | Average client revenue for the month (Monthly Revenue by Client report) |
Total Expired Docs | Number of expired client documents (Documents Tab) |
Space Utilization | % of booked hours vs. available hours across all calendars (excludes N/A Nonbillable hours) |
Booking Hours | Total booked hours across all spaces (excludes N/A Nonbillable bookings) |
Current Storage Utilization | % of assigned storage units per storage type (Storage Utilization report) |
Leads Closed | Leads received vs. Leads converted to Clients
*Used to determine Top Renter badge status |
Lead Turnaround | Average response time to new leads + time to convert lead to prospect.
*Used to determine Fast Responder badge status |
Currently Onboarding | Number of Onboarding Prospects (Clients > Onboarding) |
Average Onboarding Time | Average time to convert an Onboarding Prospect to a Client |
What Reports are Available?
The Food Corridor automatically generates real-time reports for the following areas:
Payments
Bookings
Storage
Clients
Sign-In activity
You can view these reports in the app, or download them as CSV files.
You can also filter reports by client or date range to focus on specific clients or time periods. When filters are applied, all downloadable reports update to include only the data that matches your selected clients and dates.
💸 Payment Reports
Report | What's Included | How to Use It |
Billed Line Items | Month/year, bill number, client name, charge type & description, billed-at date, bill status, Stripe payment ID | See bill breakdown by charge type and status.
⚠️ Not recommended for monthly revenue totals if you use partial payments or mark bills uncollectible. |
Payment Details | Bill number, bill creation date, amount paid, payment status, platform fee, tax, net revenue, payment date, Stripe payment ID, payment type, manual-payment notes, Stripe payout date, QBO export status | Track and reconcile payments — this is especially useful when bills contain multiple charge types.
💡Sort by Payment Date when totaling revenue for accuracy. |
Refunds | Client name, bill number, bill amount, refunded amount & date, refund reason, who issued it, refund status, QBO export status, Stripe refund payout date | Review all refunds issued (and identify refunds vs. failed ACH payments that Stripe displays as refunds). |
Monthly Revenue | Monthly totals for gross revenue, taxes, TFC fees, and net revenue | Get accurate monthly revenue totals based on successfully paid bills.
⚠️ Excludes failed or past-due bills |
Monthly Revenue by Type | Monthly revenue by charge category (one-time fees, bookings, memberships, recurring charges, etc.) | Understand revenue mix by category, based on when charges were paid, not billed. |
Monthly Revenue by Client | Monthly totals per client: gross, tax, net, platform fees; includes custom reporting fields | View monthly revenue by client, including custom fields for more granular reporting and analysis. |
Manual Platform Fees | Shows TFC platform fees for manual payments (billed and upcoming); notes whether totals roll over or process on the 1st | Track manual platform fees and know when they’ll be charged. |
QuickBooks Exported Payments | Last 90 days of payments and export statuses | Verify successful data exports to QuickBooks, identify failed exports, and troubleshoot pending or errored exports. |
💡 Note: The Food Corridor uses cash-based accounting for all reports, so revenue is recorded once payment has been received.
🗓️ Bookings Reports
Report Name | What's Included | How to Use It |
All Bookings | All past + future bookings for the current year (approved, billed, declined, canceled, deleted); “Booked For” client; “Created At” timestamp | Get a full year-to-date snapshot of every booking created, including historical and future reservations. Helpful for auditing booking activity or verifying client usage. |
Total Hours by Client | Approved + billed booking hours for each client by month; includes clients with 0 hours | Understand total client usage to identify power users, seasonal clients, and infrequent users. Useful for tracking engagement and preparing usage-based billing summaries. |
Total Hours by Client by Calendar | Approved + billed booking hours by client and by space calendar | Compare usage across different spaces to see which clients are using which areas. Ideal for capacity planning and analyzing space demand. |
Hours per Client Over Previous Three Months With Trends | Approved + billed booking hours each client has booked over the past three months and whether client engagement is increasing, steady, or declining month over month | Understand client booking consistency and whether usage is growing or slowing. This helps forecast demand, identify clients who may need outreach, and spot seasonal or operational patterns that inform staffing, scheduling, and revenue planning. |
Client Shifts For the Next Seven Days | All upcoming client shifts scheduled within the next seven days | See who's coming into the kitchen and when. Plan staffing, equipment allocation, cleaning schedules, and space readiness. |
📦 Storage Reports
Report Name | What's Included | How to Use It |
Client Storage | Each client’s current storage usage across all storage types, including the number of units they occupy and the total amount billed for those units | Track storage capacity, identify over- or under-utilized clients, and ensure accurate billing. This supports better space planning, revenue optimization, and inventory oversight. |
Storage Utilization | Total storage capacity usage across all storage types | Understand storage space efficiency to plan inventory, allocate space effectively, and identify storage space at capacity. |
🧑🍳 Clients Reports
Report Name | What's Included | Use / Benefit |
All Clients and Prospects | All active + inactive clients and prospects (except deleted); profile info such as name, contact details, payment method, and other profile fields | View or export your full client/prospect list for outreach, record-keeping, or external analysis. Useful for marketing, reporting, or CRM syncing.
⚠️ Filter applies to specific active clients, not prospects or leads. |
Client Plans | Clients' assigned billing plan, plan status, last updated date, and custom reporting fields | Quickly view and verify billing plan assignments, and audit plan changes or updates. |
Lead Detail | All leads, with date added, current status (Joined, Declined, Deleted, Lead, New), and all intake form responses | Track prospective clients from inquiry to outcome. Useful for sales follow-up, monitoring lead conversion, and improving intake workflows. |
📋 Sign In reports
Report Name | What's Included | How to Use It |
Sing In Sheet | Lists all clients and sign in/out times by date | Manage check-ins, verify attendance, and keep operations organized. |
Sign In Reconciliation | Comparison of scheduled shifts versus actual client sign ins by date | Verify who actually used the kitchen, identify missed shifts or overtime, and reconcile usage for billing, compliance, and staffing accuracy. |
Sign In Pin | Each client’s unique sign in pin used to record their kitchen entry and exit on the sign in sheet under Bookings | Quickly verify client pins to ensure accurate tracking of kitchen attendance. Useful for creating a smooth sign-in process, reducing confusion at the door, and maintaining reliable data for reconciliation and billing. |
Hours Used Versus Hours Booked | Difference between the hours clients actually used (based on sign in and sign out data) and the hours they originally booked | Track how accurately clients are using the time they schedule to support better forecasting, more efficient scheduling, and identifying patterns like consistent overuse, underuse, or no-shows. |
What Data is Visualized?
Some Reporting data is automatically displayed as charts and graphs, helping you see trends at a glance. These visualizations make it easier to:
Spot patterns without digging through spreadsheets
Monitor daily activity at a glance
See the full picture of what’s happening in your kitchen
Charts and graphs are displayed for the following reports:
Monthly Revenue Over Time
Track your monthly revenue over time to spot trends, seasonal peaks, and growth patterns.
👉 Example: Notice a dip in July? Filter by client to see which businesses slowed down, or by date to check if it aligns with your usual summer pattern.
Booking Hours Over Time
Visualize how your kitchen is being used over time to understand space utilization.
👉 Example: Filter by client to see who books the most hours, or by date to identify your busiest months. Use this data to adjust rates, schedule maintenance, or fill underused time slots.
Active Clients by Type
See a clear breakdown of the types of businesses using your kitchen.
👉 Example: If your kitchen shows 30% bakers, 25% caterers, and 10% food trucks, you can tailor marketing, identify new equipment to purchase, or highlight business diversity for grant applications.
Storage Utilization by Type
Understand how each type of storage is used so you can manage this limited resource and maximize revenue.
👉 Example: Freezer space is nearly full, even though only a few members are actually paying for it. Your data reveals a hidden revenue leak and gives you the insight you need to rebalance storage plans or update billing.