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Start by understanding these building blocks so your team configures data, members, and reporting in the right place.
This guide introduces Coverpanda’s core building blocks to help you navigate the platform and select the right tools for your tasks.

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Organizations

An organization represents your company or brand, serving as the hub for managing data, members, and settings. Features:
  • Invite and manage members with role-based permissions.
  • Control access to data and features at the organization level.
  • Switch between multiple organizations if you belong to more than one.

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Organization Workspace Types

Coverpanda offers two workspace types to align with your operating model: Operator and Brand. Each type tailors the interface and defaults to your needs, while core features like reporting and integrations stay available.

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Operator Workspace

  • Purpose: Built for operators managing one or more units (stores, franchises, or entities).
  • Features: Highlights unit dashboards, simplifies permission updates, guides data source setup, and surfaces unit-specific KPIs.
  • When to Use: Focus on day-to-day execution and local performance across one or many locations.
  • Example: A portfolio operator running three “North Coast Coffee” shops monitors sales and access per location.

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Brand Workspace

  • Purpose: Serves franchisors or brand teams overseeing multiple operators and units.
  • Features: Standardizes templates, enforces brand-wide metrics, and provides rollup analytics across operators.
  • When to Use: Coordinate compliance, reporting, and analytics for a network of operators or units.
  • Example: The “Sunrise Hospitality” brand office tracks revenue and compliance across 50 franchise locations.

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Units

Units are individual locations or entities, such as stores, franchises, or legal entities, each with its own data and permissions. Features:
  • Store operational and financial data specific to each unit.
  • Assign unit-level permissions to restrict access for local teams.
  • Generate reports scoped to a single unit or aggregated across multiple units.
  • Transfer unit ownership or approve access requests.
When to Use:
  • Manage location-specific data or permissions.
  • Compare performance across locations.
Keep unit naming consistent with POS or accounting systems so data syncs stay traceable.
Example: Create a unit for “Store #123” to track its sales data and restrict access to its manager.

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Data Sources

Data sources connect external systems to power reports and analytics with real-time data. Supported Sources:
  • Accounting: Link platforms like QuickBooks to import financial data, organize tax materials, and standardize accounts.
  • Banking: Connect bank accounts securely to monitor balances and transactions.
  • Point of Sale (POS): Integrate sales data to enrich reports and track operations.
How to Connect:
1

Open Integrations

Go to Settings > Integrations.
2

Authenticate the source

Select a data source and follow the prompts to authorize the connection.
3

Monitor sync status

Check the connection indicators to confirm data updates continue to flow.
When to Use:
  • Enable reporting with live financial or operational data.
  • Automate data-driven insights across units.
Verify connections regularly to avoid sync issues.

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Reports

Reports transform data into actionable insights for monitoring and sharing performance. Features:
  • Use the Reports Builder to create custom reports with metrics and data blocks.
  • Access standard financial reports, such as Profit & Loss, Balance Sheet, and Cash Flow.
  • Share reports as secure, view-only links or export them for stakeholders.
How to Create:
1

Open Reports

Go to Organization > Reports.
2

Start a draft

Click New Report to launch the Reports Builder.
3

Configure and share

Pick metrics, date ranges, and data blocks, then save or send the report.
Save frequently used layouts as templates so future reports only need refreshed metrics.
When to Use:
  • Track performance across units or organizations.
  • Share insights with stakeholders, such as investors or managers.
Learn More: See Reports Builder for details.

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Metrics

Metrics are the key numbers you track to measure performance across units and time periods. Features:
  • Define and group metrics (e.g., Revenue, EBITDA) for use in reports and data blocks.
  • Apply aggregation rules to ensure accurate rollups (e.g., exclude units without data for a period).
  • Configure metrics to align with your business needs.
When to Use:
  • Standardize performance indicators across locations.
  • Compare unit or organization-wide performance over time.
Keep metric names and formulas consistent so dashboards stay aligned across teams.
Example: Define a “Gross Margin %” metric to compare profitability across all stores in Q3 2025.

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Next Steps

  • Get Started: Learn the basics in Getting Started.
  • Connect Data: Set up data sources in Settings > Integrations.
  • Build a Report: Use the Reports Builder to create your first report.