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Overview

Benchmarks let you compare key metrics across your portfolio for a specific period. Configure the set of KPIs once, then insert a Benchmarks block in the Doc Editor to render comparisons.

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Configure benchmark items

Select which metrics are included in benchmark comparisons. Only QuickBooks-backed metrics are supported.
1

Open settings

Go to Settings > Benchmarks.
2

Add KPIs

Choose metrics to include (e.g., Revenue, Gross Margin %, Labor %).
3

Order

Drag to reorder how KPIs appear in the block.
Notes:
  • Metrics must be QuickBooks-sourced
  • Frequency is monthly; values are looked up by month

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Insert a Benchmarks block

Use the Doc Editor to add a Benchmarks block to a page or report.
1

Add block

Type “/benchmarks”.
2

Pick period

Select month and year.
3

Group by

Choose Unit, Brand, State, or Tag, then select a target.
4

Sync

Open the settings drawer and click Sync to snapshot results.
Rendering:
  • A compact list or table with KPI labels and values
  • Progress bars for percent metrics
  • Last updated timestamp for visibility

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Data conventions

  • Exclude units without data for the selected month from averages
  • Use standardized metrics to avoid name mismatches
  • Bank/POS overlays are planned for future comparisons