> ## Documentation Index
> Fetch the complete documentation index at: https://docs.coverpanda.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Benchmarks

> Compare KPIs across units, brands, states, or tags for a selected month. Configure which metrics appear and insert comparisons into pages and reports.

## 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.

<DevOnly>\[Insert Screenshot of Benchmarks configuration]</DevOnly>

## Configure benchmark items

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

<Steps>
  <Step title="Open settings">Go to **Settings > Benchmarks**.</Step>
  <Step title="Add KPIs">Choose metrics to include (e.g., Revenue, Gross Margin %, Labor %).</Step>
  <Step title="Order">Drag to reorder how KPIs appear in the block.</Step>
</Steps>

Notes:

* Metrics must be QuickBooks-sourced
* Frequency is monthly; values are looked up by month

## Insert a Benchmarks block

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

<DevOnly>\[Insert Screenshot of Benchmarks block settings]</DevOnly>

<Steps>
  <Step title="Add block">Type “/benchmarks”.</Step>
  <Step title="Pick period">Select month and year.</Step>
  <Step title="Group by">Choose Unit, Brand, State, or Tag, then select a target.</Step>
  <Step title="Sync">Open the settings drawer and click **Sync** to snapshot results.</Step>
</Steps>

Rendering:

* A compact list or table with KPI labels and values
* Progress bars for percent metrics
* Last updated timestamp for visibility

## 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