Turn Data into Decisions

Running a business without data is like driving blind. Yet many small business owners still rely on gut instinct or outdated spreadsheets to make key decisions about pricing, purchasing, and growth. That’s why we built SuccessPath Analytics & Reporting — to give you real-time visibility into what’s working, what’s not, and where you can improve.

With visual dashboards, smart insights, and AI-driven forecasting, SuccessPath transforms your daily operations into clear, actionable intelligence.

What Is Analytics & Reporting?

SuccessPath Analytics & Reporting is a real-time business intelligence tool built into your ERP + eCommerce platform. It pulls together data from across your operations — sales, inventory, purchasing, and customer behavior — and presents it in clean dashboards and customizable reports you can actually use.

Instead of juggling disconnected systems or waiting on reports from others, you get answers instantly — right when you need them.

Key Features

1. Real-Time Dashboards

See your sales, costs, orders, margins, and inventory levels update in real time. Track performance by day, week, product, or location — all from one view.

2. Visual Sales & Cost Reports

Analyze which products or menu items generate the most profit, and which are dragging down margins. Drill into item-level costs with live ingredient or component pricing.

3. COGS & Margin Tracking

Monitor your cost of goods sold and set margin goals. Know your actual profit per item, not just what you expected when you set the price.

4. Vendor & Supplier Insights

Compare pricing trends, delivery accuracy, and fulfillment speed across your vendors. Identify who deserves more volume — and who needs review.

5. Waste & Usage Trends

Track inventory usage, spoilage, and waste over time. Adjust reorder points and portioning practices to improve efficiency and reduce loss.

6. Location Comparisons

Running multiple stores? Compare performance across all units — by revenue, cost, order volume, waste rate, or employee activity — and standardize what works.

7. Forecasting & Planning

SuccessPath uses AI to spot trends, seasonality, and historical demand to predict your future needs. Prep smarter and plan ahead with more confidence.

8. Export & Sync Options

Download reports to Excel or PDF, or sync them to your accounting tools or business dashboard systems for even deeper analysis.

Who It’s For

• Restaurant owners needing live insights on food cost and menu profitability
• Retail managers tracking best-selling items and reorder cycles
• Business operators looking to benchmark performance across stores
• Founders & finance teams who want fast, visual summaries — not raw data dumps

The Business Impact

With Analytics & Reporting, you don’t just get numbers — you get clarity. You can act faster, spend smarter, and grow with confidence knowing your decisions are backed by real, accurate data.