Resturant management

Is anyone using Smartsheet to run a restaurant financial management? And other related topics

I am thinking to utilize smartsheet for cost management, revenue, inventory, assets management.

Any thoughts where to start? I have a background in using Smartsheet to develop templates and use reports to form numerical conclusions as well as to create metrics to use on an overview on dashboard with key highlights.

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Will.Parente

Simplest answer… this won't be simple.

To start though, I would use some type of way to identify the data you will need. If you already have a quickbooks or something then you'll have 90% of your answers. Once you have ID'd the data elements think about what you WANT your solution to do. Is this simply a place to store data? Do you want to tie out to other sheets? Other functions? Who will use your solution? Do you want reports?

After you have those details you can determine if you want one large sheet to track everything that is populated by form, dynamic view, report, or manual entry. You can determine if you need multiple sheets with automations/cell links/formulas/etc. Or, you could realize the effort isn't worth the ask.

Let me know if I can provide any more support.

nancydavidson

I’ve seen Smartsheet used in restaurant operations with good results, but the success usually depends on how well the setup mirrors real-world workflows. For financial management, a solid approach is to first separate costs into clear categories, labor, inventory, fixed expenses, and vendor payments, then connect those sheets back to a central dashboard for visibility. Since you already have reporting and template experience, you can build automation rules to flag variances in food cost percentages or alert when inventory falls below a set threshold.

Something else worth considering is pairing your Smartsheet setup with tools that simplify inventory and supply tracking. For example, RHQ Store ( https://rhqstore.com/) provides resources and solutions focused on restaurant operations, which can help fill gaps Smartsheet doesn’t cover natively, especially when it comes to streamlining procurement or managing kitchen assets.

A good first step might be to start small, build a sheet focused only on weekly cost of goods sold, then expand into payroll and assets once you’re comfortable with the flow. That way you can test the reporting and automations without being overwhelmed by too many moving parts at once.

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