Signal
Signal Export Checklist

Start with what you have.

Signal works in evidence levels. POS exports can support a fast operational scan. P&L records can support margin review. Vendor, ledger, inventory, and liability records can unlock deeper operating analysis.

Most operators complete this process in 15–30 minutes once exports are accessible.

You do not need perfect records to begin.Missing files do not make the review useless. Signal will simply show what your current files can support and what supplemental records would improve the review.

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Choose the checklist that matches your review

Each Signal review level uses different records. Start with the tier your current files can support.

Signal Scan

For POS-based sales and operations review.

RequiredHelpfulSupportsDoes not confirm
  • Sales by day/hour
  • Menu mix
  • Discounts & Voids
  • Comps & Refunds
  • Channel sales
  • Labor summary
  • Modifier sales
  • Delivery platforms
  • Merchant fee reports
  • Sales leaks
  • Discount/void patterns
  • Menu mix issues
  • Daypart inefficiencies
  • Check-average erosion
  • Full food cost
  • Vendor prices
  • Inventory variance
  • Debt pressure

Signal Audit

For comparing sales behavior against financial pressure.

RequiredHelpfulSupportsDoes not confirm
  • POS exports
  • Current P&L / income statement
  • Prior month P&L
  • Prior year P&L
  • Labor report
  • Delivery statements
  • Vendor invoices
  • Food/Labor cost pressure
  • Prime cost
  • Delivery fee impact
  • Operating expense creep
  • Sales vs profit mismatch
  • Transaction-level expense source
  • Duplicate/misclassified charges
  • Inventory waste
  • Debt/interest drag

Deep Diagnostic Review

For turnaround-style review, financial pressure, and deeper operating diagnosis.

Recommended RecordsSupports
  • POS exports & P&L
  • General ledger for reviewed month
  • Balance sheet
  • A/P aging & A/R summary
  • Credit card, debt, or loan statements
  • Vendor invoices & order history
  • Inventory counts & waste logs
  • Transaction-level expense tracing
  • Vendor cost changes
  • Liability & debt pressure
  • Cash-flow strain
  • Duplicate/misclassified expenses
  • Deeper operating pressure

How Supplemental Records Are Used

You can upload helpful context even if it is not required for your selected tier.

Supplemental records may improve confidence, explain patterns, or reveal where deeper analysis would be useful. The selected review tier determines how deeply those records are analyzed.

You are not charged more simply for uploading extra reports. Additional pricing applies only when the requested analysis expands beyond the selected review tier, review period, location count, or depth of review.

Example 1

Signal Scan

Extra file uploaded:
MarginEdge report
How Signal uses it:
Supplemental context only. It may help explain or flag margin questions, but Signal Scan remains a POS-based operational review.
Upgrade needed for:
Full COGS review, vendor cost tracing, recipe-cost analysis, inventory variance, or purchasing behavior review.
Example 2

Signal Audit

Extra file uploaded:
MarginEdge, Restaurant365, MarketMan, vendor summaries, or limited invoice samples
How Signal uses it:
Included as supporting margin context when relevant. These records may improve confidence and help explain cost pressure.
Upgrade needed for:
Line-by-line vendor audit, full inventory variance review, general ledger tracing, balance sheet review, A/P, A/R, debt, or liability analysis.
Example 3

Deep Diagnostic Review

Extra file uploaded:
General ledger, balance sheet, A/P, A/R, debt statements, vendor history, inventory, MarginEdge, Restaurant365, or MarketMan reports
How Signal uses it:
Analyzed according to the agreed scope.
Upgrade needed for:
Expanded locations, longer periods, additional entities, or analysis outside the original scope.

Where to Find These Reports

Toast

  • •Product mix
  • •Sales by hour/daypart
  • •Discounts
  • •Voids
  • •Comps
  • •Dining option / channel sales
  • •Labor, if enabled

QuickBooks / Xero

  • •Profit & Loss
  • •General Ledger
  • •Balance Sheet
  • •Accounts Payable
  • •Accounts Receivable

Restaurant365 / MarginEdge

  • •Purchase history
  • •Vendor invoices
  • •Inventory counts
  • •COGS reports
  • •Waste or variance reports, if available

Delivery Platforms

  • •Sales summaries
  • •Commission or fee statements
  • •Refunds / adjustments
  • •Packaging-related reports, if tracked

Not Sure What You Have?

That is normal. Many restaurants have the right records, but they are not always in one clean place. Upload what you can, and Signal will separate what is supported, partially supported, and not yet supported.

If you get stuck locating a report, Signal will help identify equivalent exports from your POS system.

Missing records do not make the review useless. They only limit what Signal can confirm.

Before You Upload

  • ✓ Use the same review period when possible.
  • ✓ Include the month or date range in file names if you can.
  • ✓ Export CSV or Excel when available.
  • ✓ PDFs are acceptable for financial statements and invoices.
  • ✓ Do not edit files manually unless you clearly note what was changed.
  • ✓ If you are unsure, upload the cleanest version you have.

What Signal Will Do With Your Files

Signal reviews the records provided, identifies which analysis domains are supported, and separates observed evidence from inferred patterns. The report will show what the files support, what they suggest, and what still needs operator context.

  • Map files to analysis domains
  • Identify supported and unsupported review areas
  • Surface patterns worth operator attention
  • Label findings by confidence and action risk
  • Show what to validate before major decisions

Ready to begin?

Start with the records you already have. Signal will show what they can support.

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