Learn the secret ingredient that successful restaurant operators use to manage their FOH staff in less time with better results. Find out the most time-consuming mistakes and most profitable fixes to see better performance from all of your servers that make a real difference for your bottom line. Learn about the latest restaurant technology helping owners and operators manage their businesses more efficiently and how you can implement the same tools into your operation.

1. WHAT YOU
DON’T KNOW
ABOUT YOUR
SERVERS...

2. 901 3320 29 03
His food is good, but service could be better. Sales are starting to lag and Ron is worried.
MEET RON, HE RUNS A RESTAURANT.
“Burger was great. Service was meh”

3. 901 3320 29 03
Ron spends a lot of time and money on staff, but can’t tell what’s working and what’s not.
WORKING HARDER NOT SMARTER

4. OPERATIONS
Sales
Menu
Servers
MARKETING
Customers
Reviews
Calendar & Events
Loyalty Program
best wine sales
avg. sale: $51.23 avg. Turn time: 1h
901 3320 29 03
With more actionable insights managing servers to greater profits in less time is simple.
5 SIGNS RON (& YOU) NEED A NEW APPROACH

5. Just wanting your servers to work “faster” or
sell “more” isn’t a clear enough goal. Use in-
sights to set expectations so servers and
managers know what success looks like
shift by shift.
1. YOU DON’T HAVE CLEAR GOALS
FOR YOUR TEAM
Search Cactus Grill 125 Dorrance St., Providence, RI
ScorecardScorecard
Server Bridget D.
History
Recent 4 Weeks
STRENGTHS OPPORTUNITIES
Sales per cover
15.23 avg sales per cover
Only comparing breakfast, lunch and dinner shifts that match shifts that Bridget worked.
Entrees, drinks and wine. Dessert and apps
About
Edit Share
Providence, RI
Bridget D.
901 3320 29 03

6. Don’t waste time coaching on things that
don’t affect your bottom line. Use insights
to understand what makes your current
servers successful, then train your new
hires on the most important skills first.
2. YOU SPEND TIME ON TRAINING,
BUT DON’T SEE RESULTS
901 3320 29 03

7. Search Cactus Grill 125 Dorrance St., Providence, RI
Overview
OPERATIONS
Scorecard
Server Performance Last Week
Sales per Cover
CUSTOMER RETENTION
2
1
3
901 3320 29 03
3. YOU DON’T KNOW HOW
YOUR STAFF RANKS
Without a clear way to track server perfor-
mance, you have no idea how your team
stacks up in important skill areas like turn
time or average ticket. Use data to rank your
servers based on performance in key areas.

8. +$20 -$37
901 3320 29 03
It’s easy to see who’s making you money.
You can add up those receipts, but what
about the sales you’re losing to low
performing staff? Use data to see how serv-
ers’ challenges are hurting your sales.
4. YOU CAN’T TELL HOW MUCH $$ YOU’RE
LOSING TO LOW PERFORMANCE

9. 901 3320 29 03
You know you need to motivate your serv-
ers, but figuring out how can be hard. Use
data to track your team’s response to differ-
ent motivators, then do more of what works
and ditch what doesn’t.
5. YOU’RE NOT SURE HOW TO
MOTIVATE YOUR TEAM

10. THEN RON GOT SMART AND GOT UPSERVE.
With the data he needed at his fingertips, service turned around and sales picked up.
He got so busy he had to hire more servers.
901 3320 29 03

11. 901 3320 29 03
MEET RON’S NEWEST SERVER, BRIDGET!
Now that Ron has the data he needs to manage servers better
let’s see how Upserve sets Bridget on the fast-track to
success.

12. CONTACT US
members@swipely.com
1-888-SWIPELY
Search Cactus Grill 125 Dorrance St., Providence, RI
Overview
OPERATIONS
Sales
Menu
Servers
MARKETING
Customers
Reviews
Calendar & Events
Loyalty Program
FINANCIALS
Batches & Deposits
Payment Fees
Transaction Search
Date
Apr 13, 2014
Apr 14, 2014
Apr 15, 2014
Apr 16, 2014
Apr 17, 2014
Apr 18, 2014
Apr 19, 2014
Apr 20, 2014
Apr 21, 2014
Apr 22, 2014
216
161
139
132
213
226
202
203
210
187
Visits
8,465.41
6,308.01
4,776.86
4,695.82
5,586.12
7,261.77
8,208.84
6,423.56
7,176.21
7,918.49
Sales ($)
40.67
41.38
38.26
40.89
30.46
37.30
45.10
37.57
37.60
43.42
Average sale ($) New ($)
5,591.93
4,743.61
2,584.65
2,618.97
3,608.66
5,105.42
5,335.58
3,752.15
4,414.76
4,951.55
Repeat ($)
2,882.48
1,564.40
2,192.21
2,076.85
1,977.46
2,156.35
2,873.26
2,671.41
2,761.45
2,966.94
How are my sales doing? COMPARE TO Past PeriodClear Comparison
$10k
$5k
13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 1 2 3 4 5 6 7 8
$159,497.53 total sales 3,627 visits $43.97 average sale - $0.46- 35+ 14k
New Customer
Return Customer
Previous PeriodTue, Apr 20th
$6,423 + $394.98
Join us for wine tasting!
posted at 12:15pm
Sales Last 4 Weeks
Summary Time of day Day of week New vs repeat sales
Batches & Deposits
Payment Fees
Transaction Search
CONTACT US
members@swipely.com
1-888-SWIPELY
Sales trends are a great place to start when setting
goals for your team.
Ron keeps an eye on sales trends so he can set more specific
goals for his team. By giving Bridget a sales target to strive for,
Ron can easily see if she’s staying on track shift by shift.
1. SET GOALS FROM DAY ONE

13. Mar 2 - 8
Feb 23 - Mar 1
Feb 16 - 22
Feb 9 - 15
Top 20%
$18.21
$16.15
$17.44
$15.72
$14.46
30%
20%
10%
Feb 16 - 22 Feb 23 - Mar 1 Mar 2 - 8Feb 9 -15
Top 20% avg tipBridgets avg tip
22%
Tips
avg tip
Turn time
Feb 16 - 22 Feb 23 - Mar 1 Mar 2 - 8Feb 9 -15
1h 22m avg turn time
Average turn timeBridgets avg turn time
SHIFTS
(401) 321-1432
Breakfast
Lunch
Dinner
14
24
22
Time of day Shifts worked
NOTES
Bridget crushed it last night! She showed a lot of
patience and productivity
Show all 6 notes
Show other comparable servers
Created by susan@cactugrill.com
Feb 7, 2014 8:47pm
Bridget was late. Gave her a second warning.
Created by shell@cactugrill.com
Feb 7, 2014 8:47pm
Write a note...
Slow
Fast
901 3320 29 03
Bridget was struggling with turn time, but it looks
like Ron’s training is paying off and her numbers
are moving in the right direction!
No more one size fits all training, Ron gets a detailed view of
Bridget’s performance, to see where she needs help. Then he
focuses training where she needs it most to boost sales and tips.
2. CUSTOMIZEABLE TRAINING

14. CONTACT US
members@swipely.com
1-888-SWIPELY
Search Cactus Grill 125 Dorrance St., Providence, RI
Overview
OPERATIONS
Sales
Menu
Servers
MARKETING
Customers
Reviews
Calendar & Events
Loyalty Program
FINANCIALS
Batches & Deposits
Payment Fees
Transaction Search
Scorecard
Server Performance
$14.32
Which server sells the most per cover?
sales per cover average FILTER BY Weekday lunch shift All items
Server Tickets Sales per cover ($)Covers Sales ($)Turn time Lost ($)Tips (%)
106
95
61
92
95
48
19.27
18.64
17.41
13.75
13.72
14.57
8,151.21
7,045.92
4,265.45
5,087.50
5,227.32
2,724.59
423
378
245
370
381
187
40m
39m
41m
44m
32m
38m
Retention (%)
21
22
19
15
18
17
22
17
19
21
18
20
Matthew H.
Sean D.
Average
David B.
Claire A.
Mike P.
Laura T.
$5 $10 $15 $20
Entrees
Apps
Alcoholic drinks
Non-alcoholic...
Desserts
Show 3 more
Matthew H
David B
Sean D
Claire A.
Mike P
Laura T.
Average
Last Week
Sales per Cover
78.50
28.80
145.24
Show all servers
Sean D.
$14.15
$3.13
$3.73
$1.40
$2.01
Food
Apps
Alcoholic drinks
Non-alcoholic...
Desserts
$17.41
Average 14.3219 5,416.8236m1936691
Clear Filters
CONTACT US
members@swipely.com
1-888-SWIPELY
Search Cactus Grill 125 Dorrance St., Providence, RI
Overview
OPERATIONS
Sales
Menu
Servers
MARKETING
Customers
Reviews
Calendar & Events
Loyalty Program
FINANCIALS
Batches & Deposits
Payment Fees
Transaction Search
Scorecard
Server Performance
$14.32
Which server sells the most per cover?
sales per cover average FILTER BY Weekday lunch shift All items
Server Tickets Sales per cover ($)Covers Sales ($)Turn time Lost ($)Tips (%)
106
95
61
92
95
48
19.27
18.64
17.41
13.75
13.72
14.57
8,151.21
7,045.92
4,265.45
5,087.50
5,227.32
2,724.59
423
378
245
370
381
187
40m
39m
41m
44m
32m
38m
Retention (%)
21
22
19
15
18
17
22
17
19
21
18
20
Matthew H.
Sean D.
Average
David B.
Bridget D.
Mike P.
Laura T.
$5 $10 $15 $20
Entrees
Apps
Alcoholic drinks
Non-alcoholic...
Desserts
Show 3 more
Matthew H
David B
Sean D
Bridget D.
Mike P
Laura T.
Average
Last Week
Sales per Cover
78.50
28.80
145.24
Show all servers
Bridget D.
$14.15
$3.13
$3.73
$1.40
$2.01
Food
Apps
Alcoholic drinks
Non-alcoholic...
Desserts
$17.41
Average 14.3219 5,416.8236m1936691
Clear Filters
It’s easy for Ron to see how Bridget ranks among all of his servers.
Our leaderboard shows how top performers sell across different
section sof the menu, and who’s falling below the average.
Is Bridget only working lunches to start?
No problem, Ron can segment by shifts
to compare apples to apples.
3. CLEAR STAFF RANKINGS

15. CONTACT US
members@swipely.com
1-888-SWIPELY
Menu
Servers
MARKETING
Customers
Reviews
Calendar & Events
Loyalty Program
FINANCIALS
Batches & Deposits
Payment Fees
Transaction Search
$14.32
Which server sells the most per cover?
sales per cover average FILTER BY Weekday lunch shift All items
Server Tickets Sales per cover ($)Covers Sales ($)Turn time Lost ($)Tips (%)
106
95
61
92
95
48
19.27
18.64
17.41
13.75
13.72
14.57
8,151.21
7,045.92
4,265.45
5,087.50
5,227.32
2,724.59
423
378
245
370
381
187
40m
39m
41m
44m
32m
38m
Retention (%)
21
22
19
15
18
17
22
17
19
21
18
20
Matthew H.
Sean D.
Average
David B.
Bridget D.
Mike P.
Laura T.
$5 $10 $15 $20
Entrees
Apps
Alcoholic drinks
Non-alcoholic...
Desserts
Show 3 more
Matthew H
David B
Sean D
Bridget D.
Mike P
Laura T.
Average
78.50
28.80
145.24
Show all servers
Average 14.3219 5,416.8236m1936691
Clear Filters
See how Bridget ranks across different categories, and what
her below average performance is costing the restaurant.
With this grid view, Ron sees exactly how server performance im-
pacts sales. We do the math for him, calculating lost sales so he can
see exactly how much server improvement is worth to his business.
4. SEE WHAT YOU COULD BE MAKING
+$20
901 3320 29 03

16. Search Cactus Grill 125 Dorrance St., Providence, RI
ScorecardScorecard
Server Bridget D.
History
OPERATIONS
Sales
Menu
Servers
MARKETING
Customers
Reviews
Calendar & Events
Loyalty Program
FINANCIALS
Batches & Deposits
Payment Fees
Transaction Search
CONTACT US
members@swipely.com
1-888-SWIPELY
Recent 4 Weeks
STRENGTHS OPPORTUNITIES
Sales per cover
15.23 avg sales per cover
Mar 2 - 8
Feb 23 - Mar 1
Feb 16 - 22
Feb 9 - 15
Top 20%
Sales per coverDate
$18.21
$16.15
$17.44
$15.72
$14.46
30%
Top 20% avg tipBridgets avg tip
22%
Tips
avg tip
Only comparing breakfast, lunch and dinner shifts that match shifts that Bridget worked.
Entrees, drinks and wine. Dessert and apps
Turn time
Feb 16 - 22 Feb 23 - Mar 1 Mar 2 - 8Feb 9 -15
1h 22m avg turn time
Average turn timeBridgets avg turn time
Drinks Wine Dessert AppsEntrees (+5)
About
SHIFTS
Edit Share
Providence, RI
Bridget@CactusGrill.com
(401) 321-1432
Bridget D.
Breakfast
Lunch
Dinner
14
24
22
Time of day Shifts worked
NOTES
Bridget crushed it last night! She showed a lot of
patience and productivity
Show all 6 notes
Show other comparable servers
Created by susan@cactugrill.com
Feb 7, 2014 8:47pm
Bridget was late. Gave her a second warning.
Created by shell@cactugrill.com
Feb 7, 2014 8:47pm
Write a note...
Slow
Fast
Ron sees what keeps Bridget motivated by watching for improve-
ments week to week. Something not working? He can 86 it and try
something else.
5. MEASURE MOTIVATION
Swipely tracks her performance week to week
and gives suggestions for where Bridget can
stand to improve.

17. Thousands of merchants use Upserve to simplify operations and grow sales.
Learn how chef & owner Andy Husbands uses Upserve to run one of Boston’s most popular restaurants
RON’S IN GOOD COMPANY...

18. SCHEDULE YOUR ONLINE DEMO
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