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Done

Copilot Roadmap

Should be able to permission certain reports to specific users

In Review

Role Specific Reporting

Jake Quan

Integrate 5-Out DB in to your backend

Forward Looking AI Predictive Data

User

Ingest labor cost and scheduling data from Toast

Planned

Add Toast Labor Data

Toast sales category data should be available as a filter option <img data-width="100%" data-align="left" data-featurebase-content-key="67d9ec233e56fb9f1cc9db18/post/684890c6ec9579899410a47a/01975b75-1d21-71c5-a868-106908bc3ed9/b64u-aW1hZ2UucG5n.png" src="https://67d9ec233e56fb9f1cc9db18.featurebase-attachments.com/c/post/684890c6ec9579899410a47a/01975b75-1d21-71c5-a868-106908bc3ed9/b64u-aW1hZ2UucG5n.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260923T080000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260923%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=80b7fd21451e8d5954ab6ec885fdfa0030ad91fb65dd36a6e3610203cb4951f7" data-featurebase-content-filename="image.png">

Add Toast Category Data

I wanted to use this tool to build a segment of the users. This will only let me know how many people are in the segment.

Build a segment

Add in modifier info from Toast on menu items for orders

Completed

Menu Modifier Toast Data

Have copilot help you generate insight reports based on a variety of your sales, orders, and customer metrics. Have these insights delivered to your email on a repeated frequency.

Insight Reports

Creating the ability to add charts and visualizations from copilot chat queries to your own custom dashboards for easy access and reference.

Hang