Getting Started Guide

Your Journey with Sundae

Six steps from free benchmarking to complete operational intelligence. Start small, scale at your pace.

Most operators start with Report Lite (free forever), prove the value, then expand. You control the timeline.

The Sundae Journey: 6 Steps

From free benchmarking to enterprise intelligence

1

Start Free (Report Lite)

Prove the value. Pay nothing.

Upload your POS data and get instant benchmarking. No credit card required. See where you stand against similar restaurants within minutes.

What You'll Do:

  • Upload POS data (CSV format)
  • Instant benchmark against peers
  • Identify top 3 opportunities
  • Build internal business case

Timeline

Instant

2

Understand Your Baseline

See where you stand vs peers.

Use Report Lite to understand your performance across 5 core metrics. Compare against restaurants like yours. Build the case for deeper intelligence.

What You'll Do:

  • Benchmark sales per square foot
  • Compare labor cost % to peers
  • Identify margin opportunities
  • Share insights with leadership

Timeline

1-2 weeks to build case

3

Decide Upgrade Path

Report Plus/Pro or Core?

Once you've proven the value with Report Lite, choose your upgrade path based on speed and depth needs.

What You'll Do:

  • Need AI-powered insights? → Report Plus/Pro
  • Need operational speed? → Core
  • Daily reports sufficient? → Report Plus/Pro
  • 10+ locations? → Core

Timeline

Report Plus/Pro: 1-2 days | Core: 1-2 weeks

4

Add Modules (Optional)

Go deeper where it matters most.

Choose specialized modules based on your biggest operational pain points. Requires Core tier for real-time specialized intelligence.

What You'll Do:

  • High labor cost? → Labor Intelligence
  • High food cost/waste? → Inventory Intelligence
  • Complex vendors? → Purchasing Intelligence
  • Heavy marketing? → Marketing Intelligence
  • Reservation-driven? → Reservations Intelligence

Timeline

1-2 weeks per module

5

Consider Watchtower (Optional)

Add external intelligence.

See what's happening outside your four walls. Track competitors, predict demand from events, and understand market dynamics.

What You'll Do:

  • Track up to 10 competitors per location
  • Monitor pricing & promotions
  • Predict demand from weather/events
  • Strategic market intelligence

Timeline

1 week setup

6

Scale to Enterprise

100+ locations or custom needs.

Custom refresh frequency, unlimited AI credits, white-label options, SSO, dedicated CSM, and 24/7 support with custom SLAs.

What You'll Do:

  • Custom refresh frequency
  • Unlimited AI credits & dashboards
  • White-label & SSO
  • Dedicated customer success manager
  • 24/7 support with custom SLAs

Timeline

2-4 weeks (custom implementation)

Implementation Timelines

How long does each tier take to implement?

Report Lite

Instant

Upload CSV, get benchmark immediately

Report Plus/Pro

1-2 Days

AI parsing setup & integration

Core Lite/Pro

1-2 Weeks

POS integration & real-time setup

Enterprise

2-4 Weeks

Custom implementation & training

No Forced Timelines

Start with Report Lite today. Upgrade to Report Plus/Pro next month. Add Core in Q3. Scale to Enterprise in Q4. You control the pace based on your priorities and budget.

Common Journeys

How do operators typically progress through Sundae?

1-5 Location Operator

1

Start with Report Lite (free)

2

Upgrade to Report Plus for AI insights

3

Consider Core when scaling to 10+ locations

10-50 Location Operator

1

Start with Core Lite for real-time ops

2

Add 1-2 modules (Labor, Inventory)

3

Add Watchtower for market intelligence

100+ Location Enterprise

1

Start with Enterprise tier

2

Full module suite + Watchtower

3

Custom integrations & white-label

Ready to Start Your Journey?

Begin with Report Lite (free forever) or calculate your custom path with the pricing calculator.

Start Free

Report Lite, no credit card

Calculate Your Path

Interactive pricing calculator

Talk to an Expert

Custom recommendations