Portfolio Overview

Week of Feb 17, 2025 · Auto-refreshed Mon 8:05am
📅 Feb 21, 2025
Total Stores
8
All Wendy's · Southeast
Portfolio SOS
247s
Goal: <280s · 1 above 400s
Avg Labor vs Budget
+1.8%
$4,200/wk excess · 25% budget
Stores Needing Action
2 🔴
Grove City · Lancaster
📍 This Week's Identified Exposure
$6,080
Recoverable cost identified this week across 8 stores
⚠️ Labor Overrun
$4,200
+1.8pts avg over budget · 5 stores
⏱ SOS Revenue Leak
$1,400
Grove City 421s · Newark 245s · lost throughput
💸 Excess OT Premium
$480
76h OT above baseline · Grove City + Lancaster
Topline ROI
7.6×
$6,080/wk identified
vs $800/wk platform cost
Store Scorecard
All 8 locations · This week
W/E Feb 17
Store DM SOS Labor % vs Budget Void % OT Hrs Status
Westerville Marcus 187s 26.3% +2.3% 1.8% 28h Watch
Dublin Marcus 162s 23.1% -0.9% 0.9% 6h On Track
Grove City Marcus 421s 27.8% +3.8% 2.4% 41h Critical
Hilliard Sandra 198s 24.6% +0.6% 1.1% 12h Watch
Pickerington Sandra 175s 23.8% -0.2% 0.8% 8h On Track
Lancaster Sandra 312s 28.4% +4.4% 1.6% 35h Critical
Newark Sandra 245s 25.9% +1.9% 1.3% 19h Watch
Zanesville Marcus 278s 26.1% +2.1% 1.5% 22h Watch
Recent Alerts
Triggered this week
2 active
🔴
Grove City — SOS 421s
3rd consecutive week above threshold
2 days ago
🔴
Lancaster — Labor 28.4%
4.4pts over budget · unacknowledged
3 days ago
🟡
Westerville — OT Rising
28hrs this week, up from 14hrs
5 days ago
Dublin — SOS Improved
Down 18% vs prior week · 162s
5 days ago
👥 DM Accountability — This Week
District manager performance ranked by severity
2 DMs · 8 Stores
District Manager Stores Avg Labor vs Budget Total OT Avg SOS Alerts
Marcus
4 25.8% +1.8% 97h 262s 🚨 1 ⚠️ 2
Sandra
4 25.7% +1.7% 74h 233s 🚨 1 ⚠️ 2
📈 SOS Trend Report
Mon Feb 17, 8:00am
✅ Delivered to 3 recipients
📊 Ops Improvement
Mon Feb 17, 8:30am
✅ Delivered to 3 recipients
📦 Inventory Variance
Mon Feb 17, 1:30pm
✅ Delivered to 3 recipients
📋 GM Action Cards
Mon Feb 17, 7:00am
✅ Delivered to 8 GMs
Speed of Service — 8-Week Trend
All 8 stores · Drive-thru total time (seconds)
Jan 6 – Feb 17, 2025
🚨 Grove City has been above 400s for 3 consecutive weeks — up from 287s eight weeks ago. Lancaster crossed 300s for the first time this month. Dublin is your benchmark at 162s — the only store improving week-over-week.
Store-Level SOS Summary
Current week · vs prior week · 4-week avg
Store DM This Week Prior Week 4-Wk Avg Trend vs Goal (<280s)
WestervilleMarcus 187s194s191s ↓ -3.6% ✅ Under Wendy's target
DublinMarcus 162s197s198s ↓ -17.8% ✅ Under Wendy's target
Grove CityMarcus 421s408s381s ↑ +3.2% 🔴 +141s over
HilliardSandra 198s205s203s ↓ -3.4% ✅ Under Wendy's target
PickeringtonSandra 175s178s181s ↓ -1.7% ✅ Under Wendy's target
LancasterSandra 312s278s261s ↑ +12.2% 🔴 +32s over
NewarkSandra 245s251s249s ↓ -2.4% ✅ Under Wendy's target
ZanesvilleMarcus 278s265s270s ↑ +4.9% 🟡 +2s over Wendy's target
Weekly Ops Improvement Report
Auto-generated by Topline · Delivered Mon Feb 17, 8:30am
📬 Sent to: mike@summitwendys.com, marcus@summitwendys.com, sandra@summitwendys.com
Portfolio Health Summary
Portfolio SOS
247s
Goal <280s · 2 stores above threshold
Avg Labor vs Budget
+1.8%
~$4,200/wk excess across portfolio
Store Health Split
●● ●●●● ●●
2 green · 4 yellow · 2 red
Top 3 Issues This Week
🔴
Issue #1 — Grove City: Drive-Thru SOS Critical (421s)
3rd consecutive week
SOS has trended from 287s (8 weeks ago) to 421s — a 47% increase. Likely driven by understaffing at the drive-thru window during lunch and dinner dayparts. High void rate (2.4%) suggests order accuracy issues causing remakes that extend car times. Possibly compounded by grill positioning / pre-build deficiencies.
  • Add a dedicated window person during 11am–2pm and 5pm–8pm shifts this week. Confirm schedule change by EOD Monday.
  • Pull and review the void report — if void rate exceeds 2.0%, conduct a 30-minute order accuracy refresher with the window crew before the next lunch rush.
🔴
Issue #2 — Lancaster: Labor 3.4pts Over Budget (28.4%)
2nd consecutive week
Labor has been running 28%+ for two consecutive weeks against a 25% budget. With 35 hours of overtime logged, it is likely the schedule was not adjusted when sales came in below projection mid-week. Possibly a new schedule template issue, or a crew member approved for extra hours without manager override.
  • GM should audit current week schedule and identify any employee projected to cross 40 hours — cut those shifts immediately unless shift coverage is unavailable.
  • Implement a daily 2pm labor check: if sales are tracking below projection, send one team member home. This alone should recover 0.5–1.0% labor each occurrence.
🟡
Issue #3 — Westerville: Overtime Hours Rising (28hrs)
Escalating
Overtime at Westerville jumped from 14hrs last week to 28hrs — a doubling in one week. This is likely from one or two individuals being held over for coverage gaps. Labor is 26.3%, already 1.3pts over budget. If OT continues at this pace, Westerville will cross into red territory next week.
  • Marcus should review the Westerville schedule Monday morning and identify which employees are driving OT. Coach the GM to use part-time availability for coverage gaps rather than holding over full-time staff.
  • Set a hard cap on OT approvals — no employee over 38 hours without DM approval this week.

DM Accountability Snapshot
📍 Marcus — District Manager
2 red stores  2 yellow stores
Grove City — SOS 421sCritical
Westerville — OT 28hrsWatch
Zanesville — SOS 278sWatch
Dublin — SOS 162sOn Track ✅
📝 Action logged on Grove City (3 days ago). Westerville and Zanesville pending acknowledgment.
📍 Sandra — District Manager
1 red store  2 yellow stores
Lancaster — Labor 28.4%Critical
Newark — SOS 245sWatch
Hilliard — Labor +0.6%Watch
Pickerington — SOS 175sOn Track ✅
🚨 No action logged on Lancaster. Alert unacknowledged for 3 days.
Inventory Variance Report
Week of Feb 17, 2025 · vs theoretical usage
W/E Feb 17
📦 Grove City shows a 4.1% beef variance — the highest in the portfolio and consistent with high void rates. Lancaster has elevated cheese variance at 3.2%. All other stores within normal range (<2%).
Ground Beef — Grove City
+4.1% var
Theoretical: 142 lbs · Actual: 147.8 lbs
Cheese Blend — Lancaster
+3.2% var
Theoretical: 68 lbs · Actual: 70.2 lbs
Burger Buns — Westerville
+1.9% var
Theoretical: 840 units · Actual: 856 units
Ground Beef — Dublin
+0.4% var
Theoretical: 138 lbs · Actual: 138.6 lbs
Chili — Newark
+0.8% var
Theoretical: 44 lbs · Actual: 44.4 lbs
Ground Beef — Pickerington
+0.3% var
Theoretical: 129 lbs · Actual: 129.4 lbs
Portfolio Variance by Category
All 8 stores combined · This week
ItemPortfolio TheoreticalPortfolio ActualVariance$ ImpactStatus
Ground Beef1,102 lbs1,128 lbs+2.4%+$78Watch
Cheese Blend524 lbs542 lbs+3.4%+$54Watch
Burger Buns (all)6,840 units6,961 units+1.8%+$18Normal
Chili348 lbs352 lbs+1.1%+$12Normal
Frosty Mix218 lbs221 lbs+1.4%+$9Normal
GM Action Cards
Delivered Mon Feb 17, 7:00am · Personalized for each GM
2 critical
💡 How it works: Every Monday at 7am, each GM receives a personalized action card in their inbox — written in plain language, with specific steps to fix what's broken and acknowledge what's working.
🔴 Grove City — GM Action Card
DM: Marcus · Week of Feb 17, 2025
Critical
🔴 SOS: 421 seconds (Goal: <280s)
  1. Walk your drive-thru at 11:30am today. You need 2 people at the window during lunch — one to take payment, one to hand off food.
  2. Pull your void report. If it's over 2%, order accuracy is causing remakes that kill your time. Do a 10-minute accuracy huddle before the rush.
  3. Check grill positioning at 10:45am — make sure you're pre-building Dave's Classic and Spicy Chicken Sandwiches before the line hits.
✅ Fixed when: SOS trending down below 350s by Friday, target 280s by end of month
🔴 Labor: 27.8% (Budget: 25%)
  1. Pull your schedule right now. Anyone projected to cross 40 hours this week — cut a shift today or tomorrow.
  2. If your sales are under projection by 2pm today, send one crew member home early. Every hour counts toward your labor %.
✅ Fixed when: Labor under 26% by end of week
✅ What's Working: Breakfast Daypart

Your breakfast daypart is up 12% vs last month — that's real growth. Keep that morning team together and recognize them this week. This is what good looks like.

🔴 Lancaster — GM Action Card
DM: Sandra · Week of Feb 17, 2025
Critical
🔴 Labor: 28.4% (Budget: 25%)
  1. You have 35 hours of overtime logged this week. That's 5 people over 40 hours — find out who and why. Talk to Sandra today.
  2. Start doing a daily 2pm check: what's your projected labor % for the day? If you're tracking above 25%, cut one person early. Make it a habit.
  3. Review your template schedule — something is consistently off. Request a schedule audit with Sandra this week.
✅ Fixed when: Labor under 26% this week, under 25% next week
🟡 SOS: 312 seconds (Goal: <280s)
  1. SOS crossed 300s this month for the first time — this is a warning sign. Make sure your peak-hour staffing plan has coverage at both the order board and the window simultaneously.
  2. Time 5 cars at the window between 12pm–1pm today and log the results. Identify the biggest time sink — is it payment, bagging, or waiting on food?
✅ Fixed when: SOS back under 280s by end of week
✅ What's Working: Low Void Rate

Your void rate is 1.6% — under the 2% threshold. Order accuracy is good. That tells us the SOS issue is staffing/speed, not accuracy. Good foundation to build on.

Other Store Cards — This Week
Westerville
🟡 Watch · DM: Marcus
Dublin
✅ On Track · DM: Marcus
Hilliard
🟡 Watch · DM: Sandra
Pickerington
✅ On Track · DM: Sandra
Newark
🟡 Watch · DM: Sandra
Zanesville
🟡 Watch · DM: Marcus
Active Alerts
2 unresolved · Auto-triggered by Topline thresholds
2 active
🔴
Grove City — SOS Critical
421s this week · Threshold: 300s · 3rd consecutive week above limit
Pending
Current SOS
421 seconds
Assigned To
Marcus (DM)
Triggered
Feb 15, 2025
Weeks Above Threshold
3 weeks
Prior Week SOS
408s
Next Check
Mon Feb 24
Action Log
Marcus logged: "Scheduling extra window person for lunch and dinner this week"  ·  Feb 18, 9:14am (3 days ago)
🔴
Lancaster — Labor Over Budget
28.4% labor this week · 3.4pts over 25% budget · 2nd consecutive week
Unacknowledged
Labor %
28.4%
Assigned To
Sandra (DM)
Triggered
Feb 14, 2025
pts Over Budget
+4.4 pts
Weekly $ Impact
~$1,100
Weeks Over Budget
2 weeks
🚨 No action has been logged. Sandra has not acknowledged this alert. Topline will escalate to Mike Chen on Monday if unresolved.
Settings
Manage reports, alerts, and team access
Report Schedule
All reports delivered via email. SMS available on Pro plan.
📈 SOS Trend Report
Store-by-store speed of service trends with 8-week chart
mike@summitwendys.com marcus@summitwendys.com sandra@summitwendys.com + Add
📊 Ops Improvement Report
Top issues, root causes, and prescribed actions for each store
mike@summitwendys.com marcus@summitwendys.com sandra@summitwendys.com + Add
📦 Inventory Variance Report
Theoretical vs actual usage by item and store
mike@summitwendys.com marcus@summitwendys.com sandra@summitwendys.com + Add
📋 GM Action Cards
Personalized weekly action card sent directly to each GM's inbox
8 GMs (all stores) + Add GM
Alert Thresholds
Topline sends an alert when any store crosses these thresholds
⏱️ SOS Threshold
Alert when any store's weekly average exceeds this · Wendy's franchise target: 280s
seconds
💰 Labor Over Budget
Alert when a store's labor % exceeds budget by this amount
% over
🧾 Void Rate
Alert when a store's void % exceeds this threshold
%
🕐 Overtime Hours
Alert when any store logs more than this per week
hrs/week
📬 Alert Delivery
Where alerts are sent when thresholds are triggered
Email
SMS PRO
Team Members
Who receives reports and can log alert responses
Name Role Reports Received Last Login
MC
Mike Chen
mike@summitwendys.com
Owner / Operator All reports Today
SD
Sandra Davis
sandra@summitwendys.com
District Manager DM reports · Action alerts Yesterday
MT
Marcus Thompson
marcus@summitwendys.com
District Manager DM reports · Action alerts 2 days ago