Send what you have.
Start with sales and cost exports. We identify any missing information before agreeing on the analysis and delivery date.
View the simple data checklist ↗FOR RESTAURANT & RETAIL OWNERS
Know what to buy,
what to cut,
and what to reprice.
Turn your sales, costs and inventory into a clear monthly action plan. See where stock ties up cash, where margins are slipping, and what deserves your attention next.
No commitment. No exports needed for the first call.
FROM DATA TO DECISIONSIllustrative sample
Sales are up.
Margin needs attention.
$84,210July sales+6.4% vs. June
61.2%Gross margin−1.8 points vs. June
01
Review low-volume itemsCheck demand and ingredient use before the next order.
02
Check recipe costsConfirm margin pressure before testing a new price.
Fictional restaurant data. Not client results.Read the full sample ↗
START WITH EXPORTS YOU ALREADY HAVE
Toast · Square · Clover · Shopify · QuickBooks · Excel
No new POS. No software migration.FREE TOOL · FIVE QUICK QUESTIONS
Not ready for a call?
Start with your numbers.
Get an illustrative inventory and pricing estimate right here. No email, exports or booking required.
How ClearIndex labels sales velocity
| Velocity vs. trailing average | Flag |
|---|---|
| 40%+ below (≤ −40%) | Slow Mover |
| 20–39% below | Slowing |
| −19% to +9% | Steady |
| 10%+ above | Rising |
Change = (current sales velocity ÷ trailing average − 1) × 100. Compare equivalent periods. For decimal changes, Slowing is above −40% through −20%; Steady is above −20% and below +10%. A zero or missing average cannot support a percentage flag.
A velocity flag describes a sales trend, not stock age or a proven need to discontinue an item.
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A CLEAR MONTHLY PROCESS
You run the business.
We make the numbers useful.
Less time sorting spreadsheets. A focused list of decisions you can bring to your next order, pricing review or team meeting.
See what needs attention.
Get a monthly report with margin trends, slow-mover flags, and pricing and purchasing recommendations grounded in your records.
Choose the next moves.
Use your written action plan. Growth and Pro also include a monthly 30-minute live review to set priorities and assign next steps.
SEE WHAT YOU'RE BUYING
A report that ends
with a next step.
This restaurant example shows how ClearIndex turns a month of figures into a practical conversation about stock, pricing and priorities.
- The important findings, first. A one-page summary with clear actions and owners.
- The reasoning behind each flag. Supporting figures, supplier trends and assumptions.
- A realistic view of the opportunity. Stock value, potential cash recovery and recurring changes shown separately.
- Included with Growth: a 30-minute live review and action planning.
Illustrative sample with fictional business data. No email required. Estimates are not guaranteed results.
Want this clarity for your business?Book your free call ↗
WHO WE WORK WITH
For businesses where
every item affects the margin.
Restaurants & food service
Review menu profitability, ingredient costs, waste signals and purchasing priorities.
Retail & product businesses
Review slow-moving SKUs, pricing drift, inventory value and changing demand.
Multiple locations
Compare performance across sites and give each manager a focused action list.
Retail includes apparel, grocery, specialty foods, hardware, home goods and e-commerce. Analysis depends on the records available.
STRAIGHTFORWARD MONTHLY PLANS
Choose the level
of support you need.
Every plan includes the Cash Trap Report, Pricing & Purchasing Playbook, and an opportunity summary. Confirm your scope and exact price on the free call.
Core
The monthly read.
$600–900/ month
For an owner who wants a clear written report and can run with the recommendations.
- Monthly report and written action plan
- Margin analysis by category
- Sales velocity and slow-mover flags
- Pricing and purchasing recommendations
- Opportunity summary with assumptions
Growth
Work through it together.
$1,500–2,200/ month
For an owner who wants help interpreting the findings and deciding what to do next.
- Everything in Core
- Monthly 30-minute live review
- Action planning during your review
- Deeper pricing and purchasing analysis
- Supplier trends, with invoice-line data
- Trend and anomaly alerts
- Priority email support
Pro / Multi-Location
One view. Every location.
$3,000+/ month
For operators coordinating decisions across multiple locations.
- Everything in Growth, including the monthly 30-minute review
- Per-location reports and action plans
- Live dashboard access
- Quarterly strategy session
- 48-hour priority turnaround after an agreed complete-data handoff
Monthly billing. No long-term contract. Cancellation takes effect at the end of your current billing cycle. See terms.
ABOUT CLEARINDEX
Clear numbers.
Practical decisions.
Inventory & profitability analytics
Based in Kennesaw, Georgia
ClearIndex helps restaurant and retail businesses turn sales, cost and inventory records into a practical monthly action plan.
The focus is on decisions that matter to daily operations: what to buy, what to cut and what to reprice. Each report explains the findings, identifies the assumptions and sets out what to investigate before making a change.
Explore how ClearIndex can help ↗What happens on the free call?
In 30 minutes, we'll discuss your business, the systems you use and the decisions you want help with. If there's a fit, we'll outline the appropriate plan, required data, pricing and next steps. No exports or payment are required to book.
How much work is onboarding?
Start with the exports you already have. No new spreadsheet format or software migration is required. We check what's available and identify missing inputs before analysis begins. See the two-page checklist.
When will I receive the first report?
Your delivery date is agreed after we receive and check the required files. Pro includes 48-hour priority turnaround from an agreed complete-data handoff. We'll confirm the scope and timing before work starts.
What does the monthly review include?
Growth and Pro include a 30-minute live review of your findings and Playbook, with time to agree on priorities, actions and owners. Core provides the written report and action plan. Pro also includes a quarterly strategy session.
Can you work with incomplete data?
Often, yes. Sales records support trends and velocity; cost records support margins; inventory and invoice lines enable deeper analysis. We'll explain what your files support and flag any gaps rather than inventing missing figures.
Are savings guaranteed?
No. Opportunities depend on your data and the decisions you make. Reports state assumptions and separate inventory value, potential one-time cash recovery and recurring operating changes. The samples demonstrate the format using fictional data.
How is my data handled?
Use the agreed file-sharing process after the consultation. Don't send account passwords or unnecessary customer or employee information. Our Privacy Policy explains data use and deletion requests.
START WITH A CONVERSATION
Make your next decision
with a clearer picture.
Tell us what's happening in your business.
We'll work out whether ClearIndex can help.