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R365 Intelligence Training

Empower Your Team to Do More with Your Restaurant’s Data

Welcome to the R365 Intelligence Training Hub: Your one-stop shop for comprehensive R365 Intelligence training. Whether you’re just getting started or a seasoned professional striving to stay at the cutting edge, this hub offers everything you need to master R365’s latest solution. 

Here, you’ll find bi-weekly live training webinars, bi-weekly office hours, support documentation, guides, and instructions on getting certified with R365 Intelligence via our Academy training.  

View Support Documentation

Register for Live Training

Register for Office Hours

Not yet a customer? Register For a Demo

Self Help Documentation, Videos, & Resources

Looking for short self-help documents, guides, and training? Check out our support documentation. Here you will find additional assets to help you maximize R365 Intelligence’s potential for your company.

Also note that within the Intelligence screen, in the top right help menu, you can access the R365 Academy for guided video walk-throughs of Intelligence.

Live Training Webinars

Join our engaging webinars, held bi-weekly, to dive into a wide array of topics ledby one of our in-house Intelligence Champions. Check back regularly as new sessions will continually be added to help you continually increase your skills. Note: It is best to take these in chronological order. Can’t make a session? Sign up anyways, and the recording will be sent to you to view on demand!


Pre-Canned Dashboard Tour:

Unleashing Potential Through Personalization

Speaker: Marc Cohen

Watch as our Intelligence Champion Marc Cohen takes you for a guided journey through your Outofthebox dashboards. In this session, youll discover 10 powerful modifications you can use to ensure your dashboards meet the unique needs of your restaurant group. 


How To Build Dashboards from Scratch

Speaker: Marc Cohen

Watch our Intelligence Champion Marc Cohen for an in-depth guide to creating compelling data reports and visualizations using R365 Intelligence. Get the skills and knowledge you need to build dashboards tailored to your business.


Visualizing Success:

Essential Training for Sales and Labor Reporting in R365 Intelligence

Speaker: Esther Books

Watch our Intelligence Champion Esther Books for a guide through the process of creating compelling sales and labor dashboards with R365 Intelligence. Master essential skills and knowledge so you can create dashboards to effectively manage staff productivity, sales, and labor costs.  


Advanced Formatting:

Create Beautiful, Branded, Mobile-Friendly Dashboards

Speaker: Marc Cohen

Watch our Intelligence Champion for a showcase of advanced techniques to make your dashboards more impactful for a wider audience. Topics include planning, arranging, and optimizing dashboards for mobile, adjusting colors and fonts to match your brand, and how to add advanced filtering techniques to help users find and drill into the right metrics.


Visualizing Success:

Essential Training for PMIX and Inventory Reporting in R365 Intelligence

Speaker: Sofia Franzon

Watch our Intelligence Champion for a step-by-step guide to creating compelling PMIX and inventory reports and visualizations using R365 Intelligence. Get the essential skills and knowledge you need to create dashboards that effectively manage your food costs.

Wrangling Your Data:

Leveraging Data Imports, Exports, and R365’s Excel Plugin for Success

Speaker: Kevin McTigue

Date: TBD

Join our Intelligence Champion Kevin McTigue to learn how to import, clean, and aggregate your data to get a comprehensive view of your restaurant operations. Kevin will also show your restaurant group how to leverage R365 Intelligence’s Excel plugin to export your data and dissect it to get the specific insights you and your team need.


Live Office Hours

Do you need help with something more specific? Join our Live bi-weekly office hours to meet directly with our R365 Intelligence Champions. Register for these sessions to get your questions answered, invaluable insights, and personalized guidance. Note: Registration for each session is capped at 10 people so our experts have time to offer personalized guidance. These are first come, first served.