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.
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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
recording
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 Out–of–the–box dashboards. In this session, you’ll discover 10 powerful modifications you can use to ensure your dashboards meet the unique needs of your restaurant group.
recording
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.
recording
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.
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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.
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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 WEBINARS
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.