Command Center

Where the portfolio stands today, and what is moving
System self-check: ALL PASS ● snapshot

The manual for the platform — what every screen is for, and what every field means

The app opens on the Command Center; this is the reference behind it. Below: what each item in the left rail does, the four workstreams, the lifecycle the whole thing is built around, and how notes, lease paper, Rob's files and the operator statements are handled. The screen map and the data dictionary are generated from the running app every time this page loads, so neither can drift away from what the app actually does.

Updated handbook v2: the source deck now lives in the app as a companion reference. It is also linked in the left rail as PowerPoint Deck for quick viewing. Open the handbook deck.
How to use it day to day
Open Restaurants (SSOT) to reach any store and drill into its root record — that drawer is where its lease paper, its P&L, its renewal and its notes all hang. Use What's in motion (NRO Pipeline, Renewals, Dispositions) when the question is “what are we working on”: the answer is the list on screen, and any line drills down to the store behind it. The numbers beside the rail items are live counts of what is in each list, so the rail says where the work is before you click.
Every screen in the left rail
Read off the rail itself as this page loads — the same groups, the same order, and the same one-line description the top of each screen shows. A screen added to or renamed in the app appears here without anyone editing this handbook.
The four workstreams
The lifecycle method
One governed flow from site selection to closure. Even a closed restaurant keeps contributing — its learnings feed the next site. The full walk-through lives under Reference → Lifecycle method.
How the process runs — step by step
The operating process from a new site to a closed store. This is the step-by-step manual that used to live in a separate slide deck — it now lives with the data, so it can't drift out of date as the model changes.
  1. Site selection (SIP). A candidate site is vetted — market, comps, trade area, and unit economics — before any capital is committed.
  2. Letter of intent & lease. Terms are negotiated and the lease abstract is captured up front: rent, CAM, % rent clause, options, and expiration. The signed paper is filed against the record under Lease documents, so the abstract can always be traced back to the lease it came from.
  3. Permit & build. The site moves through permitting and construction while staying visible in the NRO Pipeline so nothing is invisible.
  4. Open & graduate. The day it opens, the restaurant graduates into the Restaurants (SSOT) master and is tracked live for sales, ownership, rent, and ancillary income.
  5. Operate & monitor. Sales, SOP, daypart mix, and occupancy are tracked on the record; notes capture decisions and questions on each store.
  6. Renew on time. Every lease and cell-site renewal carries a days-to-critical-date countdown. Tier 1-3 tracker items and anything inside ~18 months are the working list in Renewals.
  7. Disposition. Underperformers and lease or transfer candidates are reviewed for closure, transfer to a sister store, or sale; excess real estate is flagged to lease or sell.
  8. Close & learn. A closed store is archived with its reason and learnings — never deleted — and those learnings feed the next site selection, closing the loop.
Data standard: every store is shown with its store #, street address, city, and state together — across every list, every report, and search results. Many stores sit on the same street, so the number and full address are always displayed together to keep them distinct.
Adding notes
Any user on the live app can leave a note on a restaurant, renewal, cell-site lease, or SIP item from its drawer. Notes are append-only database records and are not versioned back to an older upload; every successful save is stamped with who wrote it and when, then shown newest first.
Lease documents
Every restaurant and cell-site drawer carries a Lease documents section: the executed lease and everything that has amended it since — amendments, option exercises and extension letters, estoppels, guaranties — plus the renewal papers a deal generates. Attach the file itself (up to 4.5 MB, held in the platform's own storage) or file it by link when a document has to stay in its system of record; either way one link opens it. What a document says is transcribed from the document, never modelled here, and a record with nothing on file says so plainly rather than implying paper exists. Vendor view never sees lease documents.
Rob's Gold — Rob's own files, in the app
Rob kept his working notes in his own files and had them converted to PDF. Notes & files → Rob's Gold is where those PDFs live. Each file is filed under a subject — development meeting notes, sites to consider, renewals, abstracts, remodels, NRO, leasing, dispositions, excess properties, cell sites, market notes, operations — and opens two ways: read it inline on that screen, or open it in a new tab. Files are uploaded through Add files (as many at once as you like, up to 4.5 MB each, held in the platform's own storage); a scan over that size, or a file that has to stay in the system it lives in, is filed by link instead, and one button still opens it.
Alongside the files sit text records — lines of text taken out of the files, searchable by word, phrase, store number, address or page. Where a PDF is on file, a record opens that PDF at the page the line came from. Where no PDF is on file, the record says so in those words: the app never implies paper exists. The bundled portfolio export is filed here the same way, as text records with no PDF behind them, so every store, renewal, lease and site is searchable next to Rob's notes. Rob's notes also surface on the record they concern — open any restaurant and its Rob's Gold pages are listed in the drawer — and in All Notes alongside the notes the team has typed.
Store P&L and period-over-period
The portfolio → Store P&L carries the operator statements: the line items as the operator reported them, percentage-rent exposure, and period-over-period trading. The operator reports year to date and nothing else, so a single period is computed as the difference between two consecutive closes — every close that has ever been loaded is kept, which is what makes that subtraction possible. This is the measurement a comp cannot give: a comp measures against a year ago, so an event inside this year is averaged away in it. Nothing here is modelled; a period with only one close behind it shows no period figure rather than a guess. Vendor view never sees Store P&L.
Renewal models
A renewal in Renewals carries days to its critical date, computed against today — not a status somebody typed. Tier 1–3 tracker items and anything inside roughly 18 months are the working list. From a renewal's drawer you can save a renewal model: the rent, term and option assumptions being negotiated, kept beside the abstract they come from so the proposal and the paper are never confused for each other. Renewal papers — option exercises, extension letters, estoppels — are filed as lease documents on the record.
Reports you hand to someone
Report Builder runs a report on any field in the model: pick columns, filter, sort, then export to Excel or print. It reads the same master every other screen reads, so a report and the screen it came from cannot disagree. Summary Report is the preliminary tracking sheet — the basics on every store, with notes, formatted to print. Both print through the browser; wide reports switch to landscape and drop their scroll boxes so no column is silently cut off the page.
The Development Meeting
Where things stand → 8.20.26 DEV MTG runs the development meeting from the live book rather than from a deck built the night before: the gate criteria, the contractual dates with countdowns against today, the walk through each project, and the decisions as they are made. The rail item opens as a list, so a store can be found by number, address, state, tier or urgency and jumped to directly. Decisions are saved as they are taken, so what the meeting concluded is on the record before anyone leaves the room.
The data model — live dictionary
This dictionary is generated from the live model every time the page loads. When a field or section is added to or changed in the model, this page reflects it automatically — there is no separate document to keep in sync.

NRO pipeline — new restaurant openings

Sites moving from selection to open. Each new restaurant graduates into the master once it opens. Click a card to drill into its record.

SIP board — candidate sites by stage

Every candidate site carried in the SIP list, positioned by the stage it is in today. Click a card to open its SIP record and add a note.

SIP — sites reviewed and not pursued

Candidate sites that were taken to the owner and did not go forward. They are out of the pipeline count and out of the SIP board, and every one of them keeps its full record — the price that was asked, the forecast, the cannibalization on nearby ARN units — alongside the owner's own words on why ARN passed and what would have to change to bring the trade area back. Click a site to open the record.

Site packages — the paper behind every candidate site

The file room for the pipeline. A SIP record says what a site is; the package is what was actually sent about it — the CEO summary, the site plan, the forecast, the comp book, the LOI. File one here and it appears on every candidate record it speaks for, opens from the record drawer, and prints on the sheet. A deck covering a whole trade area is filed against the market and lists every parcel it covers, so it surfaces on each of them without being attributed to one. Nothing filed here is read by the app — the type, the label and the note are whatever a person typed, and a package whose file has not arrived says exactly that instead of showing a broken link.

Leasing — rent roll & lease abstract

Every leased restaurant with its rent and lease terms. Sort by any column; the soonest lease expirations rise to the top of Renewals. Click a row to open the full lease abstract and the lease documents on file behind it — the Docs column counts the paper attached to each store.

Dispositions — closures, transfers & excess

Stores under closure or transfer review, plus owned real estate flagged to lease or sell. Click a store to drill into its record; excess parcels are detailed under Real Estate Assets.

Store-level dispositions

Restaurants carrying a closure recommendation, a transfer/sister-store link, or a pipeline status.

Rest #AddressCitySTSOP 2025Recommendation / statusSister

Excess real estate to dispose

Owned parcels that aren't an operating restaurant — leasable for income or sellable.

IDNameCitySTTypeDispositionStatus

Every Taco Bell restaurant in the Alvarado network, from the site nobody has signed yet to the store that closed last year — in one record each.

The left rail is the work. Restaurants (SSOT) is the single master every other screen reads from; open any store to reach its root record, its lease paper, its P&L and its notes. What's in motion is the answer to “what are we working on” — new openings, renewals with a countdown on them, and stores under closure or transfer review. Notes & files holds what people wrote down: notes anyone on the team saved, and Rob's own converted files with the PDFs behind them. Reference keeps the handbook and the lifecycle method for when you need the definition rather than the number.

One rule runs through all of it: what a document says is transcribed from the document and never modelled here, and a record with nothing behind it says so plainly rather than implying paper exists. Counts in the rail are live — they come from the data on screen, not from a figure typed in once.

THE LIFECYCLE — every restaurant, cradle to grave to learnings

Restaurants by state

Where the portfolio operates

Ownership mix

Owned vs leased — 99% complete

Upcoming lease renewals

Soonest critical date first — click a row in Renewals for detail

Recent activity

The latest notes anyone added, newest first — click one to open the record it sits on
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Restaurants — the single source of truth

Click any restaurant to drill all the way down to its root record. Sort by any column; filter and search.

Report Builder

Build a report on any store field, then take it to Excel. Pick exactly the columns you want, filter and summarize, and export the whole result set — not just what fits the screen. Fields awaiting data show “—”.

Filter & summarize

Columns — choose your fields

Summary Report

A one-line-per-restaurant tracking sheet — just the basics needed to work a list: number, brand, address, ownership, status, opening and lease-expiry dates, the latest saved note, and ruled space to write findings. Built to print as-is, and exportable to Excel.

All Notes

Every saved portfolio and Rob's Gold note, newest first. Click a note to open the linked restaurant, cell-site, SIP record, or note detail.

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Rob's Gold — Rob's own files, in the app

Rob kept his working notes in his own files and had them converted to PDF. Those PDFs live here: open one and read it without leaving the app, or search the text taken out of them and jump straight to the page a note sits on. Search runs against every page on file, and a store number finds the pages that name it however the paper wrote it — 1968, 01968 or 001968. Every file is filed under a subject, and a record with no PDF behind it says so plainly rather than implying one exists. Lease paper is a separate library: executed leases, amendments and abstracts are filed against each store record under Lease documents.

Loading Rob's files…

Store P&L — two operators, two calendars, reported apart

ARN closes thirteen four-week fiscal periods a year; ALBOR — the Wisconsin partnership — closes calendar months. Four weeks is not a month, so the two are reported separately here and nothing is converted between them: no period figure is added to, averaged with or compared against a month figure. Every close loaded is kept, so an event inside the year can be measured while it is still negotiable — including what it does to the leases that pay percentage rent. Restaurants with nothing on file are not listed; the platform shows what it has been sent, never an estimate.

ARN — period over period, thirteen four-week periods a year

The 197 ARN restaurants (CO, NM, CA, TX, OK). ARN reports year to date and nothing else, so a single period is the difference between two consecutive closes. Every period loaded is kept, which is what makes an event inside the year measurable at all — a year-over-year comp measures against a year ago, so anything that happens this year hides inside it. The Wisconsin restaurants are not in this table and are not translated into it: they close months, and a month cannot be read as a period.

Period sales by restaurant — ARN

Each ARN restaurant's own four-week trading, newest period last. Sort by the change to find what moved; click a row for the record.

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ALBOR — the full P&L, closed by calendar month

The statements ALBOR has sent, month to date and year to date against the same month a year earlier. More than one close can be on file for a restaurant — a monthly close and the December close that shuts the fiscal year — so pick the close you want to read; each is shown exactly as its own statement prints it. These are months throughout: no figure here has been restated onto ARN's four-week periods.

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Development meeting — Thursday, August 20, 2026 · 12:30–5:00 PM

Run the meeting from here. Every figure is read live from the rent roll, the current fiscal period and the broker comps, so the room is never deciding against a number that moved after the deck was cut. Decisions are captured as they are made and the recap is generated from them — nothing is retyped afterwards.

Lease renewals

Active restaurant renewals plus cell-site leases. Each one counts down to its critical date where a date is established, and says so plainly where it is not — a blank gets chased, a zero gets decided against. Packages already submitted for a CEO decision are listed first, with the file that was sent.

Renewal deal models

The twenty-year rent projection for every renewal, modelled here rather than in a workbook. Sales, comp averages and the current rent are read from the live portfolio on every load, so a model is never quoting a number that was true the day someone typed it. Scenario rents, escalations, periods and landlord credits are the negotiating assumptions — those are editable, and every revision is saved against the store.

Renewal Worksheet

The negotiating file of record, screen for screen with the workbook it was built from — Renewal Deal Worksheets, all Tier 1-2 locations (v24, 8/5/26) — and read against the live store record on every load. One worksheet per renewal: the lease exactly as written, the percentage-rent clause, the occupancy build-up off AP actuals, every comp with the work shown and its qualification, the rent scenario tester including the column left open for what Rob approves in the room, the playbook checks against the 8%/5-yr escalation authority and the 8%-of-sales hard stop, and the year-by-year deal grid. Every line carries the SSOT beside it — the live rent, sales, lease expiry, critical date and renewal phase — and says plainly where the workbook and the record disagree. Click any renewal and it opens as the live store record in its renewal phase, so the worksheet, the model and the store are one record rather than three. Choose how many columns to carry, filter to the stores you are taking into a meeting, then print it as a package or export the roll-up and every table to Excel.

Source workbook

Cell-site leases — ancillary income

ARN is the landlord. The AT&T legacy lease has compounded above market — defend the rate at the ~2030 reset.

Combined ancillary income /yr.

Excess properties — lease or sell

Owned real estate that isn't an operating restaurant — leasable for income or sellable. Source: JD Johnston list, 6/3/2026.

IDNameCitySTTypeDispositionEst. ValueStatus
Disposition, valuation, and broker are open items — capture as they come in (per JD list).

The lifecycle method

One governed flow from site selection to closure — the engine that replaces six-figure platforms. Even a closed restaurant keeps contributing: its learnings feed the next site.