Reading the numbers. Receipts are alcohol (+cover) sales only. T12 receipts is the actual sum reported over the trailing 12 filing periods; Avg receipts / mo is that total divided by periods filed (for a clean 12/12 filer, avg × 12 = T12). Est. annual revenue = avg monthly receipts × 12 ÷ alcohol share — type any % or use a preset. Beer/wine-only and no-alcohol spots hold no mixed-bev permit and won’t appear. Gaps = fewer filings than periods since the location’s first filing in the window (possible late/erratic filer — hot lead). New = first filing inside the window. Current Bald Ginger clients are struck through automatically. “TX locs” fills in after the statewide check, which scans the full trailing 12 months so a location that filed late still counts.

What this pulls. Sales-tax rows come from the Comptroller’s Active Sales Tax Permit Holders file, filtered to food-service NAICS codes (722xxx) — every new restaurant, bar, coffee shop, or food counter shows up here the week it registers, including no-alcohol spots the Mixed Beverage search can’t see. TABC rows come from the state license file; the Type column shows the license class. A brand-new permit with no sales history yet usually means the place is still in build-out — the single best moment to introduce a bookkeeper. Current clients are struck through.

How this works. The pipeline fills itself: every morning, new restaurant and bar permits in your watched zips are added automatically (showing – matching leads). Star the promising ones, set a status and follow-up date, and leave notes — changes save instantly and both of you see the same board. Filter to a status to build a call list. Anything you set to Ignore drops off the board — click the Ignore chip to review or un-ignore it. Look up online runs every not-yet-researched lead on screen through Google Places and a web search, filling in website, Instagram, owner, rating and whether the place has opened yet — results land on the board as they finish. The dot rates the match: solid, probable, shaky (click through before you trust it). ⟳ re-runs one lead. Every field on a lead is editable — type over anything that's wrong. A field you edit gets a ✎ and is locked: future lookups write around it and leave your version alone. Click the ✎ to hand that one field back to enrichment. Find duplicates looks for leads that arrived twice — the same place usually files a TABC application months before its sales-tax permit, and the two land as separate rows because each source is deduped on its own key. Merging keeps one row and folds the others into it; the kept row then shows every permit it absorbed in date order, so the lifecycle reads straight across. Nothing is deleted — the ⛓ pill on a merged lead re-opens the group to un-merge it.