Budget and Forecast Metrics Comparison (Quick Service Restaurant, Add-On Tax)
Operations performance report that shows sales and operating metrics.
Description
The Budget and Forecast Metrics Comparison report is an operations performance report that consists of multi-KPI tiles and a table that compare sales and operating metrics with uploaded budget and forecast tools. This report is for quick service restaurants with add-on taxes.
Permission: Sales and Operations.
Data Retention Category: Daily and Fixed Period Totals. See Data Retention Limits for more details.
Report Tags
Simphony, RES 3700, e7, Add On Tax, and Quick Service.
Budget Variance Totals
Visualization: Multi-KPI tile.
Permission: Sales and Operations.
Table 4-12 Budget Variance Totals
Metric | Data Format | Description |
---|---|---|
Net Sales Percent |
Percent |
Budget net sales percent. |
Check Count Percent |
Percent |
Budget check count percent. |
Forecast Variance Tools
Visualization: Multi-KPI tile.
Permission: Sales and Operations.
Table 4-13 Forecast Variance Tools
Metric | Data Format | Description |
---|---|---|
Net Sales Percent |
Percent |
Forecast net sales percent. |
Check Count Percent |
Percent |
Forecast check count percent. |
Budget Comparison by Location, Revenue Center, and Business Date
Visualization: Table.
Permission: Sales and Operations.
Table 4-14 Budget Comparison by Location, Revenue Center, and Business Date
Metric | Data Format | Description |
---|---|---|
Total Row |
Variable |
The top row of the table shows totals for each metric. |
Name |
String |
Name of location, revenue center, or business date. |
Net Sales |
Currency |
Net sales. Total drills down to Net Sales. |
Budgeted Net Sales |
Currency |
Budgeted net sales. |
Net Sales Variance Percent |
Percent |
Percent of variance between actual net sales and budgeted net sales. |
Check Count |
Integer |
Actual number of checks. Total drills down to Checks. |
Budgeted Check Count |
Integer |
Budgeted number of checks. |
Check Count Variance Percent |
Percent |
Percent of variance between actual check count and budgeted check count. |
Forecast Comparison by Location, Revenue Center, and Business Date
Visualization: Table.
Permission: Sales and Operations.
Table 4-15 Forecast Comparison by Location, Revenue Center, and Business Date
Metric | Data Format | Description |
---|---|---|
Total Row |
Variable |
The top row of the table shows totals for each metric. |
Name |
String |
Name of location, revenue center, or business date. |
Net Sales |
Currency |
Net sales. Total drills down to Net Sales. |
Forecasted Net Sales |
Currency |
Forecasted net sales. |
Net Sales Variance Percent |
Percent |
Percent of variance between actual net sales and forecasted net sales. |
Check Count |
Integer |
Actual number of checks. Total drills down to Checks. |
Forecasted Check Count |
Integer |
Forecasted number of checks. |
Check Count Variance Percent |
Percent |
Percent of variance between actual check count and forecasted check count. |
Report Notes
Variance calculations do not take into account missing or partial days.
Requires data to be uploaded via the Budget Upload Interface and Forecast Upload Interface.
Parent topic: Operations Performance Reports