Budget and Forecast Metrics Comparison (Table 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 tables that compare sales and operating metrics with uploaded budget and forecast tools. This report is for table 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 Table Service.

Budget Variance Totals

Visualization: Multi-KPI tile.

Permission: Sales and Operations.

Table 4-4 Budget Variance Totals

Metric	Data Format	Description
Net Sales Percent	Percent	Budget net sales percent.
Check Count Percent	Percent	Budget check count percent.
Guest Count Percent	Percent	Budget guest count percent.
Table Turns Percent	Percent	Budget table turns percent.

Forecast Variance Tools

Visualization: Multi-KPI tile.

Permission: Sales and Operations.

Table 4-5 Forecast Variance Tools

Metric	Data Format	Description
Net Sales Percent	Percent	Forecast net sales percent.
Check Count Percent	Percent	Forecast check count percent.
Guest Count Percent	Percent	Forecast guest count percent.
Table Turns Percent	Percent	Forecast table turns percent.

Budget Comparison by Location, Revenue Center, and Business Date

Visualization: Table.

Permission: Sales and Operations.

Table 4-6 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.
Guest Count	Integer	Actual number of guests. Total drills down to Guests.
Budgeted Guest Count	Integer	Budgeted number of guests.
Guest Count Variance Percent	Percent	Percent of variance between actual guest count and budgeted guest count.
Table Turns	Integer	Actual number of table turns. Total drills down to Tables.
Budgeted Table Turns	Integer	Budgeted number of table turns.
Table Turns Variance Percent	Percent	Percent of variance between actual table turns and budgeted table turns.

Forecast Comparison by Location, Revenue Center, and Business Date

Visualization: Table.

Permission: Sales and Operations.

Table 4-7 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.
Guest Count	Integer	Actual number of guests. Total drills down to Guests.
Forecasted Guest Count	Integer	Forecasted number of guests.
Guest Count Variance Percent	Percent	Percent of variance between actual guest count and forecasted guest count.
Table Turns	Integer	Actual number of table turns. Total drills down to Tables.
Forecasted Table Turns	Integer	Forecasted number of table turns.
Table Turns Variance Percent	Percent	Percent of variance between actual table turns and forecasted table turns.

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.