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.

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

Category	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

Category	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

Category	Data Format	Description	Drill-Down Report
Total Row		The top row of the table shows totals for each category
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

Category	Data Format	Description	Drill-Down Report
Total Row		The top row of the table shows totals for each category
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.