Weekly Review - Location

1

Location

A listing of all the Locations.

2

Week

The specified week that this report is ran for.

3

Show Unapproved

This option will either show or hide unapproved transactions.

4

YoY (Year over year) Comparison

This option will compare the current week's values against the same week from either:

• The prior year (PY)

• The year before last (2YAGO)

• Or three years ago (3YAGO)

5

Report Format

Collapsed - Does not include percentages of sales.

Expanded - Adds a column after each day to display each components percentage of net sales in their prospective category.

6

View Options

7

Run

1

Click +/ - for %  

Expands or collapses the report.

• + Expands the collapsed report to include percentages of net sales in each category.

• - Collapses the expanded report to remove percentages of net sales in each category.

2

Week Days

The days of the selected week in the report parameters laid out in separate columns to allow a deeper look into each day's numbers.

3

Week Total

The total of all week days' numbers.

4

Last Week

The Week Total from the previous week.

5

PTD

The Period to Date total.

6

YTD

The Year to Date total.

7

Net Sales Analysis

Breaks down Net Sales and Cost by analyzing Net Sales by Day Part, Service Type, and Account.

8

Net Sales Comparison

Compares Net Sales to Target Net Sales, Prior Year Sales, and Week to Date Sales.

Target Net Sales: The Daily Sales Goals set on the 'Goals' tab of the Location record. This allows forecasts and goals to be built separately from the Sales Forecast.

Week to Date Target Net Sales: The sum of each week-to date Target Net Sales.

9

Guest Analysis

Compares guest count by day part to the target guest count, displays average sales per check by day part, and shows the overall average sales per check.

Target Guest Count: This is calculated by taking the Sales Goal and dividing it by the Daily Target Avg Check.

Average Sales per Check: This is calculated by dividing total sales by the number of checks.

10

W/E

The report displays the four most recent week-end dates, starting with the date selected in the report parameters and including the three prior week-ends. These dates are specifically used in the Cost Analysis section, allowing comparison across weeks to assess the progress of a location.

This is based on the assigned Operational Reports Category applied to the corresponding GL accounts.

11

Cost Analysis

Breaks down Costs by COGS Type, COGS Type Purchases, Key Controllables and Labor.

This is based on the assigned Operational Reports Category applied to the corresponding GL accounts.

COGS - This value includes any and all transactions that are hitting a particular COGS amount.

COGS Purchases - This value only pulls the COGS effect on AP Invoices (purchases) and does not factor in other

transactions, such as In Counts or Item Transfers.

Key Controllables - A list of Key Controllables and their values.

Labor - Displays labor values by operational reporting category.