The Forecast Analysis report provides a side‑by‑side view of forecasted and actual performance by location and date, highlighting variances in gross sales, net sales, and entree or guest counts. This report is driven by published forecasts from Weekly Forecasting (including Smart Forecasts, manual edits, and imported values) and the actual transaction data posted for each business day,
By calculating both gross and net variances and clearly indicating where forecasts are missing or zeroed out, the report helps surface over‑ and under‑performance patterns that impact labor, food cost, and overall profitability. This report is designed for store and general managers, area and district leaders, and operations, finance, and analytics teams that monitor forecast accuracy and use those insights to refine forecasting processes and business decisions.
Navigation
Navigation Steps
The My Reports search bar can be used to search R365's entire catalog of reports.
Open the Reports app.
Navigate to My Reports.
Enter all or part of the report name in the search bar.
The Results tab will open with the list of search results.
From beneath the report name, click Run to run the report with the selected report view.
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Click Customize to adjust the report parameters and run the report.
Report Parameters
Description | |
|---|---|
Filter By | A list of all filter categories. Filter categories will vary based by report. |
Filter | A list of filter options determined by the 'Filter By' category selected. |
Start | First date for which to pull data for the report. The 'Start' and 'End' parameters create the date range for the data generated. The report then displays data for all dates within the date range, including the start and end dates. |
End | Last date for which to pull data for the report. The 'Start' and 'End' parameters create the date range for the data generated. The report then displays data for all dates within the date range, including the start and end dates. |
Exclude Dates Without Saved Forecast | Determines whether the report will include or leave out any dates that do not have a published forecast.
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Group By | Determines how the report data is grouped. Data can either be grouped by locations or date.
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Report Layout
Column | Description |
|---|---|
Date | Business date of the forecast and actual results. |
Location | Location display name; also used as a secondary sort key when grouping. |
Metric | What is being forecasted: Gross, Net, or Entree.
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Forecasted Gross | System-generated forecasted gross sales. This is hidden when the metric is Entree. |
Published Gross | Forecasted gross sales after saving/publishing the forecast. This is hidden when the metric is Entree. |
Actual Gross | Actual gross sales for the date and location. Actual gross sales come from the system daily sales, or DSS. This is hidden when the metric is Entree. |
Gross Variance | The variance of gross sales. This is calculated as Actual Gross minus Published Gross. This is hidden when the metric is Entree. |
Forecasted Net | System-generated net sales or entree count, depending on the metric. |
Published Net | Published net sales (pulled from the system daily sales, DSS) or entree count after saving/publishing the forecast. |
Net Sales (Actual Net) | Actual net sales or entree count. |
Net Variance | The variance based on the net sales. This is calculated as Actual Net minus Published Net for Net Sales or entree count. |
Email, Export, or Print the Report
This report can be emailed, exported, or printed in custom formatting directly from the reporting window. Learn more about how to send, export, or print this report.
