--- title: "Profitability Report" slug: "profitability-report" description: "Estimate a location's monthly profitability using actual data plus 8-week sales forecasts, comparing to budget." updated: 2026-09-14T19:27:37Z published: 2026-09-14T19:27:37Z canonical: "docs.restaurant365.com/profitability-report" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Profitability Report The Profitability report is based on the Profit and Loss report and combines monthly Costs and Sales to calculate a single chosen Location's estimated Profit. This report combines actual data for the month up to the current day and the forecasted amount, which is based on the actual Sales over the last 8 weeks, for the remaining days to construct this Location's bottom line. Comparing the Average Weekly Sales, Spend Per Guest, and Weekly Guest Count against calculated Profitability Targets help to guide decision-making processes around restaurant operations and to show if a Restaurant Location is on the path to profitability. > If expenses are more than Sales, optimize Labor and COGS to ensure your Organization becomes profitable. View the following resources to determine the best way to analyze and alter your current spending: > > - [Purchased and Inventory Reports](/doc/docs/purchased-and-inventory-reports-overview) > - [Labor Reports](/doc/docs/labor-reports-overview) > - [Smart Recovery Tips](https://www.restaurant365.com/resources/smart-recovery/) > [!NOTE] > Profitability Report vs. Profitability Score > > The Profitability Report is unrelated to the Profitability Score shown in the Profitability Overview on the Home dashboard. The Profitability Report estimates a location's monthly profit using actual and forecasted sales data. The Profitability Score rates a location's food cost, labor cost, net margin, and sales growth on a 1 to 5 scale for a selected period. See [Profitability Dashboard Overview](/doc/docs/profitability-dashboard-overview) to learn about the Profitability Score. --- ## Navigation The My Reports search bar can be used to search R365's entire catalog of reports. 1. Open the **Reports** app. 2. Navigate to **My Reports**. 3. Enter all or part of the report name in the **search bar**. 4. The **Results** tab will open with the list of search results. 5. From beneath the report name, click **Run** to run the report with the selected report view. -OR- Click **Customize** to adjust the report parameters and run the report. ![Overview of report options in Restaurant365 with highlighted run and customize buttons.](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/report.png) --- ## Report Parameters ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-I27USJAZ.png) | **Field/Column** | **Description** | | --- | --- | | **Location** | A listing of all locations. | | **Sales Increase** | An estimated sales increase percentage. The amount entered here will show the impact of this sales increase in the report. | | **Run Button** | Runs the report. Users can also send, export, or print the report directly from this button by clicking the down arrow portion and selecting the desired action. | --- ## Report Columns ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-GN0VY9GO.png) | **Field/Column** | **Description** | | --- | --- | | **Fixed Costs** | The actual fixed costs as of the date this report is run, plus the 8-week average forecaster value multiplied by the same value for the day from last year for the remaining days in the month. This is based on actuals over the last 8 weeks. | | **Variable Costs** | The actual variable costs as of the date this report is run, plus the 8-week average forecaster value multiplied by the same value for the day from last year for the remaining days in the month. This is based on actuals over the last 8 weeks. | | **Sales** | The actual sales as of the date this report is run, plus the 8-week average forecaster value multiplied by the same value for the day from last year for the remaining days in the month. This is based on actuals over the last 8 weeks. | | **Profit** | The estimated profit calculated as: fixed costs + variable costs - sales. | | **Analysis** | The current averages for weekly sales, spend per guest, and weekly guests based on the sum of actual and forecasted amounts. | | **Sales Needed** | The total sales needed to cover all expenses and profitability targets. | | **Average Weekly Sales Needed** | The total sales needed each week in the month to cover all expenses and meet profitability targets. | | **Average $ Per Guest Needed** | The average spend per guest needed to cover all expenses and meet profitability targets. | | **Guests Needed** | The number of guests needed to meet the “Sales Needed” amount, given an average spend per guest. | | **Average Weekly Guests Needed** | The number of guests needed per week to meet the “Average Weekly Sales Needed” amount, given an average spend per guest. | --- ## Email, Export, or Print the Report The My Reports search bar can be used to search R365's entire catalog of reports. 1. Open the **Reports** app. 2. Navigate to **My Reports**. 3. Enter all or part of the report name in the **search bar**. 4. The **Results** tab will open with the list of search results. 5. From beneath the report name, click **Run** to run the report with the selected report view. -OR- Click **Customize** to adjust the report parameters and run the report. ![Overview of report options in Restaurant365 with highlighted run and customize buttons.](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/report.png)