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Budget vs Actual Deep Dive in Foodics BI
Dashboard Purpose
Use this dashboard if you want to:
- Monitor how your actual performance compares to your budget on a daily basis.
- Track gross sales, net sales with tax, net sales, and order count against planned budget targets.
- Quickly identify over- or under-performance relative to your budget across branches or items.
- Understand performance trends over time to support decision-making and planning.
Common Use Cases
| Business Question | Where to Look |
|---|---|
| Where can I filter different branch names? | Use the Branch Name filter to select your preferred branch and view only that branch’s data. |
| Where can I filter item names? | Use the Item Name filter to choose specific items; the dashboard will update accordingly. |
| How would I enter my budget? | Go to Settings > Budget in Foodics BI to input or update budget details. |
| Am I over or under my sales budget this month? | Compare Daily Budget vs Gross Sales/Net Sales with Tax charts in the dashboard. |
| How is order volume tracking against budget? | Look at the Order Count vs Budget metrics in the dashboard. |
Keywords (for search functionality)
💡budget, actual, sales, gross sales, net sales, net sales with tax, order count, branch performance, item performance, Foodics BI, daily budget, budget vs actual, analysis
Available Filters
| Filter Name | Description | Notes |
|---|---|---|
| Business Day | Filters data by date. Default selection is Last Month. | You can adjust the date range for daily, weekly, or monthly analysis. |
| Branch Name | Filters data to show only selected branch(es). | Use to isolate specific branches for performance review. |
| Item Name | Filters data to show only selected item(s). | Useful for item-level sales and budget tracking. |
Metrics & Definitions
| Metric | Definition | Notes |
|---|---|---|
| Daily Budget | The planned budget for the selected day (entered in Foodics BI > Settings > Budget). | Entered manually by the user. |
| Gross Sales | Total sales amount before any discounts or tax adjustments. | Represents top-line sales performance. |
| Net Sales with Tax | Net sales including applicable taxes. | Used for tax-inclusive performance tracking. |
| Net Sales | Sales revenue after discounts, excluding taxes. | Represents actual earned revenue. |
| Order Count | Total number of orders placed in the selected time period. | Useful for volume performance vs budget. |
Here’s the graph shown on the Budget vs Actual dashboard. This is not the only graph shown on the dashboard please make sure you check the rest out!