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Daily KBI Summary

The Daily KBI Summary summarizes the forecasts and compares them to the actual business volumes experienced.  KBI's are listed by code and description.

Click image to view a sample report.

Key Information

  • All KBI's are listed by KBI name and code.
  • This data comes from final forecasts and actuals that are manually input into LMS or automatically entered through a system interface.

Report Options

OptionDescription
Filter

All KBIs

Select to display all KBIs in the report.

Market Segment

Choose which market groups and market segment types to include in the report.

  • Market Group – Select one specific market group or all market groups and market segment types to be included in the report.
  • Market Segment Type – Select one specific market segment type or all market segment types to be included in the report.

Revenue Center

Allows you to choose which revenue centers to include in the report.

  • Revenue Center – Select one specific revenue center or all revenue centers to be included in the report.

Other                    

Produces a report that is grouped by the selection(s) you make in this category. You can select any or all of the following:

  • Input KBIs – Produces a report that displays all input KBIs.
  • Calculated KBIs – Produces a report that displays all calculated KBIs.
  • Statistical KBIs – Produces a report that displays all statistical KBIs.
Display
Standard SetSelect the standard set to apply to report.

Period End Date

Allows you to designate the appropriate end date for the report.

Running the Report

  1. In the toolbar, click the Report icon (  ).
  2. From the drop-down list, select Labor > Forecasting > Daily KBI Summary.
    The Daily KBI Summary report screen appears.
  3. Select one of the following: All KBIs, Market Segment, Revenue Center, or Other.
    1. If All KBIs is selected, proceed to Step 4.
    2. If Market Segment is selected, choose the appropriate Market Group and Market Segment Type, and proceed to Step 4.
    3. If Revenue Center is selected, choose the appropriate Revenue Center, and proceed to Step 4.
    4. If Other is chosen, select any or all of the following: Input KBIs, Calculated KBIs, KBIs, and proceed to Step 4.
  4. From the Standard Set drop-down list, select a standard set.
  5. In the Period End Date field, enter an end date by doing one of the following:
    • Type the end date. 
    • Select the end date from the calendar menu
    • Click the arrows to select a date.
  6. Click the Run icon (  ). 
    The report appears.

Report Terms & Definitions

Today                  

Displays today's data for 

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forecast, the manager's forecast, actuals and the % variance between the manager's forecast and actuals for all KBIs.

  • Fcst. Displays the 
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    forecast
  • Mgr. Displays the manager's forecast
  • Act. Displays the actuals
  • Var %. Displays the variance between the manager's forecast and actuals for all KBIs

Month-to-Date

Displays the monthly data for LMS forecast, the manager's forecast, actuals and the % variance between the manager's forecast and actuals for all KBIs.

  • Fcst. Displays the LMS forecast
  • Mgr. Displays the manager's forecast
  • Act. Displays the actuals
  • Var %. Displays the variance between the manager's forecast and actuals for all KBIs.

Year-to-Date

Displays the annual data for the LMS forecast,the manager's forecast, actuals and the % variance between the manager's forecast and actuals for all KBIs.

  • Fcst. Displays the LMS forecast
  • Mgr. Displays the manager's forecast
  • Act. Displays the actuals
  • Var %. Displays the variance between the manager's forecast and actuals for all KBIs.

 

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