Weekly KBI Summary Report

The Weekly KBI Summary report summarizes the forecasts and compares them to the actual business volumes experienced.

Click image to view a sample report.

Key information

  • This data comes from final forecasts and actuals that are manually input into LMS or automatically entered through a system interface.
  • All KBIs are listed by name and code.
  • This report is a simple output of all KBI values, for selected KBIs, for a requested week.

Report options

This table describes the options that appear on the Weekly KBI Summary report screen.

OptionDescription
Filter

All KBIs

Displays all KBIs in the report, if selected.

Market Segment

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

  • Market Group—Allows you to determine whether one specific market group or all market groups and market segment types are included in the report.
  • Market Segment Type—Allows you to determine whether one specific market segment type or all market segment type are included.

Revenue Center

Choose which revenue centers to include in the report.

  • Revenue Center—Allows you to determine whether one specific revenue center or all revenue centers are 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 a standard set to apply to the report.

Period End Date

Select 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 > Weekly KBI Summary.
    The Weekly 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 and definitions

This table defines the terms that appear on the generated Weekly KBI Summary report. 

TermDefinition

Estimated

Displays your estimated business volume.

This data comes from information entered on the following Planning screens:

Forecasted

Displays LMS's forecast business volume.

This data comes from information entered on the following Planning screens:

Adjusted

Displays the manager's forecast business volume.

This data comes from information entered on the following Planning screens:

Actual

Displays the actual business volume.



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