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P&L Performance Analysis

The P&L Performance Analysis report is designed to help you critique performance for a given month or year. It is designed to look at Actual and Budget as compared to your Flex Budget and another comparative data set. Typically, this would be the same month or time period from last year. The Flex Budget calculates your optimum profitability by utilizing all cost assumptions relative to actual units or revenue. If you budgeted $1.00 per room for guest supplies, The Flex Budget will multiply actual rooms occupied times the $1.00. If you budgeted based on pct. of revenue, the Flex Budget will apply the budgeted percentage to the actual revenue.

Click the image to view a sample report.

Key Information

  • Displays four data sets. You choose two of the four (Base and Comparative), as Actual and Flex are assumed.
  • Can be run for a single period or year-to-date.

Report Options

Base Dataset

Consists of a Year and Type of data that are grouped in an organized manner. The Base Dataset selected determines the data that will be in the column between Actual and Flex.

  • Year. Allows you to choose which year of the dataset you wish to use for the basis.
  • Type. Allows you to choose which type of dataset you wish to use for the basis.

Display

Allows you to choose which types of data you wish to display.

  • Use Owner. Denotes that you want the report to use the report builder that was configured for the Owner reports.
  • Use P&L Performance. Denotes that you want the report to use the report builder that was configured for the P&L Performance.
  • Use Periodic Budget. Denotes that you want the report to use the report builder that was configured for the Periodic Budget Report.
  • Single Period. Allows you to view data for the period selected from the Period drop-down.
  • Year-to-Date. Allows you to view year-to-date data from Period 1 through the period selected from the Period drop-down.
  • Period. Allows you to select which period you wish the report to cover.

Comparative Dataset

Consists of a Year and Type of data that are grouped in an organized manner. The Comparative Dataset is the dataset to which the Base Dataset is compared.

  • Year. Allows you to choose which year of the dataset you wish to use as a comparison.
  • Type. Allows you to choose which type of dataset you wish to use as a comparison.

Variance

Displays the variance between the Base and Comparative Datasets as either Dollars or Percentages.

Running the Report

To run the report:

  1. Choose Comparative from the Reports menu.
  2. Click P&L Performance Analysis. The report options dialog box appears.
  3. Select the appropriate View.
  4. Select a Year and Type for the Base Dataset.
  5. Select or de-select Analysis Pages.
  6. Select either Single Period or Year-to-Date.
  7. Select a Period.
  8. Select a Year and Type for the Comparative Dataset.
  9. Select either Dollars or Percentages under Variance.
  10. Click the Run icon. The report is displayed.

 

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