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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 datasets. 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

Displays the 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—Select a year of dataset.
  • Type—Select a type of dataset.

Display

Choose which types of data to display.

  • Use Owner—Use the report builder that was configured for the Owner reports.
  • Use P&L Performance—Use the report builder that was configured for the P&L Performance.
  • Use Periodic Budget—Use the report builder that was configured for the Periodic Budget Report.
  • Single Period—View data for the period selected from the Period drop-down.
  • Year-to-Date—View year-to-date data from Period 1 through the period selected from the Period drop-down.
  • Period—Select a period.

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—Select a year of dataset to compare.
  • Type—Select a type of dataset to compare.

Variance

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


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