Forecast vs actual#
For: Manager | Admin You’ll need: Permission to view reports (your manager will know).
This report compares your budgeted labor cost against what you actually spent — variance in cost, scheduled vs actual hours, and labor as a percentage of revenue per location. Use it to tell whether the schedule held up to the plan.
Open the report#
In the left sidebar, click ‘Reports’.
On the Reports landing page, click the ‘Forecast vs actual’ card.
Filter the data#
In the ‘Start date’ and ‘End date’ fields, set the date range.
(Optional) Open the ‘Location’ dropdown and pick one or more locations.
Click ‘Apply filters’.
To start over, click ‘Clear’.
Note
Forecast vs actual needs a budget to compare against. If a location shows blanks in the budget columns, no forecast was loaded for that period — talk to your admin about importing one.
Export#
See Export a report (CSV, XLSX, PDF) for CSV, XLSX, and PDF details.
Each row is one location, with budget cost, actual cost, variance, scheduled hours, actual hours, and labor as a percentage of revenue.
Verify it worked#
For each row, variance equals actual cost minus budget cost — a positive number means you spent more than planned. Labor-as-percent-of-revenue equals actual cost divided by revenue for the same period.