Forecast vs actual#
For: Manager | Admin You’ll need: A plan that includes demand forecasting — Plus or Pro — and 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 sidebar, open Reports → Forecast vs. actual.
Filter the data#
Pick a range from the period dropdown in the toolbar: ‘Today’, ‘This week’, ‘Last week’, ‘This month’, ‘Last month’, ‘Last 30 days’, ‘Last 3 months’, ‘This year’, ‘Last year’, or ‘YTD’.
(Optional) Click the filter icon in the toolbar, choose ‘Location’, tick one or more locations, and click ‘Apply’.
Add each further filter the same way — one property at a time. Choosing ‘From’ or ‘To’ from that menu overrides the preset and switches the dropdown to ‘Custom’. Each filter you add shows as a chip under the toolbar — click the chip to change it, × to remove it, or ‘Clear’ to drop them all.
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, a ‘%’ column (the variance as a percentage), scheduled hours, actual hours, ‘Required (h)’ (and, where configured, ‘Required cost’), and labor as a percentage of revenue. The export adds a ‘Revenue basis’ column.
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 divides actual cost by measured revenue when any revenue observation exists for the period, and by the budget’s revenue target otherwise — the ‘Revenue basis’ column says which was used.