Budget evaluations

The most important thing about budget planning is the evaluation. Already in the first version you have many different possibilities.

You should add the weather if possible, since there are hardly any businesses that do not react to the weather.

The evaluation is displayed in a calendar or in lists.

Sales at time of booking, number of customers at time of closing

Budget planning determines the posted sales revenue from the time the individual items are posted and not at the time of later payment.

Since the number of customers is not known until the transaction is completed and no conclusions about the booking time of individual items can be drawn from this, the number of customers is only determined per day. In this way, the number of customers can only be used as a daily value in the shift overview.

Evaluations of group planning

In the evaluations, two terms are used for the merchandise categories:

  • Planned. WE:...(per main group)
  • WE from WaWi:... (per main group)

The term Gepl. WE: ... is supplemented by the respective main group and displays the planning data. If the planning data is sales-dependent, the planning is changed proportionally to the sales achieved.

The term WE from WaWi: ... provides evaluations based on information from the inventory service. Depending on whether the stock is theoretical or currently controlled, this data is then correct from the point of view of merchandise management.

We have not determined a theoretical cost of sales from recipes (postings), since this calculation would be too slow. The values from the inventory service are thus comparable in result and refer additionally to controls.

Evaluation of Personnel Cost Planning

The following terms are used in the evaluations of personnel costs:

  • Plan PF: ... (per employment type)
  • Erf. PF: ... (per employment type)
  • Theo. hours
  • Theo. personnel costs
  • Theo. Surcharges included
  • Theo. Personnel costs in percent

The term Plan PF: ... stands for planned personnel costs. If the planning data is sales-dependent, the planning is changed proportionally to the sales achieved.

The term Erf. PF: ... is used for actual personnel costs. These are those entered using the Recording Actual Personnel Costs program.

The total theoretical costs (Theo. ... )refer to information from time recording.

Further documentation:

Budget calendar overview

Shift overview of the budget

Table preview of the budget

How does the inventory service work?

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