The Controllable P&L can display your budget data alongside your actual performance, making it easier to understand how your current spend compares to your budgeted targets without switching between reports.
When you have budgets configured, you can toggle this on and they'll appear directly on your Controllable P&L report under two additional columns - "Budget" and "Variance". This allows you to quickly spot variances and identify areas where you're over or under budget in real-time. If you have access to multiple units, you can also view this added data side by side!
Go to Performance > Controllable P&L and use the toggle in the right corner to enable this feature.
Depending on how you have your budgets configured (single categories or multiple categories), you will see the data displayed in different ways. Below is the information regarding how each configuration is shown.
In general, the "Budget" column will display your target spend (that's either a percentage of sales or a flat number) and the "Variance" column will show your actual spend total minus the budget total.
How Budgets Display on the P&L
Where your budget appears on the P&L depends on how it's configured. Here are the five ways budgets can be displayed:
- One single category
- Some, but not all categories under a category type
- All categories under a category type
- Categories spanning different category types under one P&L “group” (COGS, Labor, Expenses)
- Categories spanning different P&L Groups (unsupported)
Budget in a single category
Example:
- Fixed Budget with Liquor
- Fixed Budget with Sake
How this shows up on the P&L:
Budgets are displayed in-line with the category
Budget with some, but not all categories under a category type
Example:
Budget with the Seafood Category and the Meat Category, named “Seafood and Meat Budget”
How this shows up on the P&L:
We print a new row for the budget under the category type. The budget amount sums up in the category type summary row
Budget with all categories under a category type
Example:
Budget with all categories in the Food Category Type
How this shows up on the P&L:
We display the budget at the category type summary row
Budget with categories spanning different category types under one P&L “group” (COGS, Labor, or Expenses)
Example:
Budget with some Food Categories and a Beer Category:
How this shows up on the P&L:
We create a new section called “Multi-Category Budget” and display all budgets spanning category types in this section
Budget with categories spanning different P&L Groups (unsupported)
Example:
Budget with a Retail category (falls under COGS) and Restaurant Equipment category (Expenses)
How this looks on the P&L:
We don’t display this anywhere on the P&L and indicate in a warning message that it’s unsupported on the P&L.