Configuring charts on the Budgeting Dashboard

Although there are default configurations for the charts that you see, the Budgeting Dashboard is highly customizable so that you can specify how information is displayed for each P&L Group in your organization.

Note: Available fields, tiles, and configuration options depend on whether you have an Operating Budget or Labor Budget license.

The charts on the right side of the screen display information for the selected P&L Group line on the left side of the screen.

Charts in an Operating Budget dashboard

Operating Budget dashboard

Charts in a Labor Budget dashboard

Labor Budget dashboard

There are six charts grouped into four sections:

Statistics
Although these charts are available in both Operating Budget and Labor Budget licenses, they are configurable only in Operating Budget licenses.
- For Operating Budget licenses:
  Chart 1 typically displays a percentage calculation. Chart 2 and 3 typically display an average amount.
  All three can also be configured to return:
  - A single KBI value.
  - A single budget line value.
  - A single formula value.
  - A value as a percentage.
  - A value as an average.
- For Labor Budget licenses:
  The three charts are hard-coded to the selected line in the budget tree. Chart 1 shows total hours in the line. Chart 2 shows the average rate in the line. Chart 3 shows the total costs in the line.
  Note: Because these charts are hard-coded to selected lines, there is no Statistics configuration option for Labor Budget licenses.
Trends / Productivity
- For Operating Budget licenses:
  This chart displays information about configured budget trends.
- For Labor Budget licenses:
  This chart displays a productivity calculation.

Percentage / OT or Worked Hours
- For Operating Budget licenses:
  This gauge displays performance information based on configured percentage data.
- For Labor Budget licenses:
  The chart allows you to switch between Worked Hours and OT Hours for job lines in the selected budget tree section.
Deep Dive
Although this charts is available in both Operating Budget and Labor Budget licenses, it is configurable only in Operating Budget licenses.
For both Operating Budget and Labor Budget licenses:
This chart that shows lines with the largest variances from the working dataset to the first comparative dataset.

Depending on your configuration, the charts in the tiles might either display data points or calculations.

To configure:

In the upper-left corner of the screen, select Access your applications ( ).
The menu expands.
Select Financial > Budgeting.
The Budgeting Dashboard screen appears.

In the Budgeting navigation pane, select Budget Configuration ( ) > Charts.
The Budget Configuration screen opens.

Note: Although this screen is used for chart configuration, it is titled Budget Configuration because the formulas that you create or apply here are also available in other areas of the software.

The Default Chart Setup appears at the top of the list.

You can apply the default configuration to whichever line you'd like or set up custom configurations per line. All lines use the default configuration until a new configuration is created.
Select the plus button ( ) to expand a P&L Group line for which to configure charts.

By default, the Statistics configuration tab is selected. (Use this tab to configure the top three charts in the Details section.) Each tab corresponds to a chart section in the dashboard.

Configure the charts as necessary.
See the sections below:

Details configuration fields

Details chart

Fields on the Statistics configuration tab of the Chart Configuration screen

Note: Statistics configuration is available only for Operating Budget licenses.

Field	Description	Notes
Chart Name	Custom name of the chart. In the field, type a meaningful name so that you will be able to easily identify the purpose of the chart. For example, Total Covers, F&B Rev, Avg Check.	Required. Maximum number of characters: 25. This name is displayed on the chart in the Budgeting Dashboard.
Copy from Default Chart Setup	Copies the chart configuration that is in the Default Chart Setup line.	This option is available for all line configurations except for the Default Chart Setup line. The default chart setup will be inherited upon first configuration for all lines in the Budgeting Dashboard. The only time this should need to be used is when you have decided to override your existing configuration with the default configuration.
Calculation formula	Displays the final calculation for the chart. If both KBI or Formula and Budget Line or Formula fields are populated, the top line is divided by the bottom line. If only the top field is populated, only the value is displayed in the corresponding chart.	Required.
KBI or Formula (for chart 1) Or Budget Line or Formula (for charts 2 and 3)	KBI or Formula—Select the KBI or Formula for the top line. Choose KBI—Opens the Select KBI dialog box, where you select a KBI. Add/Edit Formulas—Opens the Manage Budget Formulas dialog box where you add a formula that can calculate multiple KBIs. Budget Line or Formula—Select the budget line or add a formula. Choose Budget Line—Opens the Select Budget Line dialog box, where you select a budget line. Add/Edit Formulas—Opens the Manage Budget Formulas dialog box where you create and edit formulas. Budget Formulas—Displays a list of configured formulas. A K indicates that a specific KBI has been selected. For more information on building formulas, seeBuilding a formula.	Required.
KBI or Formula (for all charts	The KBI or Formula by which the top Budget Line Formula (or KBI or Formula for Chart 1) is divided.	Optional. If you select a KBI or formula from this bottom field, the chart displays information based on the calculation of lines. If you do not select KBI or formula, the chart displays only information for the top field (KBI or Formula OR Budget Line or Formula).
Chart Display Type	How the chart will be displayed on the Budgeting Dashboard: Percent Average	When only one of the two options (KBI, Budget Line or Formula) is selected, Unifocus recommends that you choose Average to show in a numerical format.
Save	Applies your selections and updates the Budgeting Dashboard.

Trends configuration fields

Trends chart

Fields on the Trends configuration tab of the Chart Configuration screen

Field	Description	Notes
Chart Name	Custom name of the chart. In the field, type a meaningful name so that you will be able to easily identify the purpose of the chart. For example, Occ Rms to Food Covers.	Required. Maximum number of characters: 25. This name is displayed on the chart in the Budgeting Dashboard.
Copy from Default Chart Setup	Copies the chart configuration that is in the Default Chart Setup line.	This option is available for all line configurations except for the Default Chart Setup line. The default chart setup will be inherited upon first configuration for all lines in the Budgeting Dashboard. The only time this should need to be used is when you have decided to override your existing configuration with the default configuration.
Chart Series 1 and 2
KBI, Budget Line, or Formula 1	Options include: Choose KBI—Opens the Select KBI dialog box, where you can search for and select all available KBIs. Choose Budget Line—Opens the Select Budget Line, where you can search for and select all available budget lines. Add/Edit Formulas—Opens the Manage Budget Formulas dialog box, where you apply a formula as a configuration method. For more information on building formulas, see Building a formula.
Display Trend Line	Switch on ( ) to display a trend line on the chart.	Default: Trend 1: On ( ) Trend 2: Off ( ).
Button
Save	Saves your configuration changes.

Percentage configuration fields

Percentage chart

Fields on the Percentage configuration tab of the Chart Configuration screen

Field	Description	Notes
Chart Name	Custom name of the chart. In the field, type a meaningful name so that you will be able to easily identify the purpose of the chart. For example, Food & Beverage Profit.	Required. Maximum number of characters: 25. This name is displayed on the chart in the Budgeting Dashboard.
Copy from Default Chart Setup	Copies the chart configuration that is in the Default Chart Setup line.	This option is available for all line configurations except for the Default Chart Setup line. The default chart setup will be inherited upon first configuration for all lines in the Budgeting Dashboard. The only time this should need to be used is when you have decided to override your existing configuration with the default configuration.
Revenue Line or Formula	Adds a revenue line or formula for calculation. Choose Budget Line—Opens the Select Budget Line, where you can search for and select all available budget lines. Add/Edit Formulas—Opens the Manage Budget Formulas dialog box, where you apply a formula as a configuration method. For more information on building formulas, see Building a formula.
Expense Line or Formula	Adds a revenue line or formula for calculation. Choose Budget Line—Opens the Select Budget Line, where you can search for and select all available budget lines. Add/Edit Formulas—Opens the Manage Budget Formulas dialog box, where you apply a formula as a configuration method. For more information on building formulas, see Building a formula.
Operating Profit Line or Formula	Adds a profit line or formula for calculation. Choose Budget Line—Opens the Select Budget Line, where you can search for and select all available budget lines. Add/Edit Formulas—Opens the Manage Budget Formulas dialog box, where you apply a formula as a configuration method. For more information on building formulas, see Building a formula. Profit line that can be either a budget line or calculation. Tip: The formula option is helpful if you have not built a GOP line. You can use this section to build the GOP (regardless of the fact that this newly constructed GOP does not exist in budget data throughout existing databases).
Advanced Settings
Lowest Value to display	Lowest value to display in the percent chart.	Default: -75%
Highest Value to display	Highest value to display in the percent chart.	Default: 75%
Target Range	Use the slider to select either a single target percentage value or a target percentage range. Single target percentage Overlap the slider points to set a single target percentage. With this setting, the gauge on the percentage chart displays two color-coded metrics: Green or yellow—Values above the selected number, indicating optimal to high performance. Red—Values below the selected number, indicating low performance. Target percentage range Set two separate slider points to create a target percentage range. With this setting, the gauge on the percentage chart displays three color-coded metrics: Green—Values above the specified range, indicating high performance. Above target range. (This does not necessarily indicate positive performance.) Yellow—Values within the specified range, indicating suboptimal to optimal performance. This range suggests that you are performing as expected. Red—Values below the specified range, indicating low performance. This range suggests that you are performing below expectations.
Reset to Defaults	Resets percentage chart values to default settings.
Save	Saves your configuration changes.

Analysis configuration fields

Deep Dive chart

Fields on the Deep-dive configuration tab of the Chart Configuration screen

Field Description Notes

Field	Description	Notes
Chart Name	Custom name of the chart.	Required. Maximum number of characters: 25. This name is displayed on the chart in the Budgeting Dashboard.
Chart Display Type	Select how to display the largest variances from the working dataset to the first comparative dataset. Percent—Percentage of variance. Absolute—Absolute value of amount variance.
Save	Saves your configuration changes.

Chart Name

Custom name of the chart.

Required.

Maximum number of characters: 25.

This name is displayed on the chart in the Budgeting Dashboard.

Chart Display Type

Select how to display the largest variances from the working dataset to the first comparative dataset.

Percent—Percentage of variance.
Absolute—Absolute value of amount variance.

Save

Saves your configuration changes.

Productivity configuration fields:

Productivity chart

Fields on the Productivity configuration tab of the Chart Configuration screen

Note: The Productivity chart appears only in Labor Budget licenses.

Field	Description	Notes
Chart Name	Custom name of the chart. In the field, type a meaningful name so that you will be able to easily identify the purpose of the chart.	Required. Maximum number of characters: 25. This name is displayed on the chart in the Budgeting Dashboard.
KBI or Formula	Options include: Choose KBI—Opens the Select KBI dialog box, where you can search for and select all available KBIs. Add/Edit Formulas—Opens the Manage Budget Formulas dialog box, where you apply a formula as a configuration method.
Productivity Calculation	Unit of measure to calculate productivity. Options include: Minute/Unit Hour/Unit Units/Minutes Unit/Hour FTE (Full Time Equivalent)
Save	Saves your configuration changes.

Repeat configurations as needed for each P&L Group line.