Working with KBI projections

Key Business Indicators (KBIs) allow you to forecast units to determine a revenue amount. In Unifocus software, KBIs are necessary for generating labor, certain types of revenues, and other key drivers (for example, the number of cars parked or the number of spa treatments). Use the KBI Projections screen to do the following:

• View and import KBIs that affect your budget.

• Forecast any KBI that consists of a unit and an average rate to determine revenue. 

• Budget all of your revenues and all of your units that are used in the Labor module of Unifocus RMS.

Note: Although KBIs on the KBI Projections screen can be edited, the main purpose of the screen is to review KBIs after imports and recalculations to ensure accuracy. As a best practice, KBIs should be configured and edited in the Forecast Structure screen.

Important: You can complete other budgeting tasks without first completing KBI projections; however, you will not be able to finalize your budget until you complete KBI projections.

This section covers the following topics for working with KBI projections:

• Viewing data on the KBI Projections screen

• Importing KBIs in the KBI Projections screen

• Viewing calculated KBIs in the KBI Projections screen

• Recalculating the budget in the KBI Projections screen

• Editing units and rates in the KBI Projections screen