Working with the Edit Revenue Center screen

Use the Edit Revenue Center task to review revenue center forecasts, apply forecast environments (if necessary), and override system forecasts with your own forecasts.

Working with each view in the Planning menu

If you are using Quick View:

Find the task to update or run by moving through the task sub-screens:
- Select previous or next task buttons.
  
  or
- Select the dashed lines of the screen selector.
When you get to the task, do one of the following:
- To start or run the task for the first time, select Start.
  The selected task opens in either separate tab or in a pane, depending on the task.
- To update the task (if it has already been started), select Update.

If you are using List View:

Find the task to update, run, or mark complete by scrolling down the screen.
When you get to the task, hover the mouse pointer over the status label.
A drop-down list appears.
From the drop-down list, select one of the following:
- To start or run the task for the first time, select Start.
  The selected task opens in either separate tab or in a pane, depending on the task.
- To update the task (if it has already been started), select Update.
  The selected task opens in either separate tab or in a pane, depending on the task.

Click here for field descriptions.

edit revenue center screen

Fields on the Edit Revenue Center screen

#	Field	Description	Notes
1	Planning Period	Select the planning period.	Default: Current planning period.
2	Current	Select the current planning period.
3	Back / Forward	Use the arrows to go to the previous or next planning period.
4	Expand All / Collapse All	Expand or collapse all revenue center data.
5	Revenue Centers selector	Select the revenue center(s) to display in the table.	Only revenue centers to which you have access are available.
6	All / Needs Attention	Filter the table to display all data for the selected revenue centers or only data that requires your attention. A red bubble displays the total number of items that require attention.
7	View menu
8	Legend	Opens the Legend dialog box.	Accuracy calculations of forecasts are based on the most recent data from the same business operating environments
		—In recent weeks with the same business conditions, on average the system forecast moderately differed from the actual business volume.	Read-only.
		—In recent weeks with the same business conditions, on average the system forecast greatly differed from the actual business volume.	Read-only.
		—Needs attention. The system requires more data to generate a forecast.	Read-only.
		—Forecast has been edited manually.	Read-only.
		—A forecast environment has been applied to a revenue center.	Read-only.
		—The forecast volume is below minimum opening threshold.	Read-only. The minimum volume is configured in the Add Revenue Center Period dialog box in Forecast Structure.
		—Data is missing or is incomplete.	Read-only.
9	Recalculate KBIs	Select this button to recalculate calculated KBIs after you enter or update KBI data on the screen.	This button appears only if you enter or update KBI data.
10	Audits	View a history of changes to the screen.
11	Weather for the property	The weather forecast is displayed for the location of the selected property. With this information, you can quickly see the weather on a given day so that you can make an educated guess as to the impact that the weather might have on business volumes. The weather forecast data includes the temperature (high and low) and an icon that indicates weather conditions.	Read-only.
12	Revenue Center	Expand each revenue center to see the KBI details.
13	KBI	Forecast values for the KBI. A number and an icon are displayed for each day. The numbers indicate the number of units (for example, covers), and the icon represents the variance of the system forecast from the actual business volumes.	Read-only.
14	KBI details	Expand each KBI line to see details. The rows in this section define the details and statistics for each KBI.	Not all KBIs include the same details and statistics.
	Forecast Environments	Forecast environment applied to the KBI. If a forecast environment is applied to a KBI, the name of the forecast environment appears in the cells and a Change button is available. If a forecast environment is not added to a KBI, an Add button is available. You can add, change, or remove forecast environments.
	System Forecast	The volume forecast generated by the system. In each cell, the number indicates the system forecast value and the icon indicates the recent average variance of the system forecast to the actual business volume.	Read-only.
	Manager Forecast	Manually entered forecast by a manager. If there is no manager forecast, the cell is blank. Enter a value if you feel that you can better predict the volumes for the day. If there is a manager forecast, the system uses that value instead of the system forecast in schedule calculations.	You cannot enter a negative value.
	Historical Data	Expand to view statistics related to forecast accuracy and historical data, including: System Accuracy—During the past four weeks with the same business conditions, on average the system forecast was within X units and Y percent of the actual business volume. Manager Accuracy—During the past four weeks with the same business conditions, on average the manager forecast was within X units and Y percent of the actual business volume. Last Week—Actual business volume for the same day last week. Last Year—Actual business volume for the same day last year. 4 Week Average—Average business volume for the same day for the last four weeks. Forecast Capture—Forecast percentage of guests who will patronize the business on a given day in a revenue center period. This calculation uses the KBI configured as the capture KBI in the KBI configuration. Last Week Capture—Actual percentage of guests who patronized the business on the same day last week in a revenue center period. This calculation uses the KBI configured as the capture KBI in the KBI configuration. Last Year Capture—Actual percentage of guests who patronized the business on the same day last year in a revenue center period. This calculation uses the KBI configured as the capture KBI in the KBI configuration. 4 Week Average Capture—Average percentage of guests who have patronized the business on the same day for the last four weeks in a revenue center period. This calculation uses the KBI configured as the capture KBI in the KBI configuration.	Read-only.
15	Daily Totals	Displays total amounts for the day, such as covers and dollars.	Daily Totals appear only if Show Daily Totals is selected in the View menu.

On the Edit Revenue Center screen, you can perform the following tasks:

Selecting a planning period
Selecting a revenue center
Filtering KBIs
Filtering icons and totals
Viewing KBI details
Viewing the legend for icons
Working with forecast environments
Editing a manager forecast

Selecting a planning period

The current pay period is selected by default.

Using the Planning Period drop-down list

From the Planning Period drop-down list, select the planning period for which to view forecast data.
The screen updates with information for the selected planning period.

Viewing the previous or next planning period

Select the back arrow () to view the planning period prior to the currently selected planning period.
or
Select the next arrow () to view the planning period after the currently selected planning period.

Viewing the current planning period

Above the table, select Current.
The table updates to display information for the current planning period.

Selecting a revenue center

From the Revenue Centers drop-down list, select the revenue center(s) for which to view data.
The screen updates to with information for the selected revenue center(s).

Filtering KBIs

By default, the table displays all KBIs for the selected revenue centers. You can choose whether to display all KBIs or only KBIs that require attention using the All and Needs Attention buttons above the table.

To view only KBIs that require your attention, select Needs Attention.
The table updates to display only KBIs that need more information to generate a forecast.

Filtering icons and totals

You can choose whether to show or hide Critical Threshold icons, Moderate Threshold icons, and Daily Totals using the View menu above the table.

Select View ( ).
The View dialog box appears.
Select the check box(es) to display the Critical Threshold icon, Moderate Threshold icon, and/or Daily Totals in the table.
The table updates according to your selections.

Viewing KBI details

When you first open the Revenue Center Forecasting screen, only single table rows for available KBIs are visible. For each day of the week, the cell displays the forecast value and an icon representing the variance of the system forecast to the actual business volume.

Viewing details for a KBI

Expand () the KBI row to view details.

The table expands to display details and statistics for the KBI.

Viewing details for all KBIs

Above the table, select Expand All ().
The table expands to display details and statistics for all KBIs.

Viewing the legend for icons

The Edit Revenue Center screen features several icons that represent information about KBI forecasts and statistics.

To view the legend for the screen:

Select Legend ( ).
The Legend dialog box appears.
When you are finished reviewing, select anywhere outside of the Legend dialog box.
The Legend dialog box closes.

Working with forecast environments

Forecast environments are atypical circumstances that affect KBIs, demand, and volume. For example, an NFL football game that occurs near a restaurant would typically cause a spike in demand. Users apply forecast environments when they know that a unique event will impact the need for labor.

If a forecast environment is applied to a KBI, the name of the forecast environment appears in the field and a Change button is available.

If a forecast environment is not added to a KBI, an Add button is available.

Applying a forecast environment

In the Forecast Environment row for a KBI, select the cell for the day of the week to which to apply a forecast environment.
A drop-down list appears.
Select the environment to apply.
The environment is applied, and the cell updates to display the selected environment.

Changing a forecast environment

In the Forecast Environment row for a KBI, select the cell for the day of the week to which to change a forecast environment.
A drop-down list appears.
Select the environment to apply.
The environment is applied, and the cell updates to display the selected environment.

Removing a forecast environment

In the Forecast Environment row for a KBI, select the cell for the day of the week to which to remove a forecast environment.
A drop-down list appears.
Select No Environment.
The environment is removed, and the cell updates so that no environment appears in the cell.

Editing a manager forecast

Managers can enter and edit values in the Manager Forecast cells if they feel that they can better predict the volumes for the day. If there is a manager forecast, the software uses that value instead of the system forecast in schedule calculations.

To edit a manager forecast:

In the Manager Forecast row, select the cell to edit.
Enter a value in the cell.
Either press Enter or click outside of the field.
The cell updates with your entry.