Accessing the Tool

1. Go to Admin Bar. 

2. Select Club Intelligence. 

3. Select the F&B Dashboard. 

Gross Profit with Net Profit and Loss

The first set of widgets seen are:

1. Gross Profit - This widget displays the numerical value for the club’s gross profit with a percentage identifier for growth versus last year. Selecting the widget will produce a pop up showing GL Transactions. The grid contains columns for:

2. Net Profit/Loss - This widget shows a numerical value for the club’s net P&L. There is a comparator (in percentage) for the growth versus last year. Selecting this widget will produce a popup containing the GL Transactions in relation to P&L.

Income/COGS/Expense

The next set of widgets will show:

1. Total Income - This widget displays the Total Income for the club with a comparator for this time last year. Selecting the widget will produce a popup that contains the GL Transactions that affect income.

2. Total COGS - This widget displays the total Cost of Goods Sold with a comparator for last years numbers. Selecting this widget produces a popup highlighting the GL Transactions that affect the COGS accounts.

3. Total Expense - This widget displays the expense dollars for the club with a comparator for the same time last year. Selecting this widget will produce a popup containing the GL Transactions that affect the expense account for club. You will see all vendor invoices listed here.

Net Profit/Loss by Department

This widget is shown in bar graph format and displays the Net P&L for the club broken down by department. Selecting a data point (bar) will produce a popup that contains additional graphs and charts:

• Summary by Category - A bar graph that shows the department’s breakdown by ledger category.

• Net Revenue by Day - A line graph showing the revenue by day for date range selected in the dashboard.

• GL Transactions - A chart displaying the GL Transactions that affected this department.

Budgeting

The next set of widgetscontain data on the club’s budget:

1. Budget % by Account - Income - This chart displays the ledger account with its budget amount and income. You see the percent to budget percent with a budget amount proration shown in dollar and percentage.

2. Income % to Budget - This widget is displayed as a gauge with a percentage value given for the Income % to Budget.

3. COGS/Expense % to Budget - This widget is displayed as a gauge with a percentage value given for the COGS/Expense to budget.

4. Budget % by Account (COGS & Expenses) - A chart displaying the budget percent by account. Listed are the Ledger Accounts with the budget amount and expenses. We see the budget % with prorated amounts shown in dollar and percent.

Net Profit/Loss - Actual vs. Budget

This widget displays the net P&L with comparators for Actual dollars versus the Budgeted amounts. There are data points for Variance to Budget, Net Profit/Loss, and Budget Amount. Drilling into a data point will show it’s “Days in Date” only.

Gross Income and Expense Month over Month

The final set of widgets display:

Gross Income - MoM - Displays, in line graph format, the gross income dollars month over month for last 12 months. Selecting a data point will drill down into the Days in Date for that month’s gross income.

Gross Expense - MoM - Displays, in line graph format, the gross expense dollars month over month for the last 12 months. Selecting a data point will drill down into the Days in Date for that month’s gross expenses.