Budgets & forecasting
Plan at location level. See the variance before close.
Build operating budgets and forecasts on the same categories used by actual results, then follow plan-versus-actual from group view to the source records.
- Budgets by location and period
- Rolling forecasts as conditions change
- Variance follow-up tied to operating data
Budgets
Org-wide · 2026 operating plan
Generate forecast
PerformancePlan
‹ 2026 ›Actual vs budgetWithin 1.8%
JanJun
Planned sales
$1.42m
Forecast
$1.39m
Medium confidence
Food target
28.0%
Labor target
30.0%
Plan lineBudgetActualVariance
Food$397,600$404,820+$7,220
Beverage$56,800$54,100−$2,700
Labor$426,000$431,200+$5,200
01Planning
A plan your operators can actually use
Operating budgets
- Location and group plans
- Category-level targets
- Period calendars
- Reusable assumptions
Forecasts
- Rolling location forecasts
- Current run-rate context
- Scenario comparison
- Consolidated outlook
Plan vs actual
- Food and prime cost variance
- Location ranking
- Category drill-down
- Source-record traceability
Follow-up
- Period checkpoints
- Owner visibility
- Saved reporting views
- Scheduled review packs
Next step
Turn next period's plan into this week's action
See budgets, forecasts and actual operating results in one review flow.
30 min
Walkthrough
Tailored to your group's structure
Guided
Implementation
Configured with you, not handed over
SmartOPS Margin is part of the SmartOPS OS suite.