Example of an Agent Sales Ranking Dashboard for Real Estate Companies

What is a Real Estate Agent Sales Ranking Dashboard?

Agent sales ranking dashboards are considered performance benchmarking tools and are used by executives and sales leaders to closely track how each real estate agent is performing. Some of the main functionality in this type of graphical report is that it is parameter driven and displays sales metrics both graphically and as figures (below the chart section seen in the image below). The first chart shows real estate agents ranked by sales amount for the period and with comparison of actual and budget. The second chart shows agents ranked by unit sales. You find an example of this type of graphical report below.

Purpose of a Real Estate Agent Sales Ranking Dashboards

Real Estate companies use Agent Sales Ranking Dashboards to give leaders an easy way to see high-, mid- and low sales performers in real time. When used as part of good business practices in Sales and Financial Planning and Analysis (FP&A) departments, a company can improve its agent strategies and increase revenues, and it can reduce the chances that low performers are left without support or other tactical action.

Example of a Real Estate Agent Sales Ranking Dashboard

Here is an example of a Real Estate Agent Sales Ranking Dashboard with actual to budget variances and agent ranking.

Example of an Agent Sales Ranking Dashboard for Real Estate Companies

Example of an Agent Sales Ranking Dashboard for Real Estate Companies

You can find hundreds of additional examples here

Who Uses This Type of Graphical report?

The typical users of this type of graphical report are: Sales Executives, CFOs, regional sales managers, budget managers and agents.

Other Reports Often Used in Conjunction with Agent Sales Ranking Dashboards

Progressive Sales and Financial Planning and Analysis (FP&A) departments sometimes use several different Agent Sales Ranking Dashboards, along with detailed sales reports, KPI dashboards, financial statements, annual budget models, corporate forecasts and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Regional Sales Dashboard for Real Estate Companies

What is a Regional Sales Dashboard?

Regional Sales Dashboards are considered territory benchmarking tools and are used by executives and sales leaders to compare performance across geographical regions. Some of the main functionality in this type of dashboard is that it provides monthly sales analysis across three perspectives, including: 1) Monthly sales for all territories, 2) Top five regions by sales amount, and 3) Top five regions by unit sales. The dashboard can be refreshed by changing the period parameter. You find an example of this type of dashboard below.

Purpose of Regional Sales Dashboards

Real Estate companies use Regional Sales Dashboards to give managers a clear view of actual to budget and comparative sales figures across regions and/or territories. When used as part of good business practices in Sales and Financial Planning and Analysis (FP&A) departments, a company can improve its strategic decisions and improve sales, and it can reduce the chances that managers don’t make timely decisions for underperforming territories.

Example of a Regional Sales Dashboard

Here is an example of a Regional Sales Dashboard with variance analysis and territory comparisons.

Example of a Regional Sales Dashboard for Real Estate Companies

Example of a Regional Sales Dashboard for Real Estate Companies

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Executives, CFOs, regional sales managers, budget managers and agents.

Other Reports Often Used in Conjunction with Regional Sales Dashboards

Progressive Sales and Financial Planning and Analysis (FP&A) departments sometimes use several different Regional Sales Dashboards, along with sales reports, KPI dashboards, financial statements, annual budget models, corporate forecasts and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Project Sales and Inventory Dashboards for Real Estate Companies

What is a Project Dashboard for Real Estate Companies?

Project Sales and Inventory Dashboards are considered sales analysis and planning tools and are used by sales executives and project managers to monitor key sales, unit inventory and other metrics for real estate projects. Some of the main functionality in this type of dashboard is that it provides seven different perspectives for analysis, including: 1) Revenues from the top 10 projects with actual and budget comparison, 2) Monthly unit sales trend with actual and budget comparison, 3) Top five projects by month of stock, 4) Available units trend, 5) Sold units trend, 6) Top five projects based on monthly average speed, and 7) Monthly trend in added units. You find an example of this type of dashboard below.

Purpose of Project Dashboards

Real Estate companies use Project Dashboards to give managers a clear picture of sales and inventory for the units in the real estate projects. When used as part of good business practices in Sales and Financial Planning and Analysis (FP&A) departments, a company can improve its strategic decisions and grow revenues, and it can reduce the chances that important trends or variances are missed with resulting delay in decision-making.

Example of a Project Dashboard

Here is an example of a Real Estate Project Dashboard with sales and inventory metrics and trends.

Example of a Project Sales and Inventory Dashboards for Real Estate Companies

Example of a Project Sales and Inventory Dashboards for Real Estate Companies

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Executives, project planners, sales managers, agents, project managers, financial analysts, budget managers.

Other Reports Often Used in Conjunction with Project Dashboards

Progressive Sales and Financial Planning and Analysis (FP&A) departments sometimes use several different Project Dashboards, along with project status reports, sales reports, sales dashboards, profit & loss reports, balance sheets, cash flow statements, KPI dashboards, financial dashboards, forecasts, budgets and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of an Executive Dashboard for Real Estate Companies

What is an Executive Dashboard for Real Estate Companies?

Executive dashboards are considered decision-support tools and are used by real estate leaders to analyze trends and budget variances for key corporate metrics. Some of the main functionality in this type of KPI report is that it provides eight different analytical perspectives, including: 1) Monthly sales trend with actual and budget comparison, 2) Comparison by status (e.g. cancelled, completed, construction, pre-sales) for real estate projects, 3) Top projects based on months of stock, 4) Available units by state/region, 5) Current year versus prior year sales with actual and budget comparison, 6) Monthly trend in sold units, 7) Top projects ranked by average speed, and 8) Top real estate agents ranked by sales. You find an example of this type of dashboard report below.

Purpose of Executive Dashboards

Real Estate companies use Executive Dashboards to enable easy anywhere, anytime analysis of top real estate metrics. When used as part of good business practices in Executive and Financial Planning and Analysis (FP&A) departments, a company can improve its strategic decisions and financial results, and it can reduce the chances that important tactics are delayed due to lack of real time reporting.

Example of an Executive Dashboard

Here is an example of an Executive Dashboard with monthly trends and actual to budget variances for various real estate KPIs.

Example of an Executive Dashboard for Real Estate Companies

Example of an Executive Dashboard for Real Estate Companies

You can find hundreds of additional examples here

Who Uses This Type of Dashboard report?

The typical users of this type of dashboard report are: Executives, project planners, financial analysts, budget managers.

Other Reports Often Used in Conjunction with Executive Dashboards

Progressive Executive and Financial Planning and Analysis (FP&A) departments sometimes use several different Executive Dashboards, along with budget and forecast models, sales reports, sales dashboards, profit & loss reports, balance sheets, cash flow statements, KPI dashboards, financial dashboards and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Sales Forecast Model for Real Estate Companies

What is a Real Estate Sales Forecast Model?

Sales Forecast Models are considered planning tools and are used by budgeting managers to collect sales drivers that generate forecasts. Some of the main functionality in this type of input form is that it uses drivers to automatically calculate the forecast (or budget) in the months seen across the columns. These driver inputs include: Available units, Property average area, Average price per square meter (or square foot), Monthly average speed (unit sales), and Beginning month (of sales). In the example below the form uses a configuration that lists real estate projects down the rows. You find an example of this type of input form below.

Purpose of Real Estate Sales Forecast Models

Real Estate companies use Sales Forecast Models to enable users to quickly and securely enter and update sales figures so the company has the best possible unit inventory and revenue estimate. When used as part of good business practices in Sales and Financial Planning and Analysis (FP&A) departments, a company can improve its strategies related to financing and real estate projects, and it can reduce the chances that managers makes uninformed decisions that ultimately can effect revenues and profitability.

Example of a Real Estate Sales Forecast Model

Here is an example of a Sales Forecast Input Form by project.

Example of a Sales Forecast Model for Real Estate Companies

Example of a Sales Forecast Model for Real Estate Companies

You can find hundreds of additional examples here

Who Uses This Type of Input form?

The typical users of this type of input form are: CFOs, project planners, regional sales managers, budget managers and agents.

Other Reports Often Used in Conjunction with Real Estate Sales Forecast Models

Progressive Sales and Financial Planning and Analysis (FP&A) departments sometimes use several different Real Estate Sales Forecast Models, along with sales reports, sales dashboards, real estate inventory reports, financial statements, annual budget models, corporate forecasts and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Consolidating Profit & Loss Report for Events and Venues

What is a Consolidating Profit & Loss Report for Events and Venues?

Consolidating Profit & Loss (P&L) reports are considered key performance analysis tools and are used by CFOs and executives to compare and benchmark profitability across events and to see the consolidated results for all events. Some of the main functionality in this type of roll-up report is that it dynamically lists all chosen event categories across the columns with a consolidated total in the far right column. The user can click on any of the tabs at the bottom of the report and see how each individual event consolidate up to the category they belong to on the main report page. Based on the event categories the user selects when running the report, both the summary page and the detailed tabs dynamically adapt. You find an example of this type of roll-up report below.

Purpose of Consolidating Profit & Loss Event Reports

Venues and sports organizations use Consolidating Profit & Loss Event Reports to give managers a clear picture of margins and profitability across all events in one or multiple venues. When used as part of good business practices in Executive and Financial Planning & Analysis (FP&A) departments, a company can improve its strategic decisions and related profitability, and it can reduce the chances that leaders make slow or inferior decisions due to lack of a complete financial picture.

Example of a Consolidating Profit & Loss Event Report

Here is an example of a Consolidating Profit & Loss Report with a summary tab (seen below) by event category and detailed tabs showing individual events within each category.

Example of a Consolidating Profit & Loss Report for Events and Venues

Example of a Consolidating Profit & Loss Report for Events and Venues

 

You can find hundreds of additional examples here

Who Uses This Type of Roll-up report?

The typical users of this type of roll-up report are: financial executives, board members, management teams.

Other Reports Often Used in Conjunction with Consolidating Profit & Loss Event Reports

Progressive Executive and Financial Planning & Analysis (FP&A) departments sometimes use several different Consolidating Profit & Loss Event Reports, along with balance sheets, cash flow statements, KPI reports, financial dashboards, annual budgets and forecasts, benchmarking dashboards and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Profit & Loss Variance Report for Professional Sports Teams

What is a Profit & Loss Variance Report?

Profit & Loss (P&L) variance reports are considered essential monthly financial tools and are used by CFOs and executives to analyze monthly and year-to-date (YTD) results. Some of the main functionality in this type of report is that it can be run for any given period and will dynamically list year-to-date and monthly figures with actual and prior year with variances. Exception highlights shows high and low variances. The YTD columns can be expanded to see each individual period with its revenues and expenses. You find an example of this type of report below.

Purpose of P&L Variance Reports

Sports organizations use P&L Variance Reports to have a clear picture of revenues, expenses, margins and profitability at any time during the year. When used as part of good business practices in Executive and Financial Planning & Analysis (FP&A) departments, an organization can improve its performance analysis and speed up decision-making, and it can reduce the chances that managers lack real-time financial insight to drive their planning and decision processes.

Example of a P&L Variance Report

Here is an example of a P&L Variance Report with current period and year-to-date results with variances.

Example of a Profit & Loss Variance Report for Professional Sports Teams

Example of a Profit & Loss Variance Report for Professional Sports Teams

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: financial executives, board members, management teams.

Other Reports Often Used in Conjunction with P&L Variance Reports

Progressive Executive and Financial Planning & Analysis (FP&A) departments sometimes use several different P&L Variance Reports, along with balance sheets, cash flow statements, KPI reports, financial dashboards, annual budgets and forecasts and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Broadcast Revenue Report for Professional Sports Teams

What is a Broadcast Revenue Report?

Broadcast Revenue Reports are considered revenue and media analysis tools and are used by media- and revenue managers to analyze and compare detailed broadcast revenue metrics. Some of the main functionality in this type of report is that it shows detailed revenue and viewer figures per broadcaster and game. For each broadcaster (seen in the columns in the sample below) there are three columns: 1) Viewers, 2) Revenue and 3) Revenue per viewer. Games display down the rows with sub-totals by season. On the far right the report calculates the averages across all broadcasters. You find an example of this type of report below.

Purpose of Broadcast Revenue Reports

Sports organizations use Broadcast Revenue Reports to give their managers a detailed picture of income and performance of each media partner. When used as part of good business practices in Broadcast Sales and FP&A departments, an organization can improve its media strategies and related broadcasting revenues, and it can reduce the chances that performance issues with underperforming media partners are not addressed in a timely manner.

Example of a Broadcast Revenue Report

Here is an example of a Broadcast Revenue Report with detailed viewer and revenue metrics per game and broadcaster.

Example of a Broadcast Revenue Report for Professional Sports Teams

Example of a Broadcast Revenue Report for Professional Sports Teams

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: financial executives, accountants, media managers, sales managers.

Other Reports Often Used in Conjunction with Broadcast Revenue Report

Progressive Broadcast Sales and FP&A departments sometimes use several different Broadcast Revenue Reports, along with detailed transaction-level media revenue reports, reconciliation reports, media revenue budgets and forecasts, profit & loss reports and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Broadcasting KPI Dashboard for Professional Sports Teams

What is a Broadcasting KPI Dashboard?

Broadcasting Dashboards are considered analysis tools and are used by media and sales managers to monitor broadcast revenues and viewer metrics. Some of the main functionality in this type of dashboard is that it provides graphical analysis from five different perspectives, including: 1) Viewer share by broadcaster, 2) Revenue share by broadcaster, 3) Broadcasters ranked by revenues, 4) Viewer count by broadcaster, and 5) Revenue by game day. You find an example of this type of dashboard below.

Purpose of Broadcasting KPI Dashboards

Sports organizations use Broadcasting KPI Dashboards to give managers an easy way to monitor revenues from their media partners. When used as part of good business practices in Media Sales and FP&A departments, a company can improve its media strategies and related broadcasting revenues, and it can reduce the chances that performance issues with underperforming media partners are not addressed in a timely manner.

Example of a Broadcasting KPI Dashboard

Here is an example of a Broadcasting KPI Dashboard with revenue and viewer metrics.

Example of a Broadcasting KPI Dashboard for Professional Sports Teams

Example of a Broadcasting KPI Dashboard for Professional Sports Teams

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: financial executives, media managers, sales managers.

Other Reports Often Used in Conjunction with Broadcasting KPI Dashboards

Progressive Media Sales and FP&A departments sometimes use several different Broadcasting KPI Dashboards, along with detailed broadcast revenue reports, media revenue budgets and forecasts, profit & loss reports and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Food & Beverage Sales Report by Location for Venues and Professional Sports Teams

What is a Food & Beverage Sales Report by Location?

Food & Beverage (F&B) Sales Reports are considered essential performance analysis tools and are used by venue managers and financial managers to monitor key sales metrics related to F&B revenues from events/games. Some of the main functionality in this type of report is that it starts with a summary of F&B sales by category and in the main body of the report, the columns dynamically list all the games/events for the chosen time range. In the rows you find each F&B category with a roll-up to the concession/restaurant that sold them. Every row can be expanded to drill down into each F&B item. On the far right it provides a total for all the games/events as well a column (not visible in the screenshot) that displays each F&B item as a percent of total sales for that location. You find an example of this type of report below.

Purpose of Food and Beverage Sales Reports by Concession Location

Sports organizations use Food and Beverage Sales Reports by Concession to easily see the sales performance of F&B items by location in the venue. When used as part of good business practices in Financial Planning & Analysis (FP&A) departments, a company can improve its revenues and speed up decisions related to food and beverage items, and it can reduce the chances that poor performing vendors and F&B categories lead to sub-optimized sales.

Example of a Food and Beverage Sales Report by Concession

Here is an example of a Food & Beverage report with sales per game, per item/category and restaurant/concession.

Example of a Food & Beverage Sales Report by Location for Venues and Professional Sports Teams

Example of a Food & Beverage Sales Report by Location for Venues and Professional Sports Teams

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Revenue managers, financial executives, venue managers, F&B managers.

Other Reports Often Used in Conjunction with Food and Beverage Sales Reports

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Food and Beverage Sales Reports by Concession Location, along with detailed F&B sales reports, profit & loss reports, KPI dashboards, sales budgets and forecasts and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples