Hospitality – Restaurant Analysis

What is a Restaurant Dashboard? Restaurant Dashboards are considered financial analysis tools and are used by restaurant group managers and financial officers to monitor revenues, expenses and profitability across the organization. Some of the main functionality in this type of dashboard is that it displays the restaurant business from six different viewpoints, including: 1) Food and beverage revenue by location, 2) Food and beverage revenue by type, 3) Revenue, COGS and Net Income YTD, 4) Actual, budget and variance by GL revenue account, 5) Top 5 expenses by account and with actual versus budget comparison, and 6) Top 5 expenses by department. You find an example of this type of dashboard below.

Purpose of Restaurant Dashboards Hospitality organizations use Restaurant Dashboards to give restaurant executives a summary view of key financial metrics. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, an organization can improve and speed up its financial decisions and related strategies, and it can reduce the chances that managers miss major performance issue in any particular area of the business.

Who Uses This Type of Dashboard? The typical users of this type of dashboard are: Finance officers, analysts, restaurant managers, hospitality executives. Other Reports Often Used in Conjunction with Restaurant Dashboards Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Restaurant Dashboards, along with Revenue dashboards, profit & loss reports, cash flow reports, forecast models 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 xFP&A solutions.

Built for hospitality finance teams and aligned with Solver's xFP&A platform, this Solver report template connects directly to your ERP data via the Solver Data Warehouse, enabling near real-time analysis with minimal setup. Designed for QuickStart deployment, it can be activated rapidly so your team can focus on analysis and decisions — not data preparation.

What is the Hospitality – Restaurant Analysis in Solver? The Hospitality – Restaurant Analysis is a pre-built xFP&A report template in Solver designed for hospitality organizations. It delivers key financial and operational metrics in a single, easy-to-use interface — purpose-built for hospitality finance workflows.

Who uses this Solver report template? Cfos, fp&a managers, and hospitality finance teams in hospitality organizations rely on this Solver report template to replace manual spreadsheet-based processes with automated, near real-time analysis. It is especially useful during month-end close, budget cycles, and board reporting.

Where does the data come from? Data is sourced automatically from your ERP system through the Solver Data Warehouse, which integrates with platforms such as Microsoft Dynamics 365 Business Central, Dynamics 365 Finance, Acumatica, Sage Intacct, and other leading ERP solutions. Property management systems (PMS) and point-of-sale data can also be integrated for full hotel and venue revenue visibility. Once connected, the template updates in near real-time with no manual data entry required.

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