Overview: The Actual Data module in Analytics allows operations managers to review their business's real financial figures, ensuring an accurate analysis of economic performance. By providing a structured month-by-month view, this module helps track financial trends, compare results with budgets, and maintain data integrity through locking and traceability options.
Start from: The Analytics dashboard.
Navigate to Financial Statements > Actual Data.
Select the Business Unit from the dropdown menu.
Choose the Year you want to analyze.
Select the Month and press Update.
The system will display a structured table that includes:
Financial accounts (Rows): Net sales, food and beverage purchases, personnel costs, and other key financial indicators.
Monthly breakdown (Colums): Values distributed per month, facilitating trend identification and financial planning.
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Actions on the Grid
Lock data for accuracy: Select the Locked checkbox to prevent modifications once the financial data is validated, ensuring integrity.
Notes: Ensure all financial records are accurate before locking them to maintain reliable reporting.
Export and import data:
Select Template to download the grid for external analysis.
Select Import to integrate financial data from other sources using the exported template format.
Delete data: Select Delete to remove all the data from the table, except for Net Sales, which will be set to 0.
Review change history: Below the grid, you can access records of locking and unlocking actions, including timestamps and responsible users.