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Budget & Forecast is Fran Metrics' predictive analytics reporting: it forecasts each location's financial performance using its history and territory demographics, and tracks Budget vs. Actual side by side — at both the unit level and consolidated across the network.

What It Shows

• Forecast — projected values for each account/KPI, generated from the unit's own history and the demographic profile of its territory
• Budget — the targets you've entered
• Actual — what really happened, side by side with both
• Confidence bands — every forecasted value shows a range indicating how much weight to give it. A tight band means high confidence; a wide one means treat it as directional
• FRAN AI summary — a plain-language write-up of the forecast, so you don't have to interpret the numbers cell by cell

Entering Budgets

Budgets are entered against your chart of accounts on the Budget Entry screen:

1. Open the Budget & Forecast report and switch to Budget Entry
2. Enter targets per account and month
3. Use the section-level "Use All" shortcut to fill a whole section at once

How the Forecast Stays Honest

A few built-in guard rails keep projections realistic:

• The in-progress month shows a forecast, not partial actuals. Forecasts respect your books-close day (set under Additional Settings → Notifications Schedule), so a half-recorded month never masquerades as a bad result — and partial months never skew future projections.