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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

Letting Basic Users Enter Budgets (New!)

By default only admins can open Budget Entry. To let franchisees enter budgets for their own units, go to Organization Settings → Main → Budget & Forecast and turn on the setting that allows basic users to edit budgets. It only appears when Budget & Forecast is turned on for your organization. Basic users can then open the Budget Entry screen for the units they have access to.

Budget Drivers (New!)

Instead of typing a flat number into every month, an account's budget can be driven by a formula: