Summary

The Management perspective in PMI provides a comprehensive overview of your property’s performance—past, present, and future—within a single view. It integrates key performance indicators (KPIs), revenue, labor hours, and productivity metrics to assist in strategic decision-making

Who is this for?

This view is designed for:

• General Managers (GMs)
• Heads of Departments (HODs)
• Controllers

It supports roles focused on operational performance, forecasting, and productivity management.

Navigating the view

Top section – Revenue and Hours graphs

• Time period selection: Use the top-right corner to choose the desired time frame—options include a month, multiple months, or a full year.
• Dynamic graphs: Graphs are linked to the tables below. Highlighting a department or KPI in the table updates the corresponding graph.
• Legend toggles: Utilize the legend beneath each graph to show or hide specific data series.
• ‘Today’ line: A black, dotted vertical line indicates the current date, separating past actuals from future forecasts.
• View options:
• Revenue graph: Switch between daily and monthly trends using the radio buttons above the graph.
• Hours graph: Choose to view total hours, total productivity, operational productivity, or labor cost percentages via the available radio buttons.

Left hand side − Operational revenue table

• Interactive rows: Click any row to display the selected data in the graph above. The selected row is marked with a magnifying glass icon labeled “Show in Graph.”
• KPI comparisons: The KPI column displays performance against Forecast, Budget, or Last Year.
• MTD Forecast and Budget calculations:
  • These are not simple summaries of daily figures from Live Forecast.
  • They answer: “Where should we be today to achieve our monthly forecast/budget, assuming the Live forecast for the rest of the month is accurate?”

Calculation: MTD Forecast = (Monthly Forecast ÷ Month-end Live Forecast) × Actuals Month-to-Date

Left hand side − RevPOLU section

• Overview: The Revenue per Operational Labor Unit (RevPOLU) section displays key figures:
  • Month-to-date (MTD) result: Highlighted in a larger font.
  • Current month-end figures: Includes Live forecast (actual plus planned), Forecast, Budget, and Last Year.
• Calculation: RevPOLU is determined using the SMART criteria—Specific, Measurable, Aligned, Realistic, and Time-sensitive.

Bottom of page − 12-months On The Books (OTB) Room Nights

The bottom graph presents 12-month On The Books Room Nights. Choose what to display in the legend below the graph; Actual OTB, Pickup Last Year, Last Year, Rolling Forecast, Budget and Forecast (not applicable to a pure restaurant operation).

Right hand side table − Labor Hours, Cockpits (departments) and Food cost table

Rows in Red and Red columns in the graph above is displaying that the Cockpit have not been saved.

Labor KPIs:  This table shows departmental month-to-date labor and productivity metrics.

• Click any row to update the graph above (the selected row shows a magnifying glass icon labeled Show in Graph).
• The KPI column indicates whether the department is above or below target vs. Forecast or Last Year.

SMART recalculation applied to hours

Budgeted, forecasted, and last year’s hours are recalculated based on actual activity levels using the SMART principle (Specific, Measurable, Aligned, Realistic, and Time-sensitive).
This ensures apples-to-apples comparison regardless of guest volume fluctuations.

Example: If a department serves twice the expected number of guests, they may need more hours than originally forecasted. If you only compare against static forecasted hours, it appears they’re over-spending. But by applying forecasted productivity to the actual number of guests, the comparison becomes more realistic and fair.

• The same logic applies to Last Year and Budget figures. 
• Unadjusted numbers are available in the Other Budget, Forecast, and Time Sheet modules.

Cockpit vs. division totals: Totals in the Cockpit view don’t always match financial division summaries:

• Cockpit targets are operational (e.g., cleaned rooms per worked hour in Housekeeping).
• Division summaries are financial (e.g., total revenue ÷ total hours).
• GMs must monitor both perspectives — operational control and financial outcome.

Static values toggle: If you include Static Forecast, Budget, or Last Year via the View Box (see Tools section), a new column appears.

• These values are not SMART-recalculated.
• They represent the originally submitted values, regardless of guest activity variance.

Explanation: Food cost and inventory indicators

• Food cost percentage: Shows actual cost vs. Forecast, Budget, or Last Year — based on your display settings.
• Inventory vs. par-stock: Displays whether current food inventory matches ideal target levels.
• Turnover days: Indicates how long it takes for inventory to rotate.
  • Industry standard: ~10 days (3 full inventory turns/month).
  • Higher days = excess stock; lower = tight margins or stockouts.

Tools

In Tools you have the option of exporting the Management Perspective to Excel or PDF.-

View Options

Allows you to choose what data to measure against; Forecast, Budget/Target or Last Year.

If tick box Incl.Static Number is chosen, a new column will appear in the Management Perspective on the right hand side displaying the Submitted Forecast, Submitted Budget or Actual Last Year, depending on the choice made above.

This will only work when looking at Hours, Personnel Cost % or Cost. For Total Productivity or Operational Productivity, this option is not available since these numbers are never SMART.

Recommendations

Utilize the Management perspective to:

• Gain a holistic view of your property’s performance.
• Identify deviations between Forecast and actual or planned figures.
• Focus on future dates where proactive actions can still influence outcomes.
• Quickly assess on-the-books reservations for rooms (applicable to hotel properties).

For a visual walkthrough, refer to the related video tutorial: Consolidated view in Benchmarking and Management Perspective