Period Reports: Period KPI Results – Centegra

Report Information

The Period KPI Results report provides a clear overview of costs and margins for a selected inventory periods, making it especially useful for multi-site businesses. It allows for performance comparisons across locations, helping companies make informed decisions, optimise operations, and improve inventory control.

This report is available only to companies subscribed to the Inventory Management module, where the Company Periods feature is in use. It is effectively an extension of the site period Margin Summary & Stock KPIs report.

Access the Period KPI Results report via: Report & Analysis > Period Results > Company Reports > Period KPI Results.

The output of the report can very depending on the selected report filter options.

If required, this report can be created as a Saved Report and set up to send out periodically.

Information on report filter options

The table below summarises report filter options available for this report.

Select Sites

Select which sites and/or site groups to include in the report.

Company Periods

Select which period(s) to report on.

View Type

Select from the following options:

Consolidated: To see consolidated results, per site, per period.
By Super Group: To see results split by super group (e.g. Food & Drink), per site, per period.

Report Output

The report summarises key costs and margins KPIs per period for each site.

Additional information on this view

The table below summarises the data shown in each column of this report view.

Site Name	Displays the name of the site being reported on.
Period State	Displays the state that the period is in at the time of running the report.
Closing Count Value	Displays the total value of stock at the period end.
Wastage	Displays the total value of declared wastage entered during the period.
Sales	Displays total net sales taken during the period.
Actual Costs	Displays the actual cost of sales for the period based on stock movements declared within the period and the closing count entered.
Theory Costs	Displays the theoretical cost of sales for the period based on the cost of the recipe at the point that each product is sold.
Costs Diff	Displays the difference between the actual cost and the theoretical cost.
Actual Margin	Displays the actual cost of sales as a percentage of net sales.
Theory Margin	Displays the theoretical cost of sales as a percentage of net sales.
Margin Diff	Displays the difference between the actual and the theoretical margin.

Report Information

Report Output

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