> For the complete documentation index, see [llms.txt](https://docs.new-vue.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.new-vue.com/visual-guides/overvue/revenue-budget-performance.md).

# Revenue Budget Performance

### Overview

This page is your main spot for tracking the budget. It includes KPI cards, gauges, charts, and tables that compare actual revenue to budget at the report, monthly, and site levels. You can view data by funds received or booked revenue, with options for season-aware and month-to-date views. This is designed for anyone managing budget-versus-actuals, like ownership or finance teams checking progress against the plan.

{% hint style="info" %}
Budget figures have not been loaded yet, so every comparison currently just shows your actual revenue as if it matches the budget. There is no real target to measure against yet. Once you enter real budget numbers, all variances, percent-of-budget, and gauges will show the actual difference between your revenue and the plan.
{% endhint %}

### Filters

Season, Month, Site, and Product Category.

<table data-view="cards"><thead><tr><th></th></tr></thead><tbody><tr><td>Season</td></tr><tr><td>Month</td></tr><tr><td>Site</td></tr><tr><td>Product Category</td></tr></tbody></table>

### Revenue and Budget Variance So Far

There are three cards at the top: percent variance to budget, revenue so far this year, and dollar variance to budget for your current selection. Check these first before diving into the charts and tables below. They quickly show if you are ahead or behind the plan, both in percentage and dollar terms. Keep in mind that 'revenue so far this year' actually covers the full calendar year to date, not just the selected season, even though the label says 'season so far.'

### Revenue vs. Budget Over Time

You’ll see a line chart that tracks revenue year-to-date against budget, day by day, and a column chart that compares revenue to budget month by month. You can also drill down into individual days. Use the line chart to see if the gap between actual and budgeted revenue is growing or shrinking over time. The column chart helps you spot which months were above or below plan.

### Budget Year to Date (Season-Aware)

This card shows your budget year to date, adjusted for the selected season instead of the full calendar year. This is important when you use a season filter, as it gives a budget figure that matches the chosen season. Other year-to-date budget figures on this page do not adjust for season.

### Revenue Variance by Season and Month

This grid shows your dollar variance to budget, broken down by season and by month. It’s helpful for quickly spotting any month or season that stands out, instead of having to read trends from a chart.

### Revenue Variance by Site and Day

This grid also shows dollar variance to budget, but breaks it down by day and by site. It’s the most detailed view on the page and helps you drill into a specific site’s daily variance pattern. This way, you can see exactly which days at which site contributed to a monthly or seasonal variance.

### Booked Revenue vs. Budget by Month

This column chart compares booked revenue to budget by month and by season, and you can drill down into individual days. The chart might still be labeled 'Recognized revenue,' but the numbers are correct even if the caption is outdated. This chart is the booked-revenue version of the funds-received chart shown earlier, and it lets you compare actual usage-dated revenue to budget by month and season once real budget numbers are available.

### Booked Revenue Budget Detail

This table lets you drill down from year to individual day and shows four key figures: dollar variance to budget, percent variance to budget, booked revenue, and budget. Once the budget is filled in, this is the most complete budget breakdown on the page. It’s the best place to check every aspect of budget performance—dollar gap, percentage gap, and the two raw numbers—at any level of detail.

### Booked Revenue vs. Budget So Far

This card shows your booked revenue year to date, adjusted for the selected season. Next to it is a chart that tracks booked revenue variance to budget year to date, with a separate line for each season. Use the card to compare funds received and booked revenue side by side. The chart helps you see how the variance trend looks across different seasons, not just the current year.

### Booked Revenue Variance by Season and Month

This grid shows booked revenue variance to budget, broken down by season and by month. The table might still be labeled 'Recognized revenue budget variance,' but the numbers are correct. This is the booked-revenue version of the funds-received variance grid shown earlier. It helps you spot which month within a season is driving the variance for that season.

### Variance and Percent of Budget, Season to Date

There are two cards here: one shows your dollar variance to budget, and the other shows your percent of budget, both adjusted for the selected season. Along with the 'Budget Year to Date' and 'Booked Revenue Year to Date' cards elsewhere on the page, these give you a complete set of season-aware figures for revenue, budget, and the gap between them. Use the percent view if you prefer to think in percent-of-budget terms instead of raw dollars.

### Year to Date

This gauge shows booked revenue year to date, adjusted for the selected season, compared to a full-year budget target. The gauge gives you a quick visual of how close you are to hitting the year’s target, which is easier to read than scanning a variance number, once real budget figures are loaded.

### Month to Date

This gauge shows booked revenue month-to-date, adjusted to the fiscal calendar, compared to a full-month budget target. It works the same way as the Year-to-Date gauge above, but focuses on the current month. This helps you check your progress at the month level, instead of waiting for the full-year results.