---
title: Overall analysis
description: This article explores the reports that cover overall financial performance.
---

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January 24, 2026

# Overall analysis

## This article explores the reports that cover overall financial performance.

**Who can use this feature:**  
🥇Accounts on the **Starters**, **Mains** or **All You Can Eat** plan.  
🔐Users with access to **Reports**/**Overall** analysis permission.

 

#### Jump to:

- [Introduction](https://help.kobas.co.uk/overall-analysis#intro)
- [Operational Profitability Report](https://help.kobas.co.uk/overall-analysis#opr)

---

### Introduction

This can be found by going to **Reports \> Overall analysis**.

It is also worth looking at the reports available within our [**Scheduled Report Engine**](https://help.kobas.co.uk/report-engine?hsLang=en) that relate to overall performance.

Similarly, you can see elements of overall analysis within the [**Welcome Page Widgets**](https://help.kobas.co.uk/dashboard?hsLang=en).

Please note that there are some [Kobas System Preferences](https://help.kobas.co.uk/system-preferences?hsLang=en#reports) that you will need to set that are relevant to this report.

**Note:** Please note that reports will require the correct [Permission Levels](https://help.kobas.co.uk/permission-levels?hsLang=en) to view.

---

### Operational Profitability Report

This report shows the following insights for one venue in one calendar year:

- Total expected revenue (and by lead type)
- Operational Profit (Your operational profit is calculated by subtracting your total cost of sales and cost of labour from your expected net revenue.)
- Income breakdown
- Cost of Sales
- Cost of Labour
- Wastage

#### How does this report work?

This report calculates the Cost of Sales (COS) using [stock check](https://help.kobas.co.uk/stock-checks?hsLang=en) values, and for each period it calculates it looks for the closest stock check before and after the dates it’s calculating for. Stock Checks count from the close of business on the recorded date. Therefore, if you use the Stock Checks on the 10th and 24th of the month, the sales dates of this period would be the 11th to 24th inclusive.

#### Why am I seeing minor discrepancies to other reports for the same period?

Where venues complete stock checks monthly on the last day of the month, this is perfect as when the report is looking to calculate a monthly total it can use a stock period for the exact month.

However, when the stock check isn't completed on this date, you may see some variances to your actual sales figures. For example, maybe the stock check for the end of December was dated as 1st January. This means that the Operational Profitability report, when attempting to calculate the COS for Jan, needs to look back further to the nearest stock check which may have been completed on 30th November, and use the figures between 30th November and 31st January.

This report works using averages, so when the stock periods match the calendar months and weeks exactly it works but when they alter then it can be offset. 

 

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