BI-Entities at Risk / Best Performers Analysis

Overview

Qvinci’s Business Intelligence – Entities at Risk / Best Performers report is designed specifically to support Coaching for Performance. This report analyzes financial performance across multiple entities or locations to help you quickly identify underperforming entities that require attention and top performers whose success can be replicated.

By comparing key P&L accounts as a percentage of income against defined performance targets, the report clearly flags entities that fall outside expected thresholds—providing actionable insight for focused coaching and performance improvement.

This report is available in the Library > Gallery section.

How the Report Works

The Entities at Risk / Best Performers report evaluates selected P&L accounts against expected percentage targets:

• Entities at Risk
  Entities that fall below expectations for income accounts or exceed expectations for expense accounts

• Best Performers
  Entities that exceed expectations for income accounts or remain below thresholds for expense accounts

Example: 

If Food Sales has an expected percentage of income of 10% or higher, and an entity reports 9%, that entity will be flagged as At Risk.
Conversely, for expense accounts such as COGS, an entity is considered At Risk when it exceeds the expected percentage.

Key Features

What’s New

• Q Interact Panel
  An interactive panel on the right side of the report offering six dynamic tools to refine, filter, and analyze results.

• Multiple Reporting Periods
  Analyze performance across three selectable periods based on the As of Date:

  • Reporting Month – 12 months of historical data

  • 3-Month – Five rolling 3-month periods

  • Fiscal YTD – Current and prior two Fiscal YTD periods

• Standard & Custom Accounts
  Includes default accounts such as:

  • Gross Profit

  • Total COGS

  • Total Expense

  • Net Income
    Plus support for up to three custom accounts to meet specific coaching needs.

• Scales up to 300 entities

Setting Up the Report

1. Add or Modify Accounts

You may customize the accounts analyzed in the Default Accounts section of the Instructions tab.

• Enter or edit accounts in the designated cells

• Accounts must exist in the Qvinci Standard Chart of Accounts (SCoA)

• Common accounts are preloaded, but fully customizable

Tip:
Run the P&L-Det-FYTD v PY + $ % (S) report from the Gallery, export it to Excel, and copy account names directly into the template for accuracy.

2. Set Expected Percentages

Define performance thresholds using the highlighted percentage fields.

• Income Accounts

  • Low % → Determines Entities at Risk

  • High % → Determines Best Performers

• Expense Accounts

  • High % → Determines Entities at Risk

  • Low % → Determines Best Performers

These thresholds drive how entities are categorized in the report.

3. Save Your Template

Once accounts and percentages are configured:

• Select Save As

• Store your customized template in the Mine tab for reuse

4. Preview the Report

After previewing, the report will generate within approximately 1 minute (depending on entity volume).

The report will display either:

• Entities at Risk, or

• Best Performers

You can further refine results using the Q Interact panel.

Using Interact for Deeper Analysis

The Q Interact panel enhances analysis with powerful filtering and visualization tools:

• Change Reporting Period
  Instantly toggle between Fiscal YTD, Reporting Month, and 3-Month views.

• Entity Distribution Analysis
  View:

  • The number of entities within defined percentage ranges

  • A bar chart showing performance distribution (e.g., Gross Profit ranges)

• Entities at Greater Risk or Top Performance
  Highlight entities that appear multiple times across different P&L categories—indicating higher risk or consistent excellence.

  • Example: Highlight entities failing five or more targets

• Filter Specific Entities
  Isolate individual entities for targeted coaching.

• Filter by Number of Categories
  Focus on entities that fall into more than a specified number of risk or performance categories.

• At Risk vs Best Performers Toggle
  Seamlessly switch between underperformers and top performers.

Exporting the Report

• This report is optimized for Excel

• Due to its interactive design, it is not formatted for PDF printing

• Excel exports preserve all calculations, filters, and visualizations

Why Use This Report

The BI-Entities at Risk / Best Performers report enables franchisors and business coaches to:

• Quickly identify problem areas

• Prioritize coaching efforts

• Recognize and replicate best practices

• Make data-driven performance decisions at scale

It is a powerful, actionable tool for driving consistency, accountability, and improvement across your network.

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