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See an overview of your payroll costs vs revenue
See an overview of your payroll costs vs revenue

See an overview of your payroll costs vs revenue in the revenue reports page with KPIs.

Maud avatar
Written by Maud
Updated yesterday

🎯 For administrators. If you haven't done so already, see Set up revenue to help you get started with configuring revenue on your Planday account.

Access to the revenue feature is from the Plus plan and up.

If you’re doing payroll costs versus revenue forecasting, you can get a clear and dynamic overview. This allows you to review payroll costs on a daily, weekly, monthly or yearly basis and align them with your revenue figures.

Overview of payroll costs vs revenue

To access this overview, go to Reports > Revenue.

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1. Here, you can configure various filters:

  • Choose the Department(s) for which you want to see the figures

  • View data by: Choose days, weeks, months or years.

  • Period type: Choose Standard or Custom

    • If you choose Standard, you can move from month to month or from year to year by using the Date range filter

    • If you choose Custom, you can set a custom period by using the Date range filter

Note: You can see your actual revenue, payroll percentage targets, and your budgets in a dynamic chart, by clicking on Graph view.

2. Based on the filters above, you’ll have some revenue data:

  • Revenue: this represents the total of your daily revenue for the selected period

  • Days over budget: Planday will highlight the number of days when you exceed the budget

  • Payroll % based on revenue: this value corresponds to the payroll cost share calculated based on the total payroll costs and the total daily revenue for the chosen period

  • Payroll % based on revenue forecast: the value corresponds to the payroll cost share calculated based on the total payroll costs and your sales forecast for the chosen period.

3. Further down, you’ll be able to see a breakdown of this revenue data for each day, week, month or year within the chosen period.

Note: By enabling the option “Compare last year”, you’ll be able to compare your current revenue with last year’s revenue.

Show revenue on the home dashboard

Activate the revenue widget on the Planday dashboard to see current revenue data on your homepage.

  • Click Configure to select the department and the period for which you want to display revenue.

  • If you manage multiple departments, you can also compare the revenue figures among them.

See related articles:

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