🎯 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.
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 or by monthly basis and align them with your revenue figures.
Overview of payroll costs vs revenue
To access this overview, go to Reports > Revenue.
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 or months
Note: To see see your revenue and budgeting data by year, select “View data by Months”. Planday will auto-select the calendar year for easy transitions between years using the navigational buttons.
Note: You can also export revenue by clicking on Export data and 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 or month within the chosen period.
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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