🔓 Access level in Planday: Administrator.
🌐 Subscription plan: Plus, Pro, Enterprise.
⏱️ Reading time: 3 min.
✅ Required steps: Set up revenue with cost centres and budgets.
ℹ️ Important read: Revenue in Planday - FAQs and troubleshooting.
Access to the revenue feature is now enabled 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.
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.
Click on “Export data” if you want to export the same details as in the overview, based on your revenue selection (daily, weekly, monthly or yearly). You can choose which columns to include in the report (for example, Scheduled payroll costs or Payroll %).
How to set fixed payroll budgets
The Payroll target setting lets you set fixed monetary payroll budgets - not just percentage-based ones. This gives you predictable control over labour costs and provides more accurate insights.
Here is how you can enable this setting on your revenue page:
Go to Planday Web > Reports > Revenue > Manage Revenue > Settings.
Enable Payroll targets as values.
Navigate to Revenue > Manage Revenue > Budgets.
Create fixed payroll budgets for each department or organisational unit.
A new column Payroll Target will now appear next to Scheduled payroll costs in your Revenue overview.
The Payroll target setting makes each day in the schedule show the difference between actual payroll spend and the payroll target.
The difference is colour coded to make insights immediately clear:
Green — under or on target
Red — over target
Grey — no payroll target available
Hovering over the payroll target difference displays a tooltip. If no payroll target is defined, the system automatically estimates one using available data such as revenue (excluding sales tax) and payroll percentage.
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.
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