🔓 Access level in Planday: Administrator
🌐 Subscription plan: Plus, Pro, Enterprise
⏱️ Set up time: 5 min. Reading time: 4 min.
ℹ️ Important read: How to set and update employees’ hourly wages ; How to set and update an employee’s fixed salary
✅ Required steps: Create revenue units ; How to record your daily sales
What is Revenue Performance?
The Performance feature enhances the Revenue module by allowing you to review incoming revenue based on which employees are working. With Performance, you can have a better overview of which employees and days drive the most revenue.
Please note that access to this feature depends on your permissions and security level, so some salary data may be hidden accordingly. For example:
An administrator can only see payroll costs for employees with a lower access level than their own.
Payroll costs for employees with the same or higher access level are hidden.
Reach out to support and ask to speak to a human agent if you have a question about accessing the Performance feature.
Where to find Revenue Performance in Planday
Go to Planday web > Reports > Revenue > Performance
This opens the Performance dashboard, where you can analyse revenue data, employee performance, and associated costs.
Filter options
To customise the data you see in the Performance tool, use the filter options at the top of the page:
Date range: Select the period you want to review (e.g., a specific week or month).
Departments: Choose the relevant department(s) to focus your analysis.
Additional filters:
Employee groups: Filter by specific groups of employees.
Units: Refine data based on units within your organisation.
Days of the week: Focus on specific days (e.g., weekdays vs. weekends).
Use comparison mode to spot trends
Enable the Compare toggle to compare the selected date range with a different period. This helps you spot trends or changes in performance over time.
Key metrics and data views
Below the filters, you’ll find various performance metrics and tables to help analyse revenue and costs:
Average revenue and cost per day
View average revenue and associated labour costs for each day of the week.
This helps you identify patterns, such as:
Which days generate the highest revenue
Which days have the lowest labour costs
Average cost per hour
This view displays hourly payroll costs and employee activity.
You can analyse:
Average revenue per hour
Average labour costs per hour
This helps ensure your operations remain profitable throughout the day.
Revenue and cost on employee's working days
Tip: To view deeper insights, click on an employee or group's name. This opens a detailed breakdown of their performance.
This section shows revenue and payroll costs based on the days employees worked.
It helps you evaluate an individual's performance in relation to revenue.
You can view:
Their top-performing days
Which colleagues they typically work with
Their individual contribution to total revenue on the days they worked
This makes it easier to monitor working hours and ensure compliance with local labour regulations.
Revenue and cost for employee groups
You can also analyse revenue based on employee groups and the days those groups are working.
To view deeper insights, click on an employee group’s name. This opens a detailed breakdown of their performance, including:
Percentage of revenue on working days
Payroll % based on revenue
Percentage of cost on working days
How to use this data
The Performance tool helps you make more informed staffing decisions and better align staffing with business goals.
You can use it to:
Identify trends: Use day and hour-specific data to optimise staffing and improve revenue.
Evaluate team performance: Compare employee contributions to revenue with payroll costs.
Plan for improvements: Use the insights to adjust scheduling, manage costs, and maximise profitability.
ℹ️ Need more help?
🔍 Search the Help Center | See videos at Tutorials.Planday.com | Watch a webinar.
💬 For personalised support
Login and contact our support team via the blue icon at the bottom if you have more questions or book a one-to-one professional training session with an expert.