🔓 Access level in Planday: Administrator
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⏱️ Reading time: 2 min.
ℹ️ Important read: See Point of Sale integrations supported in Planday or Revenue in Planday - FAQs and troubleshooting.
To help you use revenue in Planday, consider the following flow:
Create revenue units
Whether you insert your sales manually in Planday or use a POS integration to import them into Planday, you’ll need to create revenue units or cost centres first.
Learn more about this in Create revenue units.
Important note:
As of September 2025, new workspaces and departments will automatically have a default revenue unit created in Planday. You only need to create or edit units if you want a custom setup, such as POS1, POS2, Handheld1, or Handheld2.
Set up your budgets or revenue forecasts
Setting up budgets allows you to compare your payroll costs against your revenue forecasts. You can set daily, weekly or monthly forecasts. You can use the payroll percentage target to see if you’re below or on target.
Learn more about this in Enter your daily revenue forecast and in Set weekly or monthly budgets.
Record your daily sales
You can enter a daily revenue (or daily sales) to assess your labour costs in relation to your revenue.
Actual revenue can be inserted manually or imported via a POS integration. Learn more about this in Record your daily sales.
View revenue on the schedule
Once you have your units, your budgets and your actual revenue in place, you can view the revenue figures on the schedule so you can schedule more efficiently and use the payroll percentage target, to see if you’re below, on or above target.
Learn more about this in View your revenue figures on the Schedule.
See an overview of your payroll costs vs revenue
If you’re doing payroll costs versus revenue forecasting, you can get an overview of your payroll costs vs revenue under Reports > Revenue.
Learn more about this in See an overview of your payroll costs vs revenue.
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units, revenue units, what are units