Department Based Budgeting

You can now use Department Based Budgeting to allow you to control how your sales divide and projections are calculated for each Department, allowing you to more accurately project your labor when creating Schedules.

SKIP AHEAD TO:
Enabling Department Based Budgeting
Where you will see Department Based Budgeting in your account
⚠️ Department Based Budgeting is available on The Works plan and above.

⚠️ Department Based Budgeting is only available when an Actual Sales integration is enabled with the following POS sysytems:


Enabling Department Based Budgeting

Once you have the above prerequisites, follow these steps to enable this feature:

1. As an Admin, head to More > Integrations > My Integrations > your POS integration.

swap_POS_Logo_copy_2.png

2. Click on 'Settings' beside the Location you want to enable Department Budgeting for.

3. Under the 'Sales' tab, toggle on the 'Use Department Budgeting' option.

4. You will be prompted to assign your sales categories. Click on 'Assign.'

5. Select a Department in the dropdown to begin assigning categories to it. You can use this dropdown to toggle between any of your Departments under this Location.


6.
Here, you can assign as many Revenue Centres and individual Sales Categories as you'd like. The Revenue Centres and Sales Categories that you see will depend on how your specific POS is set up.

⚠️ Please Note:

You can assign the same category or revenue center to more than 1 Department.

You must assign at least 1 sales category and 1 revenue center to each Department.

7. Be sure to hit 'Save' when you’re done. 

Your Location is now set up with Department Based Budgeting!

You can go back to update these categories anytime by going to More > Integrations > My Integrations > your POS > Settings > Sales > Assign Sales Categories.


Where you will see Department Based Budgeting in your account

Once Department Based Budgeting has been added to your account, you will see this reflected in 3 places:

1. Directly within the Labor Budget Tool on the schedule.

  • Head to the Schedule by clicking on the 'Calendar' icon at the top of the page.
  • Scroll to the Budget Tool at bottom of the schedule, then click the '3 dots' to expand.
  • The Actual Sales and Sales Projections you see here will be based on the categories you selected for that Department.

2. On the Dashboard within the Sales vs Labor tool.

  • Head to the Dashboard by clicking on the 'Gauge' icon at the top of the page.
  • Select 'Sales vs Labor', filter by your Location, then the specific Department.
  • The Actual Sales and Sales Projections you see here will be based on the categories you selected for that Department.

3. In the Actuals Report on the Reports page. 

  • Click on the 'Reports' tab at the top of your screen.
  • Select the 'Actuals' report tab.
  • Select your date range and filter by Department.

620153f61c5b8.png

Was this article helpful?
0 out of 0 found this helpful