Department-Based Budgeting

Department Based Budgeting in 7shifts allows you to control how sales divisions and projections are calculated for each department, helping you more accurately project labor when creating schedules.

Things to Know

• If supported with your POS, you will be able to customize the following in each department's budget:

  Sales Categories

  A sales category is a classification used within a Point of Sale (POS) system to group similar types of sales transactions. In the context of 7shifts and its integration with supported POS systems, sales categories help in organizing sales data for reporting and analysis. They can include various types of sales such as food, beverages, or specific promotions. 

  For accounts using Tip Pooling, they also determine how tips are pooled and distributed among employees, as they allow managers to set rules for tip contributions based on the type of sale. For example, a restaurant might have different sales categories for dine-in meals, takeout orders, and alcoholic beverages, each potentially contributing differently to the tip pool.

  Revenue Center

  A revenue center refers to a specific area or department within your business that generates sales. Examples include a "Bar," "Dining Room," "Takeout," or "Retail." Revenue centers can be used in conjunction with sales categories to provide more granular sales reporting and tip distribution. For instance, you might have a "Bar" revenue center with sales categories like "Beer," "Wine," and "Cocktails".
• If you use Tip Pooling, sales categories determine how tips are pooled and distributed based on manager-defined rules.
• When this feature is enabled, an "All Departments" labor view is not available in the Budget Tool.
• This feature may require an upgrade from your existing plan.

Enable Department Based Budgeting

1. In the 7shifts left navigation bar, go to Apps & Integrations > My Integrations.
2. Click Settings next to the specific Location.
3. Select the Sales tab and toggle on Department Based Budgeting:
   
4. Select the Assign Sales Categories tab.
5. Use the drop-down menu to choose a department.
6. Assign the relevant Revenue Centers and individual Sales Categories to that department.
   • You must assign at least 1 category and center to each department.
   • You can assign the same category or revenue center to more than 1 Department.
   • The Revenue Centres and Sales Categories that you see will depend on how your specific POS is set up.
     
7. Assign as many Revenue Centres and individual Sales Categories as you'd like:
   
8. Click Save to complete the setup.

Next Steps

Once enabled, you can view your department-specific budget data in the following areas of 7shifts:

• The Labor Budget Tool on the schedule displays Actual Sales and projections for the selected department (at the top of page).
  

  • The Labor Budget Tool displays one department at a time.To view labor for a different department, you must switch departments using the department selector on the Schedule or within the Labor Budget Tool.

  • If you need to view total labor for all departments combined, Department Based Budgeting must be disabled. Viewing combined labor with Department Based Budgeting enabled is not currently supported.

• The Web Dashboard under the Sales vs Labor tool allows you to filter data by specific department. The Actual Sales and Sales Projections you see here will be based on the categories you selected for that Department.
  
• The 7shifts mobile app dashboard provides the Sales vs Labor tool filtered by department:
  
• The Actuals Report on the Reports page allows you to filter your date range by department: