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.

Enabling Department Based Budgeting

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

1. In the left navigation bar, select Apps & Integrations:

2. Select the My Integrations. 

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

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

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

6. 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.

7. 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.

8. 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 Apps & 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 4 places:

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

• Head to the Schedule tab at the top of the page and choose the department you would like to view data for.
• 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 individual Department.

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

• Head to the Dashboard tab 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. On the mobile Dashboard within the Sales vs Labor tool.

• Head to the Dashboard page by clicking on the 7shifts icon at the bottom of your screen.
• Select the filter icon and set your Location, and Department. 
• The Actual Sales and Sales Projections you see here will be based on the categories you selected for that Department.
  
  

4. 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.