This guide outlines how you can import sales, revenue, budgets & demand data into Workforce.com.

Budgets and revenue show on your schedule, weekly planner and reports.

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By connecting your Point-of-Sale or importing data into Workforce.com you can enhance your Reporting and Scheduling functionality.

You don't have to just import sales or revenue data, you can import any kind of demand data, including Transactions, Booking etc.

You can also set Labor Budgets for scheduling and reporting purposes. You will firstly need to turn this on by going to Settings > Feature Management > Labor Budgets.

To connect your system or import data, go to Settings > Integrations

Then go to Demand Data Integrations

Workforce.com currently has integrations with many systems, these are listed in the header tabs on this page. Select your integration and then follow the prompts to login and link your account.

Different systems have different import times, ranging from every 15 minutes to daily, however once you have connected your system, this will automatically import your data.

To learn more about using an existing integration you can view them here in our help articles.

If your system isn't listed, click the Request it here! link and we'll look into it:

Import via CSV for Sales, Revenue, Demand Data and Budgets

Alternatively you can also upload data via CSV, just click on the tab to download a template. This is where you will import Labor Budgets:

Follow the instructions on the Import Sales and Budgets page to load your data into Workforce.com. We recommend using the Sales template or Labor Budget template.

You will need to return here each time you wish to import your data.

With budgets you're able to manually enter them via the dashboard Weekly Planner widget.

You are able to enter the budget data for the account as a whole or for each location. Once this has been completed to have the budget show correctly on the schedule and reports you will need to follow the below steps in Configure your data with Locations & Teams.

Sales data can also be input through the schedule by going to "Tools -> Demand Predictions", inputting the data as below and clicking Submit:

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The next step will be to join your Sales & Revenue data with your Locations & Teams on the Datastream management page. If you haven't added Locations & Teams, have a look at this article on how to do this first.

Once you've imported your data and have your Locations/Team setup, you need to tell Workforce.com how you want to match this data.

In the same Integrations area, go to Manage Datastreams

Each box you see here will be a datastream. These relate to the data which has been imported from your Sales & Revenue system or CSV upload. All you need to do is match where this data relates to your business in Workforce.com.

Click on the box to rename the datastream and tell Workforce.com which location and/or team it belongs to.

Remember to hit Save Changes when you're done.

Business with one location

If you have a datastream for your location, but you only have one location in your account, don't try and assign it to the organization only. This will mean you won't see the data when looking at Schedules. Use the second setup in the list above.

Applying manually entered budgets across different locations

If you have manually entered your budgets via the dashboard Weekly Planner, then you are able to configure this per location as datastreams.

In Manage Datastreams you will see a Labor Budget that is Source: User Entered.

In linking up this datastream, if it is for one location, ensure that it is linked to both the organization and location.

In this example, we'll have a look at how to configure the Manage Datastreams page if your data relates to your whole business.

Our example business is a Restaurant which has imported Sales data and Labor Budgets data. In Workforce.com, we have a Location set for the restaurant venue and then Teams which are the Front of House, Kitchen, and Management.

The Sales data relates to the whole restaurant; they have a single POS and all sales made are processed through it. So we're going to assign the datastream to organization and Location (the restaurant).

The Budgets data relates to an individual team; the restaurant has a separate budget for Front of House than it does for Kitchen. So we're going to assign the datastream to organization, and Location, and the relevant Team.

For our example, once it is complete it should look like this:

Note: To use Predictive Workforce or Cognitive Scheduling, you'll need to have datastreams assigned to your Teams.

Once you've set your datastreams, you can then see how this is reflected in Workforce.com.

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On the Dashboard, in the Weekly Planner, the data will automatically add together (sum).

So if you haven't filtered to everything, you should see the data from all of your Teams and Locations added together.

If you filter to a specific location, you will only see the data for that location (not other locations). If you have assigned datastreams to Teams this will also automatically sum.

The Labor Budgets data shows in the Budgets section at the top. Ensure you have turned on Labor Budgets in Settings > Feature Management.

The Sales data shows in the Revenue and Wage % of Revenue section at the bottom.

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You can set the Sales and Labor Budgets data to appear in two places in your Schedule.

The first place is the left sidebar, which will automatically sum the days you are viewing. For example if you are looking at a fortnightly schedule you will see 14 days of sales added together.

Click in the statistics area of Schedule:

Then select either Total Sales or Labor Budget from the dropdown:

Click Back and your new stats will stay in the sidebar:

The second place is at the top of schedules. This data will appear on a per day basis so you can see a clear breakdown of sales or budgets for each day.

Click on the date:

The select the datastream as a pinned stat:

The data will now appear under the date:

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Selecting Reports in the header, you will now see a Revenue section populated in several reports:

Wage Cost Report

What to check if your daily sales totals don't match your point of sales daily totals

If your business trades past midnight, check the 'business hours' settings in your location setup in Workforce.com by navigating to Staff > Locations > Edit > Show advanced options.

The business hours determine the hours that are considered to be part of the respective day, so if revenue received after midnight is still considered to be part of the previous day's trade, adjust the business hours to capture time into the following day.