If your business tracks revenue by shift, you have the option of tracking this information directly on your schedule. To make this available, you must toggle the indicator on the Schedule Settings page under Shift Settings.
On the Schedule page, you can view and edit revenue data by selecting the Show Revenue Data checkbox in the middle of the page.
You may edit the individual amounts directly on the page by clicking into the table cell.
You may generate a report of your revenue by selecting the Create Report button on the right. This will open a modal window with your requested data.
You may download a CSV copy of this report by selecting the Options dropdown and then choosing Download.
Importing Revenue Data
If you store revenue data outside the system, you can import it directly into the schedule. To do so, from the Options dropdown, select Import Revenue Data.
On the next page, filter for the pay period you wish to track, and select Download Template.
This will download a CSV file including the following fields:
- Date
- Daily Forecast Sales
- Daily Actual Sales
Enter the dollar amounts for each column, save it as a CSV file, and either drag and drop it to the page, or select browse to upload the file.
Select Import Data.
To see a log of your revenue imports, select Import History on the upper right.