What is the Sales Budget and how do I configure it?

Summary

The Sales & Budget module gives managers visibility of forecast and actual sales alongside labour costs, so they can make informed rostering decisions. It displays Forecast Sales, Actual Sales, Forecast Labour, Actual Labour, and, with version 6.0.76 onwards, Budget Sales and Budget Labour also — all broken down by day and department.

Sales and budget figures can be entered manually, imported via Integration Central, or posted via the REST API. Some labour values are populated automatically: forecast labour comes from the rosters, and actual labour is updated as timesheets are authorised.

Where to view Sales & Budget data

Sales & Budget information is visible in three places:

1. Roster Manager (version 6.0.76 onwards)

Navigate to Management > Rostering > Roster Manager. Use the Budget icon toggle in the Roster Manager header to enable the panel beneath the day headings. The panel refreshes automatically as shifts are added, edited, moved, or deleted — without reloading the full grid.

The Sales & Budget panel is scoped to Location and Department filters only. Other Roster Manager filters (shift status, shift type, role, area, etc.) do not affect the Sales & Budget data displayed.

• Location filter only — displays Sales & Budget data for all departments under that location.
• Department filter only — displays Sales & Budget data for all matching departments across all locations.
• No filters applied — displays all available Sales & Budget data.

2. Department Rostering (legacy)

Navigate to Management > Rostering > Department Rostering. Select the Settings cog and enable the Sales Budget display. It appears below the roster grid.

3. Sales Budget page (data entry and review)

Navigate to Management > Advanced > Sales Budget. Use this screen to manually enter or review Forecast Sales, Actual Sales, Budget Sales, and Budget Labour values by day.

Required permissions

To view or edit Sales & Budget data, users need the following permissions configured on their access level(s):

View permissions

• TimeTarget Online > View Sales Budget
• TimeTarget Online > View Reports > Sales And Labour Forecast And Actual Report
• Rostering screen > See Shift Costs — required for the system to return labour cost data in Roster Manager

Edit permissions

Two granular edit permissions control who can modify which fields:

• Edit Forecast & Actual Sales — controls editing of Forecast Sales and Actual Sales fields (across the Sales Budget page, Department Roster, and API.
• Edit Budget Sales & Labour — controls editing of the Budget Sales and Budget Labour fields (across the Sales Budget page, Department Roster, and API.

Note: If you are unable to view the Sales Budget page, check that this function is selected in Nav Manager options.

Navigate to Admin > Admin Config > Nav Manager.

Scroll down to Management and ensure Sales Budget is ticked, then select Apply.

Data points displayed (per day)

Note: If there is no sales data for a department on a given day, no labour data will be displayed for that department and day (even if it exists).

Entering and importing data

Manual entry

1. Go to Management > Advanced > Sales Budget. 
2. Select a Location, Department and Period. The table will reload automatically.
3. Click on any day's Forecast Sales, Actual Sales, Budget Sales, or Budget Labour cell to edit the value. Save when done.

Import via Integration Central

Go to Management > Advanced > Integration Central. From here you can modify an existing File import (Sales Figures Import) or use the "Add New" option to configure a new import as required. 

The import template includes columns for Budget Sales and Budget Labour in addition to the existing Forecast and Actual columns. Download the latest template to ensure you are using the correct format.

The Data Exchange Utility can also import sales values from a CSV file.  You can find out more about importing by reading our article How do I import sales figures?

REST API

The REST API supports posting Budget Sales and Budget Labour data programmatically. Refer to the Humanforce API documentation for endpoint details and payload structure.

Additional Configuration

Exclude Leave timesheets from labour calculations

By default, leave timesheets are included in Actual Labour calculations. To exclude them:

1. Go to Administration > System Settings > Timesheet Related (scroll to the bottom of the page).
2. Enable the checkbox: "Exclude 'Leave Type' timesheets from labour calculations in the Sales & Budget module".
3. Save your changes.

This setting applies across all Sales & Budget surfaces — Roster Manager, Department Rostering, and the Sales Budget page.

Reporting Options

Standard Reports Menu

Sales and Labour - This report provides a detail on Sales and Labour Forecast vs Actuals with Overspend Values, which can be exported out in a range of formats.

Workforce Analytics

Sales Budget (Built-in) - This dashboard provides raw Forecast and Actual Sales and Labour Values data values, which can be exported out in a range of formats. Workforce Analytics also allows for you to create your own custom dashboard. You can read more articles on Workforce Analytics in this section.

Frequently asked questions

Why is no labour data showing for a department on a particular day?

Labour data is only displayed for days where sales data (Forecast Sales or Actual Sales) exists for that department. If no sales figure has been entered or imported, the labour rows will be blank for that day.

Why can't I see the Sales & Budget panel in Roster Manager?

Check that:

• The Show/Hide Sales & Budget toggle in the Roster Manager header is turned on.
• Your access level includes View Sales Budget and Rostering screen > See Shift Costs.

Why can't I edit Budget Sales or Budget Labour?

Editing Budget fields requires the Edit Budget Sales & Labour permission, which is not granted by default. Contact your system administrator to have this permission added to your access level.