Summary
The Sales Budget capabilities within the Humanforce web page will allow you to either manually enter or import forecast and actual sales figures.
Humanforce Sales Budgets works by showing department level Forecast Sales, Forecast Labour, Actual Sales and Actual Labour to calculate the Forecast % and the Actual % of sales vs labour.
Forecast Sales and Actual Sales are displayed Daily and can be edited manually to reflect sales values for each day. Forecast Labour Values are populated automatically from the rostering screen, as individuals Timesheets are authorised the Actual Labour values are automatically updated.
Setup and Configuration
In order for managers to have visibility of the Sales Budgets they require the following access permission on their access level(s):
- TimeTarget Online > View Sales Budget
- TimeTarget Online > View Reports > Sales And Labour Forecast And Actual Report
The Sales Budgets can be seen and edited in two pages.
- Within Department Rostering - Navigate to Management > Department Rostering
In the Department Rostering Screen using the Settings Cog to Enable the Sales Budget display - Within the Sales Budget page - Navigate to Management > Advanced > Sales Budget
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.
How to add Sales Values
Manually Added
Forecast and Actual Sales values can be manually entered directly into the Department rostering screen (if enabled in access levels), by left clicking in the Forecast Sales column and/or Actual Sales column on the desired day and entering in the desired value. Once all required data is entered ensure you click the Save changes button.
Importing Values
The Data Exchange Utility can import sales values from a CSV file. You can find out more about importing by reading our article How do I import sales figures?
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.