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.

⚠️ Department Based Budgeting is available on The Works plan and above.

⚠️ Department Based Budgeting is only available with a supported Actual Sales POS integration:


Enabling Department Based Budgeting

1. Head to the 'More' menu > Integrations > My Integrations > your POS integration.

2. Click 'Settings' beside the Location you want to enable Department Budgeting for.

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

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

5. 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.

6. You can assign as many Revenue Centres and individual Sales Categories as you'd like.

⚠️  NOTE:

You can assign the same category or revenue center to more than 1 Department.

You must assign at least 1 sales category and 1 revenue center to each Department.

7. Be sure to hit 'Save' when done. 

Your Location is now set up with Department Based Budgeting!

You can go back to update these categories anytime by going to the  'More' menu > Integrations > My Integrations > your POS > Settings > your Location > Settings > Assign Sales Categories.


You will see this reflected in 3 places:

1. Directly within the Budget Tool on the schedule.

  • Head to the Schedule by clicking on the 'Calendar' icon at the top of the page.
  • 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 Department.

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

  • Head to the Dashboard by clicking on the 'Gauge' icon 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. In the Actuals report on the Reports page. 
  • Click on the 'Reports' tab at the top of your screen.
  • Select 'Actuals' report and filter by Department.

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