Advanced Weekly Sales and Labor

Updated on 04 Sep 2024
4 Minutes to read

Print
Share
Dark
Light
PDF

Article summary

Did you find this summary helpful?

Thank you for your feedback

The Advanced Weekly Sales and Labor report provides managers with a consolidated view of sales and labor KPIs in one, easy-to-access report. The report provides daily data and weekly totals for the selected week, for the selected locations. This allows high level users, such as district managers, to gauge productivity across locations.

Navigation

In the Reports section of the left navigation pane, select My Reports.
The My Reports screen appears.
At the top of the My Reports screen, select Sales.
The screen generates a list of Sales reports in alphabetical order.
Locate the Advanced Weekly Sales and Labor Report.
Select Customize to adjust the report parameters and run the report.

Report Parameters

	Parameter	Description
	Filter By	Location reporting category by which to filter the report. Options in the Filter By menu are configurable and specific to your organization. For more information, see System Preferences: Location Reporting Categories and Location Record: Reporting Categories.
	Filter	Allows users to apply one or more filter options from the location reporting category that they selected in the Filter By menu. The selected filters determine which locations appear in the generated report. For example, if Filter By is set to Region, the Filter menu might include options such as North, South, East, and West. A user can select West to display all locations belonging to this reporting category. Options that appear in the Filter menu are configurable and specific to your organization. For more information, see System Preferences: Location Reporting Categories and Location Record: Reporting Categories.
	Week	Week for which to run the report. Options include: Current - Reporting week that includes today's date. Previous - Week prior to the reporting week that includes today's date. Week - Opens the week menu where users select a reporting week based on the last day that is included in the reporting week.
	Week Total	If Show is selected, the report includes a summary section that displays totals for each location for the selected week.
	Sales Forecast	If Show is selected, the For Net Sales and For v Actual Sales Var columns appear in the report.
	Include Optimal Labor	If Show is selected, the report includes two additional columns, allowing users to compare optimal labor to actual labor. Opt Labor Hrs - Sum of optimal labor hours, as reported by the Operations Dashboard. Opt v Act Labor Var - Amount of variance between actual labor hours and optimal labor hours, as reported by the Operations Dashboard.
	Scheduled Labor	If Show is selected, the Sch Labor Hrs and Act v Sch Labor Var columns appear in the report.
	Labor Forecast	If Show is selected, the For Labor Hrs and Sch v For Labor Var columns appear in the report.
	Show Entree Count	If Yes is selected, the Entree Count column appears in the report.
	View options	Provides the user with options to select, save, edit, or delete a report view. For more information about these controls, see My Reports: Using My Reports.
	Run	Generates the report. The green arrow button opens a drop-down from which users can Export, Email, or Print the report.

Report Columns

Column	Description
Location Name	Name of the location.
Day Part	Amounts by day part. A separate column appears for each day part configured for your organization.
For Net Sales	Expected amount of net sales, as determined by the published forecast This column appears when Sales Forecast is set to Show.
Total Act Net Sales	Actual amount of net sales.
For v Act Sales Var	Amount of variance between forecasted and actual net sales. This column appears when Sales Forecast is set to Show.
PYSales	Net sales for the same day or week of the previous year.
Labor Percent	Percent of labor usage for the day or week, for the location.
Labor Goal	Goal for the percent of daily or weekly labor usage for the location, as set on the Location record.
Opt Labor Hrs	Sum of optimal labor hours, as reported by the Operations Dashboard. This column appears when Include Optimal Labor is set to Show.
Act Labor Hrs	Actual number of hours worked.
Opt v Act Labor Var	Amount of variance between actual labor hours and optimal labor hours, as reported by the Operations Dashboard. This column appears when Include Optimal Labor is set to Show.
Sch Labor Hrs	Number of hours scheduled to be worked. This column appears when Scheduled Labor is set to Show.
Act v Sch Labor Var	Amount of variance between scheduled and actual labor hours. This column appears when Scheduled Labor is set to Show.
For Labor Hrs	Number of labor hours expected to be worked, as determined by the published forecast. This column appears when Labor Forecast is set to Show.
Sch v For Labor Var	Amount of variance between the number of scheduled and forecasted labor hours. This column appears when Labor Forecast is set to Show.
Entree Count	Total number of entrees ordered.
Entree Avg	Total number of entrees ordered divided by the total sales amount.
Act OT Hrs	Actual number of overtime hours worked.
Sch OT Hrs	Number of overtime hours scheduled.

Labor Hours and Labor $ values will not consider any hours or dollars associated with employees who have the Exclude Labor Hours and Exclude Labor $ checkboxes checked on their employee record.

Email, Export, or Print the Report

This report can be emailed, exported, or printed in custom formatting directly from the reporting window. Click here to learn how to send, export, or print this report.

Was this article helpful?

What's Next

Recipe

Table of contents

Navigation
Report Parameters
Report Columns
Email, Export, or Print the Report