This guide outlines how to link sales, revenue and other types of demand data streams with locations and teams in Tanda so that they can be used in rostering and reporting.
In this guide we will go through:
Import data into Tanda
By connecting your point of sale system, or manually importing demand data into Tanda you can enhance your reporting and rostering functionality.
There are three ways you can get your demand data into Tanda:
Connect your point of sale system to Tanda
Import demand data using a spreadsheet (CSV)
Manually enter daily sales totals on the weekly planner widget in Tanda (see below)
You don't have to just import sales or revenue data, you can import any kind of demand data that may assist in gauging efficiency and profitability, including Transactions, Bookings etc.
Note: It's also possible to import labour budgets into Tanda. To learn more, see the Labour Budgets guide.
Manually enter sales data
You're able to manually enter Sales data via the dashboard using the Weekly Planner widget:
To enter sales data for a single location or team, filter to the team or location on the planner and the data will relate to that level of filter (organisation, location, or team).
Note: To see how to import a spreadsheet containing your revenue data, see Manually Importing Sales/Transactions via CSV
Configure your data with Locations & Teams
The next step will be to join your Sales & Revenue data with your Locations & Teams on the Datastream management page.
Find this under the Settings Icon > Integrations > Manage Data Streams.
Each line you see here is a datastream. These relate to the data that has been imported from your Sales & Revenue system or CSV upload.
Click on a data stream and hit "Create new join" and tell Tanda where the data relates to by choosing the teams and locations:
In the above example, the data is my "Ottimo Revenue", so I would link it to locations and teams that are in my venue "Ottimo Restaurant":
Remember to hit Save Changes when you're done, and once the joins are selected, it will look something like this:
Something to be aware of - you might have different "stat types" in your account.
You want to be sure that the data stream join and the linked stat type are aligned correctly. If you want to link the 'sales' data in a data stream to a location, ensure that the stat type on the location data join is set to 'sales'.
Once your data streams are joined, you will be able to start seeing the data values across Tanda's dashboard widgets, rosters and reports.
Where to view the data once configured
Once your data streams are configured you will begin to see your actual sales and forecasts in various places in the product: