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Configure your Sales, Revenue, Budgets & Demand Data
Configure your Sales, Revenue, Budgets & Demand Data

Connect your systems to Tanda to automatically import data

Nick Braban avatar
Written by Nick Braban
Updated over a week ago

This guide outlines how you can import sales, revenue, budgets & demand data into Tanda.

Budgets and revenue show on your roster, weekly planner and reports.


Import data into Tanda

By connecting your Point-of-Sale or importing data into Tanda you can enhance your Reporting and Rostering functionality. 

You don't have to just import sales or revenue data, you can import any kind of demand data, including Transactions, Booking etc.

You can also set Labour Budgets for rostering and reporting purposes. You will firstly need to turn this on by going to Settings > Feature Management > Labour Budgets.

To connect your system or import data, go to Settings > Integrations

Then go to POS Integrations or Demand Data Integrations

Connect your Integration

Tanda currently has integrations with many systems, these are listed on the above pages. Select your integration and then follow the prompts to login and link your account.

Some systems will require contacting the other provider - if you are in doubt about this contact Tanda support and we will advise.

Different systems have different import times, ranging from every 15 minutes to daily, however once you have connected your system, this will automatically import your data. 

To learn more about using some of our existing integrations you can view them here in our help articles.

If your system isn't listed there are still other options for getting data into Tanda.

Import via CSV for Sales, Revenue, Demand Data and Budgets

Alternatively you can also upload data via CSV. Head to Manage Datastreams on the left hand side:

Up the top right you will see two green buttons:

+ Add My Data is for adding actual sales, revenue or demand data i.e. whats actually happened historically. It is also where you can add labour budgets.

+ Add My Predicted Data is where you would add your forecasts for sales, revenue, etc. i.e. what you want to plan against for the future.

Follow the instructions on the import pages to load your data into Tanda. You don't necessarily have to use the templates, if you can get a CSV from other systems (like POS), you may be able to match headers and columns to make importing really easy.

In terms of these columns, Tanda needs to know a few things to get data in properly about what you are importing:

Time = the time of day when the sale/transaction/metric occurred (you can leave this column blank if you want to enter in daily sales).

Date = the date when the sale/transaction/metric occurred.

Data Point = the numerical value of the data e.g. $s, or transaction count, etc.

Data Stream Name = The grouping of data you want to work with e.g. POS Terminal 1 vs 2, or Food vs Beverage, etc (this will need to be set to "sales" if you want it to show up in the dashboard widgets)

You will need to return here each time you wish to import your data.

Manually enter budget and sales data

With budgets you're able to manually enter them via the dashboard Weekly Planner widget.

You are able to enter the budget data for the account as a whole or for each location. Once this has been completed to have the budget show correctly on the roster and reports you will need to follow the below steps in Configure your data with Locations & Teams.

Sales data can also be input through the roster by going to "Tools -> Demand Predictions", inputting the data as below and clicking Submit:


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. If you haven't added Locations & Teams, have a look at this article on how to do this first.

Datastream Management

Once you've imported your data and have your Locations/Team setup, you need to tell Tanda how you want to match this data.

In the same Integrations area, go to Manage Datastreams

Each box you see here will be a datastream. These relate to the data which has been imported from your Sales & Revenue system or CSV upload. All you need to do is match where this data relates to in your business in Tanda.

Click on the box to rename the datastream and tell Tanda which location and/or team it belongs to.

  • If your datastream belongs to the whole organisation, select Organisation only.

  • If your datastream belongs to a location within your organisation, select the Location and the Organisation. This is the most common setup.

  • If your datastream belongs to a team within a location, select the Team and the Location and the Organisation.

  • If you are using Predictive Workforce / Cognitive rostering, select the Team only.

Remember to hit Save Changes when you're done.

Business with one location

If you have a datastream for your location, but you only have one location in your account, don't try and assign it to the Organisation only. This will mean you won't see the data when looking at Rosters. Use the second setup in the list above.

Applying manually entered budgets across different locations

If you have manually entered your budgets via the dashboard Weekly Planner, then you are able to configure this per location as datastreams.

In Manage Datastreams you will see a Labour Budget that is Source: User Entered.

In linking up this datastream, if it is for one location, ensure that it is linked to both the organisation and location.

Example datastream

In this example, we'll have a look at how to configure the Manage Datastreams page if your data relates to your whole business. 

Our example business is a Restaurant which has imported Sales data and Labour Budgets data. In Tanda, we have a Location set for the restaurant venue and then Teams which are the Front of House, Kitchen, and Management.

The Sales data relates to the whole restaurant; they have a single POS and all sales made are processed through it. So we're going to assign the datastream to Organisation and Location (the restaurant).

The Budgets data relates to an individual team; the restaurant has a seperate budget for Front of House than it does for Kitchen. So we're going to assign the datastream to Organisation, and Location, and the relevant Team.

For our example, once it is complete it should look like this:

Note: To use Predictive Workforce or Cognitive Rostering, you'll need to have datastreams assigned to your Teams.

Once you've set your datastreams, you can then see how this is reflected in Tanda.



On the Dashboard, in the Weekly Planner, the data will automatically add together (sum).

So if you haven't filtered to everything, you should see the data from all of your Teams and Locations added together.

If you filter to a specific location, you will only see the data for that location (not other locations). If you have assigned datastreams to Teams this will also automatically sum.

The Labour Budgets data shows in the Budgets section at the top. Ensure you have turned on Labour Budgets in Settings > Feature Management.

The Sales data shows in the Revenue and Wage % of Revenue section at the bottom.



You can set the Sales and Labour Budgets data to appear in two places in your Roster.

The first place is the left sidebar, which will automatically sum the days you are viewing. For example if you are looking at a fortnightly roster you will see 14 days of sales added together.

Click in the statistics area of Rosters:

Then select either Total Sales or Labour Budget from the dropdown:

Click Back and your new stats will stay in the sidebar:

The second place is at the top of rosters. This data will appear on a per day basis so you can see a clear breakdown of sales or budgets for each day.

Click on the date:

The select the datastream as a pinned stat:

The data will now appear under the date:



Selecting Reports in the header, you will now see a Revenue section populated in several reports:

  • Wage Cost Report

  • Cost by Employee's Default Team

  • Costs by Shift Team

Wage Cost Report

FAQ's and Troubleshooting

What to check if your daily sales totals don't match your point of sales daily totals

If your business trades past midnight, check the 'business hours' settings in your location setup in Tanda by navigating to Staff > Locations > Edit > Show advanced options. The business hours determine the hours that are considered to be part of the respective day, so if revenue received after midnight is still considered to be part of the previous day's trade, adjust the business hours to capture time into the following day.

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