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.
This help guide covers:
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:
Automatically import data by connecting your point of sale system to Tanda
Manually import data using a spreadsheet (CSV)
Import data via the API
Manually enter daily sales totals on the dashboard weekly planner
You don't have to just import sales or revenue data, you can import any kind of demand data, 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 dashboard widget or report.
Hover over the Actual Revenue field and click the pen icon to edit the number of sales:
To enter sales data for a single location or team, adjust the teams filter before entering the revenue amount and the data will relate to that level (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
Once you have your data in Tanda, the next step will be to join the sales data with your Locations & Teams on the Datastream management page.
Find this under Settings > Integrations > Manage Data Streams.
Each line you see here is a datastream. These relate to the data that has been imported using one of the methods above.
To use your imported data elsewhere in Tanda, link the datastreams to any teams, team groups, locations, or to your organisation as a whole.
To do so, click on the name of one of your data streams and open the Settings tab.
Open Add a join and select where this should be connected to. This impacts how the data is connected for reporting, rostering, budgeting, etc.
In this example, the data stream is scoped to the Southside location as a whole:
Your changes will save automatically.
This means that, for example, when I run a report that includes revenue, this data stream's values will be shown in the Southside location total. The revenue will not be attached to any individual teams within the Southside location.
Important: Ensure that the Stat type in your joins is configured correctly. If you want the data imported as 'Sales' to be used in the rest of the system, for example, ensure that the chosen Stat type is '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.
Sales Summary
The Sales page provides an overview of all your locations, teams and team groups, to let you easily see which data streams and budgets are connected where.
Click in to each location, group or team to see its associated budget, projected and actual data for any date range:
Where to view the data once configured
Once your data streams are configured, they can be used to analyse performance and inform staffing and budget decisions. These areas include:
Live Insights: View a breakdown of predicted vs actual sales and rostered vs actual staff counts for each day directly in the Dashboard.
Recommended Staff: Streamline rostering by using sales forecasts to recommend staff numbers in the roster based on expected demand.
Labour Budgets: Use integrated sales data to compare budgeted amounts against predicted revenue, helping you better configure cost budgets and plan rosters accordingly.
Roster Statistics: Customise what data you see in the roster to view predicted sales and statistics like Wage % Revenue or SPLH.
Cost Reports: View actual and predicted revenue in cost reports to analyse performance, monitor labour costs against revenue and identify variances against sales forecasts.