You can import sales or forecasted sales data that you may have tracked in spreadsheets directly into Tanda.

Note: It's also possible to import labour budgets into Tanda. To learn more, see the Labour Budgets guide.

To upload your data, navigate to the Settings Icon > Integrations > Manage Data Streams.

In the top right, you will see two green buttons:

+ Add My Data is for adding actual sales data i.e. what actually happened historically.

+ 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 another system to match Tanda's configuration.

Under section 2, match the columns from the sheet you are working in so that Tanda knows how to import it. You can name and save this config to make importing in the future easier:

In terms of these columns, Tanda needs to know a few things to import properly:

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

Data Stream Name: The name of the group of data you want to work with, such as Location name, POS Terminal 1 vs 2, or Food vs Beverage, etc.

Date: The date when the sale/transaction/metric occurred.

Data Point: The numerical value of the data, such as transaction count or sales dollar value.

Data Type: The "type" of data. For example, for a number of sales, you might call it 'sales'.

Note: You will need to return to this import page each time you wish to import your data.

Once you have imported your data, you should be returned to the import screen with a "Successfully imported data" message:

To check that the data has come in as expected, head to Manage Your Datastreams.

If importing data for the first time, you should now see a data stream with a name the same as the column from our import linked to "Data Stream Name":

From our import screen:

We should now see in data streams:

Clicking on the data stream will then show the data imported as a graph.

If you need to import data from the same source again, use the same data stream name, and the new stats will appear in the same data stream.

Once you have imported data, you will need to Configure your Sales, Revenue & Demand Data (Data Streams) to link them to locations and teams in Tanda.

When the data streams are linked, you can then start utilising them across Tanda in a few ways:

One data stream can potentially have multiple data types in it as a way to keep your data organised in Tanda. A good example of this is having one data stream from a POS system, which has within it both sales and transaction counts:

Tanda has a concept of "actual" vs "predicted" stats. This allows us to report actual sales (or any other type of demand) whilst having a concept of a forecast for the future.

Essentially, we need to be able to differentiate the two so that Tanda can show variances in places like dashboard widgets, mobile app widgets, and reports between a forecast and the actual outcome.