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.
Article Topics
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. Note: 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. Note: 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:
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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.
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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. Note: 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. Note: 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. Note: 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. Note: This column appears when Include Optimal Labor is set to Show. |
Sch Labor Hrs | Number of hours scheduled to be worked. Note: This column appears when Scheduled Labor is set to Show. |
Act v Sch Labor Var | Amount of variance between scheduled and actual labor hours. Note: 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. Note: 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. Note: 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. |
Note: 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.