What's covered in this guide?:
Enable Forecasted Sales
The new Forecasted Sales feature is disabled by default. To turn it on, go to Settings → General Settings → Show Advanced Settings and tick Use Daily Sales.
To set up forecasts, navigate to Rosters → Tools → Edit Sales Forecasts. This opens the Sales Forecast Planner, where you can enter or upload forecast data.
Forecasted Sales Explained
Forecasted Sales allows you to set daily or hourly sales forecasts for each location, then compare those forecasts against scheduled labour costs and actual sales.
Forecasts can be entered manually or imported via CSV, and they support distinguishing between actual and predicted data, important for accurate variance reporting.
Required Permissions
Permission type | Access level |
Admin | Full access to view and edit all forecasted sales. |
Manager | Can view/edit forecasts for locations they manage; other locations are hidden. |
Employee | No access to forecasts. |
For more details, see the Assign Permissions to Staff and Customise Permission Levels guides.
Configure forecasts manually
In the side menu, select Forecasted Sales.
Choose a location (or multiple locations) and click View.
Click Edit Sales Forecasts for this Location, enter forecast figures (daily sales or hourly forecasts), and select Save Changes to keep or Revert Current Changes to discard
Repeat for each location and date range. Forecasts can also be set per hour if you require more granular planning.
Import forecasts via CSV
Click Import Forecasts in the Sales Forecast Planner.
Download the Forecasted Sales CSV template, which matches the columns for date, time, data stream name, data point (sales value), and data type
Complete the template with your forecast data. To distinguish forecasts from actual sales, label the Data Type as “predicted sales” and use the Add My Predicted Data option when importing
Re-upload the CSV on the Import CSV tab and click Import CSV
Workforce will validate the import and create or update a data stream in Settings > Integrations > Manage Datastreams with your forecast.
You can then link the data stream to the appropriate locations and teams, ensuring that forecasts appear in rosters and reports. To learn more about configuring data streams with locations and teams, see the detailed guide.
Manage Forecast Settings
Navigate to Rosters > Tools > Edit Budgets > Settings.
Options include:
Forecasted Sales vs Actual Sales
Forecasted Sales per Labour Hour vs Budgeted Sales per Labour Hour
Wage % of Revenue vs Forecasted Sales (for labour cost efficiency)
Employee Costs vs Forecasted Sales
Forecast statistics only display if you have configured forecasts for that metric. After selecting metrics, click Update Settings to save.
View Forecast Statistics in Rosters
With forecasts enabled and configured, managers and admins can view progress against forecasts directly in rosters. Metrics with forecast data display a coloured progress bar for each day. For sales forecasts and sales-per-labour-hour forecasts:
Red bar: actual sales are less than 80 % of the forecast
Orange bar: actual sales are between 80 % and 100 % of the forecast
Green bar: actual sales exceed the forecast
Hover over a bar for detailed information or view weekly summaries on the left side of the roster. Progress bars update as schedules and actual sales change.
Report on Forecasted Sales
Forecasted sales data flows into Tanda’s reporting tools. When enabled, forecast columns appear in Costs By Location & Team, Costs By Date, and Costs By Team Group reports. Reports include:
Forecasted Sales
Actual vs Forecast Sales Difference and the corresponding percentage variance
Forecasted Sales per Labour Hour and variance against timesheet and schedule data
Wage % of Revenue vs Forecasted Sales to analyse labour cost efficiency
These reports allow you to assess how well labour resources convert into revenue and identify variances between forecasted and actual sales.