We're excited to introduce Sales Budget — a powerful capability now in Roster Manager that's designed to help managers align labour scheduling with sales performance in real time.

By integrating sales budgets, forecasts, and actuals directly into the rostering experience, managers can make more informed decisions, optimise labour spend, and stay on track with business targets — all without leaving Roster Manager.

🔥 What's New

Sales Budget embeds key financial and operational metrics directly into the scheduling workflow, giving you real-time visibility of valuable commercial data when you need it. Key capabilities include:

• Track forecast vs actual performance
  View and compare forecast sales, actual sales, forecast labour, and actual labour at a departmental level to monitor performance against targets.
• Compare against Labour and Sales Budgets
  In addition to forecasts and actuals, you can now track your Budgeted Labour and Budgeted Sales targets directly in the Roster Manager panel. These longer-term budget figures, typically set at the start of the year or half-yearly, give managers an at-a-glance view of how forecasts and actuals are tracking against plan.
• Measure labour-to-sales ratios with ease
  Key percentages such as labour cost as a proportion of sales are calculated automatically, helping you stay within budget and identify overspend early.
• Input and manage sales and budget data your way
  Add forecast, actual, and budget figures for sales and labour manually within the Sales Budget screen, or import data in bulk via CSV for seamless integration with your existing planning processes.
• Flexible leave handling in labour calculations
  A new setting lets you choose whether leave timesheets are included or excluded from Actual Labour values — giving you a more accurate picture of productive labour costs where it matters.
• Access insights directly in rostering views
  Enable Sales Budget visibility in Roster Manager to make informed scheduling decisions without switching screens.
• Leverage reporting and analytics
  Use built-in reports and dashboards to analyse sales and labour performance trends and export data for deeper insights.

⭐ Why it Matters

Sales Budget in Roster Manager empowers organisations to connect workforce planning with real business performance, ensuring managers, organisations, and their employees all benefit.

• Managers: Make confident, data-driven rostering decisions with clear visibility into how labour aligns with sales targets, and now, how it tracks against longer-term budget plans.
• Organisations: Control labour costs, improve forecasting accuracy, and drive profitability by aligning staffing levels with both short-term demand and annual budget targets.
• Employees: Benefit from more balanced schedules that reflect actual business needs, reducing overstaffing or understaffing.

🏁 Getting Started

Sales Budget is now available in Roster Manager. To learn how to configure and start using this feature, read this help article.