➡️ Want a quick look at how the day is going? Take the app and open the Financial Overview.
Note: this tool is currently in bèta
'Beta' means this tool has been made available ahead of its official release and may not reflect the final version. This way, we invite you to use the feature and let us know what could be improved.
The Financial Dashboard is free to use during this phase. We’re currently exploring how to offer it in the final version, which may become a paid feature. These details are still to be determined.
Go to Data in the top menu and select Financial Dashboard. You need the Admin or Financial role to access it.
By default, the dashboard shows the results for the previous week. You can view the results for any week, month, or quarter in the past. The dashboard provides insight into both revenue and labour costs and provides a chart as well as a table.
The dashboard
This dashboard displays your revenue and, where available, labour costs in a chart and a table. You can view the results by revenue group and compare them with your forecast or with the results from the same period last year.
'Compare with' filter
Compare your results with your revenue forecast or, for labour costs, with the costs of your scheduled shifts. Alternatively, you can compare your results with those from the same period last year.
When you select one of these options, a blue dotted line will appear in the chart. Selecting a comparison is optional, so you can also view the results without a comparison.
Chart
Use the chart to quickly spot trends and compare forecasts with actual results. Select a metric above the chart to switch between different views.
When you hover over the chart, the exact values will be shown:
Table
Use the table below the chart to see exact daily figures and percentage differences across all metrics side by side.
The coloured percentages show differences between the actual figures and your selected comparison, such as the forecast/plan or last year. Green indicates a favourable difference, while red highlights areas that may need attention.
Metrics
Below is a brief explanation of all the figures shown in the dashboard:
Revenue
You can view both realised revenue and forecasted revenue. The chart shows realised revenue as a green line and forecasted revenue as a blue dotted line.
📖 All about revenue: click here
Labour costs
Actual labour costs are based on the time entries recorded each day (see Hours below). Planned labour costs are based on the shifts in your schedule. This field shows the total for the selected period.
📖 All about labour costs: click here
Labour cost percentage
This is the percentage of revenue spent on labour costs.
📖 More information: click here
Productivity
The labour productivity is the revenue generated per worked hour. The average for the selected period is shown here. Non-productive hours, such as leave, sick leave, and special leave are excluded. Scheduled hours, that have not yet been approved, are included.
📖 More information: click here
Hours
Here you can see the total number of recorded hours for the selected period that are used to calculate labour costs. Recorded means the following in this case:
Worked hours are included once they have been approved, as well as when the status is 'pending'.
Sick leave hours are also included, as well as special leave. Both are paid leave.
Time entries that show as 'scheduled' are not included, as these hours might not have been worked at all.
Holiday hours (leave) are not included in the calculation, as they have already been accounted for in the team member’s leave balance.
Settings
Via the Tools button you can access the settings that affect the Financial Dashboard. Click the setting below to learn more about it:
Warning messages
Incomplete setup
If you use a POS integration, new groups may be created in your POS system. These groups must also be configured in the integration; otherwise, their revenue will not be included, resulting in incomplete figures.
Go to Data and choose Integrations.
In the integrations overview, locate the POS integration, use the button with the three dots, and click Configure.
Distribute the revenue groups from your integration across the revenue groups you have created in Eitje. Select the groups you are not using under 'Inactive'. Leave no group unassigned.
No salary yet
If no salary is known for a team member, labour costs cannot be calculated. This message shows which team members have no salary recorded.
