➡️ Want a quick peak to see 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. A brief survey will be available on that page soon.
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.
Use the 'Data' tab in the menu on top of the page to access the Financial Dashboard. Here, you can view the results for any day, week, month, or quarter in the past. The dashboard provides insight into both revenue and labour costs.
What information does the dashboard provide?
Revenue
You can view both realised revenue and forecasted revenue. The graph shows realised revenue as a green line and forecasted revenue as a blue dotted line.
📖 All about revenue: click here
Popout
When you hover over the graph, the exact values will be shown.
Labour cost
The labour costs are based on the costs of the recorded time entries per day (see Hours explained in bullet point below). All of these combined are shown here 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
Labour productivity
This is revenue per worked hour. The average for the selected period is shown 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:
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.
If you work with multiple revenue groups, the total for all revenue groups is shown automatically. In the top left, you can select a specific revenue group if desired to view the figures for that group only.
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 have a POS integration, it may happen that new groups are created in the POS system. These must then be configured in the integration; otherwise, that group will not be included in the revenue.
Find 'Integrations' under 'Data'.
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'. Make sure that all groups are assigned somewhere.
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.
