Add sales data to your Roster

Import or add sales and other data points in your roster analytics

Uploading additional data to view in Data Analytics alongside your staff costs in Rosters is easy with foundU!

Using this tool, you can easily add multiple data sources and upload your daily, hourly or 15-minute data to view values like your Labour to Sales (SPLH) cost.

This article will cover:

• How to set up your Data Sources
• How to add and edit your sales data in the Roster
• How to import external data in bulk
• How to view your data on the Roster
• FAQs

  Check out our guide on Roster Analytics for a complete walkthrough of how this looks in the platform. 

Add a New Data Source

To set up your Data Import, you'll first need to set the Data Source types. Some common examples of uses where you would set up one or multiple data sources include:

• • Sales reported in $ value per day, hourly or in 15-minute intervals
  • Number of sales orders or transactions made
  • Number of customers
  • Number of items sold

  Permission Reminder: To be able to add a Data Source, you will need to have 'Access Data Sources' enabled in your user permissions.

To add new data source types:

1. Navigate to the main menu > Platform Settings > Data Sources. 
2. Select + Add New Source and enter the details required for the data source. You'll only need one data source type, even if you're uploading data for multiple Operations, Rosters or just one operation or a roster.
   • Name - This will be the name of where the data is being imported from, of what the data source is, which will appear on the roster.
     • For example, sales, customers, etc. 
   • Time Interval - This will reflect how you want your data shown. You have the option of:
     
     • Daily
     • Hourly
     • 15 Minutes
   • Format - You can choose between Currency ($) or Quantity.
   • Decimal places - You can specify the number of decimal places needed.
     • For example, two decimal places for dollar values or 0 for quantity.
   • Aggregate stats into totals - This allows you to have your data displayed as a daily total.
     
     

     

3. Select Save once complete.
4. You'll now see the Data source listed as an Analytical Source, ready for data to be added. Take note of the source ID as you will need this if you decide to import your data. 
   
   

   

5. If you have multiple data sources, ensure that you select the primary source for sales figures so that you can view them on your roster. If you have this option off, you will not see any Sales Data.

   • Only items formatted in Currency ($) value can be selected as the primary sales figure. 
6. Repeat steps 2-6 if you would like to add another data source type.
   
     Hot tip: To delete a Data Source that you no longer use, press the bin icon on the far right-hand side to remove it. You will notice that the ID number will be archived, and once you create a new Data source, it will automatically use the next unused number.
7. If you would like to start manually adding your data in, you can do so from your rosters or by selecting your Data Source name, then + Add New Row.
   
   From here, you can add the following details and repeat until you have added all your data:
   • Operation
   • Roster
   • Value
   • Date
   • Time

Managing sales data from the Roster *NEW

Once you have set up your sales data Source, you can add in and manage your sales data, directly from your rostering page. 

Managing your sales from the roster page allows you to easily see the percentage of labour to sales in real time. 

With this method, you can add or update your sales data for each roster separately.  To add sales data in bulk to all your rosters, please see the section 'Bulk Import your sales data' below. 

  Permission Reminder: To manage your sales directly from the roster, you need to have 'Manage Sales Data' enabled in your user permissions.

To manage your sales from the Roster:

1. Navigate to Work > Roster and select the individual roster you want to add your sales data to. 
2. From your roster, select the toolbar icon, then select Edit sales data. This will open up the Sales data drawer. 
   
   
3. Add your sales data. This will follow a slightly different process, depending on the time interval you have used, as the drawer will appear slightly different. 
   
   • Weekly - Enter your sales figures in the white field next to each day.
     
     

     
     
     

   • Hourly or 15 minutes - Sales data will open in its table within the drawer. To add or edit the data, select the grey field and enter your figures. 
     
     

     

       Hot tip: If you are using the 15 minute interval, we recommend using the Upload option to bulk upload your data with a CSV file.
4. Select Save to update. You can return and update these figures at any time by following the same navigation steps outlined above. 

Bulk Import your sales data

Once your data source is set up, you can add your data, either from the rostering page or by using the CSV import to bulk upload that information. 

Adding your sales data to your rosters is a great way to update data on a per-roster basis. Using the CSV import to add your data can be beneficial in the following ways:

• • Allows you to import data for all of your rosters all at once
  • You can use Excel formulas to calculate your estimated sales

  Permission Reminder: To use the Import function, you must have 'Access CSV Import' enabled in your user permissions.

Using the CSV Import

There are a few different ways in which you can access the CSV import page to update your sales data in bulk. These include:

• • Straight from the Sales data drawer on the roster > Upload
  • When adding in your sources on the Analytical Data Sources page, then selecting Import CSV Data
  • If you regularly import data, this import is available in the main menu > Import/Export > CSV Import

To bulk upload your external data:

1. From the CSV Import page, ensure Analytical Data is selected from the drop-down menu.
2. Download the Blank File, to download the CSV file you will use to add your data, select here. Additionally, you can download a Sample to view an example of how your data should be formatted. 
3. Add in your external data to the downloaded CSV file, ensuring you use the correct format. You can select 'Get Field Definitions' to view how your fields should be formatted, or refer to our table on Data Validation below for a guide. 
4. Once you have added in your data, save your file, but do not close it. From the CSV Import page, choose file, select your recently saved CSV and open.
5. Select Import CSV to load your shifts. If uploaded correctly, the green bar will appear.

Data Validation

When importing data into foundU, the data must be provided in the correct format. Below, you will find all the information required about the included columns of this import and the accepted formats for editable data. 

 Please note: The bold rows in the table below refer to the mandatory columns in your import.

Column Name	Column Definition	Mandatory Field	Accepted Format
Analytical Source ID	The ID of the analytical data source as defined in Platform Settings > Data Sources.	Y	Numerical Minimum 1 number
Analytical Source Label	The name of the source.	N	Minimum 2 characters
Roster ID	The ID of the roster as defined in the sample CSV. Download this document to see the ID numbers of all your current rosters	Y	Numerical Minimum 1 number
Roster Label	The name of the roster	N	Minimum 2 characters
Timestamp	The timestamp that corresponds to each data point. Timestamps may be daily, hourly or 15-minutes depending on the time interval setting.	Y	yyyy-mm-dd hh:mm:ss E.g. 2025-06-30 11:30:00
Value	The numeric value of the data being stored.	Y	Numerical Minimum 1 number

View your data in the sales and Analytics menus on Rosters

Now that you have uploaded your data sales or other Data Sources, you will be able to see this in your Roster Analytics.

From your Analytics, you will be able to see:

• • Total Wages - Your total estimated labour costs (not including any shift allowances).
  • Total hours - The total hours worked by your staff per day.
  • Sales - The total sales revenue imported.
  • Total staff - The total number of staff rostered for a particular day.
  • Labour to Sales (%) - Your labour costs are divided by your total sales. If labour costs are higher than sales, this number will show in Red.

  Check out our comprehensive guide on Roster Analytics for more information.

FAQs

I uploaded my CSV file, but I'm not sure if it's worked. How can I tell?

When you upload a file you should see a blue progress bar across the screen.

If you're unsure if the data has been uploaded, navigate to your Roster (best practice is to open up 1 roster at a time) and confirm that you're viewing the correct week for the data that you've uploaded. You should see your sales figures when you select 'Sales' at the bottom of your roster.

I uploaded my sales data, but when I go into my Roster, I see 'Summary data not applicable for multiple branches', why?

This is because you are viewing multiple rosters at the same time and right now you can only see sales data when in one roster at a time.

Use the filter to select only one roster, you will then see your sales data that you just imported.

When viewing just one roster we can now see the sales figures displaying.

I uploaded my file, but I still can't see the data.

If you have already checked that you're viewing one roster, and that you're in the correct week. Open up your uploaded file and check the Roster ID and Roster Label. This needs to correctly match your roster. You can check this by:

• Selecting on Import Sales data for the shortcut to view the Data Source Screen > Import CSV > download a sample file.
  
  
  
  
• If the Roster ID was incorrect in your file update it and reimport. You should now see the sales figures.

I accidentally uploaded my file to the wrong roster, how do I fix the figures?

Let the Roster manager know if you've done this or if you are the Roster manager and you have the data for the other roster (original sales data) you can re-upload the original sales figures. 

The import will replace (override) any data that was there and you will then see the correct figures.

If you want to clear out all sales totals, you can upload a file with the values as 0. This will clear any previously uploaded data.

Who can see this analytics data?

In your platform you can control who can see the Roster analytics, and whether or not they can see finanical details in the roster analytics drawer.

To have analytics display, in your platform 'enable Roster Efficiency Bar' in your Platform Settings> Work Defaults.  This will allow users to see the Analytics at the bottom of the screen.

To be able to see the financial figures in the roster analytics drawer toggle off- Hide financial details in the roster efficiency drawer.

For more information on what managers can see and who they can see see Platform Settings Users, and for each user you can simulate their permissions. For more information see user permissions.