Comparing sales to labor costs is a critical financial metric for businesses. This comparison reveals how efficiently a company uses its workforce to generate revenue. A high ratio indicates that a significant portion of sales revenue is being spent on labor, potentially impacting profitability. Conversely, a low ratio might suggest understaffing or inefficient labor utilization. By tracking this ratio over time and benchmarking it against industry standards, businesses can identify areas for improvement in workforce management, such as optimizing staffing levels, improving employee productivity, or negotiating better wages or benefits. In this article, we will go over how to view sales, labor, and sales vs labor data in connecteam.
Here is a short video going through all you need to know!
⚠️ Important Information:
There are four ways to view sales and labor data in Connecteam:
POS Integration – Connecteam currently integrates with Lightspeed Restaurant (K Series).
API Transfer – Sales data can be imported via API.
Manual Entry – Data can be entered directly into the platform.
Import via CSV- Data can be imported via a CSV file.
*To view labor data you need to be using the Pay Rates capability in our Time Clock feature and your employees must be clocking in.
This article will cover:
How to View Sales Vs Labor Report
To view the Sales vs Labor report in Connecteam navigate to the Activity tab found in the left sidebar, and click on the Sales vs Labor tab. Let's go over what can be seen in this tab!
Sales Vs Labor Data
If you have both sales data and labor data, you will see a summary of the dollar amount received from total sales at the top, the amount spent on total actual labor, and the percentage of labor costs for the date range selected.
Next, you will see a bar graph of your sales and labor data along with the labor percentage metric.
At the bottom, you'll be able to view a breakdown of this data per day. This also includes the Labor Variance Calculation. The difference between scheduled and actual labor is displayed, allowing you to track overages or understaffing.
💡Tip: At the top right-hand corner you can customize the view to daily, weekly, or monthly and adjust your desired date range.
Only Labor Data
If you have not integrated your POS system, but your employees are tracking time, and you enabled the pay rates capability, then you will only see labor data in your report. Take a look at how this appears below:
Only Sales Data
If you have connected your POS system to Connecteam but are not using pay rates or your employees are not clocking in, then you will only see sales data in the report. Take a look at how this appears below:
No Data
If have yet to integrate your POS with connecteam and you have not set up pay rates then you will not see any data in the activity tab. In this case, you will be promoted to integrate your POS system and activate pay rates as seen below.
* If you don’t have a POS integration, you can add your sales data manually. You can either edit the values directly in the column or upload a CSV file.
Manually Editing Sales Data
Admins now have the ability to edit sales data directly to the dates table.
Go to Activity in your left menu.
Select Sales vs Labour.
Scroll down to the Table section.
In the Actual Sales column.
Find the date you want to update and Click the empty cell and Enter your sales amount.
How to Import Sales Data via CSV
Go to the Activity tab.
Click on the three dots next to Group By and select Upload Sales via CSV.
Download the provided Excel template.
Add your sales data in the template per location and date.
Save the file on your computer as a CSV.
Upload your CSV file.
Select your import settings: Add new values while keeping existing data, or
Completely overwrite data for the selected dates.
Review the imported data and click Next.
View the summary of new data entries per location.
Click Confirm as the final step.
Please note: The file must include exactly three columns with the following names:
Date of sale
Location
Total sales
*Adding sales data via CSV is available from the Advanced plan and above on any hub.
Managing Locations
Sales data in Connecteam is always tied to a specific date and location. This ensures accurate reporting for each branch or site.
Important notes:
To Edit Sales data, you must select a single location. For example, if you manage both Downtown and Uptown, you’ll need to choose one branch before editing. If no location or multiple locations are selected, the edit option will be disabled.
Locations integrated through your POS system always appear in the report but cannot be edited or removed.
You can add or remove custom locations (e.g., a “Pop-up Stand”) as needed.
How to Manage Locations:
Go to the Sales heading in the Sales vs Labor Tab.
You’ll see the Location button, show on the right.This controls which location(s) are in view.
To make changes, click the pencil icon (“Edit Locations”).
From there, you can:
Edit Locations by clicking on the pencil icon next to the trash can
Add new Locations by clicking on the "Add location" button.
Delete Locations you no longer need by clicking on the Trash bin icon.
Filtering For Specific Branches or Groups of Employees
Now that you have got the basics down let's go over customizing your report to view different locations or groups of employees.
To filter sales data for branches/locations select the sales drop-down in the upper left-hand corner and mark the location(s) whose sales date you want to view. Please note that the options seen here are based on locations you have set up in your POS system.
To filter for groups of employees click on the labor drop-down in the upper left-hand corner and mark the group(s) whose data you want to view. Please note that the options seen here are based on smart groups you have previously set up in Connecteam.
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