How to: Add Estimated Profit, Cost of Goods Sold and Sales Amounts to Analysis Views

On all analysis views in the Staff Management, the user can decide to show a summary of sales and cost of goods as part of the total section of each view. This is in the Roster Cost Analysis, the Monthly and Weekly analyze pages and the comparison between location analysis.

Set up for analysis

1. Open the Work Location card for the location to use and chose Edit.
2. To define where the sales amounts will be retrieved from, fill in the Department Code field, and then set the G/L Sales Account Filter.
3. In the Store No. field select the store to retrieve the COGS amounts.

View analysis pages

There are several ways to view the analysis pages, they can be accessed from the Actions tab in the Analysis group in the Staff Management Role Center and the Home tab, in the Analysis group on the Roster list. To view the Cost Analysis for a specific roster:

1. Navigate to Rosters in the Staff Management Role Center to open the list of Rosters.
2. Highlight the Roster that you want to see figures for and click Cost Analysis in the Home tab.