Setting the Sales Category while Building a Schedule

TimeForge enables you to track and forecast sales. When scheduling, you are offered the option of viewing different sales categories, like gross sales or customer counts. Sales Categories enable you to track the financial impact of a schedule, which is beneficial to your business for many reasons. By tracking the financial impact of a schedule, future schedules can be more budget-optimized, you can avoid monetary surprises, and you can further analyze the operations of your business.

Note: You should have previously designated sales categories through the Sales tab before attempting to add a Sales Category to a schedule.

Here’s how you can select a sales category when you build a schedule.

Go to Schedules list.

Go to Schedules list.
  • Log in
  • Hover over the “Schedules” tab
  • Click “Schedules”

Select a schedule.

Select a schedule.

Click on the Add a New Schedule button. 

Select a sales type.

Select a sales type.

On the “Add or Edit A Schedule” page, click on the drop box in the Sales Category section to set a sales category to be applied to this schedule.

Note: You can also assign which departments this schedule will be for by clicking on the drop box labeled “Department”.

heartWhat some of our clients have to say ...

We are one year into it now, well past being enamored with the newness. We are married to TimeForge. It's as essential to us now as any of our management tools today, and we very happy about that.- Steve @ Hermosa Cyclery
We really like the program so far. I know that it is geared towards restaurants, but we are a real estate company and we love it because it is inexpensive and it is so easy to use.- Nicole @ Exit Premier Realty
The Timeforge scheduling system has not only increased our efficiency tremendously; decreased the errors in what is normally an error prone environment; it has also saved us ten times what it costs us each month.- Michael @ Tiara Cafe
I would highly recommend TimeForge to anyone making work schedules. ... What used to take 1-2 hours, now takes 15 minutes. The reports section is comprehensive and useful.- Lawrence Payne @ Mid Pacific Country Club
I've been really pleased with this latest version of TimeForge. I'm really getting familiar with this program and its become a great time saver! Keep up the good work!- Loren @ Fresh Produce
Before using TimeForge, creating a schedule took 2 hours. With TimeForge, it takes less than 10 minutes.- Gail @ Kerr Drug

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