Guide: PlanDay Write - sending Tenzo forecasts into Planday

How do core concepts map to Tenzo?

Key:    ✅ Supported    🚸 Work in Progress    ❌ Not Supported

                                            

Sales	❌ NOT SUPPORTED
Forecasts	✅  Forecasts

Data Ingestion

Real-time optionally available?	✅
Default polling frequency	Every 6 hours
Data written on each poll	Next two weeks of forecasts
Historical data	You specify the date to start from when setting up the integration.  This will push in forecasts from this point assuming there are forecasts in Tenzo.

 

Requirements

The requirements for the Planday Write integration are:

• Planday customers need to have access to the planning metrics feature or be on the pro tier of their pricing.
• Planday customers need to have set up Data Center within Planday. Please see how to do this here. 

How do I compare PlanDay Write data to data in Tenzo?

Within the Tenzo Planning module, go to 'Sales by Location' and adjust your sales forecast.

Within the 'Labour Planner' in the Forecasting module in Tenzo, you will see a breakdown of your daily forecasted sales by hour for each location:

Where in Planday do you see your Hourly Forecasts? 

You will then be able to view your Tenzo Hourly Forecast in your schedule that will help you make decisions on your planning. 

You can click to expand and view the hourly forecast for each day: 

Alternatives

If you don't or can't have the Data Center in Planday, alternatively we are able to send our forecast into the Revenue Line in Planday. This would look like this:

There are no specific requirements for this type of Write integration, however this will not provide you with an hourly split of the forecast; please contact your Customer Success Manager to discuss what would be the best option for you.

Exceptions

None.