How to Create a Revenue Model in the Jolt Web Portal
Overview: Creating a Revenue Model in the Jolt Web Portal allows you to project sales and plan staffing accordingly. This guide will help you set up a Revenue Model.
Prerequisites: To create a Revenue Model, you must have one of the following admin settings:
Location Website Admin
Content Group Admin
Company Admin
Steps to Create a Revenue Model:
Login and Navigation:
Log in to the Jolt Web Portal.
Navigate to Scheduling, then Make Schedule.
Week View:
Ensure you are in Week View before proceeding.
Revenue Models can also be created for a single day, such as holidays or events.
Create New Revenue Model:
Go to Revenue Models.
Select Create New Revenue Model.
Choose From Scratch.
Set Sales Increment:
You can set your sales increment to 1 hour, 30 minutes, or 15 minutes.
Enter Sales Data:
Enter your sales data for the selected time period.
Name and Save:
Name your model.
Select Save and Apply.
Frequently Asked Questions (FAQ):
Q: Who can create a Revenue Model?
A: Users with admin settings such as Location Website Admin, Content Group Admin, or Company Admin.
Q: Can I create a Revenue Model for a single day?
A: Yes, Revenue Models can be created for a single day, such as holidays or special events.
Q: How do I change the sales increment?
A: You can set the sales increment to 1 hour, 30 minutes, or 15 minutes while creating the Revenue Model.
Q: What should I do after entering sales data?
A: After entering the sales data, name your model and select Save and Apply.
By following these steps, you can successfully create and apply a Revenue Model in the Jolt Web Portal, helping you to plan and forecast labor needs effectively.