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How to Create a Revenue Model in the Jolt Web Portal
How to Create a Revenue Model in the Jolt Web Portal
Curtis Nash avatar
Written by Curtis Nash
Updated over a week ago

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.


โ€‹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:

  1. Login and Navigation:

    • Log in to the Jolt Web Portal.

    • Navigate to Scheduling, then Make Schedule.

  2. 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.

  3. Create New Revenue Model:

    • Go to Revenue Models.

    • Select Create New Revenue Model.

    • Choose From Scratch.

  4. Set Sales Increment:

    • You can set your sales increment to 1 hour, 30 minutes, or 15 minutes.

  5. Enter Sales Data:

    • Enter your sales data for the selected time period.

  6. 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.

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