TakeSheet allows you to set revenue budgets for each reporting category directly within the platform. Once configured, these budgets are displayed alongside actual figures in the Management Report — giving your team a clear, daily view of how performance is tracking against target.
Who Can Set Budgets
Budget configuration is available to Admin users only. If you need budgets updated and don't have Admin access, contact your venue's Admin user.
How to Set Budgets
Navigate to Settings > Report Settings.
Enter the budget figure for each revenue category as configured for your venue.
Save your changes — updated budgets will be reflected in the Management Report immediately.
How Budgets Are Displayed
Once set, budgets appear alongside actual figures in the Management Report in both the daily and weekly views. This allows venue managers, finance teams and business owners to see at a glance whether revenue is tracking ahead of or behind budget for the day and cumulatively for the week.
Tip: Budgets should reflect your venue's realistic revenue targets for each category. If your trading patterns vary significantly between weekdays and weekends, speak with your Admin about how best to configure budgets to reflect this.