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Daily Store Planning Worksheet

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Daily Store Planning Worksheet

Date: Sunday, September 13, 2026
TALENT

Use the Dayforce Daily Coverage Report in conjunction with this form. Fill in Zone assignments for each Associate using the options below. To print the Dayforce Daily Coverage Report, select Schedules > Reports > Daily Coverage Report and choose Show 15 Minutes Grid & Show Employee Details.

Name Shift Break Zone Sales $ Dollars Per Transaction (DPT)
CULTURE

The Customer Connection

Which step are you going to focus on to engage with customers today? How will you incorporate selling techniques such as Breakaway & Reconnect, Operational Energy, and Pass-By?

Today’s Promotions

OPERATIONS

Tasks:

Complete the tasks below and add any additional tasks to the blank spaces.

0 / 0 complete
FINANCIAL RESULTS

Prior Week Results

Use Power BI to fill in prior week’s results below.

Sales Conversion Dollars Per Transaction (DPT) Rewards Accessories Credit Card

Daily Power BI Results

Use Power BI to fill in Intra Day results below. You can also check Intra Day results outside these timeframes if you wish.

Sales Plan Sales Actual Dollars Per Transaction (DPT) Conversion Rewards Accessories Credit Card

Associate

Choose associate

Choose anyone listed on the imported schedule for this week, or enter a custom name.

Custom name

Shift time

Edit shift

Enter a time such as 12, 12a, or 12p. Times without AM/PM default to AM.

Zone assignment

Choose zones

Select every zone this associate will cover. You can choose multiple assignments.

Weekly schedule

Team schedule

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Total Hours are calculated from the imported Dayforce shifts, subtracting the imported meal/break time for shifts over 5 hours.

Dayforce import

Get the weekly schedule file

Export one weekly Daily Coverage Report from Dayforce, then import that XLSX file here.

XLSX
Daily Coverage Report Excel 2007+ format · Sunday through Saturday
  1. Open Reports in Dayforce Go to Fixed Format Reports and select Daily Coverage Report.
  2. Select the full week Use a Sunday–Saturday date range for the week you want to import.
  3. Turn on the required details Check Show Employee Details and Show 15 Minute Grid.
  4. Choose the Excel format Select Excel 2007+ (XLSX). Do not use the PDF version for this import.
  5. Download and import Download the report, return here, and choose Import Dayforce Week.
What gets imported Name, Shift, and Meal/Break times are filled in for each day. Your Zone, Sales, and DPT entries are preserved when the associate name matches.

Cloud sync

Sync this store

Find a configured store by number or name. If you choose a different store, enter that store’s PIN to switch and load its worksheets.

First-time store setup

Create this store once with a PIN. After setup, users can find the store and sign in with that PIN from any device.