STORE NEXUS

Store Nexus

Select a store to begin.

View week —
Workbench Spark Power BI
Notes

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.

NameShiftBreakZoneSales $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.

SalesConversionDollars Per Transaction (DPT)RewardsAccessoriesCredit 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 PlanSales ActualDollars Per Transaction (DPT)ConversionRewardsAccessoriesCredit Card

Associate

Choose Associate

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

Custom Associate
The position is used on this week’s schedule only. This does not add the person to the permanent Store Roster.

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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Week —

Swipe left or right to view the full week.

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 Printed Schedule Report - Legacy from Dayforce using Excel 2007 (.xlsx), then import that file here. The same file supplies the weekly schedule, meal/breaks, seniority, roster names, and Sales Plan.

XLSX
Printed Schedule Report - LegacyExcel 2007 (.xlsx) required · Sunday through Saturday
Dayforce Printed Schedule Report settings showing Display Meals and Breaks and Show Seniority Date enabled, Omit Unscheduled Employees left unchecked, and Sales - Adj. Forecast selected as the KPI.
Match these settings, then export the report as Excel 2007 (.xlsx).
  1. Open Reports in DayforceGo to Fixed Format Reports and select Printed Schedule Report - Legacy.
  2. Select the full weekUse a Sunday–Saturday date range for the week you want to import.
  3. Use the settings shown aboveTurn on Display Meals and Breaks and Show Seniority Date. Leave Omit Unscheduled Employees off, then select Sales - Adj. Forecast under KPI.
  4. Choose Excel 2007Under Format, select Excel 2007. The downloaded file must be an .xlsx file. Do not use PDF or an older Excel format for this import.
  5. Download and importReturn here and choose Import Dayforce Week. On a new store, you will be asked once to assign each associate a position.
What gets importedName, Shift, Meal/Break times, seniority, and Sales - Adj. Forecast are imported. Sales - Adj. Forecast appears as Sales Plan in the weekly schedule. Your saved roster supplies each associate’s position title on future imports.

Store team

Store roster

Review your store roster and assign the position each associate should use on weekly schedules.

0 associatesPositions are saved for this store and reused on future imports.

Cloud sync

Log In

Auto-save off · Log In to a store to save

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 Log In with that PIN from any device.

Today’s Promotions

Promotion Guide

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