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Workbench Spark Power BI

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.

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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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.

Time clock

Dayforce Clock

Clock in, clock out, or start/end a meal.
Open in new tab
Dayforce opens here first. If the registered clock does not appear, use Open in new tab.

Dayforce import

Get the weekly schedule file

Export one weekly Printed Schedule Report - Legacy from Dayforce, then import that XLSX file here. The same file supplies the weekly schedule, meal/breaks, seniority, roster names, and Sales Plan.

XLSX
Printed Schedule Report - LegacyExcel format · 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 before exporting your weekly Excel file.
  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 ExcelExport the report in Excel/XLSX format. Do not use PDF 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

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.

Today’s Promotions

Promotion Guide

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