Weekly schedule view
See staff shifts by day and department, including weekly scheduled hours and visual schedule coverage.
Excel Template
Schedule & Forecast Planner
Plan weekly schedules, forecast sales, track scheduled hours, estimate labour cost and review labour percentage before the week starts.
Plan the week before costs happen
The Schedule & Forecast Planner helps managers compare weekly sales forecasts, scheduled hours, labour cost and labour percentage before shifts are worked.
It is built for hospitality teams, restaurants, cafés and bars, but the structure can also support other small businesses that need to plan staff hours against forecast sales or weekly demand.
✓ Excel template
✓ Instant access
✓ Weekly planning
✓ Labour cost control
What is included in the Schedule & Forecast Planner?
This template gives managers a practical weekly planning system for schedules, forecasts and labour control. Instead of building a rota first and checking labour cost later, you can plan the week with forecast sales and labour percentage in mind.
Cost dashboard
Review forecast sales, total labour cost, labour percentage, scheduled hours and department labour split.
Forecast planning
Enter forecast sales and review how planned shifts affect labour cost and weekly labour percentage.
Template previews
The workbook includes connected planning sheets so managers can enter staff, schedule shifts, forecast sales and review labour cost from one Excel file.
Weekly schedule view
View scheduled shifts by day, team or department so managers can understand coverage before the week starts.
Weekly forecast view
Enter daily forecast sales and review the relationship between expected revenue, scheduled hours and labour cost.
Labour cost dashboard
Monitor weekly labour percentage, scheduled hours, cost by department and forecast performance in one dashboard.
What you get
- Excel schedule and forecast planner workbook.
- Weekly schedule view for staff shifts and coverage.
- Forecast planner for weekly sales and labour planning.
- Cost dashboard showing labour cost, labour percentage and scheduled hours.
- Employee setup area for staff details, departments, roles and rates.
- Connected sheets designed to reduce repeated manual work.
Who is this template for?
This planner is designed for restaurants, cafés, bars, hotels, F&B teams and hospitality operators that need to plan labour before the week starts.
It can also be adapted by other small businesses that manage hourly staff, weekly demand, schedules, forecast sales or labour cost targets.
How to use the planner
- Add your team members, departments, roles and hourly rates.
- Enter or update weekly schedule details.
- Add forecast sales for each day of the week.
- Review scheduled hours, labour cost and labour percentage.
- Use the dashboard to identify whether the schedule is above or below your labour target.
- Adjust the schedule before the week starts if cost or coverage does not look right.
Related tools and resources
Use this template alongside Ops Hospitality calculators and guides to review labour cost, sales per labour hour, KPIs and weekly management performance.
Schedule & Forecast Planner FAQs
Is the Schedule & Forecast Planner free?
No. The Schedule & Forecast Planner is a paid Excel template available through Gumroad.
Does the planner work only for restaurants?
No. It is built with hospitality operations in mind, but the structure can be adapted by other small businesses that plan weekly schedules, forecast demand and monitor labour cost.
Can I use the planner in Google Sheets?
The workbook is designed for Excel. You may be able to upload it to Google Sheets, but some formatting, formulas or workbook behaviour may vary.
What does the cost dashboard show?
The dashboard shows forecast sales, total labour cost, labour percentage, scheduled hours and labour split by department or team.
Get the Schedule & Forecast Planner
Start planning weekly schedules, forecast sales and labour cost before the week begins.