--- title: Case Study - Setting Salesperson Budgets description: Brief - Create Salesperson budgets using Store Budget, Rostered / Worked hours and a weighting factor according to the salesperson's role. --- [Skip to content](https://fundamentals.theretailscore.com/knowledge/case-study-setting-salesperson-budgets#main-content) English Show submenu for translations [Customer portal](https://fundamentals.theretailscore.com/support-client-view?hsLang=en) ![mousemat.png\]](https://fundamentals.theretailscore.com/hs-fs/hubfs/mousemat.png?height=40&name=mousemat.png) Open main navigation Close main navigation - English Show submenu for translations - [Customer portal](https://fundamentals.theretailscore.com/support-client-view) - Go to theretailscore.com Go to theretailscore.com The Retail Score Fundamentals - There are no suggestions because the search field is empty. 1. [TRS Fundamentals](https://fundamentals.theretailscore.com/knowledge?hsLang=en) 2. [tRS Case Studies](https://fundamentals.theretailscore.com/knowledge/trs-case-studies?hsLang=en) 3. [01 Analysis](https://fundamentals.theretailscore.com/knowledge/trs-case-studies?hsLang=en#01-analysis) # Case Study - Setting Salesperson Budgets ## Brief - Create Salesperson budgets using Store Budget, Rostered / Worked hours and a weighting factor according to the salesperson's role. As part of a client's expansion of the store portal, they wanted to provide sales goals for their salespersons and a means to measure their accountability fairly for their sales as a contribution to the store sales budgets. Acknowledging that a Salesperson's role impacts their relative contribution per hour worked to the overall Store Sales. Some factors regarding sales contribution per hour worked may include: - Managers spend more time off the floor - Full Timers work during both peak and quiet times - Casuals and Part Timers are usually more focused on sales and work more often during the peak hours - Salespeople's role varied with some more sales and client focused Prerequisites included: - Integration with the client's Time and Attendance (T&A) system - Clearly defined and well maintained Salesperson's roles extracted from the T&A system - Data integrity of the Rostered Hours used for a future forecast and Worked Hours used for historical measure. - Upload of a weighting attribute to be used against the salesperson's role Outcome: - New calculations of a weighted (or rostered) hours worked - New Salesperson budget that rolls up to total the Store Sales Budget taking into account: - a standard weighting for each salesperson's role - their rostered hours for current week calculations - their actual hours worked for historical week calculations             - [tRS Set Up](https://fundamentals.theretailscore.com/knowledge/trs-set-up?hsLang=en#main-content) - [01 Getting Started](https://fundamentals.theretailscore.com/knowledge/trs-set-up?hsLang=en#01-getting-started) - [02 How to Guide](https://fundamentals.theretailscore.com/knowledge/trs-set-up?hsLang=en#02-how-to-guide) - [03 Get Help](https://fundamentals.theretailscore.com/knowledge/trs-set-up?hsLang=en#03-get-help) - [tRS Insights Portal](https://fundamentals.theretailscore.com/knowledge/trs-insights-portal?hsLang=en#main-content) - [01 Getting Started](https://fundamentals.theretailscore.com/knowledge/trs-insights-portal?hsLang=en#01-getting-started) - [02 How To Guides](https://fundamentals.theretailscore.com/knowledge/trs-insights-portal?hsLang=en#02-how-to-guides) - [tRS Pivot4Power Users](https://fundamentals.theretailscore.com/knowledge/trs-pivot4power-users?hsLang=en#main-content) - [02 How To Guide](https://fundamentals.theretailscore.com/knowledge/trs-pivot4power-users?hsLang=en#02-how-to-guide) - [03 Get Help](https://fundamentals.theretailscore.com/knowledge/trs-pivot4power-users?hsLang=en#03-get-help) - [tRS Modules](https://fundamentals.theretailscore.com/knowledge/trs-modules?hsLang=en#main-content) - [01 General Ledger](https://fundamentals.theretailscore.com/knowledge/trs-modules?hsLang=en#01-general-ledger) - [02 Traffic Counters](https://fundamentals.theretailscore.com/knowledge/trs-modules?hsLang=en#02-traffic-counters) - [04 Google Analytics](https://fundamentals.theretailscore.com/knowledge/trs-modules?hsLang=en#04-google-analytics) - [tRS Admin](https://fundamentals.theretailscore.com/knowledge/trs-admin?hsLang=en#main-content) - [01 Getting Started](https://fundamentals.theretailscore.com/knowledge/trs-admin?hsLang=en#01-getting-started) - [02 How To Guide](https://fundamentals.theretailscore.com/knowledge/trs-admin?hsLang=en#02-how-to-guide) - [03 Get Help](https://fundamentals.theretailscore.com/knowledge/trs-admin?hsLang=en#03-get-help) - [tRS Case Studies](https://fundamentals.theretailscore.com/knowledge/trs-case-studies?hsLang=en#main-content) - [01 Analysis](https://fundamentals.theretailscore.com/knowledge/trs-case-studies?hsLang=en#01-analysis) - [tRS Archive Library](https://fundamentals.theretailscore.com/knowledge/trs-archive-library?hsLang=en) - [tRS Development Release Notes](https://fundamentals.theretailscore.com/knowledge/trs-development-release-notes?hsLang=en#main-content) - [Releases](https://fundamentals.theretailscore.com/knowledge/trs-development-release-notes?hsLang=en#releases) - [tRS Connect](https://fundamentals.theretailscore.com/knowledge/trs-connect?hsLang=en#main-content) - [01 About](https://fundamentals.theretailscore.com/knowledge/trs-connect?hsLang=en#01-about) - [02 Set Up](https://fundamentals.theretailscore.com/knowledge/trs-connect?hsLang=en#02-set-up) - [03 Getting Started](https://fundamentals.theretailscore.com/knowledge/trs-connect?hsLang=en#03-getting-started) - [tRS Planner](https://fundamentals.theretailscore.com/knowledge/trs-planner?hsLang=en) [![Chill listening crop-3](https://fundamentals.theretailscore.com/hs-fs/hubfs/tRS1-2.png?width=102&height=55&name=tRS1-2.png "Chill listening crop-3")](http://theretailscore.com?hsLang=en) theretailscore.com Help Center Copyright © 2026, the Retail Score