This feature is included from the Pro Plan and up.
Reach out to our support team if you'd like to try it out.
The Planning metrics feature, along with the Data center, is a Schedule tool that allows you to keep track of your planning needs.
These metrics are meant to help you get one step closer to making data-driven decisions and give you an easy overview of your business needs, directly in Schedule (see an example below).
With this feature, you can keep your costs on track or be prepared for busy periods.
For instance, you can use Planning metrics to display in Schedule:
your scheduling needs: e.g. number of shifts needed for the upcoming period,
productivity insights: e.g. sales revenue / employee/ hour
schedule differences: e.g scheduled hours vs. worked hours
cost & resources insights: e.g. eat-in orders vs. take-out orders, number of reservations vs. guest no shows
Schedule cost will be available soon, as a Schedule element, within Formulas.
performance and strategy insights: e.g. event revenue vs. event cost.
Because your needs can change very fast or be different from one part of your organization to another, the Planning metrics feature is constructed to rely on the data that you input and the data recorded in your Schedule.
To see what it can do for you, start by heading over to the Reports > Data center.
Get familiar with Planning metrics using this setup guide for Demand planning,
This will open the Data Center page where you can start creating the metrics you need (and where you will find an overview of your existing metrics later).
The Data center element you choose determines where the data comes from. This gives you 2 ways to use data:
as a Data set, useful if your metrics need to use single-data inputs, per day or per hour. A Data set should be used in Formulas if you need it to be visible in Schedule.
More info about the Data sets can be found in this article.
as a Formula, that gives you the opportunity to combine multiple metrics into one. Formulas can be set up using mathematical operations between your other Data sets and/or elements from your Schedule (actual values recorded on your portal).
More info about the Formulas can be found in this article.
Specifically, a Data set would require you (or your colleagues) to input or import what's needed. In contrast, a Formula could be based on a mix of data that needs to be filled in and data gathered from your Schedule.
If you're in doubt about what kind of metric you should create, you can look through some of the commonly used data sets or formulas here.
We are currently working towards exposing a Data center Open API endpoint that would allow you to manage your Data sets, Formulas and Planning metrics from the tool or system you prefer.
Keep an eye out for news about this release on our Open API page.