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 is recorded in your Schedule.
To see what it can do for you, start by heading over to the Schedule page and click on the Business metrics menu.
Get familiar with Business metrics using this setup guide for Demand planning,
This will open the Business metrics page where you can start creating the metrics you need (and where you will find an overview of your existing metrics later).
The type of metric you choose determines where the data comes from. This gives you 2 ways to use Business metrics:
- as Data, useful if your metrics need to use single-data inputs, per day or per hour. A Data type of Business metric should be used in Formula Business metrics if you need it to be visible in Schedule. More info about the Data - Business metrics can be found in this article.
- as Formula, that gives you the opportunity to combine multiple metrics into one. Formula Business metrics can be set up using mathematical operations between your other Data Business metrics and/or elements from your Schedule (actual values recorded on your portal).
More info about the Formula - Business metrics can be found in this article.
Specifically, a Data metric would require you (or your teammates) 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 points or metrics here.
We are currently working towards exposing a Business metrics Open API endpoint that would allow you to manage your metrics from the tool or system you prefer. Keep an eye out for news about this release on our Open API page.