This feature is currently in testing and only available upon request.
If you'd like to see how this feature works and have a say in how it shapes up, please contact us to join the beta testing group.
The Business metrics feature is a Schedule tool that allows you to keep track of your planning needs, so you can make data-driven decisions.
In order to achieve that, you will need to start with the data aspect.
Using a Data type Business metric you can input what you want to keep track of and lay down the foundation for making smarter Schedule decisions.
Creating Data - Business Metrics
From the Schedule page, click on the Business metrics button.
On the Business metrics page, where you can click on “Create business metric” and chose the Data type.
This will open a window where you can enter a name, ID, and select a display unit.
The name of your metric will be shown in the Schedule and in the list of existing metrics on the Schedule > Business metrics page.
The metric ID can be used to reference the metric you are creating in a Formula, and it must be unique in your portal. This is how the Planday will know which of your metrics the data should be taken from.
You can only write an ID with uppercase letters and using an underscore as a separator (e.g: THIS_IS_AN_ID). For your convenience, the formatting is preset for you, where required.
When writing IDs, you should only use letters. Any numbers or other symbols might cause errors when used in Formula metrics.
Later, by typing #YOUR_ID, you will be able to reference your metric. For instance, if you want to use it in a Formula Business metric with your Data Business metrics. You can find more about Formula metrics here.
Because your business metrics can be shown in the Schedule, it's important to know what and how they are represented. That's what unit types can be used for, very well.
Assigning a predefined unit type will ensure that you have all the necessary information, in your Schedule overview.
Here's an example of how it could look like in your Schedule, when 2 different metrics use the hours of work unit or the monetary value unit:
Once you're done setting up the basic details for your Data Business metric, click “Next” to continue to the Schedule related settings for your metric.
Please note, that you can later edit the Name and change the Unit type for your business metric, but not the ID. More details about editing and deleting metrics can be found in this article.
Schedule settings for your Business metric
With the basics in place, you need to decide how detailed the data needs to be when you will enter it in the weekly input table.
Here, you will configure the rows and columns of your Data Business metric input table.
Please keep in mind that once your Data - Business metric is created is not possible to modify its Schedule settings. If you need a different setup, you will need to create a new metric.
Selecting a time unit will shape how much data needs to be entered, per day:
- Input data for each day: there will be only 1 data entry for each day (1 row for each day column).
- Input data for each hour: there will be a cell available for every hour of the day (in total, 24 rows for possible data entries, for each day column).
You can enter the data from the Business metrics page in the table created for your metric or import it through a CSV file. There are more details about adding data to your business metrics, in the section below.
In the same view, you can set whether the data entered will apply to your entire Schedule, or whether they should be different per Department, Section or Position, by choosing to assign or apply your business metric:
- globally: the data is visible from every department, and is not influenced by the Department, Position, or Section selected for your Schedule view.
- assign different values to individual departments: the data is visible from specific departments
For example, if you chose to enter data for each hour and you want to have different values for each department, your metric will have as many different tables as you have departments.
In the example below, there are only 2 departments: Kitchen and Restaurant, and as you can see from the 2 pictures, the tables for both departments can be found under the same metric (from the list to the left).
- The 2 options for assign/apply different values to individual sections within a department and assign/apply different values to individual positions within a department work in a similar way.
If you choose one of those 2 options, you also need to specify the Department.
Here's an example of how the Business metric table will look like for a Data Business metric set for input data for each day, with different values to individual positions within a Department. In this example, the Kitchen Department has 2 different Positions: Lunch and Dinner.
Please note that It is not possible to create a business metric that only applies to one Position or Section (if you have more than one, in a Department). However, you can enter values for only that one Position or Section in your business metric and like that, the data will only be visible for that Position and Section.
Click "Create" to start entering values for your Data - Business metric.
Adding values to Data - Business Metrics
On the Business Metrics page, you can see a list with all the metrics you have already created. Simply select the metric you need from this list.
On the right side, the input table for your metric will appear, displaying one week at a time.
Navigate to the week you need (from the arrows surrounding the date range).
Here, you can type in your data directly, for as many weeks as you need. Remember to click Save changes (top right corner button) for your data to be registered in Planday.
If you input any data and then navigate somewhere else outside the metric without clicking on Save changes, the data will need to be entered again.
The data you enter needs to be numerical (with 2 decimals max.). Also, keep in mind that all the cells that have no number entered will not be used by your metric (for instance, either in your Schedule or in the formula metrics they might be referenced in). This means that if you adding the value 0 to a cell in your row/column will not give the same results as leaving the cell empty.
Importing data (via CSV)
Also in the top right corner, you can find a CSV button, that gives you the option to Export and Import data from a CSV file (a file that contains Comma-Separated Values).
A CSV file is similar to a spreadsheet and can be opened and saved from both MS Excel or Google Sheets.
To make sure that your Data is imported correctly, you can first Export a CSV file and use that as a template.
Using an extra file like this might also be useful if your metric data needs to be collected from different Departments or colleagues.
Similarly, if you want to keep a record of the previously entered data, you Export a CSV file from any date range (past, current, or future).
If your CSV file cannot be used to import data, you will notice a message explaining what went wrong. Read more about troubleshooting your business metrics in this article.
Now that you have set up your Data - Business metric and put in all the data you needed, you're one step closer to displaying in your Schedule.
Check out this guide for the next step.