This feature is included from the Pro Plan and up.

Reach out to our support team if you'd like to try it out.

Planning metrics can be used to ensure that the demands of your organization are met. For instance, you can highlight how many shifts will be needed for the upcoming period or let your restaurant managers know how many events/bookings are coming up.

Here's a step by step guide on how to use Planning metrics for planning the number of shifts you need to cover the demanded workload.

Guide for demand planning

  • Go to Reports > Data center > Data sets and choose Add data.

  • Give your data set an intuitive name, write a descriptive ID, and then select Number of shifts as Unit.

  • Select the time unit option that will allow you to input data for each day and chose to assign your metrics different values to individual positions within a department.
    Then choose the Department for which you need to plan shifts from the dropdown menu.

  • Click Save and then create a Formula. You will the Formula metric to display your the demand numbers from the Data set you just created.

  • Give your formula an intuitive name, write a descriptive ID, and then select Number of shifts as Unit. The name and ID for the Formula metric should be different than the ones set for the Data metric yet related. Here's an example:

  • Create a formula that will show you the difference between how many shifts you have assigned on a given day versus how many shifts you need.
    You can do this through a formula that subtracts (uses the '-' operator) the data from your Data set (created from the steps above) from the Total shifts, by Position - Daily Schedule element.
    A very important detail to note is that the Total shifts, by Position - Daily element will only count the assigned shifts from your Schedule. This means that Shifts with any other status will be ignored (e.g. Open Shifts).

  • Make sure that the assignment settings and the Department for your Formula metric match your Data metric: Assign different values to individual positions and the same Department is selected from the dropdown menu.

  • The last step in the setup of your metric is to toggle visibility in Schedule on, then click Create.

  • On the Data center > Data sets page, select the Data set you just created to start entering the Shift demand for your Schedule Positions.

You will need to repeat these steps for every Department you need to have a planning overview for.

Once you're done setting up the demand planning metrics for all your Departments, go to your Schedule page where you will now see the metrics as daily numbers:

  • a negative number means that there are not enough assigned shifts to cover the demand. The number will indicate how many shifts you still need to assign.

  • zero means you have matched the demand,

  • a positive number means you have exceeded the demand. The number will indicate how many extra shifts you have scheduled for that day.

Here's how it could look in the Schedule. The example uses a demand of 2 shifts for each of the 3 days. In the picture below:

  • the first day has an extra shift,

  • the second day still needs 2 shifts to be assigned

  • the third day has 2 assigned shits, which meets the demand for the day.
    Notice that the Open shift is ignored by the demand planning metric.

Next: FAQ - Data center

Previous: Editing or deleting Data set or Formulas

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