Looking for something specific?
These are the topics we'll cover in this article:
What are Schedule KPIs?
Schedule KPIs are selected metrics shown in the schedule to help optimize planning such as Salary %, Planning score, or Sales budgets.
Which KPIs are shown for a client/department and what the respective limits are for each KPI can be managed through the KPI settings in General Settings and Department Settings.
General settings: Schedule KPI settings
Manage which KPIs are shown in the schedule header through the General Settings under the "Schedule" tab. Scroll down and find Schedule KPIs section.
Turnover budget mode vs. forecasting budget mode
Make a default KPI configuration for the whole client (all shops). Determine which KPIs should be shown for departments NOT using forecasting (Turnover budget mode) and which should be shown for departments using forecasting (Forecasting budget mode).
NB: Switching budget mode for a department can be done in forecasting settings.
Sales
The sales setting enables the sales KPI that shows sales budgets for different days and months. See your sales budgets or forecasts for the future and actual sales for the past. Forecasts and budgets are indicated by the color:
White: Budget sales
Blue: Forecast sales
Hourly sales
The hourly sales setting enables the Hourly sales KPI that indicates overstaffing/understaffing and shows expected sales per productive hour.
By setting upper and lower limits you define a range of acceptable sales per hour. When sales fall outside the range it means there are too many or too few employees and the KPI will highlight in red.
NB: Previously budget/turnover per hour
Salary %
Use the salary % setting to show the salary % KPI. This KPI helps to understand the ratio between actual/planned sales and salary. Further, this KPI helps to know when the salary costs exceed the defined salary limits. When scheduled shifts are over the limit the KPI will highlight in red.
The salary % limit defines a maximum acceptable cost on salaries in percentage compared against the sales budgets. It is recommended to add salary budgets as a dynamic salary % limit that will automatically calculate limits for each month based on sales and salary budgets.
The fixed salary % limit will be applied for those months which are missing salary budgets.
Traffic (Visitors/Customers)
This KPI shows the traffic forecast for each day and month for the future and the actual traffic for the past. Depending on the forecasting settings configuration either visitor's or customer's forecast is shown. This can be manually changed in Forecasting Settings.
NB: The Traffic KPi is automatically enabled for a department once traffic forecasts become available. It can be disabled in department-level settings.
Planning score
The planning score indicates how much planned hours deviate from the forecast recommendation. The score shows an optimization potential for each day or period. A red field indicates an excessive deviation compared to the set limit for the planning score.
Example: If a daily forecast recommends 10 planned hours but 15 hours are planned then the planning score will be 5.
The planning score limit helps to control acceptable deviation in planned hours against forecasted hours. For example, for a day with 0 to 10 forecasted hours, it is acceptable that planned hours deviate with +/- 2 hours. If a limit is exceeded the planning score cell will turn red.
Advanced: Use the planning score limit to define limits for days of different sizes. Fx. for a day with 10 forecasted hours another acceptable deviance might be needed than for a day with 50 forecasted hours.
Productive hours
The productive hours setting enables the productive hour KPI which shows a sum of productive hours per day and per month.
NB: Productive hours are the total number of hours planned in a given day when reduced productivity is NOT used. In case reduced productivity is set for an employee, title, group, or task the productive hours can be lower than the actual number of the planned hours.
Allow overrides on departments
The settings "Allow overrides on departments" decide if it should be allowed to set custom KPIs for each department.
Department settings: Schedule KPI settings
The client-level KPI settings from General Settings will automatically be deployed to all departments. If the setting "Allow overrides on departments" is enabled the KPI settings can be overwritten per department inside Department Settings.
NB: The department-level KPI settings title will indicate what budget mode the department is in (Turnover budget mode/Forecasting budget mode).
Permission and access
To change what KPIs are shown in the schedule header navigate to General Settings or Department settings
By default, administrators have access to all departments. Regional managers can manage their group of departments. Store managers can manage their own departments.
Help & Support
Didn't get the answer you were looking for? Do not hesitate to contact us. Our reply time on chat is less than 5 minutes during our Support opening hours 🚀
Monday - Friday: 08:00 - 18:00 CEST
Saturday: 09:00 - 16:00 CEST
Sunday: Closed
📲 App: Click More, followed by Contact support to chat with us
🖥️ Web/PC: Click on the blue bubble at the bottom right corner to chat with us
☎️ Phone: +45 70 70 70 27, dial 1 for support