These are the topics we'll cover in this article:

Schedule KPIs are selected metrics shown in the schedule to help optimize planning. This is done by showing KPIs like Salary %, Planning scores, or Sales budgets and highlighting numbers in red when defined limits are exceeded.

The following Schedule KPIs can be shown in each department's schedule. Some KPIs may not be available depending on a department's forecasting settings.

Sales

The sales metric 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:

Hourly sales

The hourly sales metric is an indicator of overstaffing/understaffing and shows expected sales per productive hour.

By setting upper and lower limits you define a range of acceptable sales per productive 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 % metric to understand the ratio between actual/planned sales and salary. Further, this KPI helps you 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. The fixed limit will apply the same limit for every single month. It is recommended to add salary budgets as a dynamic salary % limit that will then automatically be calculated for each month based on sales and 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 the visitor's or customer's forecast is shown.

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 KPI will highlight in red when the defined limit is exceeded. For example, if a limit (Acceptable deviance) is defined to be 10 hours the planning score KPI will turn red when the sum of overplanned and underplanned hours exceeds 10 hours.

Productive hours

This KPI shows a sum of productive hours per day and per month.

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.

Each shown KPI in the schedule header also has a period KPI that displays the average or the sum of the KPI for the given month.

Hoovering over the period cells will show a tooltip with more details for that period. Click Shift to expand the tooltip to see more KPIs.

The same tooltip is also shown for each day with the daily KPIs.

The staff planning KPIs in the tooltip should be understood as follow:

To change what KPIs are shown in the schedule header navigate to General Settings or Department settings. View schedule KPIs setting guide if you need more detailed instructions on how to set up KPIs. By default, Administrators and Regional managers can manage both General and Department settings. Shop managers could manage their own departments if overrides are allowed from General settings.

Also when salary information is enabled it is only visible to shop managers, regional managers, and administrators. Access to see salary information is managed with "Salary" permission.

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