Dashboard

Updated 1 day ago by Leigh Hutchens

The dashboard provides you with status updates and visualizations for a selection of Quinyx measures and information. These are divided into four widgets by type of information displayed. The data displayed are for the district, unit, or section selected in the group selector. The four widgets are:

  1. Upcoming Events
  2. Staffing
  3. Scheduling (NB: widget heading missing)
  4. Sales

Upcoming Events

The “Upcoming Events” widget contains information regarding various happenings about to occur, sorted on occurrence in time, with the events closest in time appearing first in the list. The following item categories are retrieved from Quinyx and displayed in this widget:

  • Birthdays
  • Skill expiries
  • Agreement expiries
  • Shift bookings of unassigned shifts
  • Shift swap requests
  • Notices of interest
  • Leave applications

Depending on your access rights, only items belonging to some of the above categories may be displayed. Please note this widget displays items that are taking place in the upcoming four weeks (28 days).

Staffing

It is possible to set this widget to display data for the current day, week, or month. The widget contains two features, namely a chart displaying scheduled hours in relation to worked hours, as well as a staffing optimization bar:

Chart: Scheduled Hours vs Worked Hours

This chart displays scheduled vs worked hours. Selecting the daily view will show the amount of scheduled and punched hours grouped by hour of the day, whereas selecting the weekly or monthly view will show the same data but grouped by day of the week or month respectively.

Hovering on a bar in the chart will bring out a small container specifying the number of scheduled vs punched hours for that hour or day.

Bar: Staffing Optimization

NB: Please note that a “Forecast” module subscription, as well as certain configuration in “Forecast”>”Rules for creation of shifts” in Classic, is required for this bar to be populated with data. See our “Forecast” article for more information.

The staffing optimization bar is an indicator of how close you are to scheduling your staff in accordance with Quinyx’ optimal hours.

This measure looks at how much, on average, you differ from Quinyx’ optimal hours when staffing your unit or section. The 54% score in the screenshot above indicates that, on average, you deviate from your optimal hours by 46% when you schedule your unit or section on any of its hours of operation. The table below and subsequent calculation showcase how the figure in question is generated:

SCENARIO

Hour of the Day

Optimal Hours

Scheduled Hours

Difference Optimal vs Scheduled Hours

08:00:00 - 09:00:00

4

4

0

09:00:00 - 10:00:00

5

3

-2

10:00:00 - 11:00:00

6

3

-3

11:00:00 - 12:00:00

8

4

-4

12:00:00 - 13:00:00

5

5

0

13:00:00 - 14:00:00

7

3

-4

14:00:00 - 15:00:00

9

3

-6

15:00:00 - 16:00:00

10

7

-3

16:00:00 - 17:00:00

12

5

-7

17:00:00 - 18:00:00

15

5

-10

18:00:00 - 19:00:00

15

7.25

-7.75

19:00:00 - 20:00:00

10

6

-4

20:00:00 - 21:00:00

5

4.5

-0.5

AVERAGE (in absolute numbers)

8.538461538

3.942307692

Formula: 100-((Difference Optimal vs Scheduled Hours/Optimal Hours)*100)

Calculation: 100-((3.942307692/8.538461538)*100) = 53.83 = 54%

To expand on the above scenario, a fully green bar with a 100% score will indicate that your staffing is exactly as recommended by Quinyx’ optimal hours. Conversely, a negative percentage and an empty bar indicate that your average difference between optimal and scheduled hours is greater than your average optimal hours:

Scheduling

NB: For layout reasons, this widget doesn’t have a heading, but it’s the widget shown between the “Staffing” and the “Sales” widget:

The widget contains the following information and fetches data for the coming four weeks (28 days):

  • Number of leave applications
    • The logic is that the leave applications in the screenshot above begin in the coming 28 days.
  • Number of notices of interest
  • Number of shift bookings to approve
    • Please note this is the number of shift bookings and not the number of shifts for which employees have applied. For instance, if there is one shift for which four employees have applied, this will be displayed as four shift bookings and not as one.
  • Number of unassigned shifts
  • Shift coverage
    • The shift coverage indicates what proportion of all shifts are currently unassigned. The formula used to calculate this percentage is: (Number of assigned shifts /(Number of assigned and unassigned shifts)) * 100.

Sales

NB: Please note that a “Forecast” module subscription, as well as actual forecast values to have been added in Classic, is required for this widget to be populated with data. See our “Forecast” article for more information.

The “Sales” widget can be set to display data for the current day, week or month. The widget features a chart as well as a progress bar:

Please note that all sales figures in this widget are displayed in the currency defined in “Settings”>”Units”>”Settings” in Classic.

Chart: Forecasted vs Actual Sales

This chart displays forecasted vs actual sales. The actual sales are displayed as bars whereas the forecasted sales are represented by a line with one dot per data point. Selecting the daily view will show amount of actual and forecasted sales grouped by hour of the day whereas selecting the weekly or monthly view will show the same data but grouped by day of the week or month respectively.

Hovering on a bar in the chart will bring out a small container specifying the number of actual vs forecasted sales for that hour or day.

Progress bar: Forecasted vs Actual Sales

This bar shows the progress of your actual sales towards your forecasted sales goal for the selected time period, meaning for the current day, week or month depending on your selection.

A fully green progress bar means you’ve reached your sales forecast. The figures above the bar indicate whether you’ve solely reached the forecast or if you’ve even surpassed it:

A fully blue progress bar means you haven’t made any actual sales yet:

Access Rights

Please see this "Access Rights" article for more detailed information on what access rights are required to be able to view specific “Dashboard” items.


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