Scheduling KPIs
Updated
by
Victor Jespersen
What is the purpose of scheduling KPIs?
Scheduling KPIs are the first step to an improved schedule. Scheduling KPIs aim to help store managers verify the quality of their schedules during the schedule creation phase and look back at an already worked schedule with the help of a number of metrics. These KPIs are single metrics that are easily accessible and configurable on an organizational level so that you can ensure that your store managers look at the right metrics when creating their schedules.
The first scheduling KPI possible to configure is related to Productivity.
What are Productivity KPIs?
Productivity metrics are an important KPI for customers to be able to verify both in the past and the future whether they have scheduled a good balance of resources given, for example, the revenue or number of expected transactions. You want to ensure that you don’t have too many resources scheduled as you might not be as profitable, but you also want to make sure that you don’t have too few resources scheduled since the pace at which the employees need to work would be too fast.
How can you configure Productivity KPIs?
Productivity KPIs can be configured in Optimization Settings > Scheduling KPIs (new section). Productivity KPIs are configured similarly to calculated variables where you define a primary input (this can be a forecast configuration variable or an input data variable) which will be divided by an operand (here you can choose between productive hours, scheduled hours or worked hours).
Example: I want to consider footfall per labor hour as a productivity metric to consider when creating an improved schedule.
Therefore, I will set up two different productivity KPIs:
- Forecasted footfall per scheduled hours.
- Actual footfall per worked hours.
As such, I can look both in the future to understand the predicted footfall per labor hour and in the past to know how productive I was.
Once the KPI has been saved, you can see it in your Scheduling KPIs table.
If the KPI has been selected to be shown on the schedule page, you will now, when selecting the target icon in the schedule view, see the newly added KPI together with all other productivity KPIs you have added.
Hovering over the information icon next to the KPI name will give details about how that productivity KPI is calculated.
Possibility to change the name of your Scheduling KPIs
You can add custom names to your scheduling KPIs. The name can be changed in the edit panel of the specific KPI you want to change the name of, and your selected name will be visualized for that specific KPI on the scheduling page.
- Change the name of the KPI you want to call differently than the default name.
- View the changed name in the table.
- Notice how the new name is visualized on the scheduling page for all your units.
Additional Information
- Productivity KPIs can be added based on actual data (input data) and forecast data (forecast configurations).
- You can add multiple productivity KPIs.
- The productivity KPIs are calculated based on the timeframe you’re looking at in the schedule view. If you’re looking at a single day, the KPI is calculated only for that day, while the weekly view would show the KPI based on data from that whole week.
- The productivity KPI is impacted by filters in the schedule view. Since the forecast and actual data doesn’t change based on filters, the variable that will be adjusted is the scheduled and worked hours.
- Filters such as shift type, employee, and unassigned shifts are examples of filters that impact the scheduled/worked hours and therefore result in a change in the KPI value.
- The productivity KPIs are recalculated quickly after the changes are made (you don’t have to click somewhere to manually recalculate them).
