Variable settings and visibility setup
An account manager can add new calculated variable Key Performance Indicator (KPI), with input data as standard variable, active forecast variable, actual, budget, and configuration.
The KPI can be setup with operators Plus, Minus, Divided by, and Percentage of.
When any new calculated variable is added, then visibility of KPI will be set to YES for both schedule and dashboard by default.
Any calculated variable includes input data type as Cost (actual staff cost, expected staff cost) will currently be hidden from the dashboard.
Input data type and operator can be changed for any calculated variable (KPI). eg you can edit an existing one and change that one without changing any of the underlying data.
Default visibility of calculated variable, forecast variable, and forecast configuration can be changed for dashboard and schedule (statistics).
For local/section manager
Dependent on visibility setup on domain level:
- Standard variable, calculated variable, forecast variable actual, budget, and configuration will display under Schedule statistics and/or on dashboard.
- Calculated variables include input data type as Cost (actual staff cost, expected staff cost) will display under Statistics, however data will be shown as 0 if salary permission is set to no access.
Add a calculated variable
Calculated variables are configured from Account settings → Forecast → Variable settings by clicking Add or editing an existing one.
In this example, we want to create a new calculated variable so we click Add.
When adding a calculated variable, you are presented with the following options:
The name of your calculated variable and how it will be presented in different views
The description of your calculated variable that will be visible in the system as a reference to the calculated variable.
This is where you define the calculation of your variable.
The Primary input is the first variable you want to use for your calculation. You can choose from the standard variables and also from Forecast variables and configurations if you have Neo Forecast activated for your organisation. This will be the input data before the operator.
Allows you to add a specific figure to the custom variable equation in place of a second variable. Note that no calculation will be performed if the data on the primary input is 0.
The operator decides what should happen with the data you choose to create a calculated variable with. The available operators are:
The Secondary input is the second variable you want to use for your calculation. You can choose from the standard variables and also from Forecast variables and configurations if you have Neo Forecast activated for your organization. This will be the input data after the operator.
Show in statistics (schedule)
Define whether this should be visible in Statistics in the schedule view.
Show in dashboard
Define whether this should be visible in the dashboard view.
Note: Currently variables with salary cost calculations will not be shown in the dashboard.
Example of a calculated variable
Predicted sales per scheduled person hour is a commonly used KPI within many verticals.
To create such a variable, you must have Neo Forecast activated and configured in order to have a predicted sales value. Quinyx can auto-generate this prediction using AI - with your organization providing the actual sales. Read more about Algorithms and predictions here.
To add that variable, in the Add new variable dialogue select:
- Primary Input: Predicted sales.
- Operator: Divided by.
- Secondary input: Scheduled hours.
In this example, we want them to be visible in schedule statistics, forecast overview and dashboard:
View calculated variables in schedule - Statistics
You can select a calculated variable to be viewed in statistics. Visibility settings are done on an organisational level, meaning that all variables might not be used or configured to be viewed by your organisation.
Read more about Statistics.
View calculated variables in the Dashboard
A calculated variable will have a separate graph in the Neo dashboard. It will still have the options for selecting current day, current week, and current month - the same way the existing widgets are in the dashboard today