Overview

The KPI menu provides access to reports that help you monitor scheduling, forecasting, labor budgets, and labor volume without leaving the Scheduling tab.

The available reports include:

• Schedule Summary
• Forecast Data
• Labor Budget
• Labor Volume

Schedule Summary

Use the Schedule Summary report to review scheduled shifts, hours, and labor costs for the selected week.

To open the report:

1. Select Schedule Summary at the bottom of the Scheduler. 

The report includes two views:

Table View

Displays:

• Total shifts
• Scheduled hours
• Labor cost
• Daily and weekly totals

Graph View

Displays scheduled job codes using color-coded bars.

Hover over a job code to compare:

• Hours scheduled for that job
• Total scheduled hours for the day

Forecast Data

Use the Forecast Data report to compare forecasted values with actual results for the selected week.

To open the report:

1. Select Forecast Data.

The report displays:

• Forecasted values
• Actual values
• Daily and weekly totals

Note: Forecast information is only available after a forecast has been generated. Any manually entered projections are also displayed.

Labor Budget

Use the Labor Budget report to compare scheduled labor against the posted labor budget in real time.

To open the report:

1. Select Labor Budget.

The report displays information for the budget type that was posted (for example, Labor %, Labor Hours, or Labor Cost).

Note: The Labor Cost (USD) budget type requires both a saved forecast and a posted labor percent budget.

Labor Volume

Use the Labor Volume report to compare labor and sales volume throughout the week.

To open the report:

1. Select Labor Volume.

The report provides two views.

Table View

Displays average scheduled shifts for:

• The week
• Each day
• Each day part

Graph View

Displays:

• Forecasted volume
• Scheduled volume
• Actual volume

You can:

• View data by day.
• Hover over a time interval to see volume details.
• Zoom into hourly or 15-minute intervals.

 

Note: Report data reflects the filters currently applied in the Scheduler.