WFM UK: Labour-Based Scheduling: Homepage (with Demand Forecasting)

Overview

The Labour Based Scheduling product provides easy access to add forecasts, schedule employees, and to see how a business is performing. This article shows how to navigate through Scheduling from the Home Dashboard and provides information on the Demand Forecasting algorithm.

For a list of all available Labour Based Scheduling articles, please visit: Labour-Based Scheduling: Getting Started

• Go to Scheduling>Scheduling Homepage

The homepage gives a selection of charts and graphs to provide an overview of the business.

• The pie chart shows sales figures, split by revenue stream if desired. Hovering over the pieces of the chart will show the amount of sales month to date for each revenue stream
• The line graph to the right shows a comparison of forecasted sales vs. actual sales month-to-date. This gives a quick snapshot of how accurately the business is forecasting on a day to day basis
• Labour cost % month-to-date is also shown in the bar graph. Once a schedule is set to Approve, the system uses snapshot functionally to compare and see consistency between Forecasted vs. Actual Labour costs
• Weather forecast information specific to the selected site's postcode is displayed

Fig.1 - The Homepage

• Select a Location from the Location drop-down; more navigation options become available now.

Fig.2 - The Homepage after Location Selection

Sales Forecast - Forecast future sales

Forecasted sales can be edited and viewed here, through a weekly, daily and monthly viewpoint. Total sales, actual sales, budget sales and last year’s sales can also be viewed.

Schedule - Plan & manage your rota

Update, edit and view employees’ hours and view financial information on wage costs, available for wages, wage budgets and actual sales

Reports - Performance Analysis

Useful reports to supplement the Labour Based Scheduling Solution can be accessed from here.

Settings - Setup & Management

Depending on access permission. Changes can be made to the configuration of the Advanced Schedule product here.

 

A similar version of this article is available, without information relating to Demand Forecasting can be found here WFM - Labour Based Scheduling: Homepage

Homepage Changes after selecting a Location

If the Fourth Health Survey app is enabled, the available information on the homepage changes slightly once a location has been selected from the drop-down. For more information on the Health Survey app go here Health Survey app - User Guide - UK

• The line graph, previously shown on the right of the page, is now hidden within the sales pie chart section. You can toggle between the pie chart view and the line graph view by using the icon shown in Fig.3 

Fig.3 - Sales Pie Chart & Line Graph Toggle