When creating a schedule, there are many competing factors that need to be considered to ensure your coverage is balanced, and on budget. 

On the cost side, you have the rostered hours, and ultimately the cost of wages for scheduled employees, while on the demand side you may be looking at the foot traffic, transaction count, and sales that will be made on the day.

Our Business Insights Dashboard provides you with the opportunity to customise metrics to quantitate these factors and display meaningful scheduling statistics in your Stats panel.

With our Stats Panel, you can see all of these factors in a simple snapshot, providing real-time budget guardrails as you schedule.

This article will cover:

Before we begin, ensure you are logged in as a Location Manager or System Administrator


How to Add Demand Data

Your 'Demand data' refers to the inputs that will determine how 'busy' your business is going to be on any given day, such as sales, foot traffic, line abandonment or transactions.

Sales

You can add sales data to Deputy through an integration with your POS provider, or manually.

How to add sales data

Custom metrics 

You can add other demand data such as foot traffic or transactions by adding a custom metric and importing the data into Deputy.

How to add custom metrics


How to Set Up Accurate Costs

Adding pay rates for your employees will ensure that your schedule is properly costed. You can assign hourly rates, salaries, pay based on area, and awards (if applicable in your region).

How to set up employee pay rates

How to set up salary allocation


View the Stats Panel

Access the Stats panel by simply clicking on the Stats button in Schedule.

The stats panel is designed to help inform the decisions that you make while scheduling.

It can display the following for each period

  • The number of hours scheduled

  • The amount of staff required

  • The wage cost

  • The total value of sales (or other custom metrics)

  • The labour percentage (wage cost as a percentage of sales)

You can view graphs and summaries based on the time period that you have selected in the schedule. Depending on the time period, it will display a summary for each day as well as the entire period shown. 

  1. Weekly summary - see the summary of key numbers over the entire period

  2. Metric toggles - toggle on/off metrics to focus on what is important

  3. Daily summary - see how your business is performing day-to-day

  4. Graph - easily notice trends and comparisons in a visual format

  5. Mouse over the graph to see shift, wage and sales stats by the hour



Hide the Stats Panel

If you do not want to display the Stats Panel, simply toggle it off by clicking the Stats button at the top of the Schedule page.


Read more about our other Smart Scheduling features.

We would like to hear your feedback regarding Business Insights or Labor Optimisation - book a 30min meeting with us.

Otherwise for help with Smart Scheduling please get in touch with our 24/7 support team.

Did this answer your question?