Use the Business Insights Dashboard to reveal and measure meaningful data in your business. Track forecast to actual variance in sales and wage metrics and set performance benchmarks. Build custom metrics to give you visibility of the demand measures unique to your business.

Before we begin, ensure you are logged into Deputy as a Location Manager or System Administrator.

In this article you will learn:



How to Access Business Insights and Metrics

Go to the Schedule page and click on the Stats to reveal the Stats Panel and then select View Business Insights.

You can also select View Business Insights directly from the drop-down Stats menu in Schedule.

From the left-hand side menu of the Business Insights Dashboard, select the location you would like to view and from here you can access any of the pre-loaded metrics and also have the ability to Add metric.


Definition of Metrics and Other Commonly Used Terms

  • Summary - a view to help you live track how your business is performing against the forecast or budget for each of the business metrics listed below

  • Daily Hour Budget - An overview of your staff’s hourly budget vs scheduled for the week in view

  • Daily Wage Budget - Shows a summary of your wage budget vs scheduled wage budget for the week in view

  • Sales Forecast - A forecast of your sales based on historical data in Deputy

  • Sales M. Forecast - A forecast of Sales data entered by a manager

  • Labor Model - Enter rules to help determine your staffing requirements for each area based on your metrics

  • Required Staff - Set a fixed number of staff required in each area on any given day to guide your scheduling decisions

  • Labor Model - Enter rules to help determine your staffing requirements for each area based on your metrics

  • Custom Metric - A metric you can set up and customise with all the functionality available for the default metrics


How to Build, Set and Track Sales Forecasts

Set up your Business Insights to accurately track forecasted versus Actual Sales in your business using Deputy Forecasted Sales, Manager Forecasted Sales and Actual Sales.

Deputy Forecasted Sales

This type of sales forecast is generated by Deputy, based on your past data and Deputy Forecasting settings.

To access Deputy Forecast Settings within Business Insights, select Sales and the settings icon to review the 'Forecast' settings.

You can select what time period of sales data you want Deputy to base the forecast on from the drop-down menu:

  • Average of all time

  • Average for the past X periods (a forecast period is based on the schedule view when the forecast is generated)

  • Same period last year

Don't forget to click Save before you close the window.

Deputy Forecasted Sales can be seen in the Stats Panel on the Schedule page as a thick dashed magenta line. Hovering the cursor over the dotted line provides a pop-up legend of the Stats Panel data.

Manager Forecasted Sales

This type of sales forecast can be used to enter in your own projections for your future Sales, viewable across the week to roster your team members to your expected pattern of Sales.

To access Manager Forecast Settings within Business Insights, select Sales and Edit Data to review the 'Forecast' settings.

Then select 'Manager Forecast' and enter your data. You can enter daily or hourly amounts and can Adjust selected cells by a %.

See Tips for Entering Data for shortcuts on adding data to the cells.

Manager Forecasted Sales can be seen in the Stats Panel on the Schedule page as a thin dashed magenta line. Hovering the cursor over the dotted line provides a pop-up legend of the Stats Panel data.


Using the Business Insights to view sales, wages, labor and staff metrics using Business Insights.

Use the Summary to identify all these metrics in one simple view or drill down to each metric as stated below.

To see sales trends, select Sales in Business Insights.

The location, time period and dates to view data can be selected. You can compare last year’s actual sales to today’s actual sales. This year's actual sales will be underneath the Actual heading.

You can also compare Actual Sales to Forecasted Sales amounts. The Variance shows the difference between Actual and Manager Forecasted in the example below.

When you mouse over the Variance column you can see the value expressed as a %.

You can connect a third party POS system via an integration to upload your actual sales data or enter it manually.

To see wage trends, select Daily Wage Budget in Business Insights. The location, time period and dates to view data can be selected.

You can compare Budgeted Wages to Scheduled Wages with a variance calculation displayed. When you mouse over the Variance column you can see this value expressed as a %.

You can set the Wage Budget Daily or Hourly in Wage budget settings. You can also set it by Location or Area.

Read more about setting Wage Budgets.

To see labour trends, select Daily Hour Budget in Business Insights. The location, time period and dates to view data can be selected.

You can compare Budgeted Hours to Scheduled Hours with a variance calculation displayed. When you mouse over the Variance column you can see this value expressed as a %.


How to Create Your Own Custom Metrics

You can create your own Custom Metric to the Stats panel by clicking Add metric in Business Insights.

You can name your custom metric and set whether you are measuring it in currency or by the unit. Set whether you'd like Deputy provide forecasting based on historical performance or have Managers enter their own forecast.

You can see the new metric will appear in the list under the default Sales.

You can edit the settings of this metric by clicking on it in the menu then clicking on the settings icon.

You can edit the name of the metric or set a colour to differentiate it from Sales data on your Stats panel. You can edit any of the other settings you configured when you created the metric.

This is also the screen you use to Delete any new metrics you no longer need.

Don't forget to click Save before you leave this window.

Your custom metrics work the same as Sales data, allowing you to enter manual forecasts, actual data and also utilise Deputy’s smart forecasting.


Tips for Entering Data or Customising Metrics

Quick Edit Data

Enter or amend data on the fly with simple in-line edit. Just click on the number you want to change, type the new number and click the tick.

Spreadsheet-like Metric Data Editor

If you are entering or amending large sets of data into your sales or custom metrics, it’s easy with the metrics data editor which features spreadsheet-like functionality and usability.

Use copy and paste, or click and drag cells to fill your cells with data much faster.

Bulk adjust data by %

If you need to make an adjustment to one or many cells in your metrics data just select the cells you need to change and click Adjust. Enter the percentage you'd like to adjust the amounts by and click Apply.

Select your location to enter data

If you notice that the Edit Data button has disappeared from your metric page, check that you have selected a location on the top left.

You can't enter data when the location selector is set to show All Locations.

Customise metrics in Settings.

You can customise the configuration for every metric by clicking on the Settings icon within each metric's page on the dashboard.


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.

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