This article is written for Deputy iOS app users with an access level of Location Manager or System Administrator who would like to view insights about their locations in order to:
- monitor how business locations are performing at a high-level
- learn from past trends and make data-driven scheduling decisions
In this article you will learn:
- How to access different views in Insights
- Accessing wage data in Insights
- Accessing sales data in Insights
- How to see Insights for other locations
- FAQs
Before using Insights
You should consider both adding pay rates for team members and connecting or inputting sales data on the Deputy web app. This will help you unlock wage and sales-related insights and utilise labor percentage and business metrics.
How to access different views in Insights
From the Home tab, scroll down to the Insights section.
By default, you will see the Hours and Wages view set to the Last Week timeframe, for the selected Location at the top of your home screen.
You can switch between different insights and timeframes by tapping on … on the top right-hand corner of the card.
There you can choose between different timeframes:
- This week
- Last week
- Yesterday
- Today
You can also select a different insights view. The available insights views are:
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Hours and Wages
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Sales
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Labor percentage
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Sales per hour
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Metric |
Available in Insight view |
Description |
Additional notes |
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Actual hours |
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The total worked hours captured in submitted timesheets across all areas for the selected time period
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This calculation does not include shifts that are currently in progress or haven’t started yet |
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Scheduled hours |
The total scheduled hours across all areas for the selected time period | ||
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Actual wages |
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The total cost of wages captured in submitted timesheets across all areas for the selected time period |
This total includes hourly-paid wages, salary allocation, leave cost and hourly any on costs you have applied
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Scheduled wages |
The total cost of wages scheduled across all areas for the selected time period |
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Actual sales |
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Actual sales data as entered manually or imported from integration | |
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Forecast Sales |
A forecast of your sales based on historical data in Deputy | If Manager Forecast Sales are not set then Deputy Forecast Sales will be used | |
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Actual sales p/h |
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Actual Sales divided by Actual Hours worked |
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Scheduled sales p/h |
Manager Forecast Sales divided by Scheduled Hours |
If Manager Forecast Sales are not set then Deputy Forecast Sales will be used |
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Actual labor % |
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Actual wage cost as a percentage of your actual sales |
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Scheduled labor % |
Scheduled wage cost as a percentage of your Manager Forecasted sales |
Accessing wage data in Insights
On the Deputy website, set up pay rates for each of your team members to see how much your scheduled and worked shifts cost.
After you have set up pay rates together with sales data, you can utilise labor percentage as a business metric.
Labor percentage (or payroll percentage) measures the total wages as a percentage of total sales in the selected location(s). You can use this information to optimise your schedule and control labor costs.
Accessing sales data in Insights
By connecting or inputting sales data on the Deputy website, you can also make use of the sales per hour business metric.
Sales per hour can help improve your business efficiency by giving insights into team member productivity and checking how many sales have been or could be earned per shift's hour.
How to connect or input sales data on the Deputy website
- You can connect your POS system for Actual Sales data upload to improve your ability to create an optimal schedule that matches revenue. Deputy can provide forecast sales figures based on your actual historical sales data and you can in turn use this to better schedule around anticipated revenue.
- Read Sales Data Integration and How to Build Set and Track Sales Forecasts for more information.
Note: If you can't connect your POS to Deputy directly, you still have the option to:
- enter actual sales data in Business Insights OR
- use a Dropbox Sales Integration OR
- use our bulk import sales tool to import any metric data including Sales/Budget
How to see Insights for other locations
Select your desired location at the top of the home screen to access Insights for other locations or all locations.
FAQs
Why aren’t my actual hours or wages updating even though my team members are working?
Actual hours and actual wages are only accrued from submitted timesheets. Hours and wages for a shift that is currently in progress will not be added to the total until the team member clocks out of their shift.
Why do I see dashes on some metrics?
If Actual Hours and Wages are dashed in the Today or This week timeframes:
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This could be because team members have not clocked off for their shifts yet. Hours and wages of a team member only accrue when they have clocked off of their shift or if a timesheet has been created on behalf of them.
If Actual and Scheduled Sales are dashed:
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This could be because you have not set up sales integrations or sales forecasts to access Sales related metrics (Sales, Sales per hour, Labor %). Read Accessing Sales Data in Insights for more information.
If Actual and Scheduled Wages are dashed:
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This could be because you have not set up pay rates to see wages data. Read Set Up a Team Member's Pay Rates for more information.
If Scheduled Hours and Wages are dashed:
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If no schedule has been created for a particular day or week, an empty state will display.