Staffing Ratio

Shows the relationship between your order volume and shifts that were worked

Why this metric matters:

The point of this metric is to make sure that you are scheduling around your demand in a way that is not leaving money on the table (you have more demand than you are staffed for) and you are not spending additional overhead when the demand is lower.

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How to read this metric:

The primary chart shows three key pieces of data. The first is your order volume (Indigo Bars), and how that is changing over time. On top of your order volume, you have two different trend lines - One for how many "Overstaffed" days you had (Tan Line), and one for how many "Understaffed" days you had (Red Line).

You want both of these lines to be as close to 0 as possible.

• Trending down is a positive indicator on either line.

• Trending up is a negative indicator which should spark some intervention or changes to scheduling

After looking at the trends, you can look at the table view which aggregates the same metrics by day of the week. This can help you diagnose if you need to adjust staffing holistically, or if you are only off on certain days of the week.

The last notch down from there is an hourly view, the same mindset can be used when looking across different hours of the day.

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Definition:

Understaffed

When your daily orders divided by shifts worked is greater than 14

Overstaffed

When your daily orders divided by shifts worked is less than 8

An order is defined as an item type of "Service" and the status is "Closed"

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Technical Definition (Advanced Users)

CASE 
    WHEN safe_divide(daily_order_volume, shifts_worked) > 14 THEN 'Understaffed'
    WHEN safe_divide(daily_order_volume, shifts_worked) < 8 THEN 'Overstaffed'
    ELSE 'Properly Staffed'
END AS schedule_effeciency