Difference between revisions of "PEC-WFM/Current/Supervisor/MstrFrcstVws"

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{{ArticleUnstructured
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{{Article
 +
|Standalone=No
 
|DisplayName=Master Forecast
 
|DisplayName=Master Forecast
 +
|TocName=Master Forecast
 +
|Context=View statistics, staffing, and overhead data in the Master Forecast and customize the statistics display in graph or table format.
 +
|ComingSoon=No
 
|Platform=GenesysEngage-cloud
 
|Platform=GenesysEngage-cloud
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|TocName=Master Forecast
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|Role=Supervisor
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|Context=View statistics, staffing, and overhead data in the Master Forecast.
 
 
|Application=Workforce Management
 
|Application=Workforce Management
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|Role=Supervisor
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|Section={{Section
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}}
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|alignment=Vertical
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The views in the Master Forecast are:
+
|structuredtext=The views in the Master Forecast are:
  
−
*'''Master Forecast''' {{Link-SomewhereInThisManual|topic=MFWVlmsVw|anchor=top|display text=Volumes}}—Enables you to view the Master Forecast's Interaction Volumes and AHT.
+
*'''Master Forecast''' {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MstrFrcstVws|anchor=MFWVlmsVw|display text=Volumes}}—Enables you to view the Master Forecast's Interaction Volumes and AHT.
−
*'''Master Forecast''' {{Link-SomewhereInThisManual|topic=MFVStffgVw|anchor=top|display text=Staffing}}—Enables you to view the Master Forecast's Calculated and Required Staffing.
+
*'''Master Forecast''' {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MstrFrcstVws|anchor=MFVStffgVw|display text=Staffing}}—Enables you to view the Master Forecast's Calculated and Required Staffing.
−
*'''Master Forecast''' {{Link-SomewhereInThisManual|topic=MFVOvrhdsVw|anchor=top|display text=Overheads}}—Enables you to view Overhead data, which WFM uses to forecast shrinkage while scheduling.
+
*'''Master Forecast''' {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MstrFrcstVws|anchor=MFVOvrhdsVw|display text=Overheads}}—Enables you to view Overhead data, which WFM uses to forecast shrinkage while scheduling.
−
*'''Master Forecast''' {{Link-SomewhereInThisManual|topic=MFVGrphsVw|anchor=top|display text=Graphs}}—Displays your choice of statistics for the Master Forecast, using line charts and a table containing forecast values.
+
*'''Master Forecast''' {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MstrFrcstVws|anchor=MFVGrphsVw|display text=Graphs}}—Displays your choice of statistics for the Master Forecast, using line charts and a table containing forecast values.
  
 
To open the views:
 
To open the views:
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#From the '''Master Forecast''' menu on the toolbar, select '''Volumes''', '''Staffing''', '''Overheads''', or '''Graphs'''.
 
#From the '''Master Forecast''' menu on the toolbar, select '''Volumes''', '''Staffing''', '''Overheads''', or '''Graphs'''.
 
#In the '''Objects''' tree, select an '''activity''', '''multi-site activity''', '''Site''', '''Business Unit''' or '''Enterprise'''.
 
#In the '''Objects''' tree, select an '''activity''', '''multi-site activity''', '''Site''', '''Business Unit''' or '''Enterprise'''.
 +
|Status=No
 +
}}{{Section
 +
|sectionHeading=Master Forecast Volumes
 +
|anchor=MFWVlmsVw
 +
|alignment=Vertical
 +
|structuredtext=Use the '''Volumes''' view to display the Master Forecast's Interaction Volumes and AHT. See the toolbar image here the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MstrFrcstVws|anchor=ClnpClcOptnsVlms|display text=button descriptions}} below.
 +
 +
[[File: WM_851_toolbar-master-forecast-volumes.png]]
 +
 +
This view provides standard {{Link-SomewhereInThisManual|topic=DtSlctrs|anchor=top|display text=date-selection controls}} and a grid that shows statistics for days or timesteps.
 +
 +
{{AnchorDiv|DsplyVlmsVw}}
 +
===Displaying the Volumes data===
 +
To displaying the '''Volumes''' data:
 +
 +
#From the '''Home''' menu on the toolbar, select '''Forecast'''.
 +
#From the '''Forecast''' menu on the toolbar, select '''Master Forecast'''.
 +
#From the '''Master Forecast''' menu on the toolbar, select '''Volumes'''.
 +
#In the '''Objects''' tree, select an '''activity''', '''multi-site activity''', '''Site''', '''Business Unit''', or '''Enterprise'''.
 +
 +
The view displays a graph above a table, each containing the same statistics, and controls that set the data display properties for the graph and table.
 +
 +
{{AnchorDiv|StgDtaDspVlms}}
 +
===Setting the data display properties and date range===
 +
Use these controls to customize the '''Volumes''' data display in the graph and table:
 +
 +
*'''Period''' ''drop-down list''&mdash;Change the time range for the graph and the grid by selecting '''Year''', '''Month''', '''Week''', or '''Planning Period'''.<br>  If you select '''Week''', you can further adjust each row's time range by selecting <tt>15</tt>, <tt>30</tt>, or <tt>60</tt> (minutes) from the '''Granularity''' drop-down list.
 +
*'''Show Statistics''' ''drop-down list''&mdash;Specify what data is displayed in the graph and table by selecting from these choices: '''Interaction Volume''', '''AHT''', '''Interaction Volume and AHT'''.
 +
*'''Show Columns''' ''check boxes''&mdash;Show (or hide) data columns in the table by selecting or clearing the '''Volume''', '''Volume %''', and '''AHT''' check boxes.
 +
*Use standard {{Link-SomewhereInThisManual|topic=DtSlctrs|anchor=top|display text=date-selection controls}} (in the upper right portion of the window) to jump to a different week within the '''Master Forecast's''' date range.
 +
 +
{{AnchorDiv|RdgDtaVlms}}
 +
===Reading the data===
 +
The '''Volumes''' table provides columns that display the following statistics:
 +
{{{!}}
 +
{{!}}-
 +
{{!}} nowrap=""{{!}}''' Week/Time Step'''
 +
{{!}}Identifies the range of dates or timesteps on this row. (The column's label and contents depend on the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MstrFrcstVws|anchor=StgDtaDspVlms|display text=date range and granularity}} that you selected above.)
 +
{{!}}-
 +
{{!}}'''[Days or Dates]'''
 +
{{!}}If you select the '''Month''' {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MstrFrcstVws|anchor=StgDtaDspVlms|display text=date range}}, each group of columns shows statistics for one full day.
 +
 +
If you select the '''Week''' date range, each group of columns indicates one date, the top row shows daily totals, and each lower row shows statistics for one timestep on that date.
 +
 +
(Timestep durations depend on the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MstrFrcstVws|anchor=StgDtaDspVlms|display text=granularity}} that you selected above.)
 +
{{!}}-
 +
{{!}}'''IV'''
 +
{{!}}Shows the interaction volume forecasted for each day or timestep.
 +
{{!}}-
 +
{{!}}'''IV%'''
 +
{{!}}Shows this row's percentage of the day's total interaction volume.
 +
{{!}}-
 +
{{!}}'''AHT'''
 +
{{!}}Shows the average handling time.
 +
{{!}}-
 +
{{!}}'''Weekly Totals'''
 +
{{!}}If you select the '''Month''' {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MstrFrcstVws|anchor=StgDtaDspVlms|display text=date range}}, these columns show weekly totals, or averages, for the '''IV''', '''IV%''', and '''AHT''' statistics.
 +
{{!}}}
 +
 +
{{AnchorDiv|ClnpClcOptnsVlms}}
 +
===Cleanup and calculation options===
 +
Choose these commands from the '''Volumes''' '''Actions''' menu or select their icons from the toolbar:
 +
{{{!}}
 +
!Icon
 +
!Name
 +
!Description
 +
{{!}}-
 +
{{!}}[[File: WM_851_icon-cleanup.png]]
 +
{{!}}'''Cleanup'''
 +
{{!}}Opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=OpnsFrMFGrphs|anchor=ClnUpMFWndw|display text=Master Forecast Cleanup Window}}, where you can remove information from the Master Forecast for selected dates and activities.
 +
{{!}}-
 +
{{!}}[[File: WM_851_icon-use-multi-site-activities.png]]
 +
{{!}} nowrap=""{{!}}'''Use Multi-Site Activities'''
 +
{{!}}Controls whether WFM Web's calculation of aggregated information includes multi-site activities. You can select this button only if you first select a '''multi-site activity''', '''Business Unit''', or '''Enterprise''' in the '''Objects''' tree.
 +
 +
If you set this button to '''On''', WFM retains your last selection&mdash;in the current view and for all other views that contain multi-site activities&mdash;preventing you from having to click it every time you want to display data for the selected multi-site activity.
 +
{{!}}}
 +
|Status=No
 +
}}{{Section
 +
|sectionHeading=Master Forecast Staffing
 +
|anchor=MFVStffgVw
 +
|alignment=Vertical
 +
|structuredtext=Use the '''Staffing''' view to display the Master Forecast's calculated and required staffing. See the toolbar image here and the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MstrFrcstVws|anchor=SATClnpClcOptns|display text=button descriptions}} below.
 +
 +
[[File:WM_851_toolbar-master-forecast-staffing.png]]
 +
 +
This view provides standard {{Link-SomewhereInThisManual|topic=DtSlctrs|anchor=top|display text=date-selection controls}} and a grid that shows staffing levels for days or timesteps.
 +
 +
{{AnchorDiv|DsplyStfgVw}}
 +
===Displaying the Staffing data===
 +
 +
To displaying the '''Staffing''' data:
 +
 +
#Follow the steps in {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MstrFrcstVws|anchor=DsplyVlmsVw|display text=Displaying the Volumes data}}.
 +
#In step 3, select '''Staffing'''.
 +
 +
The view displays a graph above a table, each containing the same statistics, and controls that set the data display properties for the graph and table.
 +
 +
{{AnchorDiv|StgDtaDspStffg}}
 +
===Setting the data display properties and date range===
 +
Use these controls to customize the '''Staffing''' data display in the graph and table:
 +
 +
*'''Period''' ''drop-down list''&mdash;Change the time range for the graph and the grid by selecting '''Year''', '''Month''', '''Week''', or '''Planning Period''' from the '''Period''' drop-down list.<br>  If you select '''Week''', you can further adjust each row's time range by selecting <tt>15</tt>, <tt>30</tt>, or <tt>60</tt> (minutes) from the '''Granularity''' drop-down list.
 +
*'''Show Statistics''' ''drop-down list''&mdash;Specifies what data is displayed in the graph and table. Select from these choices: '''Calculated Staffing''', '''Required Staffing''', '''Calculated and Required Staffing'''.
 +
*'''Show Columns''' ''check boxes''&mdash;Show (or hide) data columns in the table by selecting or clearing the '''Calc''' (calculations) and '''Req''' (requirements) check boxes.
 +
*Use standard {{Link-SomewhereInThisManual|topic=DtSlctrs|anchor=top|display text=date-selection controls}} (in the upper right portion of the window) to jump to a different week within the '''Master Forecast's''' date range.
 +
 +
{{AnchorDiv|RdgDtaSffg}}
 +
===Reading the data===
 +
The '''Staffing''' table provides columns that display the following statistics:
 +
{{{!}}
 +
{{!}}-
 +
{{!}} nowrap=""{{!}}'''Week/Time Step'''
 +
{{!}}Identifies the range of dates or timesteps on this row. (The column's label and contents depend on the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MstrFrcstVws|anchor=StgDtaDspStffgdisplay text=date range and granularity}} that you selected above.)
 +
{{!}}-
 +
{{!}}'''[Days or Dates]'''
 +
{{!}}If you select the '''Month''' {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MstrFrcstVws|anchor=StgDtaDspStffg|display text=date range}}, each group of columns shows statistics for one full day.
 +
 +
If you select the '''Week''' date range, each group of columns indicates one date, the top row shows daily totals, measured in '''Full Time Equivalents'''. Each lower row shows statistics for one timestep on that date.
 +
 +
(Timestep durations depend on the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MstrFrcstVws|anchor=StgDtaDspStffg|display text=granularity}} that you selected above.)
 +
{{!}}-
 +
{{!}}'''Calc'''
 +
{{!}}Shows the calculated number of agents for each day (measured in {{Link-SomewhereInThisManual|topic=ScnStffgVw|anchor=FllTmEqvl|display text=Full Time Equivalents}}) or for each timestep (measured in single skill equivalents).
 +
{{!}}-
 +
{{!}}'''Req'''
 +
{{!}}Shows the required number of agents for each day (measured in {{Link-SomewhereInThisManual|topic=ScnStffgVw|anchor=FllTmEqvl|display text=Full Time Equivalents}}) or for each timestep (measured in single skill equivalents).
 +
{{!}}-
 +
{{!}}'''[Weekly Totals]'''
 +
{{!}}If you select the '''Month''' {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MstrFrcstVws|anchor=StgDtaDspStffg|display text=date range}}, the columns at right show weekly totals for the displayed statistics.
 +
{{!}}}
 +
 +
{{AnchorDiv|SATClnpClcOptns}}
 +
===Save as template, cleanup, and calculation options===
 +
You can use the following buttons on the '''Staffing''' toolbar (these commands also appear in the '''Actions''' menu):
 +
{{{!}}
 +
!Icon
 +
!Name
 +
!Description
 +
{{!}}-
 +
{{!}}[[File: WM_851_icon-save-as-template.png]]
 +
{{!}}'''Save As Template'''
 +
{{!}}Opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=FrcstTmpl|anchor=SvAsTmplDlgBx|display text=Save as Template Wizard}}, where you can save '''Master Forecast''' data as a forecast template.
 +
{{!}}-
 +
{{!}}[[File: WM_851_icon-cleanup.png]]
 +
{{!}}'''Cleanup'''
 +
{{!}}Opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=OpnsFrMFGrphs|anchor=ClnUpMFWndw|display text=Cleanup Master Forecast}} window, where you can remove information from the '''Master Forecast''' for selected dates and activities.
 +
{{!}}-
 +
{{!}}[[File: WM_851_icon-use-multi-site-activities.png]]
 +
{{!}} nowrap=""{{!}}'''Use Multi-Site Activities'''
 +
{{!}}Controls whether WFM Web's calculation of aggregated information includes multi-site activities. You can select this button only if you first select a '''multi-site activity''', '''Business Unit''', or '''Enterprise''' in the '''Objects''' tree.
 +
 +
If you set this button to '''On''',  WFM retains your last selection&mdash;in the current view and for all other views that contain multi-site activities&mdash;preventing you from having to click it every time you want to display data for the selected multi-site activity.
 +
{{!}}}
 +
|Status=No
 +
}}{{Section
 +
|sectionHeading=Master Forecast Overheads
 +
|anchor=MFVOvrhdsVw
 +
|alignment=Vertical
 +
|structuredtext=Use the '''Overheads''' view to view overhead data, which WFM uses to forecast shrinkage while scheduling. See the toolbar image here and the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MstrFrcstVws|anchor=MngMFOvrhdDt|display text=button descriptions}} below.
 +
 +
[[File: WM_851_toolbar-master-forecast-overheads.png]]
 +
 +
{{AnchorDiv|StgGrdOhds}}
 +
===Setting the grid properties and date range===
 +
Use these options in the '''Overheads''' '''Grid''' properties and '''Date Range''' panes (near the top) to customize the grid:
 +
 +
*The grid displays data for a period of a year, month, week or planning period. To change the period, click '''Year''', '''Month''', '''Week''', or '''Planning Period''' in the '''Period''' drop-down list to change the time range that is shown on each row. (WFM Web prompts you to save any unsaved edits before it refreshes the display.)
 +
*If you select '''Week''', you can further adjust each row's time range by selecting a '''Granularity''' of <tt>15</tt>, <tt>30</tt>, or <tt>60</tt> minutes.
 +
*Use the standard {{Link-SomewhereInThisVersion|manual=Supervisor|topic=DtSlctrs|display text=date-selection controls}} to jump to a different week.
 +
 +
{{AnchorDiv|OvrhdMnu}}
 +
===Overhead menu===
 +
The '''Overhead''' drop-down menu displays a list of overheads:
 +
{{{!}}
 +
{{!}}-
 +
{{!}}''' Grand Total'''
 +
{{!}}A read-only statistic; the aggregate overhead for the selected target.
 +
{{!}}-
 +
{{!}}'''Total Planned'''
 +
{{!}}A read-only statistic; the aggregate planned overhead for the selected target.
 +
{{!}}-
 +
{{!}}'''Total Unplanned'''
 +
{{!}}A read-only statistic; the aggregate unplanned overhead for the selected target.
 +
{{!}}}
 +
 +
{{NoteFormat|Read-only statistics appear in the '''Overhead''' menu for the item that is selected in the '''Object''' pane. If the item is an activity, then the menu lists all '''Schedule State Group''' overheads that are associated with the activity. If the item is a multi-site activity, the menu lists all '''Schedule State Group''' overheads that are associated with its child activities.}}
 +
 +
{{AnchorDiv|UsgGrd}}
 +
===Using the grid===
 +
The '''Overheads''' grid provides columns that display the following statistics:
 +
{{{!}}
 +
{{!}} nowrap=""{{!}}'''Week/Time Step'''
 +
{{!}}Identifies the range of dates or timesteps on this row.
 +
 +
(The column's label and contents depend on the date range and granularity that you selected above.)
 +
{{!}}-
 +
{{!}}'''[Days or Dates]'''
 +
{{!}}If you select the '''Month''' date range, each group of columns shows statistics for one full day.
 +
 +
If you select the '''Week''' date range, each group of columns indicates one day.
 +
 +
(Timestep durations depend on the granularity that you selected above.)
 +
{{!}}-
 +
{{!}}'''[Weekly Totals]'''
 +
{{!}}If you select the '''Week''' date range, the columns at right show weekly totals for the displayed statistics.
 +
{{!}}}
 +
 +
{{NoteFormat|You can copy and paste data between the grid and a spreadsheet.|2}}
 +
 +
{{AnchorDiv|MngMFOvrhdDt}}
 +
===Clean up Overhead data===
 +
You can use the following buttons on the '''Overheads''' '''Actions''' toolbar (these commands also appear on the '''Actions''' menu):
 +
{{{!}}
 +
!Icon
 +
!Name
 +
!Description
 +
{{!}}-
 +
{{!}}[[File: WM_851_icon-cleanup.png]]
 +
{{!}}'''Cleanup'''
 +
{{!}}Opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=OpnsFrMFGrphs|anchor=ClnUpMFWndw|display text=Cleanup Master Forecast}} window, where you can remove information from the Master Forecast for selected dates and activities.
 +
{{!}}}
 +
|Status=No
 +
}}{{Section
 +
|sectionHeading=Master Forecast Graphs
 +
|anchor=MFVGrphsVw
 +
|alignment=Vertical
 +
|structuredtext=Use the '''Graphs''' view to display Master Forecast data in a line chart and a table containing forecast values. See the toolbar image here and the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MstrFrcstVws|anchor=ClnpClcOptnGrph|display text=button descriptions}} below.
 +
 +
[[File: WM_851_toolbar-master-forecast-graphs.png]]
 +
 +
{{AnchorDiv|DsplGrphVw}}
 +
===Displaying the Graphs data===
 +
To display the '''Graphs''' data:
 +
 +
#Follow the steps in {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MstrFrcstVws|anchor=DsplyVlmsVw|display text=Displaying the Volumes data}}.
 +
#In step 3, select '''Graphs'''.
 +
 +
The view displays a graph above a table, each containing the same statistics, and controls that set the data display properties for the graph and table.
 +
 +
{{AnchorDiv|StgDtDsplGrph}}
 +
===Setting the data display properties and date range===
 +
Use these controls to customize the '''Graphs''' data display in the graph and table:
 +
 +
*'''Period''' ''drop-down list''&mdash;Change the time range for the graph and the grid by selecting '''Year''', '''Month''', '''Planning Period''', '''Week''', or '''Day'''.
 +
*'''Granularity''' ''drop-down list''&mdash;Specify the increments (granularity) in the data display by selecting from this menu. What choices are available depends upon your selection in the '''Period''' drop-down list:
 +
**If you select '''Year''': '''Monthly''', '''Weekly''', or '''Daily'''.
 +
**If you select '''Month''': '''Weekly''' or '''Daily'''.
 +
**If you select '''Planing Period''': '''Weekly''' or '''Daily'''.
 +
**If you select '''Week''': '''15''' (minutes), '''30''' (minutes), '''60''' (minutes), or '''Daily'''.
 +
**If you select '''Day''': '''15''' (minutes), '''30''' (minutes), or '''60''' (minutes).
 +
*'''Show Statistics''' ''drop-down list''&mdash;Specifies what data is displayed in the graph and table. Select from these choices: '''Interaction Volume''', '''AHT''', '''Interaction Volume and AHT''', '''Calculated Staffing''', '''Required Staffing''', '''Calculated and Required Staffing''', '''Calculated and multi-skill calculated staffing'''. Columns in the table are displayed accordingly to the selected statistic.
 +
*Use standard {{Link-SomewhereInThisVersion|manual=Supervisor|topic=DtSlctrs|display text=date-selection controls}} (in the upper right portion of the window) to jump to a different week within the '''Master Forecast's''' date range.
 +
 +
{{AnchorDiv|RdgDtaGrph}}
 +
===Reading the data===
 +
The graph shows the statistics, dates, period, and granularity that you selected above. The vertical axis indicates the units shown. If you display multiple statistics, the right and left vertical axes display different units for the two statistics.
 +
 +
The '''Legend''', at the bottom, identifies the colors that the graph uses to represent particular statistics, events, or historical data. The '''Legend''' changes depending on the statistics you selected above. Special events appear as markers on the graph.
 +
 +
{{AnchorDiv|ClnpClcOptnGrph}}
 +
===Cleanup, calculation, and other options===
 +
You can use the following buttons on the '''Graphs''' toolbar (these commands also appear in the '''Actions''' menu):
 +
{{{!}}
 +
!Icon
 +
!Name
 +
!Description
 +
{{!}}-
 +
{{!}}[[File: WM_851_icon-cleanup.png]]
 +
{{!}}'''Cleanup'''
 +
{{!}}Opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=OpnsFrMFGrphs|anchor=ClnUpMFWndw|display text=Cleanup Master Forecast}} window, where you can remove information from the '''Master Forecast''' for selected dates and activities.
 +
{{!}}-
 +
{{!}}[[File: WM_851_icon-use-multi-site-activities.png]]
 +
{{!}}'''Use Multi-site activities'''
 +
{{!}}Controls whether WFM Web's calculation of aggregated information includes multi-site activities. You can select this button only if you first select a '''multi-site activity''', '''Business Unit''', or '''Enterprise''' in the '''Objects''' tree.
 +
 +
If you set this button to '''On''',  WFM retains your last selection&mdash;in the current view and for all other views that contain multi-site activities&mdash;preventing you from having to click it every time you want to display data for the selected multi-site activity.
 +
{{!}}-
 +
{{!}}{{AnchorDiv|OptnsTbrBtn}}
 +
[[File: WM_851_icon-options.png]]
 +
{{!}}'''Options'''
 +
{{!}}Opens the {{Link-SomewhereInThisManual|topic=OpnsFrMFGrphs|anchor=top|display text=Options}} dialog box, where you can further customize the graph.
 +
{{!}}}
 +
|Status=No
 +
}}
 +
}}

Latest revision as of 15:34, October 2, 2020

This topic is part of the manual Workforce Management Web for Supervisors (Classic) Help for version Current of Workforce Management.

View statistics, staffing, and overhead data in the Master Forecast and customize the statistics display in graph or table format.

Related documentation:

The views in the Master Forecast are:

  • Master Forecast Volumes—Enables you to view the Master Forecast's Interaction Volumes and AHT.
  • Master Forecast Staffing—Enables you to view the Master Forecast's Calculated and Required Staffing.
  • Master Forecast Overheads—Enables you to view Overhead data, which WFM uses to forecast shrinkage while scheduling.
  • Master Forecast Graphs—Displays your choice of statistics for the Master Forecast, using line charts and a table containing forecast values.

To open the views:

  1. From the Home menu on the toolbar, select Forecast.
  2. From the Forecast menu on the toolbar, select Master Forecast.
  3. From the Master Forecast menu on the toolbar, select Volumes, Staffing, Overheads, or Graphs.
  4. In the Objects tree, select an activity, multi-site activity, Site, Business Unit or Enterprise.

Master Forecast Volumes

Use the Volumes view to display the Master Forecast's Interaction Volumes and AHT. See the toolbar image here the button descriptions below.

WM 851 toolbar-master-forecast-volumes.png

This view provides standard date-selection controls and a grid that shows statistics for days or timesteps.

Displaying the Volumes data

To displaying the Volumes data:

  1. From the Home menu on the toolbar, select Forecast.
  2. From the Forecast menu on the toolbar, select Master Forecast.
  3. From the Master Forecast menu on the toolbar, select Volumes.
  4. In the Objects tree, select an activity, multi-site activity, Site, Business Unit, or Enterprise.

The view displays a graph above a table, each containing the same statistics, and controls that set the data display properties for the graph and table.

Setting the data display properties and date range

Use these controls to customize the Volumes data display in the graph and table:

  • Period drop-down list—Change the time range for the graph and the grid by selecting Year, Month, Week, or Planning Period.
    If you select Week, you can further adjust each row's time range by selecting 15, 30, or 60 (minutes) from the Granularity drop-down list.
  • Show Statistics drop-down list—Specify what data is displayed in the graph and table by selecting from these choices: Interaction Volume, AHT, Interaction Volume and AHT.
  • Show Columns check boxes—Show (or hide) data columns in the table by selecting or clearing the Volume, Volume %, and AHT check boxes.
  • Use standard date-selection controls (in the upper right portion of the window) to jump to a different week within the Master Forecast's date range.

Reading the data

The Volumes table provides columns that display the following statistics:

Week/Time Step Identifies the range of dates or timesteps on this row. (The column's label and contents depend on the date range and granularity that you selected above.)
[Days or Dates] If you select the Month date range, each group of columns shows statistics for one full day.

If you select the Week date range, each group of columns indicates one date, the top row shows daily totals, and each lower row shows statistics for one timestep on that date.

(Timestep durations depend on the granularity that you selected above.)

IV Shows the interaction volume forecasted for each day or timestep.
IV% Shows this row's percentage of the day's total interaction volume.
AHT Shows the average handling time.
Weekly Totals If you select the Month date range, these columns show weekly totals, or averages, for the IV, IV%, and AHT statistics.

Cleanup and calculation options

Choose these commands from the Volumes Actions menu or select their icons from the toolbar:

Icon Name Description
WM 851 icon-cleanup.png Cleanup Opens the Master Forecast Cleanup Window, where you can remove information from the Master Forecast for selected dates and activities.
WM 851 icon-use-multi-site-activities.png Use Multi-Site Activities Controls whether WFM Web's calculation of aggregated information includes multi-site activities. You can select this button only if you first select a multi-site activity, Business Unit, or Enterprise in the Objects tree.

If you set this button to On, WFM retains your last selection—in the current view and for all other views that contain multi-site activities—preventing you from having to click it every time you want to display data for the selected multi-site activity.

Master Forecast Staffing

Use the Staffing view to display the Master Forecast's calculated and required staffing. See the toolbar image here and the button descriptions below.

WM 851 toolbar-master-forecast-staffing.png

This view provides standard date-selection controls and a grid that shows staffing levels for days or timesteps.

Displaying the Staffing data

To displaying the Staffing data:

  1. Follow the steps in Displaying the Volumes data.
  2. In step 3, select Staffing.

The view displays a graph above a table, each containing the same statistics, and controls that set the data display properties for the graph and table.

Setting the data display properties and date range

Use these controls to customize the Staffing data display in the graph and table:

  • Period drop-down list—Change the time range for the graph and the grid by selecting Year, Month, Week, or Planning Period from the Period drop-down list.
    If you select Week, you can further adjust each row's time range by selecting 15, 30, or 60 (minutes) from the Granularity drop-down list.
  • Show Statistics drop-down list—Specifies what data is displayed in the graph and table. Select from these choices: Calculated Staffing, Required Staffing, Calculated and Required Staffing.
  • Show Columns check boxes—Show (or hide) data columns in the table by selecting or clearing the Calc (calculations) and Req (requirements) check boxes.
  • Use standard date-selection controls (in the upper right portion of the window) to jump to a different week within the Master Forecast's date range.

Reading the data

The Staffing table provides columns that display the following statistics:

Week/Time Step Identifies the range of dates or timesteps on this row. (The column's label and contents depend on the Master Forecast that you selected above.)
[Days or Dates] If you select the Month date range, each group of columns shows statistics for one full day.

If you select the Week date range, each group of columns indicates one date, the top row shows daily totals, measured in Full Time Equivalents. Each lower row shows statistics for one timestep on that date.

(Timestep durations depend on the granularity that you selected above.)

Calc Shows the calculated number of agents for each day (measured in Full Time Equivalents) or for each timestep (measured in single skill equivalents).
Req Shows the required number of agents for each day (measured in Full Time Equivalents) or for each timestep (measured in single skill equivalents).
[Weekly Totals] If you select the Month date range, the columns at right show weekly totals for the displayed statistics.

Save as template, cleanup, and calculation options

You can use the following buttons on the Staffing toolbar (these commands also appear in the Actions menu):

Icon Name Description
WM 851 icon-save-as-template.png Save As Template Opens the Save as Template Wizard, where you can save Master Forecast data as a forecast template.
WM 851 icon-cleanup.png Cleanup Opens the Cleanup Master Forecast window, where you can remove information from the Master Forecast for selected dates and activities.
WM 851 icon-use-multi-site-activities.png Use Multi-Site Activities Controls whether WFM Web's calculation of aggregated information includes multi-site activities. You can select this button only if you first select a multi-site activity, Business Unit, or Enterprise in the Objects tree.

If you set this button to On,  WFM retains your last selection—in the current view and for all other views that contain multi-site activities—preventing you from having to click it every time you want to display data for the selected multi-site activity.

Master Forecast Overheads

Use the Overheads view to view overhead data, which WFM uses to forecast shrinkage while scheduling. See the toolbar image here and the button descriptions below.

WM 851 toolbar-master-forecast-overheads.png

Setting the grid properties and date range

Use these options in the Overheads Grid properties and Date Range panes (near the top) to customize the grid:

  • The grid displays data for a period of a year, month, week or planning period. To change the period, click Year, Month, Week, or Planning Period in the Period drop-down list to change the time range that is shown on each row. (WFM Web prompts you to save any unsaved edits before it refreshes the display.)
  • If you select Week, you can further adjust each row's time range by selecting a Granularity of 15, 30, or 60 minutes.
  • Use the standard date-selection controls to jump to a different week.

Overhead menu

The Overhead drop-down menu displays a list of overheads:

Grand Total A read-only statistic; the aggregate overhead for the selected target.
Total Planned A read-only statistic; the aggregate planned overhead for the selected target.
Total Unplanned A read-only statistic; the aggregate unplanned overhead for the selected target.
Important
Read-only statistics appear in the Overhead menu for the item that is selected in the Object pane. If the item is an activity, then the menu lists all Schedule State Group overheads that are associated with the activity. If the item is a multi-site activity, the menu lists all Schedule State Group overheads that are associated with its child activities.

Using the grid

The Overheads grid provides columns that display the following statistics:

Week/Time Step Identifies the range of dates or timesteps on this row.

(The column's label and contents depend on the date range and granularity that you selected above.)

[Days or Dates] If you select the Month date range, each group of columns shows statistics for one full day.

If you select the Week date range, each group of columns indicates one day.

(Timestep durations depend on the granularity that you selected above.)

[Weekly Totals] If you select the Week date range, the columns at right show weekly totals for the displayed statistics.
Tip
You can copy and paste data between the grid and a spreadsheet.

Clean up Overhead data

You can use the following buttons on the Overheads Actions toolbar (these commands also appear on the Actions menu):

Icon Name Description
WM 851 icon-cleanup.png Cleanup Opens the Cleanup Master Forecast window, where you can remove information from the Master Forecast for selected dates and activities.

Master Forecast Graphs

Use the Graphs view to display Master Forecast data in a line chart and a table containing forecast values. See the toolbar image here and the button descriptions below.

WM 851 toolbar-master-forecast-graphs.png

Displaying the Graphs data

To display the Graphs data:

  1. Follow the steps in Displaying the Volumes data.
  2. In step 3, select Graphs.

The view displays a graph above a table, each containing the same statistics, and controls that set the data display properties for the graph and table.

Setting the data display properties and date range

Use these controls to customize the Graphs data display in the graph and table:

  • Period drop-down list—Change the time range for the graph and the grid by selecting Year, Month, Planning Period, Week, or Day.
  • Granularity drop-down list—Specify the increments (granularity) in the data display by selecting from this menu. What choices are available depends upon your selection in the Period drop-down list:
    • If you select Year: Monthly, Weekly, or Daily.
    • If you select Month: Weekly or Daily.
    • If you select Planing Period: Weekly or Daily.
    • If you select Week: 15 (minutes), 30 (minutes), 60 (minutes), or Daily.
    • If you select Day: 15 (minutes), 30 (minutes), or 60 (minutes).
  • Show Statistics drop-down list—Specifies what data is displayed in the graph and table. Select from these choices: Interaction Volume, AHT, Interaction Volume and AHT, Calculated Staffing, Required Staffing, Calculated and Required Staffing, Calculated and multi-skill calculated staffing. Columns in the table are displayed accordingly to the selected statistic.
  • Use standard date-selection controls (in the upper right portion of the window) to jump to a different week within the Master Forecast's date range.

Reading the data

The graph shows the statistics, dates, period, and granularity that you selected above. The vertical axis indicates the units shown. If you display multiple statistics, the right and left vertical axes display different units for the two statistics.

The Legend, at the bottom, identifies the colors that the graph uses to represent particular statistics, events, or historical data. The Legend changes depending on the statistics you selected above. Special events appear as markers on the graph.

Cleanup, calculation, and other options

You can use the following buttons on the Graphs toolbar (these commands also appear in the Actions menu):

Icon Name Description
WM 851 icon-cleanup.png Cleanup Opens the Cleanup Master Forecast window, where you can remove information from the Master Forecast for selected dates and activities.
WM 851 icon-use-multi-site-activities.png Use Multi-site activities Controls whether WFM Web's calculation of aggregated information includes multi-site activities. You can select this button only if you first select a multi-site activity, Business Unit, or Enterprise in the Objects tree.

If you set this button to On,  WFM retains your last selection—in the current view and for all other views that contain multi-site activities—preventing you from having to click it every time you want to display data for the selected multi-site activity.

WM 851 icon-options.png

Options Opens the Options dialog box, where you can further customize the graph.
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