Footer Statistics on Schedule Pad in Week View

Introduction

The Schedule Pad provides a detailed breakdown of key labor and sales-related metrics, helping businesses optimize workforce planning and budgeting. When users click the actionable arrow, a window expands to display forecasted sales, transactions, labor hours, budget figures, and variance calculations. These KPIs help managers compare scheduled vs. forecasted performance, control labor costs, and ensure efficient staffing. The system leverages historical data and configurable budget settings to provide accurate labor forecasting and cost analysis, enabling better decision-making for scheduling and financial planning.

Breakdown 

The actionable arrow on the bottom of the schedule pad when clicked expands and opens up a window showcasing KPIs such as the Forecasted Sales, Forecasted Transactions, Forecast Hours, Variance Hours, Schedule Dollar (Sch $), Budget and Budget Variance. Below mentioned are the calculations which make the numbers :- 

 

1.  Scheduled Labor ($): Scheduled labor is the dollar amount which is the calculation of total dollars spent on scheduling employees for that day. Schedule dollar is the sum of the total dollars per person on that day. The formula to calculate the dollars per person is :- 

                                                                                                                                                                          Pay Rate * Schedule Hours

2.  Forecasted Sales ($): Forecasted sales is the average of the previous 4 weeks actuals.

3.  Forecasted Transactions: Forecasted transactions are the total number of items that need to be sold in a particular day.

4.  Forecasted Hours: Forecast hours is the total sum of forecasted Forecasted staff per hour in a particular day.

5.  Variance Hours: Variance hours is calculated by the formula :- 

                                                                                                                                                                        Scheduled Hours – Forecasted Hours

6. Budget: Has two variations to go by

 

• Configured Labor Budget

• • Budget includes Labor Budget Hrs. and Labor Budget %, and picks Labor Budget % value and Avg. Payrate from Labor Budget Module in Site Settings. To calculate the Labor Budget Hrs. Plum Schedules uses the formula

                                                                                                                                               (Forecasted Sales * Labor Budget %) / (Average Pay Rate * 100)

• By Labor Percentage

• • Budget includes Labor Budget Hrs. and Labor Budget %, and picks Labor Budget % value and Avg. Payrate from Forecast Settings in Site Settings. To calculate the Labor Budget Hrs. Plum Schedules uses the formula.

                                                                                                                                                     (Forecasted Sales * Labor Percentage / (Average Pay Rate * 100)

7. Variance: Variance includes Variance Hrs. and Variance%.  To calculate Variance Hrs. Plum Schedules uses the formula :- 

                                                                                                                                                                        Budget Hrs. – Scheduled Hrs