Overview
The Schedule Performance Report is a workforce analytics dashboard that consolidates sales and punch clock data. It provides insights at the company, district, and store levels, helping managers optimize staffing and scheduling strategies.
When to Use This
To evaluate weekly or monthly scheduling performance
To compare forecasted versus actual sales and labor
To identify understaffed or overstaffed periods
To monitor productivity, gross profit, and overtime metrics
Step-by-Step Instructions
1. Access the Schedule Performance Report
Navigate to the Schedule Performance Report in your dashboard.
Select the level of analysis: company, district, or store.
Use filters to adjust the time frame for the report.
2. Understand the Visual Indicators
Yellow Line: Forecasted sales
Green Line: Actual sales
Light Blue Bar: Scheduled hours based on planning
Dark Blue Bar: Actual hours from punch clock data
Pink Bar: Overtime hours derived from punch clock data
3. Analyze Performance Metrics
Review weekly performance against gross profit targets.
Compare productivity per hour to identify potential overstaffing or understaffing.
Drill down by district or store for detailed insights.
Key Details & Definitions
Calculations
Gross Profit: Total gross profit across selected stores.
Per Hour: Gross profit ÷ total hours worked.
Hours per Employee: Total hours ÷ unique employee count (from punch data).
Overtime (OT): Total overtime from punch clock data.
Break %: Number of shifts with 2 or more punch-ins ÷ total number of shifts.
Employees: Count of unique employees with punch data.
FTE (Full-Time Equivalent): Total hours ÷ 40.
Notes
District Managers can view performance for their district and drill down to individual stores.
Global Admins can access and drill down into all districts.
Troubleshooting & FAQs
Why do actual hours differ from scheduled hours?
Differences arise when employees clock in/out inconsistently or overtime occurs.
How can I identify overstaffed periods?
Compare productivity per hour against targets; lower productivity often indicates overstaffing.
Can I view data for a single store?
Yes. Use the district filter to select individual stores.
How is overtime calculated?
Overtime is derived directly from punch clock data for all hours exceeding scheduled time.
Related Articles
Forecasting and Labor Demand
Optimizing Store Scheduling
Employee Punch Clock Management
