Predictive Staff Scheduling/Forecast Reporting
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Pattie Pruitt commented
The customer would like to have a report that shows the providers time blocks on the schedule for the future dates.
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Jeff Glazer commented
We export a lot of the data in Beta Reports to Microsoft Power BI and it would be nice to be able to export a Forecast Report so we are able to see the number of appointments and forecasted revenue for a specific provider/center/service so we can be proactive on booking.
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Kelsey Tikker commented
I track pre-bookings to offer the stylist a bonus, and also incentivize the stylists to rebook our clients. Currently, I have to go back manually and click each appointment they had between the pay period, click the client name, and see if they had scheduled another appointment at the time they visited to find the percentage. It would be AWESOME if there was a report that tracked that!!! Thank you!
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Rebekah Lowe commented
a report to forecast utilization in addition to the $ amount
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Rebekah Lowe commented
Would love to have the utilization forecast on the same report not just the hours sold. Would also love to be able to pull up the whole current month and add the sales that have already happened to the forecasted days that haven't happened to see where we are at any point in that month at a glance.
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Chelsea Huff commented
requesting to apply algorithms to booked forecast by staff/day to calculate staff commissions. this would enable the business to be able to view, by definition, actual expected revenue. currently, it calculates only total booked revenue with the included staff commissions. t.i.a.
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Jamie Kim commented
We want to report on what services are booked in a specified date range and more extensive booked appointment data in general. Only booked forecast by day and staff reports are available in the classic reports
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Lisa Lee commented
Run a tag report for future bookings - booking date and amount of services.
How many reservations and dollars were put on the calendar? Also if there was a tag for the the bookings that they manually inputed as "online bookings" that partners can easily pull a report to show revenue in booked reservations today for the future. The ultimate goal would be to see if online bookings have gone up and staff bookings have gone down. This will help our partners show their online efforts are working and how much it cost for the day in ad words and clicks.
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Niky Robinson commented
We're looking to report on same day utilization % or 1-2 days in advance.
As of right now, this type of data is only available for "past" data.
Thank you.
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Jozlyn Miller commented
Requesting a report that will show all booked forecast by service. Example: How many Hydrafacials are booked for the next 7 days.
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Tiffani Vasinko commented
Report that will show forecast day and staff hours scheduled
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Emily Dretzka commented
Ability to report on future scheduled appts and track marketing conversion for clients who have used an offer during self-booking
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Meghan Andrade commented
Would like the ability to run a report for the coming (i.e. week, month etc.)
Detailed report showing staff utilization of time and projected earnings that are currently scheduled.
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Lisa Lee commented
A forecasting report that shows the utilization and prebooked percentages, for the coming months, on a location level.
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Jamie Kim commented
Compile a list of future appointments in a specific time frame with appointment details and client contact info. With COVID-19 re-opening, we want to make sure our clients are emailed with instructions one day/few hours prior to their appointment.