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Insights Employee (Advanced)|Staffing Efficiency

The Staffing Efficiency report is designed to help you optimize your team's scheduling and performance. By analyzing transaction volumes, processing times, and employee efficiency across different locations and timeframes, this report provides actionable insights to ensure you have the right amount of staff available during peak and slow periods. 

Navigation
To access this report, follow this path in your dashboard:

Insights > Dashboard > Overview > Staffing Efficiency

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Filtering Report Data

You can customize the data displayed on your dashboard by selecting the following filter options.

Controls:

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  • Shop(s): Select the specific location(s) you want to view.

  • Date: Define the specific timeframe for the report.

  • Transaction Stage: Select which stage of the transaction you wish to assess.

    Filter options by:

    • Assigned

    • Created
    • Packed
    • Sold

       

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  • Queue Types: Segment your report data by the specific checkout method used (e.g., Walk-In, Pickup, Special, or Delivery).

  • Delivery Zip Code:  Filter your data by the zip code where the members' orders were delivered.
  • Delivery City: Filter your data by the final destination city where the members' orders were delivered.

  • Regions: Segment your data by broader geographical areas.

Available Charts & Reports

  • Sold Employee - Hourly Efficiency by Day of Week

    • Tracks individual or team performance on an hourly basis throughout the week, helping you identify when your staff is most productive.

  • Staffing Day of Week Heatgrid - # Transactions and transaction time

    • Visualizes the busiest days of the week based on transaction volume and processing speed, making it easy to spot weekly trends and peak hours.

  • Staffing Dates - Heatgrid - # Transactions and Transaction Time

    • Highlights specific calendar dates with high transaction volumes and processing times, which is highly useful for historical trend analysis and seasonal planning.

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💡 Pro Tip: You can export this or any KPI held in Insights to a CSV or Excel file. Simply click the More Options (three-dot icon) in the upper right-hand corner of the metric.