Section 1 - Sales Forecasting

Navigation: ‘Scheduling’ tab then ‘Build Schedule’

Scheduling overview

Ameego’s scheduling process has 3 distinct steps as listed below.

  1. Sales Forecasting: Create a sales forecast for the scheduling week, using your actual sales data.
  2. Manage Floor Plans: Import the base floor plans (shifts) into your scheduling week. 
  3. Manage Schedule: Assign the shifts to your employees, review and publish.

Ameego’s One Touch scheduling tool will perform all three of these steps with just one click of a button! However, we would like you to understand all three steps before you move on to the One Touch automated method. We will be using the “Do it manually” method as seen in the screenshot below. 

Once you have created a few schedules using the manual method and have a good understanding of the process, we encourage you to use the One Touch automated scheduling tool. 

Beginning a new schedule

The screenshot below shows what a new unscheduled week looks like in Ameego when One Touch is enabled. If you do not see the exact image as below, then you need to add your default base floor plans to all of your department group settings. This is something you will want to setup so you can use the automated scheduling process in the future. Click HERE to read our article about this setup. 

EN_Begin_Schedule_Process.png

You can still proceed by using the blue ‘Calculate Forecast’ button as shown below. EN_Begin_Sched_NO_1touch.PNG

Calculating a Forecast

The first step to creating your schedules is to calculate a sales forecast for the week. This will create a 3 week average sales forecast using your past actual sales data in Ameego. 

Note: The past actual sales data is automatically synced into Ameego from your POS system if you are using our integrated method. If you are not integrated with a POS sync, then you will have the ability to manually enter your actual sales data. Before you calculate a forecast, be sure that you have entered the actual sales for at least one week prior. Click HERE to read our article regarding manually entering your sales in Ameego. 

Follow the steps below to calculate your sales forecast

  1. Navigate to the Scheduling tab, then click on the Build Schedule sub tab. 
  2. Select the week you want to schedule using the date picker at the top of the page.
  3. Click on the ‘Calculate Forecast’ link or button to begin. Remember, we will be using the "Do it manually" method for the first time.
  4. Click the ‘To Scheduling’ button to proceed to scheduling (See the links below to learn how to adjust your forecast if required).

Here is a quick look of the steps listed above:EN_Forecast.gif

When you clicked on ‘Calculate Forecast’, Ameego automatically executed the following actions:

1. Built a 3 week average sales forecast for each day of the week using your actual sales data. If you are satisfied with the forecast generated, then click the ‘To Scheduling’ button. If you would like to make some changes to this forecast, please refer to the two article links below that will explain forecast adjustments in length. 

2. Created a section for each department group. Each department group will be scheduled separately and the next steps to scheduling those groups will be accessed within each department group section (we will cover this in the next two sections of this guide). The screenshot below is a view of the scheduling summary page once you have left the forecasting section (‘To Scheduling’).

Note: we are only showing one department group (Service) in the illustration below. Each department group that you created in Employee Manager will have its own summary section. EN_After_Forecast.PNG

You will have the ability to make any changes to the forecast for the week at any time by clicking on the ‘Manage Forecast’ button. Please be sure to click on the links above to review our knowledge base articles on forecast adjustments. 

Click here to move onto the next step of scheduling - Section 2 Manage Floor Plans

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