Insights settings (Performance)

The Performance (Insights) module compares your revenue, your staff costs and your headcount needs to help you plan as accurately as possible. This page sets how it works. Go to Settings ⚙️ → Performance → Settings, then save after making changes.

General

• Revenue recording: shows a window each day to enter the previous day's revenue. This is what feeds your dashboards and your trend statistics.
• Import revenue excluding VAT: when enabled, the amounts imported from an external source (POS) are recorded excluding VAT.
• Revenue import start time and End time: the daily time range taken into account at import. Only the sales recorded between these two times are imported.
• Data per section: lets you use different data for each section.
• Unit: the base unit of the productivity calculations, to be chosen from Revenue, Table booking or Number of events.
• Staff forecast: the method for defining the number of people to schedule: Manual quota, No forecast calculation, Based on revenue, Based on events or Based on tables.

Productivity calculation

• Show the productivity calculation: shows your productivity ratio on the dashboard and in the schedules.
• Productivity calculation type: choose between Revenue VS Staff cost and Revenue VS Worked hours.
• Use clocking data for the productivity calculation: favours clocked hours; failing a clocking, Shyfter relies on the planned hours.
• Show the forecast needs calculation: Shyfter calculates your staff and revenue needs, shown in the schedule views (day, week).
• Automatically generate the forecast figure for the next 30 days: automatically produces a one-month projection.

Forecasting method

You choose the model used by the revenue forecasting engine:

• JGN-1: projects the figure of the last comparable day (D-7, D-14...).
• TMA28: trend-based moving average over the last 28 days.
• WMA: moving average weighted in favour of recent days.
• Holt-Winters: triple exponential smoothing (level, trend, seasonality).

External factors

These settings, expressed as a percentage, adjust the forecast according to external events:

• Public holiday impact: percentage applied when a public holiday influences demand. A negative value lowers the forecast.
• School holiday impact and School region: percentage applied when schools are closed in the chosen region (Flanders, Wallonia, Brussels, or zones A/B/C and Luxembourg). As soon as the impact is different from zero, the region must be filled in to apply the right calendar.
• Enable weather adjustments, then Heatwave impact, Low temperature impact and Heavy rain impact: percentages applied when the corresponding weather condition is forecast.

Adjustments

• Trend correction: a final, additive correction applied after the model and the external factors. The value must be between -50 and 50.

Good to know

The forecast becomes more accurate as you feed Shyfter with real revenue. Remember to enter or import your daily revenue regularly to get the most out of the productivity calculations and the forecast.