Metrics help you understand performance and control wage costs. They appear above the roster and in two dashboard reports: Weekly Metrics Overview and Wage Cost Breakdown.
Metrics are powered by the Wage Cost Engine (WCE), and their formulas are configured for your organisation during implementation.
What Metrics Show
Metrics can include:
- Budget, forecast & actual revenue
- Wage cost targets
- Actual wage spend
- Hours worked
- Agency spend
- Agency hours
- Snapshots of hours & wage costs
- Items (e.g. transactions, units, covers)
- Labour productivity metrics (e.g SPLH, IPLH)
- Detailed wage breakdowns
- Variances with formatting rules (e.g Red for over target, green for under)
Where Metrics are Displayed
Each metric calculation can be configured to display in four areas:
Above the Roster
You’ll see a weekly view across the top of your schedule.
Which metrics are displayed here are configurable.
This view helps managers make scheduling decisions in real time.
Totals Above the Roster
A metric’s weekly total can be shown above the daily breakdown.
Weekly Metrics Overview
This dashboard gives a full breakdown of all configured metrics across a selected week. It’s useful for reviewing performance week to week.
Wage Cost Breakdown
This dashboard focuses on wage-related metrics - e.g. base pay, pension, NI and holiday pay. It helps finance and operations teams understand staff costs in more detail.
How it works
Wage Cost Metrics
Wage Cost Metrics are calculated using data from the Wage Cost Engine (WCE). This means they reflect how shifts are costed, including:
- Base pay
- NI and pension contributions
- Holiday pay
- Additional payments
- Agency Costs
- Open shifts
Note: The WCE estimates the cost of each shift or employee. It’s a planning tool and won’t match payroll or Time-to-Gross Pay (TGP) figures exactly.
ℹ️ Read more on the Wage Cost Engine.
Snapshots
Wage cost and hours can be snapshotted, either:
- When rosters are approved
- Daily, at the day-start time for your organisation (defaults to midnight)
These can then be used to calculate a variance between approved and actual wage spend or hours.
Filters
Metrics can include filters so they only display values under certain conditions.
Currently available filters:
- Time of Day
- Type of Work
- Time of Day + Type of Work (Both conditions must be met)
For example: Show all morning shifts for Care Assistants.
Budgets, Forecasts & Actuals
Metrics can have Budgets, Forecasts & Actuals. This is commonly used for Revenue and Wage Costs.
By default, you can manage these from the Revenues & Forecasts screen in two ways:
- CSV upload: Budgets, forecasts and actuals can be uploaded using the uploader.
- Manual entry: You can key in forecasts and actuals directly from the page.
These metrics can also be informed by custom integrations, for example Covers or Actual Revenue from a POS provider.
Cascade Calculations
With cascade calculations, a metric always picks the most appropriate value in this order:
- Actuals (if available)
- Forecast (if no actuals yet)
- Budget (if neither actuals or forecast exist)
This way, one metric definition covers past, current, and future periods without gaps.
For example:
| Day | Actuals | Forecast | Budget | Cascade |
|---|---|---|---|---|
| Monday | £1,200 | £1,250 | £1,000 | £1,200 |
| Tuesday | £1,100 | £1,050 | £1,000 | £1,100 |
| Wednesday | – | £1,050 | £1,000 | £1,050 |
| Thursday | – | – | £1,000 | £1,000 |
| Friday | – | – | £1,000 | £1,000 |
Version 1.2