WFM Template Generator
Generate production-ready templates with accurate formulas, multi-model forecasting, and comprehensive data analysis—in seconds.
Built-in Formulas
Workload Hours, Required FTE, Variance %, MAPE
Data Analysis
Forecasting metrics, scenario tables, chart-ready data
Definition of Terms
Every template includes a terms glossary
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No data stored. Generate and download locally
WFM Templates
Volume Forecasting, Intraday, Shrinkage, Staffing, Scorecard, Forecast vs Actual, Schedule Adherence—all with accurate formulas and ready to use.
Volume Forecasting
Weekly volume forecasting with multiple models (Moving Average, Linear, Exponential).
Raw Data sheet: Paste historical weekly volume. Forecast sheet: Multiple models (6-Week Avg, Linear Trend, Exponential). Compare forecasts.
Intraday Interval Tracker
Track forecast vs scheduled headcount by interval. Ideal for real-time WFM monitoring.
Intraday tracking compares forecasted volume and required FTE against scheduled headcount at each interval. Gap (HC) = Scheduled - Required; negative gap indicates understaffing.
Shrinkage Planner
Calculate total shrinkage and net productive hours. Plan headcount for non-productive time.
Shrinkage is the % of paid time not spent on productive work. Components include PTO, sick, training, coaching, meetings, system issues. Net Available % = 100 - Total Shrinkage.
Capacity & Staffing Calculator
Calculate workload hours and required FTE based on volume, AHT, and occupancy.
Workload hours = (Volume × AHT) / 3600. Base FTE = Workload / Paid hours per agent. Occupancy adjusts for non-productive time; Adjusted FTE = Base FTE / Occupancy.
KPI Scorecard Generator
Create RAG status scorecards for KPIs. Supports higher-is-better and lower-is-better metrics.
RAG: Green = on target, Amber = within tolerance (95–105%), Red = off target. Higher-is-better: Actual ≥ Target = Green. Lower-is-better: Actual ≤ Target = Green.
Forecast vs Actual Tracker
Compare daily forecast vs actual volume with variance and cumulative metrics.
Tracks forecasted volume against actual volume by day. Variance % = (Actual - Forecast) / Forecast. Cumulative metrics show running totals and overall accuracy.
Schedule Adherence Tracker
Monitor agent schedule adherence with color-coded status (On Track, At Risk, Below).
Adherence % = Actual Hours / Scheduled Hours. On Track ≥95%, At Risk 85–95%, Below <85%. Use for real-time schedule compliance monitoring.
Every template includes accurate formulas, User Guide, Definition of Terms, and chart-ready structure.
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