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          Intraday Management Dashboard Overview

          Intraday Management Dashboard Overview

          Review rep’s shifts, staffing levels, and resource absences for the selected day. The Intraday Management page displays a list of agents, shifts, and resource absences.

          Required Editions

          Supported Editions for Workforce Engagement Management

          Staffing Metrics

          The dashboard displays three staffing metrics:

          Metric Description
          Scheduled Staffing Count of shifts at a specific hour
          Required Staffing Pulled from the selected Capacity Plan
          Net Staffing Delta between Scheduled Staffing and Required Staffing

          Net Staffing indicates your staffing status for the hour:

          • A positive value indicates overstaffing.
          • A value of zero indicates that staffing meets the requirement.
          • A negative value indicates understaffing.

          Shift Activities

          Shift activities provide a breakdown for each shift. The following shift segment types display a default color:

          • Break: Scheduled rest time during the rep’s shift.
          • Work: Scheduled time for handling customer interactions and work activities.
          • Non-work: Scheduled time for activities outside of direct customer work, such as training, meetings, or administrative tasks.

          Time Zone

          The dashboard shows each rep’s time zone settings. It updates the rep’s time across shifts, resource absences, and the staffing grid.

           
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          Salesforce Help | Article