Budgetary Planning
The Budgetary Planning report displays the estimated wage cost per role for the identified time frame.
In order to run this report, you must already have a strategic forecast generated for the service queue.
The human resources displayed in this report are configured on the Manage strategic resources page. No matter how the resource cost is configured (monthly, yearly, or as a one-time expenditure) on the Strategic Resources page, the value is converted to a monthly cost. This value is used in calculating this report.
How the report is calculated
The number of each human resource type to be planned for any given month = (forecasted agent count for the month) × (resource ratio of the base resource to the agent resource) × (resource ratio for this resource) × (resource cost).
If there is one supervisor for every 10 agents, and one manager for every two supervisors, and the cost per manager is $5,000, then the formula to compute the cost of managers needed in a month where the forecasted number of agents is 100 is:
Cost of managers per month = (100) × (1 ÷ 10) × (1 ÷ 2) × (5,000) = $25,000 for 5 managers
The fields that appear in the report depend on the human resources that are configured on the Strategic Resources page. You cannot customize the order in which the fields appear.