Adjust a forecast

Dialpad WFM's forecasting models analyze your historical ticket data to predict future contact volume. However, we understand that external factors can significantly impact your workload.

To accurately forecast during times of change, manually adjust forecasts for marketing campaigns, mass communications, product launches, or price changes. This ensures your staffing levels align with actual demand, and lets you maintain service levels and deliver exceptional customer experiences.

Let's go over how to adjust a forecast. 

Who can use this

Dialpad WFM is available to all Dialpad users.

Contact your Customer Success Manager to discuss adding Dialpad WFM to your plan.  

Create a forecast adjustment

Easily adjust your forecast right from Dialpad WFM.

1. Navigate to Forecasts

2. Select Adjust volume
   

3. Select Create new adjustment
   

4. Name your adjustment

5. Enter the start and end dates

6. Select which queues the adjustment will apply to

7. Select if it will be an increase or decrease in volume

8. Select the volume change percentage

   1. You can adjust the same volume for multiple queues or specify different volume adjustments for each queue.

9. Select Save
   

10. Review the preview, then select Save

    1. The preview charts show the total volume for all your queues, not just the adjusted queues.

View an adjustment

Any periods of active adjustments will be visible on your forecast charts. They are marked with a purple background and can be seen when you hover over the adjusted period.

To view the details of the adjustment select a time within the adjusted period, this will open the adjustment details. Here you can see when the adjustment is active, the duration and the volume adjustments for each of your ticket groups.

Edit or delete an adjustment

Forecast adjustments can be edited or deleted at any time.

To edit or delete an adjustment:

1. Open the Forecast tab in Dialpad WFM

2. Select any time period within an adjustment

3. In the adjustment panel, select Edit or Delete
   

4. Confirm the changes

5. Select Save

Note

Adjustment deletions are permanent, and go into effect immediately.