Appointment Capacity Dashboard
Originally published: 12/11/2024 15:28
Publication number: ELQ-79430-1
View all versions & Certificate
certified

Appointment Capacity Dashboard

The Appointment Capacity Dashboard Template is a report that can be used to manage office appointment, capacity planning, and rescheduling.

Description
The Appointment Capacity Dashboard Template is a report that can be used to manage office appointment, capacity planning, and rescheduling. This report was created to provide visibility to appointments and employees. It provides a 30 day look back of Peak days of the week and times where appointments are booked. This outlook can identify popular times customer prefer to schedule appointments and critical times to make sure the office is always staffed. The data format provides direction to employees when there is a scheduled absence. The scheduled section displays contact information to assist with staffing and rescheduling efforts. It provides a “This Week” and “Next Week” outlook of office operations, that can be easily adjusted. Finally the report can report status of the appointments for the week.

 

Below are the key areas highlighted in the report:
· Easy way to see scheduled appointments and staffing needs for the week and week to come.
· Provide employee schedules and on-call numbers to meet staffing needs.
· Communicates actions when specific staff will be absent.
· Provides an outlook for the next week and possible rescheduling needs.
· Gives appointment statuses for the week.

 

Data source

The Appointment Capacity Dashboard Template contains pre-made csv documents datasets based on Salesforce, Oracle Health data models and manual data to populate the schedule. These data sets were recreated and simplified to provide the maximum use of the appointment capacity dashboard with very little criteria.

This Best Practice includes
1 pbix, 1 instruction guide

Acquire business license for $20.00

Add to cart

Add to bookmarks

Discuss


0.0 / 5 (0 votes)

please wait...