Objective

Optimize for efficiency by reviewing trends in staff utilization directly from the Schedule view.

Quickly access trends in employee utilization from the Schedule view with Advanced Analytics

NOTE: This functionality is part of Advanced Analytics. Advanced Analytics is an add-on feature. Please connect with your Customer Success Manager to get started.

Steps

1. From the navigation menu, click Schedule

2. Make your desired location, staff, and timeframe selections

3. Click Utilization

The utilization table displays. From here, you can review metrics based on the parameters you selected.

Calculating Utilization

All appointment statuses except for Canceled are included in utilization calculations.

A note on access and visibility

Advanced Analytics is accessible to Admins and Managers within Coconut.

Admin users can access utilization data from Schedule for all locations and staff within the organization.

Managers can access utilization data from Schedule for all locations they are assigned to, and all staff associated with that location.