Configure data collection for Demand Forecast

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 1 minute de lecture

    • Define the data you want to collect for cases, interactions, or any table to forecast the number of agents that you require for your staffing needs.

    Avant de commencer

    You must have the MetricBase plugin [com.snc.clotho] enabled to use Demand Forecast in Workforce Optimization for HR. For more information, see Requesting the MetricBase product.

    Role required: sn_hr_wfo.admin

    Procédure

    1. Navigate to All > Workforce Optimization for HR > Demand Forecast.
    2. Define the data you want to collect for forecasting agents to resolve cases.
      1. Click Data Collection Definitions.

        See the Components installed with Workforce Optimization for HR for the list of configurations that are available by default.

      2. Click New.
      3. On the form, fill in the fields:
        Tableau 1. Forecast Configuration form
        Field Description
        Name Name for the collection forecast configuration.
        Table Table that is used for collecting data.
        Type Data Collection Definition type is set to Collection by default and collects data using a scheduled job.
        Date Field Data that you can add to forecast for the future.
        Conditions Conditions that you can set so that you can capture the data that you need.
      4. Click Submit.
      5. Create an index for the table you have created using the date field and the conditions you have added to the table. For information on creating a table index, see Create a table index.