--- title: Analyze staff alignment using Demand Forecast description: Use Demand Forecast to plan the number of staff members that you require so that you have enough agents to do the job. locale: en-US canonical_url: https://www.servicenow.com/docs/r/australia/customer-service-management/analyze-staff-alignment-configurable-wfo-cs.html release: australia topic_type: task last_updated: "2026-03-12" reading_time_minutes: 3 breadcrumb: [Schedule, Workforce Optimization for Customer Service, Agent management, Use, Customer Service Management] --- # Analyze staff alignment using Demand Forecast Use Demand Forecast to plan the number of staff members that you require so that you have enough agents to do the job. ## Before you begin Role required: sn\_agent\_forecast.user ## About this task Using Demand Forecast, you can: - Monitor agent or team shift coverage for any day, week, or month. - Analyze if you are overstaffed, understaffed, perfectly staffed, or not aligned well with your staffing needs. - Adjust the staff alignment depending on the coverage you need and the schedule of your teams. - Analyze staff alignment as you are creating a schedule. - You can analyze the agent coverage you have and the actual demand for the number of agents based on assignment groups and work shifts in a day. ## Procedure 1. Navigate to **Workspaces** > **Manager Workspace**. 2. Click the Schedule \(\[Omitted image "schedule-new.png"\] Alt text: Schedule icon\) icon. 3. Click the **Team Calendar** tab. 4. Analyze staff alignment for each shift. You can click the filter icon and select the assignment groups and shift plans for which you want to view the staff alignment.
| To analyze staff alignment | Do the following |
|---|---|
| **For each day** | Select **Day** from the list.The **Total resources needed** row displays the demand for the number of agents for that day at the selected intervals of 15,30, and 60-minute. For example, at 15-minute intervals, a number 16 between 0700 and 0715 means that the agent demand forecast is 16. The time slots are color-coded as below to show the coverage of agents in a particular interval: |Highlight color for each day for a group|Description| |----------------------------------------|-----------| |Green|The number of agents you have scheduled for that interval and demand for that interval are an exact match—your staffing needs are perfectly aligned.| |Yellow|The number of agents you have scheduled are more than the demand you have for that interval.| |Red|The number of agents you have scheduled are less than the demand you have for that interval.| |Grey|The demand for the number of agents and the number of agents scheduled is zero for that interval.| |
| **For a given week** | 1. Select **Week** from the list. The **Total coverage/demand** row has indicators for the staff alignment. |If the row displays|Then| |-------------------|----| |An arrow points downward|The predicted forecast is lower than the number of agents you need for that day| |An arrow points upward|The predicated forecast is higher than the number of agents you need for that day| |A checkmark|The perfect alignment of the predicted forecast and the required number of agents.| 2. Click any of the indications displayed in the **Total coverage/demand** row to analyze further details on the forecast. You can also view the coverage and demand for every hour for each group. |
| **For a given month** | 1. Select **Month** from the list. The month view displays current week and the upcoming three weeks \(28 days\) on the calendar in a single view. The current day is highlighted in purple. 2. In the calendar drop-down, set a date. Up to four weeks starting the week containing this date appear on the team calendar. 3. The **Total coverage/demand** row has indicators for the staff alignment. |If the row displays|Then| |-------------------|----| |An arrow points downward|The predicted forecast is lower than the number of agents you need for that day| |An arrow points upward|The predicated forecast is higher than the number of agents you need for that day| |A checkmark|The perfect alignment of the predicted forecast and the required number of agents.| 4. Click any of the indications displayed in the **Total coverage/demand** row to analyze further details on the forecast. You can also view the full day's coverage and demand for 28 days in a single view. The training, time-off, and meeting events that are less than four hours are hidden in the Month view. **Note:** Your administrator can set: - the **sn\_shift\_planning.enable\_month\_view\_for\_team\_calendar\_manager\_workspace** system property to `false` to remove the **Month** option in the drop-down. This system property is set to true by default in the CSM. The month view is enabled by default for ZBoot customers. - the value in the **sn\_shift\_planning.hide\_events\_by\_duration\_in\_month\_view\_manager\_workspace** system property to the maximum number of hours for which an event \(training, time-off, and meeting\) must be hidden on a calendar in the month view. By default, the value is set to `4`. |