Forecast case and conversation volumes, and agents for conversations

Article
02/24/2024

This article describes how to navigate the forecast reports in Customer Service so that you can successfully meet the staffing demands of your organization.

Important

This feature is intended to help customer service managers or supervisors enhance their team's performance and improve customer satisfaction. This feature is not intended for use in making, and should not be used to make, decisions that affect the employment of an employee or group of employees, including compensation, rewards, seniority, or other rights or entitlements. Customers are solely responsible for using Dynamics 365 Customer Service, this feature, and any associated feature or service in compliance with all applicable laws, including laws relating to accessing individual employee analytics and monitoring, recording, and storing communications with end users. This also includes adequately notifying end users that their communications with agents may be monitored, recorded, or stored and, as required by applicable laws, obtaining consent from end users before using the feature with them. Customers are also encouraged to have a mechanism in place to inform their agents that their communications with end users may be monitored, recorded, or stored.

Overview

Customer service supervisors need to be able to ensure that they have an adequate number of agents available to serve their customers. Overcapacity results in higher costs, while under capacity results in longer customer wait times, which in turn can negatively impact customer satisfaction.

As a supervisor, you can use the forecast reports to help plan the right level of staffing for your business that's based on the predicted volume of cases and conversations, along with the predicted agent demand for conversations.

You can use the forecast reports for agent, case, and conversation volumes in the following ways:

Forecast upcoming case and conversation volumes based on historical traffic and the number of agents needed to meet the forecasted conversation volume. For conversation volume forecasting, if your administrator configured chatbots for your conversational channels, the system excludes conversations that chatbots handle without a human agent joined. This function ensures you can rely on the predicted conversation volumes for human agent staffing.
Visualize forecasted volumes and agent demand on a daily basis, for a time range up to six months depending on how many days of cases or conversations were created in the past. This forecast can be used to plan agent resourcing and recruitment, to meet future demand.
Visualize forecast volumes and agent demand on a 15-minute interval basis, for a time range up to six weeks, depending on how many days of cases or conversations were created in the past. This forecast can be used to schedule agents to meet the near-term demand.
Slice forecasted volumes and agent demand by channel and queue.
View a rollup of actual and forecasted volume by an hourly, daily, weekly, monthly, and yearly basis. For the agent demand report, you can select the type of rollup from maximum, minimum, average and sum.
Automatically detect seasonality from historical traffic with the settings option to import your holiday calendar. This function helps the forecasting model to accurately predict case or conversation volumes during special, seasonal events.

For details about how the forecast models work for this feature, see How agent forecasting for conversation works and How case volume forecasting works.

Note

Be aware of the following when using the Forecast report:

Forecasts might misstate volume estimates for many reasons, including unanticipated trends or business developments.
The Forecast report is currently available in certain geographical locations. More information: Regional availability and Service limits for Customer Service

Prerequisites

Before you can use the forecast reports, ensure that your administrator assigned a role to you that has Read privileges on the msdyn_dataanalyticsreport_forecast table. More information: Configure case volume forecasting and Configure agents for conversations forecasting.

View the forecast reports in Customer Service

You can view the forecast reports in the Customer Service workspace or Omnichannel for Customer Service apps. You can navigate to the Forecast dashboard as follows:

In the default view, go to the hamburger menu, and then select Forecast.
If the enhanced multisession workspace view is enabled, select Forecast on the site map.

Switch report mode

The forecast reports support two modes:

Daily: This mode displays the actual and predicted case and conversation volumes and agent demand per day, for a time range of up to six months, depending on how many days of cases or conversations were created in the past. This forecast can be used to plan agent resourcing and recruitment to meet future demand.
Intraday: This mode displays the actual and predicted case and conversation volumes and agent demand in intervals of 15 minutes, for a time range of up to six weeks, depending on how many days of cases or conversations were created in the past. This forecast can be used to schedule agents to meet the near-term demand.

To change the report mode, select the Daily or Intraday toggle button on the report, depending on which mode you want to view the report in.

Filters for case, conversation, and agents for conversations forecasting

The Case volumes, Conversation volumes and Agents for conversations tabs of the forecast report display visual and numeric metrics for the filters you select. The difference between the tabs is based on the input data source. Case data is based on the case entity, whereas conversation data is based on the omnichannel conversations, such as live chat, digital messages, the voice channel, and so forth.

Report data is refreshed on a monthly basis. Your administrator can configure which day of the month the report is refreshed. More information: Configure case volume forecasting and Configure agents for conversations forecasting.

You can filter the data on each of the tabs by using any of the following options:

Filter	Description
Duration	Input the date range or use the sliders to set the dates.
Channel	Select one or more channels for which you want data displayed.
Queue	Select one or more queues for which you want data displayed.

Data visualization

The forecasting section on each tab of the report displays a visual trend from historical volumes from the past to the predicted volume in the future. The forecast is based on actual case, conversation, and agent records created in the past.

The Confidence level for the forecasted data is displayed on the right-hand side in blue, indicating the level of confidence in the predicted volume. The narrowest part of the blue area indicates higher confidence. You can hover on the report to display the forecast based on data for specific dates.

View of confidence level in Forecast report.

Hover on the future side (dash line) of the report to show a range that includes an upper- and lower-bound confidence range, which indicates the amount of possible variance that could occur from the predicted volume number.

View volume forecasting by numbers

The number grid at the bottom of the report shows the actual and predicted number of cases, conversations, or agent demand across different date and time hierarchies.

You can filter the data by selecting from the following options:

Filter	Description
All up	Displays the actual and forecasted numbers across all channels and queues. You can use the drill up and down buttons to drill to specific levels in the hierarchy.
Channel	Displays the actual and forecasted numbers, sliced by each channel. You can use the drill up and down buttons to drill to specific levels in the hierarchy.
Queue	Displays the actual and forecasted numbers, sliced by each queue. You can use the drill up and down buttons to drill to specific levels in the hierarchy.

Filter data by drilling up or down

You can drill into the report data table by using the up or down arrows at the top-right side of the number grid to display data by day, week, month, or year for Daily, and by minute, hour, day, week, month, or year for Intraday.

View of the Forecast report data filters.

You can drill down the hierarchy by selecting the drill-down hierarchy button. Each time you select the drill-down button, the data drills down one level in the hierarchy. To drill up to the previous level, select the drill up button.

Select rollup mode (Agents for conversations report only)

The Agents for conversations report allows you to select the rollup method that's in the number grid. The selected method is used to roll up data at higher levels in the date and time hierarchy. The following rollup methods are available:

Average: This method averages the available data at a level in the date and time hierarchy to roll up to the next higher level in the hierarchy.
Maximum: This method picks the maximum from the available data at a level in the date and time hierarchy to roll up to the next higher level in the hierarchy. This method is the default rollup that's selected when you access the report for the first time.
Minimum: This method picks the minimum from the available data at a level in the date and time hierarchy to roll up to the next higher level in the hierarchy.
Sum: This method sums the available data at a level in the date and time hierarchy to roll up to the next higher level in the hierarchy.

Note

Average, Maximum, and Minimum rollup methods in the All up view work differently than the regular rollup using the same methods. In the regular rollup, the rollup method is applied to the aggregate data across channels and queues. However, in the Agents for conversations report, the data at a particular level in the date and time hierarchy is the sum of the applied rollup method to the data for each unique channel and queue combination at the immediate lower level in the hierarchy.

For example, the data at the Month level will be calculated by summing up the selected rollup method to the data at the Week level for each unique combination of channel and queue.

Export data

You can export the report data by selecting Export on the command bar.

View of the Forecast report Export data menu item.