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Running a Forecast in Zendesk WFM

Learn how to run a forecast in Zendesk WFM with a single click and understand the process of calculating future contact volumes and staffing needs.

How do I run a forecast in Zendesk WFM?

Running a forecast in Zendesk WFM is a simple one-click process. Once you select a workstream, Zendesk WFM starts calculating future contact volumes and staffing needs based on your historical ticket data. If you have sufficient data, the forecast will be displayed quickly. However, if there's not enough data, Zendesk WFM will show a 'fauxcast', which repeats the existing data pattern for the rest of the year. For more detailed steps, you can refer to theoriginal documentation.


More related questions

What is a fauxcast in Zendesk WFM?

A fauxcast in Zendesk WFM is a repeated pattern of existing data used when there's insufficient historical data to generate a full forecast. If you have, for example, three months of data, the fauxcast will repeat this pattern for the rest of the…

How can I organize workstreams in Zendesk WFM?

Organizing workstreams in Zendesk WFM is flexible and user-friendly. You can show or hide workstreams on your main trends chart, identify workstreams with additional volume adjustments, and recalculate forecasts as needed. Additionally, you can…

What does the Inbound volume chart show in Zendesk WFM?

The Inbound volume chart in Zendesk WFM displays both historical data and future volume estimations for your selected workstreams. You can view this data daily, weekly, monthly, or yearly. The chart marks where historical data ends and the forecast…

How does Zendesk WFM calculate required staffing?

Zendesk WFM calculates required staffing based on forecasted workload, displayed in the Required staffing chart. This chart shows the projected staff count needed for upcoming dates, with colors representing different workstreams. Note that…

How do I select the historical volume period in Zendesk WFM?

To select the historical volume period in Zendesk WFM, hover over the cloud icon and select 'Forecast'. Then, choose the workstream, click the options menu, and select 'Historical volume'. You can use all data or ignore data before a certain date….

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