CallCentreVoice Topic Forecasting Methodology

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Dan H on 26/7/2007 19:13:42.
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Dan H
Analyst
Travel Industry

2 posts
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Forecasting Methodology  [26/7/2007 19:13:42]

Please advise why or why not this methodology is correct. While I understand a lot of this is gut feeling, I would like a more quantifiable way to approach forecasting.

1. Forecast monthly call volumes based on past-years data using percent increase/decrease from one year to the next. Assumption is that calls received should hold a relatively similar pattern from one year to the next due to seasonal trends--holidays, seasons, etc.

2. Forecast weekly using using last years historical data for weekly calls received trends. Assumption is the Week1, Week2, Week3, Week4 will take the same trend cycle based on seasonality.

3. Forecast daily using historical data on daily trends--x #calls on Monday, Tuesday, Wednesday...Assumption: consumer behavior is unlikely to change over time--most calls will be received on Monday, for instance and the least amount of calls will arrive on, say Sunday.

4. Forecast the intra-day schedule based on historical time-of-day trends. Assumption: Same as the weekly.

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Dave Appleby
Resource Analyst
Healthcare Insurance

1437 posts
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Forecasting Methodology  [26/7/2007 19:23:41]

Dan,

Everything so far is fine as general assumptions however....

For your daily and interval data it's normally worth looking at recent
history then weighting the data with the volumes from your points 1 & 2.

Whilst Monthly and weekly historicals from previous years are good for
showing gross overall patterns, in the case of your trade; school holidays
/ Christmas / Easter etc. They're not good at plotting volumes.

This means you know WHERE your peaks and troughs are going to be but, you
can use the weekly incoming for the previous weeks to weight on a +/- x%
basis from the weeks before as you know the previous year your uplift was
x% at easter, y% for the summer holidays and z% at Christmas.

Rather than just assigning an arbitry % to weekdays try a matrix
based on volume / interval for the week as a whole.

If you have a look using the search function (the Google one on the site
home page) there's a 'few' threads on here about this already that
might help a bit.

I'm sure Scott or Iain will wade in in a minute to list all
the MAJOR things I've forgotten!

If I can ask what are you using to schedule at the moment?

Hope this helps a bit.

Regards

DaveA



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