How many people will the peak month need?

Support volume has a level, a trend and a season, and staffing needs all three separated. Holt-Winters does the separation and hands back a six-month forecast with confidence bands.

Operations Intermediate Forecasting free

After you install, this is the model to open.

Staff for the Season, Not the Average

  1. In your spreadsheet, click the Sortia icon in the strip of icons down the right-hand edge. No strip? Click the arrow at the bottom-right to open it. You can also use Extensions, then Sortia, then Open Sortia.
  2. Click Start from a template and put that name in the search box.
  3. Pick the card with that name and click Load this template. It arrives on a new tab with real numbers already in it.

The answer

The next quarters, from the fit:

Coming months
1168, 1041, 1360, 1930 tickets (quarterly view)
Winter peak, upper band
2072 tickets

Divide forecast tickets by tickets-per-agent and the roster writes itself, month by month, with the upper band telling you what to staff for if covered beats average. Paste your own months (two full seasons minimum) and set the horizon to your hiring lead time.

The model

Twenty-four months of tickets: a quiet spring, a build through autumn, a December peak half again the summer trough, riding 12% annual growth. Season length 12, horizon 6.

History24 months of tickets
Season length12 months
Forecast + bandscalculated, 6 months

Once it is in your sheet

  1. The model arrives with real numbers in it and runs as it stands, so you can press the button first and understand it second.
  2. Change the numbers to yours. The sheet marks which cells are inputs and which hold formulas, and most labels carry a note explaining the row.
  3. Press the run button at the bottom of the panel. It is labeled for the tool you are in, and the result lands on its own tab, with a written reading of it beside the figures.

Never used Google Sheets? Start here goes the whole way, in seven steps, and assumes nothing.