Daily Call Count Tool | The Blue Collar Wave
The Blue Collar Wave

Daily Call Count Tool

Start with an annual revenue budget, break it into the monthly requirement, then turn that into the calls you need to book and the people you need to staff, daily, weekly, and monthly.

Track Service & Maintenance and Replacement / Change-Out on their own numbers.

Month Setup

These apply to every track below. Weeks drive your weekly numbers, working days drive your daily numbers.

Total Working Days This Month  (Weeks × 5) + Saturdays 0

Service & Maintenance Track 1

Demand-service and maintenance revenue booked through the call center.

$
Monthly Requirement (Annual ÷ 12)$0
%
$
%
Used to spread the daily load across your real crew.

Replacement / Change-Out Track 2

Equipment replacement and change-out revenue booked through the call center.

$
Monthly Requirement (Annual ÷ 12)$0
%
$
%
Leave at 0 if your service techs run replacements. The change-out load then rolls onto the service crew.
Results
Service & Maintenance
0
Daily Call Goal (calls booked per day)
0Techs needed
Replacement / Change-Out
0
Daily Appointment Goal (booked per day)
0Reps needed

Combined Total

0Total people to staff (service + replacement)
How the numbers are calculated ▾

Every track runs the same engine, the same math built into the original spreadsheet:

  1. Monthly Revenue = Annual Revenue ÷ 12
  2. Working Days = (Weeks × 5) + Working Saturdays
  3. Inbound (monthly) = Monthly Revenue ÷ Avg Ticket ÷ Booking % ÷ Closing %
  4. Booked (monthly) = Inbound × Booking %
  5. People Needed = (Booked ÷ Working Days) ÷ Max Per Day
  6. Load Per Person = each figure ÷ people currently on staff

Daily, weekly, and monthly all come from the monthly figure: Weekly = Monthly ÷ Weeks and Daily = Monthly ÷ Working Days. When Sales Reps on staff is 0, the replacement load is added to the service crew and the per-person numbers are figured on the combined workload. Every result is rounded to a whole number.