Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

The Service Provider Summary dashboard provides key insights into provider operational metrics, financial data, and service quality. Visualizations illustrate trends in work orders, invoice amounts, check-in, and provider ratings. Manage and optimize your facilities more effectively by using these tools to identify areas for improvement and ensure feedback compliance.

There are 5 parts to the Service Provider Summary dashboard:

You can download the data and email reports to recipients.

Note

By default, the Summary dashboard shows transactional data for all providers within the past 365 days. Use the all-inclusive filters along the top of the report to view by individual Providers, different date ranges, or other criteria, as needed.

Anchor
providersumm
providersumm
Provider Summary

This section provides an overview of service operation metrics. Here you can see:

  • Provider Data: View the number of trades serviced and active providers in your network.
  • Location Data: View the number of locations serviced and how many new locations have been added in the last year.
  • Work Orders Data: View total work orders completed, total declined, and the average per month.

  • Financial Data: View total invoice amount paid, total number of invoices, and the average invoice amount.
  • The Work Orders by Volume and Average Invoice Amount shows monthly trends on facilities spend. Peaks and valleys in this visualization may be indicators of issues happening in your facilities, which could be cause for a deeper analysis. Clicking data points in the graph will show you the underlying data by call date for a deeper analysis.


Anchor
locfeedback
locfeedback
Location Feedback

Section


Column
width45%


Column
width55%

This visualization illustrates the total number of work orders with Excellent, Satisfactory, and Unsatisfactory feedback. Below the chart is the percentage of work orders without location feedback.

Info

Work orders that are auto-confirmed with satisfactory feedback are excluded from this report.

This chart helps you, for example, identify whether your locations are complying with the feedback process, or reviewing the work orders that are not performed to satisfaction. Similar to the Work Order Spend chart, drill down into this visualization see Excellent, Satisfactory, and Unsatisfactory feedback data and work orders.



Anchor
priorityspend
priorityspend
Spend by Priority

Section


Column
width55%

This visualization shows the committed spend based on the priority of work orders. A high spend on emergency or high-priority work orders may indicate, for example, a need for a stronger planned maintenance program or an adjustment in your issue list.


Column
width45%


Anchor
StarRatings
StarRatings

Star Ratings

Section


Column
width45


Column
width55

This visualization shows the star ratings given by location users. You can view the total rating and the rating break down. This helps you to see how the provider experience is with your location users.



Anchor
checkinsummary
checkinsummary
Check-In Source

Section


Column
width45%


Column
width55%

This visualization shows whether providers used the ServiceChannel Provider Mobile App (or GPS), the IVR (telephone) system, or an XML integration, which is labeled as Common, to check into work orders. This graph provides a discussion point between you and your providers in cases where you are looking for compliance on check-in rules based on your business practices.

Note

We recommend GPS check-in as it is more accurate as it is based on the GPS coordinates of your locations as listed in the Locations module. 

You can drill down to view work order details for each check-in source for a specific day.


Anchor
commondatafeatures
commondatafeatures

Insert excerpt
All Calls Tab
All Calls Tab
nopaneltrue



Live Search
spaceKeySCU
additionalpage excerpt
placeholderSearch our Knowledge Base
typepage

Panel
titleColor#ffffff
titleBGColor#5fa7d0
borderStylegroove
titleIn this Article

Table of Contents
maxLevel3
minLevel2
indent20px


Panel
titleColorwhite
titleBGColor#75a346
titleRelated Articles

Filter by label (Content by label)
showLabelsfalse
max8
showSpacefalse
sorttitle
cqllabel in ( "label" , "analyticsdashboards" , "provider" , "check-in" ) and space = currentSpace ( )