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The Service Providers Analysis tab gives you a view of your facilities spend by Provider. Across your active providers, you can analyze invoice amounts, feedback, service levels, and trades over the past 365 days, by default. Use the all-inclusive filters along the top of the report to change the date range, or to focus on specific Trades, Categories, and/or Providers.

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In this dashboard you will see:

You can download the data and email reports to recipients.

AnchoractiveprovsactiveprovsCount of Active Providers Section
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This visualization displays the number of Providers who have worked on at least 1 work order during the selected date range. By default, this chart displays this data over the past 365 days; use the all-inclusive filters along the top of the report to change the date range.

Clicking the number drills down into a list of all work orders and includes:

  • work order details such as Status, Trade, Category, and Location
  • work order completion date
  • NTE
  • Invoice Amount
  • Committed Spend.

Clicking the tracking number navigates you the work order details page in Service Automation.

Note

Your access within Service Automation dictates your access to the work order details.

AnchoranalysistoptenbytotalanalysistoptenbytotalProvider Analysis - Top 10 by Total Invoice Amount Section Column
width40%

This visualization enables you to spot any outliers among your provider invoicing. It clusters three-dimensional data for your top 10 Providers: Invoice Amount, Average Invoice Amount, and Number of Work Orders by Provider.

Info

Both voided work orders and work orders with an empty Status are excluded.

Each bubble represents a Provider — the more Work Orders for that Provider, the larger the size of the bubble. 

Hovering over a bubble lists the Total Invoice Amount for that Provider, the Provider name, the Average Invoice Amount, and the total Work Order Count. Clicking the bubble allows you to explore all underlying data, or filter by Trade, District, or Asset.

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width60%

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AnchorprovfeedbkrptprovfeedbkrptFeedback Report 

pie chart displaying the Number of Work Orders by the Feedback Result. Only WOs with 'Completed' or 'Invoiced' Status and empty or 'Confirmed' Extended Status are included.

Hovering the mouse pointer over the chart opens Number of Work Orders for corresponding WO Feedback Result.

AnchortoptenbyinvamttoptenbyinvamtTop 10 Providers by Total Invoice Amounttable displaying total Number of Work Order, total Number of Invoices, Average Invoice Amount, Average Full Resolution Time (Days) (WO Completiondate - WO Calldate), Average Hours on Site, Total Invoice Amount and Average Time to Invoice (Days) (Invoice Posteddate - WO Completiondate) for top 10 Providers by Total Invoice Amount. WOs in 'TRN-EXCLUDE', 'VOID' and empty Status are excluded

The Service Providers Analysis tab gives you a view of your facilities spend by Provider. Across your active providers, you can analyze invoice amounts, feedback, service levels, and trades over the past 365 days, by default. Use the all-inclusive filters along the top of the report to change the date range, or to focus on specific Trades, Categories, and/or Providers.

Image Added

In this dashboard you will see:

You can download the data and email reports to recipients.

Anchor
activeprovs
activeprovs
Count of Active Providers

Section


Column
width30%

Image Added


Column
width70%

This visualization displays the number of Providers who have worked on at least 1 work order during the selected date range. By default, this chart displays this data over the past 365 days; use the all-inclusive filters along the top of the report to change the date range.

Clicking the number drills down into a list of all work orders and includes:

  • work order details such as Status, Trade, Category, and Location
  • work order completion date
  • NTE
  • Invoice Amount
  • Committed Spend

Clicking the tracking number navigates you the work order details page in Service Automation.


Anchor
toptenbubble
toptenbubble
Provider Analysis - Top 10 by Total Invoice Amount

Section


Column
width40%

This visualization enables you to spot any outliers among your provider invoicing. It clusters three-dimensional data for your top 10 Providers: Invoice Amount, Average Invoice Amount, and Number of Work Orders by Provider.

Info

Both voided work orders and work orders with an empty Status are excluded.

Each bubble represents a Provider — the more Work Orders for that Provider, the larger the size of the bubble. 

Hovering over a bubble lists the Total Invoice Amount for that Provider, the Provider name, the Average Invoice Amount, and the total Work Order Count. Clicking the bubble allows you to explore all underlying data, or filter by Trade, District, or Asset.

By default, this chart displays this data over the past 365 days; use the all-inclusive filters along the top of the report to change the date range. 


Column
width60%

Image Added


Anchor
provfeedbkrpt
provfeedbkrpt
Feedback Report 

Section


Column
width60%

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Column
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This visualization summarizes the number of work orders marked as Satisfactory or Unsatisfactory, as well as work orders with no feedback.

Info

Only work orders in the Completed, Completed/Confirmed, and Completed/Invoiced Statuses are included.

Hovering over the chart shows the number of work orders for the corresponding feedback result. Click a feedback result to drill down into all work orders with that result, or filter work orders by Region, Feedback, or Asset.

By default, this chart displays this data over the past 365 days; use the all-inclusive filters along the top of the report to change the date range. 


Anchor
toptentable
toptentable
Top 10 Providers by Total Invoice Amount

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This table helps you analyze your top 10 providers and their work order and invoice volume. For each Provider you will see:

Section


Column
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  • Work Order Count
  • Invoice Count
  • Average Invoice Amount


Column
width80%
  • Average Full Resolution Time (Days), calculated as the difference between the Work Order Completion Date and Work Order Call Date
  • Average Time on Site (Hours)
  • Invoice Amount

  • Average Time to Invoice (Days), calculated as the difference between the Invoice Posted Date and Work Order Completion Date



Info

Both voided work orders and work orders with an empty Status are excluded.

By default, this chart displays this data over the past 365 days; use the all-inclusive filters along the top of the report to change the date range. 

Clicking any of the data points will drill down further into the data, based on that header. To navigate to work order details, click either data under WO Count or Invoice Amount for that Provider. 

Anchor
srvlevelsbytrade
srvlevelsbytrade
Service Levels by Trade - Top 10 by WO Count

Section


Column
width40%

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width60%

This table shows the total Average Full Resolution Time (Days)and Average Time on Site (Hours) for the top 10 Trades, by work order volume. Work Orders in the Completed or Invoiced Statuses appear here.

Info

Both voided work orders and work orders with an empty Status are excluded.

Clicking on the Trade allows you to drill down into the data by Category or Tracking Number.

AnchorsrvlevelsbytradesrvlevelsbytradeService Levels by Trade - Top 10 by WO Count

able displaying Average Full Resolution Time (Days) (WO Completiondate - WO Calldate) and Average Hours on Site for top 10 Trades by the Number of Work Orders.

Info
Both voided work orders and work orders with an empty Status are excluded.

 Clicking a metric drills down into a list of all work orders and includes:

  • work order details such as Status, Trade, Category, and Location
  • work order completion date
  • NTE
  • Invoice Amount
  • Committed Spend

By default, this chart displays this data over the past 365 days; use the all-inclusive filters along the top of the report to change the date range. 


Anchor
invanalysisbytrade
invanalysisbytrade
Invoice Analysis by Trade - Top 10 Trades by

count of invoicestable displaying 

Count of Invoices


Section


Column
width60%

This table lists the Average Invoice Amount,

 total Number

 total number of Invoices, and total Invoice Amount

 for

 for the top 10 Trades by total Invoice Amount

. 

. Here, you can see where most of your facilities spend is allocated, by Trade.

Clicking on the Trade allows you to drill down into the data by Category or Tracking Number. Clicking other metrics allow you to either see all of the data or filter by Trade, District, or Asset.

Info

Voided work orders are excluded.

By default, this chart displays this data over the past 365 days; use the all-inclusive filters along the top of the report to change the date range. 


Column
width40%

Image Added



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