🧐 Discovery Dashboard

The Discovery dashboard allows you to establish trends within your facilities operations by comparing monthly data on work orders, invoices, and providers from the current year to that of the year prior. This dashboard empowers you to analyze your year-over-year facilities spending trends. You can also analyze the health of your facilities management operations by comparing data on recalls, feedback, committed spend, and provider performance.

Discovery is comprised of 4 main sections:

• Program Highlights allow you to focus on year-over-year data on Work Orders, Proposals, Invoice and Invoice Amounts, Full Resolution Time (FTR), and Active Locations.
• The Work Orders section allows you to view those created and completed, year over year, including data on Recalls and Feedback. You can also review year-over-year variance.
• Committed Spend vs Invoiced Amount vs. NTE helps you determine whether your operations are staying within budget.
• Variance data tables break down average invoices and invoice variances by Category and Trade. You can also see the top 5 Providers, changes in invoicing, and the active providers in your private network.

Program Highlights

Under Program Highlights, you can analyze information pertaining to:

The number listed above the label statistical components represents the corresponding figure for the “Selected Period” which is, again, one of the global filters found at the top of this dashboard.

Work Orders Created and Completed, Year Over Year

This group of visualizations compares work orders that were created or completed in the current year with the volume from last year, and the variance.

Here you will see:

• Work Orders Created This Period vs Same Period Last Year: side-by-side visualization and figures
• Work Orders Completed This Period vs Same Period Last Year: side-by-side visualization and figures
• WOs Lead/Lag %, Current Period vs Same Period Last Year: these figures show work order completion trends during the current and previous periods, calculated as (Completed Work Orders - Created Work Orders) ÷ All Created Work Orders.

Top 5 Locations by Variance

This table displays the Invoice Amount for Invoices posted during the current period and Invoice Amount Variance in % and $ between the current period and the previous one (top 5 Locations by Absolute Invoice Amount Variance).

• Variance in % is calculated as a difference between the current period Invoice Amount and the previous period Invoice Amount divided by the previous period Invoice Amount.
• Variance in $ is calculated as a difference between the current period Invoice Amount and the previous period Invoice Amount.

Should your company have a specific location that spends a particularly large amount, it can be easily identified using this visualization.

For these five locations, you can see the current Period’s Invoice Amount, the change in Invoice Amount with respect to the same period of the prior year, and the corresponding percentage of that dollar amount.

Committed Spend vs Invoiced Amounts and Year-Over-Year Invoice Comparisons

Recalls and Feedback

Here, you want to see a decrease in both the number of Recalls as well as Unsatisfactory Feedback, while you will want to see an increase in the quantity of excellent & satisfactory feedback.

Recalls consist of the following data points:

• the number of Recalled Work Orders for the current period (or selected period)
• the number of Recalled Work Orders Variance, and 
• the number of Recalled Work Orders Variance in % between the current period and last year.
• Variance in % is calculated as a difference between the current period Number of Work Orders and the previous period Number of Work Orders divided by the previous period Number of Work Orders.
• Variance (#) is calculated as a difference between the current period Number of Work Orders and the previous period Number of Work Orders.

Feedback Analysis consists of a similar structure as Recalls:

• The Excellent and Satisfactory metric is calculated as:
  • the number of Work Orders with Excellent and Satisfactory Feedback Results for the current period (or selected period),
  • the number of such Work Orders Variance, and 
  • the number of such Work Orders Variance in % between the current period and last year.
  • Variance in % is calculated as a difference between the current period Number of Work Orders and the previous period Number of Work Orders divided by the previous period Number of Work Orders.
  • Variance (#) is calculated as a difference between the current period Number of Work Orders and the previous period Number of Work Orders.

• The Unsatisfactory Feedback metric is calculated as:
  • the number of Work Orders with Unsatisfactory Feedback Results for the current period (or selected period),
  • the number of such Work Orders Variance, and 
  • the number of such Work Orders Variance in % between the current period and last year.

  • Variance in % is calculated as a difference between the current period Number of Work Orders and the previous period Number of Work Orders divided by the previous period Number of Work Orders.

  • Variance (#) is calculated as a difference between the current period Number of Work Orders and the previous period Number of Work Orders.

Top 5 Categories / Trades / Providers by Variance

• Top 5 Categories by Variance: This table shows the Average Invoice Amount for Invoices posted during current period and Average Invoice Amount Variance in % and $ between the current period and the previous one (top 5 Categories by Absolute Avg Invoice Variance).
  • Variance in % is calculated as a difference between the current period Average Invoice Amount and the previous period Average Invoice Amount divided by the previous period Average Invoice Amount.
  • Variance in $ is calculated as a difference between the current period Average Invoice Amount and the previous period Average Invoice Amount.
• Top 5 Trades by Variance: This table shows the Average Invoice Amount for Invoices posted during current period and Average Invoice Amount Variance in % and $ between the current period and the previous one (top 5 Trades by Absolute Avg Invoice Variance).
  • Variance in % is calculated as a difference between the current period Average Invoice Amount and the previous period Average Invoice Amount divided by the previous period Average Invoice Amount.
  • Variance in $ is calculated as a difference between the current period Average Invoice Amount and the previous period Average Invoice Amount.
• Top 5 Providers by Variance: This table displays the Invoice Amount for Invoices posted during current period, Invoice Amount Variance in % and $ between the current period and the previous one, Number of Work Orders for the Selected Period (current period), Number of Work Orders Variance and Number of Work Orders Variance in % between the current period and the previous one (top 5 Providers by Absolute Invoice Amount Variance).
  • Variance in % is calculated as a difference between the current period value and the previous period value divided by the previous period value.
  • Variance in $ is calculated as a difference between the current period value and the previous period value.
• Active Providers: This metric consists of Number of Providers for the Selected Period (current period), Number of Providers Variance and Number of Providers Variance in % between the current period and the previous one.
  • Variance in % is calculated as a difference between the current period Number of Providers and the previous period Number of Providers divided by the previous period Number of Providers.
  • Variance is calculated as a difference between the current period Number of Providers and the previous period Number of Providers.