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Maintenance KPI Trends Dashboard

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Maintenance KPI Trends Dashboard in Contractor Scorecard 2.0 shows how providers are performing over a longer period of time on primary category maintenance work orders. The default setting is 36 months. The KPIs and calculations have remained the same, but we've given it a brand new look like the rest of Contractor Scorecard 2.0. View how your entire network is trending or filter in to a trade, location, geographic area, or a specific provider(s).

Navigating the Maintenance KPI Trends Dashboard

  1. Filters
  2. Score and Trendline
  3. Maintenance Score Calculations

Filters

Refine and deepen your insights by filtering for specific provider(s), priorities, trades, geographic area, date range, location, and brand/company name.

  • Provider Name: You can filter for a singular provider for a review or compare several providers.

  • Primary Trade: Search for providers by one trade or several similar trades to get insight on trade specific performance.

  • Primary Priority: Look at scores associated with work orders of the same priority.

  • State: View providers by state(s).

  • Market (US): Search for providers in Core Based Statistical Areas (CBSA). CBSAs are geographic regions defined by the US Office of Management and Budget that are anchored around urban centers of 10,000+ people along with adjacent counties that have strong social and economic ties to the urban center. This allows you to get a true comparison of provider performance, particularly around cost and speed, as the environment is more similar in that area. For example, if you compared cost for providers in Dallas, TX, you get a more accurate picture comparing them amongst each other than if you compared Dallas providers to Fredericksburg, TX providers.

  • Work Completion Date: Default state is 36 complete months. You can filter to whatever date range suits your purpose. You can not go beyond 36 months.

  • Location: Filter for work performed at certain locations.

  • Location Note Headers: Use this to filter out certain locations to keep from skewing data.

  • Location Note Value: Use this to filter out certain locations to keep from skewing data.

  • Company Name: Filter for certain companies in your portfolio.
  • Brand: Filter for certain brands in your portfolio.

Score and Trendline

⦿ How to View Work Orders Attached to Scores

Score

  1. Click on the score on the KPI you would like to drill into and a window will pop up. 
  2. Choose from:
    1. All - Shows both Compliant and Non-Compliant work orders
    2. Compliant - Shows only Compliant work orders
    3. Non-Compliant - Shows only Non-Compliant work orders.

Trendline

  1. Click on the data point on the trendline you would like to drill into and a window will pop up.
     
  2. Choose from:
    1. All - Shows both Compliant and Non-Compliant work orders
    2. Compliant - Shows only Compliant work orders
    3. Non-Compliant - Shows only Non-Compliant work orders.

Maintenance Score Calculations

KPIDefinition How it's Scored
Check-in CompliancePercentage of completed work orders that have both a check-in and a check-out entry, with a minimum check-in time of 10 minutes.

# of Compliant Work Orders / Total Work Orders.

Ex: 70 Compliant Work Orders / 100 total work orders = 70% Score

Schedule Date Entry ConfirmationPercentage of work orders where the scheduled date was updated by the service provider to indicate when the work will be performed (applicable only to Planned Maintenance work orders generated in bulk and with an expiration date).

# of Compliant Work Orders / Total Work Orders.

Ex: 70 Compliant Work Orders / 100 total work orders = 70% Score

Scheduled Work Orders CompletedPercentage of work orders that were completed by the service provider before the expiration date of the work order.

# of Compliant Work Orders / Total Work Orders.

Ex: 70 Compliant Work Orders / 100 total work orders = 70% Score

Overall ScoreSum of all KPI Scores divided by number of eligible KPIs.Check in Compliance Score +
Schedule Date Entry Confirmation Score +
Scheduled Work Orders Completed Score / 3 = % Overall Score
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