The Repair KPI Comparison visualization shows how you and/or your technicians are performing on the Repair KPIs from one Client to the next. Seeing the data behind your company's performance by client helps you determine whether your team is complying in a way that is most beneficial for each client with respect to the volume of work assigned to you. This data helps you unearth questions your clients may be having in terms of your timeliness and performance, and it helps you in client conversations when it comes to evaluating rates and fees.
By default, the Comparisons show data for all clients (Subscribers) within the past 365 days. Those with a long list of clients can use the Subscribers filter in the all-inclusive filters along the top of the report to view by individual clients, different date ranges, or other criteria, as needed.
Here you will see:
the Repair Score, which is your overall KPI score,
the number of work orders assigned to your company over the past 365 days (or during the filtered time frame),
the percentages for each repair KPI, and
the Subscriber Name for each line item.
When you have less than 10 completed work orders in the past 12 months for a particular client, you will see “Needs more work orders” under theRepair Score instead of an overall Repair score.
Clients who have not dispatched work orders to you during the selected date range are filtered out of this visualization.
Drilling Down into the KPIs
Clicking a KPI drills down into the data, showing the list of work orders and other relevant information about that KPI. Clicking a tracking number from here navigates you to the Work Order Details in Service Automation.
Commonly Used Features
Below is a quick reference guide regarding tracking numbers in the Scorecard, filtering, sorting, downloading data, and sending reports.
Tracking Numbers in Analytics
Throughout the Contractor Scorecard, you can drill down into visualizations to see the underlying data. In most cases, the tracking numbers related to that data are listed. You can click the tracking number to navigate straight to the work order details in Service Automation.
On top of the report are all-inclusive filters to help you hone in on key data. All reports on the page are affected by the criteria set in these all-inclusive filters.
The filter criteria for each dashboard may differ. Filters reset to the default when the page is refreshed.
Click here to expand instructions on how to filter.
⦿ How to use Filters
Click the triangle next to Filters to show the criteria.
Select the desired criteria to include or exclude:
To Include criteria: select is equal to, contains, starts with, or ends with, and then begin typing the criteria in the picklist. Select the desired criteria (or multiple criteria) from the picklist.
To exclude criteria: select is not equal to, does not contain, does not start with, or does not end with.
Is null depicts the absence of data in a data set. Conversely, is not null depicts the presence of data
To include or exclude data without a certain data criteria — for example, to select data without a Region or District assigned in Service Automation — choose is blank / is not blank.
To add more options, click the plus sign (+) next to a field to add another option to the filter. The new option will appear as either an OR condition or an AND condition, depending on the type of filter option.
Once all criteria are selected, click Run in the top-right corner. The Dashboard report updates with the selected criteria.