Overview
The Overview dashboard gives a snapshot of various key performance indicators (KPIs) of the service organization. The dashboard provides you with a quick update on crew utilization, activity management, emergency and appointment response rate, and other details at various mobile worker hierarchy levels.
To access this dashboard:
1. Go to the Home page.
2. Select Dashboards > Mobile Workforce Analytics > Overview.
The dashboard includes the following dashboard pages. The data for current calendar year and month is displayed by default. You may modify the criteria per requirement.
Overview - KPI
The Overview - KPI dashboard page provides you with a quick update on the status of how the service organization is doing overall on its key performance indicators.
Utilization Rate
Property
Details
Description
This analysis shows the utilization rate (time spent working/total resource time) for the selected time period. The two views display data for month and year respectively.
Purpose
Business users can analyze the utilization rate which represents the wrench time of the service organization.
Representation
The gauge shows the percentage, using different colors to denote how the business users perceive the calculated result. The needle movement in the gauge towards yellow or red indicates a need to pay more attention on the productive/non-productive time. Hover over the gauge for specific values.
Note: The ranges for green, yellow, and red can be customized.
Drill Down
The gauge drills down to the Performance dashboard page for granular details.
Source Object
Crew Task Fact
OAS Subject Area
MWM - Crew Task
Metrics
Utilization Rate
Activity Completion Rate
Property
Details
Description
This analysis shows the activity completion rate (activities completed / total scheduled activities) for the selected time period. The two views display data for month and year respectively.
Purpose
Business users can analyze the rate at which activities are completed by the mobile workers.
Representation
The gauge shows the percentage, using different colors to denote how the business users perceive the calculated result. The needle movement in the gauge towards yellow or red indicates a need to pay more attention on the crew performance in completing the activities. Hover over the gauge for specific values.
Note: The ranges for green, yellow, and red can be customized.
Drill Down
The gauge drills down to the Activities Distribution dashboard page for more details.
Source Object
Field Activity Fact
OAS Subject Area
MWM - Field Activity
Metrics
Activity Completion Rate
First Pass Completion Rate
Property
Details
Description
This analysis shows the first pass completion rate (percentage of activity completion in first attempt from total completed activities) for the selected time period. The views display the data for the month and year respectively.
Purpose
Business users can analyze the success rate of activity completion attempts.
Representation
The gauge shows the percentage, using different colors to denote how the business users perceive the calculated result. The needle movement in the gauge towards yellow or red indicates a need to pay more attention on the completion attempts. Hover over the gauge for specific values.
Note: The ranges for green, yellow, and red can be customized.
Drill Down
The gauge drills down to the Multi-Attempt Activities dashboard page for more details.
Source Object
Field Activity Fact
OAS Subject Area
MWM - Field Activity
Metrics
First Pass Completion Rate
On Time Appointments Rate
Property
Details
Description
This analysis shows the on time appointment rate (percentage of appointments that were kept on time) for the selected time period. The views display the data for the month and year respectively.
Purpose
Business users can analyze if the mobile workers met the meeting appointments as per the schedule.
Representation
The gauge shows the percentage, using different colors to denote how the business users perceive the calculated result. The needle movement in the gauge towards yellow or red indicates a need to pay more attention because the mobile workers have been missing appointment time. Hover over the gauge for specific values.
Note: The ranges for green, yellow, and red can be customized.
Drill Down
The gauge drills down to the Missed Appointments dashboard page for more details.
Source Object
Field Activity Fact
OAS Subject Area
MWM - Field Activity
Metrics
On Time Appointments Rate
Overview - Crew
The Overview - Crew dashboard page provides a bird’s eye view of the service organization performance, punctuality, and effectiveness of travel distance estimation process.
Non Productive Time
Property
Details
Description
This analysis shows the non-productive time as a percentage of total time for all mobile workers or crews. The data is shown for the previous three months.
Purpose
Business users can get insight into the usage of crew time and identify any major difference when compared to the previous months.
Representation
The bar graph shows the non-productive time for the previous three months. The X-axis represents the calendar month. The Y-axis represents the percentage of non-productive time. Hover over the bars for specific values.
Drill Down
Click the graph bars to drill down to the Performance dashboard page for more details
Source Object
Crew Task Fact
OAS Subject Area
MWM - Crew Task
Metrics
Percentage of Non-Productive Time
% On Time Shifts
Property
Details
Description
This analysis shows the percentage of shifts on time (shifts which do not have either late logon or early log off). The data is shown for the previous three months.
Purpose
Business users can get insight into how the shifts are maintained over the previous three months. They can compare the percentages of on-time shifts with that of the previous months.
Representation
The gauge shows the percentage, using different colors to denote how the business users perceive the calculated result. The colors yellow or red indicate a need to pay more attention on the shifts that have either late logon or early log off. Hover over the bar for specific values.
Note: The ranges for green, yellow, and red can be customized.
Drill Down
The gauge drills down to the Shift Timeliness dashboard page for specific shift details.
Source Object
Completed Shift Fact
OAS Subject Area
MWM - Completed Shift
Metrics
Percentage of On-Time Shifts
Overtime
Property
Details
Description
This analysis shows overtime as a percentage of regular hours, for the previous three months.
Purpose
Business users can get insight into how the shifts are maintained over the previous three months. They can compare the percentages of each month with that of the previous months.
Representation
The gauge shows the percentage, using different colors to denote how the business users perceive the calculated result. The needle movement in the gauge towards yellow or red indicates a need to pay more attention to the crew utilization and work assignment. Hover over the gauge for specific values.
Note: The ranges for green, yellow, and red can be customized.
Drill Down
The gauge drills down to the Crew Overtime dashboard page for overtime details.
Source Object
Completed Shift Fact
OAS Subject Area
MWM - Completed Shift
Metrics
Overtime Percentage
Travel
Property
Details
Description
This analysis shows the estimated travel distance and actual travel distance for the previous three months.
Purpose
Business users can analyze the total miles that were estimated and the actual miles travelled by the crew. The analysis highlights mobile workers that are not following the recommended travel routes, and helps in planning the travel for other tasks and enhancing the estimation techniques.
Representation
The bar graph compares the estimated distance with that of the actual distance the mobile worker or crew traveled. The X-axis represents the month. The Y-axis represents the total distance. Hover over the bars for specific values.
Drill Down
The graph bars drill down to the Travel Distance dashboard page for specific travel distance details.
Source Object
Completed Shift Fact
OAS Subject Area
MWM - Completed Shift
Metrics
Estimated Total Travel Distance, Actual Total Travel Distance
Overview - Activities
The Overview - Activities dashboard page provides a bird’s eye view of the activities, appointments, emergencies, and their response times at various service area hierarchy levels.
Activities Scheduled and Completed
Property
Details
Description
This analysis shows the number of activities scheduled and completed in the previous three months.
Purpose
Business users can analyze the rate of receiving and completing the activities in each month, and also the status of activities.
Representation
The bar graph compares the scheduled activities with that of the completing activities. The X-axis represents the month. The Y-axis represents the number of activities. Hover over the bars for specific values.
Drill Down
The graph bars drill down to the Activities Distribution dashboard page for specific details.
Source Object
Field Activity Fact
OAS Subject Area
MWM - Field Activity
Metrics
Number of Scheduled Activities, Number of Completed Activities
Emergencies - % of Total Activities
Property
Details
Description
This analysis shows the number of emergencies handled in a month. The data is shown for the previous three months.
Purpose
Business users can analyze the emergency count over the last three months and identify the rate at various levels of service area hierarchy. They can also identify the number of emergencies in a month.
Representation
The gauge shows the percentage, using different colors to denote how the business users perceive the calculated result. The colors yellow or red indicate a higher level of emergency activities, and need to pay more attention to the emergencies coming up during the shifts. Hover over the bar for specific values.
Note: The ranges for green, yellow, and red can be customized.
Drill Down
The gauge drills down to the Daily Emergencies dashboard page for specific details.
Source Object
Field Activity Fact
OAS Subject Area
MWM - Field Activity
Metrics
Percentage of Emergency Activities
Emergencies - Missed Response Time Target
Property
Details
Description
This analysis shows the percentage of emergencies that missed service level agreement (SLA) for a specific activity type. The data is shown for the previous three months.
Purpose
Business users can analyze why the emergencies missed the SLA. They can identify the reason and also compare the numbers with previous months.
Representation
The bar graph shows the emergencies that missed the target time. The X-axis represents the month. The Y-axis represents the percentage of missed emergencies. Hover over the bars for specific values.
Drill Down
The bar gauge drills down to the Emergency Response Analysis dashboard page for specific details.
Source Object
Field Activity Fact
OAS Subject Area
MWM - Field Activity
Metrics
Percentage of emergencies that missed SLA
Average Appointment Close Rate
Property
Details
Description
This analysis shows the appointment close rate (percentage of total scheduled appointments which were closed) for the previous three months.
Purpose
Business users can analyze the rate at which scheduled appointments were met and closed. Higher percentages will mean more and more appointments are met on time.
Representation
The gauge shows the percentage, using different colors to denote how the business users perceive the calculated result. The needle movement in the gauge towards yellow or red indicates that appointments are missed, and need to pay more attention on the crew appointment management. Hover over the gauge for specific values.
Note: The ranges for green, yellow, and red can be customized.
Drill Down
The gauge drills down to the Appointments dashboard page for specific details.
Source Object
Field Activity Fact
OAS Subject Area
MWM - Field Activity
Metrics
Average Appointment Close Rate