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Team Utilization Dashboards Sample View
Dashboard Information
Dashboard Name |
|---|
Description |
|---|
| Summary |
| The Summary dashboard |
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| shows the monthly trend of Utilization, Realization, and Billable Utilization. Users can also customize the KPIs widgets to show specific date-team combinations through the available slicers: Location, Business Unit, Team, Technician, Date Range. | |
| Comparison | This dashboard gives a breakdown of KPIs on a per technician level to allow users to compare the performance of specific people/teams. Also, there are widgets showing Realized Hours per Work Category. |
| Compare Periods | |
| Compare Teams | |
| Work Category | This dashboard shows recorded hours by each Work Category and Business Unit on a per team/technician level. |
| Non Billable Time | This dashboard gives a complete breakdown of time entries tagged as Do Not Bill or No Charge on a per team, technician, customer level. |
| Daily Time Span | This dashboard shows a comparison between the computed Total Daily Span and Total Labor Hours of selected teams/technicians. |
| Daily Chart | This dashboard shows the daily average and trend for the following KPIs: Utilization, Realization, Billable Utilization, Do Not Bill, and No Charge |
| Weekly Chart | This dashboard shows the weekly average and trend for the following KPIs: Utilization, Realization, Billable Utilization, Do Not Bill, and No Charge |
| Non Business Hours | This dashboard gives a breakdown of Time Entries under Non-Business Hours on a per technician and date entry level. |
Widgets Information
| Link Dashboard | Widget Name | Type | Description |
|---|
| Simplesat CSAT | CSAT Score - Current Month | Card Number | A card number displaying the CSAT score in % |
| Positive Ratings - Past 12 Months | Card Number | A card number displaying the total number of positive ratings | |
| Neutral Ratings - Past 12 Months | Card Number | A card number displaying the total number of neutral ratings | |
| Negative Ratings - Past 12 Months | Card Number | A card number displaying the total number of negative ratings | |
| Sentiment Breakdown - Past 12 Months | Pie Chart | A pie chart showing % of positive, neutral, and negative ratings | |
| Ratings Over Time (Weekly) - Past 12 Months | Column Chart | A bar chart showing levels of each sentiment across previous weeks | |
| CSAT by Team Member | Grid | A table showing CSAT scores per team member in ascending order | |
| CSAT by Company | Grid | A table showing CSAT scores per company in ascending order | |
| Feedback Stream - Full | Grid | A table showing complete information of each feedback received | |
| Simplesat NPS | Overall Net Promoter Score | Card Number | A card number displaying the NPS score |
| Positive Ratings - Past 12 Months | Card Number | A card number displaying the total number of positive ratings | |
| Neutral Ratings - Past 12 Months | Card Number | A card number displaying the total number of neutral ratings | |
| Negative Ratings - Past 12 Months | Card Number | A card number displaying the total number of negative ratings | |
| Sentiment Breakdown - Past 12 Months | Pie Chart | A pie chart showing % of positive, neutral, and negative ratings | |
| Ratings Over Time (Weekly) - Past 12 Months | Column Chart | A bar chart showing levels of each sentiment across previous weeks | |
| NPS by Company | Grid | A table showing NPS scores per company in ascending order | |
| NPS by Customer | Grid | A table showing NPS scores per customer in ascending order | |
| Feedback Stream - Full | Grid | A table showing complete information of each feedback received | |
| Simplesat CSAT Last 90 Days | Average CSAT Score - Current Month | Progress Tracker | A progress tracker displaying the average CSAT score in the current month |
| Average CSAT Score - Previous Month | Progress Tracker | A progress tracker displaying the average CSAT score from the previous month |
| Average CSAT Score - Last 90 Days | Progress Tracker | A progress tracker displaying the average CSAT score for the previous month |
| CSAT Score Last 90 Days | Card Number | A progress tracker displaying the average CSAT score for the previous month |
| Line Chart - Sentiment | Line Chart | A progress tracker displaying the average CSAT score for the last 90 days |
| Customer Satisfaction Summary | Grid | A table showing complete information of each ratings from customers |
| Weekly Client Feedback | Pie Chart | A pie chart showing % of positive and negative feedback for the week |
Widgets Information
Overview
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