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  1. Eureka Process Template - Finance Dashboard

    image Eureka Process template financeImage Removedimage Eureka Process Financial DashboardImage Added
    This dashboard shows how your company measures against metrics like the EBIDTA and daily sales outstanding. The widgets on this dashboard are: 
    • MSP Coverage Ratio - This widget calculates the MSP Coverage Ratio using the formula: MRR/Expenses. 
    • EBIDTA Last  Month - This widget calculates and displays the EBITDA from the previous month. 
    • AR > 30 Days - This widget shows the account receiveable from more than 30 days.
    • DSO Last Month - This widget shows the Days Sales Outstanding from the last month.
    • DSO Current Year - This widget shows the Days Sales Outstanding for the current year.
    • Cash Generation Last Month - This widget shows the cash generation for the last month. 
    • Vendors Analysis - This table analyzes the vendors according to the amount in the current month and the average in the last five months, then compares the current to the average in the last five months. 

  2. Eureka Process Template - Service Delivery Dashboard

    image Eureka Process Service DeliveryImage Removedimage Eureka Process Service Delivery DashboardImage Added
    This dashboard shows how your company scores on metrics like response and resolution times. The widgets on this dashboard are:
    • Avg Resolution Time - This is the average time in resolving a ticket minus the time it was waiting. The average response time is in minutes. 
    • Avg Response Time - This is the average time in responding to a ticket. The average response time is in minutes.
    • Number of tickets greater than resolution time SLA but less than 7 days 
    • Number of tickets greater than response time SLA but less than 7 days
    • Number of tickets with over 2 labor hours spent  

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  1. On the Eureka Process Welcome Page, click Settings > Eureka Process Settings. 
    image Eureka Process settingsImage RemovedImage Added
  2. Click the Board | Queue dropdown and select the board or queue that you want to include in the data.
    Image Removedimage Eureka Process Settings FormImage Added
  3. Click the Excluded Company Name dropdown and select the company that needs to be excluded from the data. 
  4. Click Submit when done.