Job Performance Dashboard

The Job Performance Dashboard serves to visualise jobs profile and productivity to help you understand how they are performing, enabling them to take any necessary action.

The Job Performance Dashboard respects user-specific restrictions, ensuring access aligns with configured permissions. For example if a user can only see a certain group of resource, this will be reflected in the dashboard results.

To access the data visualisation dashboards, you will need to be granted permission. To learn how to grant or revoke access, see the article Business Intelligence Dashboards – BigChange Help Centre.

Jobs Completed Over Time (Monthly)

Visualisation: An vertical bar chart displaying the number of jobs completed over a specified period of time, split by month. You will be able to see patterns and trends in the number of jobs completed each month, and drill-down to further analyse the data on a specific day.

By selecting a specific day within the chart (first select a month, and then select a specific end date on the following chart), you can drill-down into the data, which will include the following data fields:

- - Job Reference
  - Contact Name
  - Contact Reference
  - Parent Contact
  - Contact Group
  - Resource Name
  - Vehicle Registration
  - Category
  - Type
  - Flag
  - Status
  - Status Comment
  - Is Invoiced
  - Created At
  - Due At
  - Planned Start At
  - Planned End At
  - Status On The Way At
  - Actual Start At
  - Actual End At
  - Actual Duration In Minutes
  - Driving Distance Km
  - Driving Distance Mi

Job Success Rate

Visualisation: Ring chart showing percentage of successful job completions versus completions with issues of the total number of jobs completed over a specified period of time. You will be able to see the job success rate, and drill-down to further analyse jobs completed with issues.

By selecting a section within the chart, you can drill-down into the data, which will include the following data fields:

- - Job Reference
  - Contact Name
  - Contact Reference
  - Parent Contact
  - Contact Group
  - Resource Name
  - Vehicle Registration
  - Category
  - Type
  - Flag
  - Status
  - Status Comment
  - Is Invoiced
  - Created At
  - Due At
  - Planned Start At
  - Planned End At
  - Status On The Way At
  - Actual Start At
  - Actual End At
  - Actual Duration In Minutes
  - Driving Distance Km
  - Driving Distance Mi

Planned Job Hours

Visualisation: Numerical value showing the total and average number of planned hours consumed by jobs, split into Job hours and driving hours.

Actual Jobs Hours

Visualisation: Numerical value showing the total and average number of actual hours consumed by jobs, split into Job hours and driving hours. Using this data, you will be able to assess planned time versus actual time consumed, helping to plan and allocate the optimum time for jobs.

Jobs by Location (Top 20)

Visualisatiion: Dot map plotting the top 20 locations where most jobs are completed, helping you understand the geographical demand for jobs and potential highlight opportunities for improvement and growth.

As a parent chart, you can filter the whole dashboard view by selecting a location on the map.

Top Performers (Contact, Parent Contact, Job Type, Resources)

Visualisation: Data grid showing the total number of completed jobs, including the number that were successfully completed, those completed with issues and the success rate percentage. The data can be re-sorted by selecting the column headers, enabling you to identify your highest and lowest performing jobs. By using the hyperlinks, the data grid can display job performance data for Contacts, Parent Contacts, Job Types and Resources.

As a parent chart, you can filter the whole dashboard view by selecting either a Contact, Parent Contact, Job Type or Resource from the data grid.

Dashboard Global Filters

Dashboard global filters work in a cascading order from top to bottom, meaning that selections made in higher filters affect the options available in the filters below. For instance, if you have a Date Filter at the top and a Parent Contact Filter below it, choosing a date range will update the Parent Contact Filter to show only parent contacts relevant to that date range. If there is another filter, such as a Contact Filter, beneath the Parent Contact Filter, it will further narrow down the options to only those contacts that match both the selected date range and the chosen parent contacts. Think of the filters as a funnel: the top filter sets the broadest criteria, and each subsequent filter narrows down the data further based on previous selections.

Job Type Name – Multi selectable, defaults to all.
Job Category Name - Multi selectable, defaults to all.
Job Flag - Multi selectable, defaults to all.
Default Date Range – Select from a list of existing date ranges.
Actual End Date – Enter custom date range using the From and To fields.

If the custom date is within the range of the actual end date range filter, the dashboard will only show the data pertaining to the custom dates entered. If the custom date is before the actual end date range filter, dashboard will not show any data as the two filters have contradicting values. In this case, one of the filters must be cleared.

Resource Group – Multi selectable, default to all.
Resource – Multi selectable, defaults to all.
Contact Group – Multi selectable, defaults to all.
Contact Name (child contact) – Multi selectable, defaults to all.
Parent Contact – Displays immediate parent of the child contact filter, Multi selectable, defaults to all.