You can understand about Job Overview Analytics
Job overview analytics provides actionable insights to make informed decisions related to the jobs offered, and the different services offered within the job. Analytics on job overview plays a vital role in employee development and career growth, assessing productivity levels, and pinpointing areas for improvement.
Job overview analytics provides valuable insights for strategic decision-making. By analyzing job-related data, organizations can align job roles with business goals, identify areas for improvement, and make informed decisions about workforce planning and structure. It helps organizations optimize their talent management strategies, allocate resources effectively, and drive overall organizational success.
Job overview analytics has delivered the below KPIs and Insights:
| KPI | Insights |
| Job(s) by Job Status | A data table to know about the number of jobs that have been completed, proposed, in a work order, declined, canceled, hold, and generated for a specific period. |
| Revenue by Job Status | This KPI helps us by tracking the revenue for each job status. |
| All metrics | By tracking data related to total jobs, total services, break-even, OH cost, price, cost, and gross profit for the specified period. |
| Service Status Percentile |
This Pie chart helps to find the percentile of the service status. |
| Job Status Percentile |
This pie chart is the same as the service status percentile pie chart but here it considers the job status in percentile. |
| List of Jobs under Work Order |
A report on the jobs that are under work order along with their Id, customer, customer type, job name, salesperson, price, cost, and gross profit. |
| List of Jobs that are Completed |
A data grid that provides the information on the jobs that are completed along with the details same as the previous one, the Job ID, Job site, Salesperson, Price, Cost, and Gross profit. |
| List of Jobs that are Declined |
Using this report, you can find the list of jobs that have declined along with its parameters such as the Id, salesperson, Job site, Price, Cost, and Gross Profit. |
| List of Jobs that are Cancelled |
This Data table helps us get detailed information about the jobs that are canceled. |
| List of Jobs that are Hold |
This table gives us the details of the jobs that are on hold for the specified period. |
| Job Detail |
A necessary data grid to know about the job details such as the job offered, the salesperson, customer, price, cost, and profit details for a specified time period. |
| Job Service Detail |
A table of data that provides information about the different jobs offered along with the services that have been done in that particular job and with other information regarding the service name, service type, the crew, service status, break-even, OH cost, price, cost, and gross profit. |
Computed Fields
Here are the business constraints that are applied.
- All the Metrics are calculated for the applied date range filter.
- Only active Jobs are considered for computation.
Filters
Advanced filters provide the ability to drill down, slice & dice, and filter the dashboard to view the different insights.
Service Category → Customer → Job → Service → Salesperson → Job Status → Service Status → Show Renewal(s)
The Importance of Job Overview Analytics & Benefits
Job overview analytics enables organizations to understand the distribution of job roles and positions within their workforce. By analyzing data related to jobs, services, requirements, and responsibilities, organizations can align their workforce to meet business objectives effectively. It helps in identifying skill gaps, determining staffing needs, and optimizing the allocation of resources.
- By analyzing job-related data, organizations can identify factors that contribute to job satisfaction and engagement. It also helps in assessing workload, identifying areas for improvement in job design, and ensuring that employees have the necessary resources to perform their jobs effectively. By optimizing job roles and aligning them with the perfect crew, organizations can enhance job satisfaction and foster higher levels of employee engagement.
Top 5 ways that Job Overview Analytics can help to manage your operations better:
- Workload Balancing: Job overview analytics can help in identifying workload imbalances across job roles or departments. By analyzing metrics such as task distribution, average workload, and job completion rates, organizations can identify areas of overload or underutilization. This information helps in redistributing tasks and workload, ensuring a more balanced and efficient operation.
- Performance management: By analyzing job performance metrics, organizations can gain insights into individual and crew performance, it also helps in setting performance expectations, monitoring performance against key indicators, and identifying areas for improvement. This data-driven approach allows for more effective performance evaluations and targeted feedback, leading to enhanced overall performance management.
- Resource Allocation: Job overview analytics provides insights into the distribution of job roles and positions within the organization. By analyzing this data, organizations can identify areas where resources may be over or underutilized. This information helps in making informed decisions about resource allocation, ensuring that the right people are assigned to the right tasks at the right time, leading to improved operational effectiveness.
- Operational cost analysis: Job overview analytics provides insights into the cost associated with different jobs, by analyzing these data such as compensation, benefits, and job-related expenses, organizations can evaluate the cost-effectiveness of their operations. This analysis enables better decision-making regarding resource allocation, and operational budgeting, leading to better cost management.
- Process improvement: Job analysis provides insights into jobs and responsibilities, allowing organizations to identify areas for process improvement. By analyzing data related to job performance, task completion times, and customer feedback, organizations can identify bottlenecks, inefficiencies, or areas that require automation. This information enables organizations to streamline processes, enhance operational workflows, and improve overall productivity.