You can understand about Service Overview Analytics
Analyzing service overview analytics involves capturing, processing, and evaluating data from the service system's operation to enhance, expand, and personalize services for the benefit of both providers and customers.
The service overview dashboard offers a comprehensive view of invoiced, scheduled, and completed services, including any discounts applied, allowing customers to easily access information on available services and their advantages.
Additionally, focusing on key performance indicators (KPIs) can help streamline service management, optimize processes, and delve deeper into service analysis.
Service Overview analytics is designed to present below KPIs and Insights
| KPI | Insights |
| All Metrics | It helps to understand all the service statuses and the number of services in each stage. |
| Total No.of services by Service Type | Understand the total number of services by their type. |
| Total No.of services by Service Status | Understand the total number of services by their status. |
| Service Over Time | Understand the total services that have been created over a specified period. |
| Completed Services | A data grid to provide information regarding the completed services along with the customer, job, salesperson, service, crew, and revenue details. |
| Top 10 services offered with Maximum Discount | Understand the Top 10 services by maximum discount. This will help you to analyze the top 10 services offered with the maximum discount for a certain period. |
| Invoiced Services | A data grid to provide information regarding the Invoiced services along with the customer, job, salesperson, service, crew, and revenue details. |
| Scheduled Services | A data grid to provide information regarding the Scheduled services along with the customer, job, salesperson, service, crew, and revenue detail. |
| Service Summary Report | Report of the total services that have been offered for the specified period of time, along with its other attributes such as the Service name, revenue generated, the cost, profit, profit in percentage, and the status of the service, whether it is scheduled, or invoiced or completed. |
Computed Fields
Here are the business constraints that are applied.
- All the Metrics are calculated for the applied date range filter.
Filters
Using filters you can analyze by applying various search criteria, here are the available filters:
Service Category → Job → Service → Job Status → Service Status → Service Type → Salesperson → Crew → Renewal → District → Class
Importance of having Service Overview Analytics
- Service overview analytics dashboard helps you to gain insights about the different services provided along with the other parameters such as the revenue earned, and the salesperson who handled it in the form of a visual presentation.
- The filters enable greater visibility into your service data, they help you slice your data based on the time range and also for variables such as service category type, job name, service name, job status, service status, service type, salesperson, crew, renewal, district, and class.
- The more summarized data table improves your knowledge of the services that have been invoiced, scheduled, and even completed, along with the supporting parameters, this data table allows you to easily download the data grid, and so you can also extract the data that you require using the filter provided by the report.
Top 7 reasons why you would need Service Overview Analytics for your Organization
- Performance measurement: Service overview analytics allows organizations to measure and evaluate the efficiency and effectiveness of the services based on data-driven decisions.
- Customer insights: Service overview analytics provides valuable insights into customer behavior, preferences, and needs. By analyzing customer interactions, organizations can uncover patterns, trends, and pain points that impact customer satisfaction.
- Resource optimization: Analyzing service data allows organizations to optimize resource allocation and utilization. By understanding the volume and types of service requests, organizations can allocate resources effectively, balance workloads, and ensure the right skill sets are available to address customer needs. Efficient resource allocation improves productivity, reduces costs, and enhances customer satisfaction.
- Predictive analysis: Service overview analytics allow you to anticipate service demand and customer needs, identify potential service issues, and take proactive steps to prevent problems before they arise, this approach enhances service quality and reduces customer dissatisfaction.
- Continuous Improvement: By regularly monitoring and analyzing service data, you can identify improvement opportunities, track the effectiveness of implemented changes, and drive ongoing enhancements. Service overview analytics provide insights into the impact of process improvements, service upgrades, or new initiatives, helping you make informed decisions and continuously enhance your services, to lead sustainable business growth.
- Determine who in your organization is best equipped to manage the Services. Establish your Service management timeline, figure out when you want to start it, and why you want to start at that timeline. And make sure that your timeline matches very specific reasons for your business.
- Maintain clear communication with your team and ensure proper visibility. Also, use Service Overview success software to track those Service opportunities. This will help you be aware of each step your Service takes.