Documentations

Using the Direction dashboard

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As a manager/member of the management team, it is possible to use the "Management" dashboard to obtain aggregated indicators on the overall ServiceNav activity.

To do this, go to the "Overview" menu and click on "Dashboard Direction".

RPCDAF_Dashboard_1

It is divided into different zones

  • Follow-up of requestswhich incorporates
    • The ALS tracking donut requestsThis donut allows you to visualize the proportion of requests resolved within the deadlines, and the rate of respect of the SLA over the current month. This indicator will be alerted if the majority of requests are closed outside of the deadline.
      • This graph is clickable and displays the two blocks below
    • L'changing demands
      • open/closed applications per day, over 30 rolling days
    • The current applications
      • open requests, on all visible companies. It is possible to display the actions linked to each request, by clicking on "linked actions". It is possible to enter a request or action record by clicking on its code.
        • Emails are not displayed in related actions
  • The follow-up of the serviceswhich incorporates
    • The benefit tracking donutThis donut will be on alert if the majority of claims are on alert. This donut will be in alert if the claims in alert are in majority.
      • This graphic can be clicked and displays the list of services follow-up block
      • The business rule for benefit alerts is as follows: the most critical alert has priority (e.g. red + orange = red)

In addition, regarding lump-sum servicesprofitability also affects the colour code.

The rule is:

- OK - GREEN :
(End date > Current date+60d) AND (Profitability > 0)

- WARNING- ORANGE :
(If end date >= Today's date AND end date <= Today's date+60d) OR (Profitability = 0)

- DANGER-RED :
(If end date < current date) OR (Profitability < 0)

Profitability calculation

= (Sales price of the service - (Total effective time *number of participants*AverageWorkingHours)) / Sales price of the service

  • The follow-up list of servicesThis allows you to view the services of all visible clients.
    • the sorting is done by alert level (see table above)
    • It is possible, as with other lists of this type, to show/hide the columns or to export them to Excel, using the icons at the top right of the list.
    • The following filters are displayed 
      • On alert (red/orange)
      • In "Renewed", "In progress", "In renewal" status
      • If the technician's visibility is restricted, the box "Not visible technician" must not be checked
  • The donut equipment
  • The user services donut

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