FSM - Analytics

Hello, and welcome to this training session. To start with we will understand why the Analytics Feature is important within FSM software.

The Analytics Feature in FSM software is essential for tracking performance, making data-driven decisions, improving customer satisfaction, managing finances, enabling predictive maintenance, and optimizing resource allocation.

In this video, we will explore FSM analytics. To access the FSM analytics dashboard, navigate to the menu, select "Analytics," and then click on "FSM."

The FSM analytics dashboard provides a comprehensive analytical overview of your field service management activities. Let’s dive into the features it offers.

First, the Technician Leaderboard lists all technicians, showing their total sales, average number of tickets, completed jobs, cancelled jobs, estimated job count, and closing ratio, which indicates the business generated by each technician. You can click on this report to access options such as focus mode, data export, table view, spotlight, and various sorting options.

Next is the Sales Chart, displaying monthly sales for the current year in blue and for the previous year in green. The chart also includes an orange line for the average tickets this year and a purple line for last year's average tickets. This chart offers options to export data, view it as a table, spotlight specific sections, and sort the axes.

The Estimate Conversion section shows total opportunities, conversion rates, sold amounts, and missed opportunities, providing a quick overview of your sales performance. This section also allows data export, table view, and spotlight features.

Following that is the Sales Chart, which details total sales and unpaid invoices. This includes a breakdown by customer type - commercial billing, regular, and COD- displayed in a donut chart.

The Average Ticket section details the average tickets generated, miscellaneous cost per job, labor cost per job, parts cost per job, and total cost per job.

The Weekly Average chart shows the average number of tickets generated on a weekly basis. The Heat Map provides a visual representation of job locations, highlighting places like "Hospital 2" and other sites where jobs were performed.

Lead Sources track leads generated from social media campaigns. The Marketing Campaigns section shows the total number of calls and the number of those calls converted into sales.

The Top Service Agreements chart displays the top five service agreements sold, indicating their popularity among your customers.

The Two-Year History graph provides a historical overview of your total sales, conversion count, completed count, and estimate count over the past two years.

Clicking on the next option reveals the Huddle Report, which summarizes your business's performance, including revenue generated week-to-date, last week, last month, and year-to-date, as well as the number of calls received, jobs completed, estimated jobs, cancellations, and job averages.

Further, the FSM Status Report shows work orders by number, job count, incomplete jobs, complaints, average cycle times, and estimated hours by technician. This report provides insight into incomplete jobs and estimated hours needed.

Lastly, the Work Order Status section displays the current job statuses in the system. Hovering over these statuses reveals the count, percentage, and other details for each status type.

The Hours Worked section compares the estimated hours technicians were supposed to work with the actual hours worked, offering a brief overview of the data through interactive icons.

This comprehensive FSM analytics dashboard equips you with detailed insights to manage and optimize your field service operations effectively.

Thank you for watching this training session. We hope this guide helps you efficiently use the Analytics feature in our FSM application. If you have any questions, feel free to reach out to our support team. Have a great day.