It is critical to track specific KPIs and stay on top of the various metrics that are needed for any organisation to effectively track the performance of every aspect of their field force. To make the managers and the rest of the organisation highly effective we offer over 30 difference reports on the dashboard to ensure that there is a high degree of visibility into the performance of the workforce.
OOB Dashboards & Reports
Key Performance Indicators (KPIs), dashboards, and reports are crucial components for monitoring and managing field force operations effectively. They provide insights into performance, productivity, and areas that may require attention.
Here are some essential KPIs, along with suggestions for dashboards and reports tailored to field force operations
Key Performance Indicators (KPI)
Percentage of assigned tasks completed within a specified timeframe
Average time taken to respond to customer requests or service calls
Percentage of tasks resolved on the first visit or attempt
Average time spent traveling between tasks or locations compared to total working hours
Customer feedback scores reflecting satisfaction with field service interactions
Number of pending work orders or tasks awaiting completion
Rate at which inventory is used and replenished within a given period
Time equipment or assets are not operational, affecting field activities
Percentage improvement in travel efficiency due to optimized routes
Percentage of working hours spent on billable tasks or productive activities
Dashboard
Provides a snapshot of task completion rates, pending tasks, and overdue tasks
Displays key metrics on employee utilization, travel time, and tasks completed
Aggregates customer satisfaction scores and feedback for quick assessment
Tracks inventory levels, order status, and stock turnover
Illustrates the effectiveness of route optimization strategies and travel time metrics
Reports
Details task completion rates, response times, and first-time fix rates
Summarizes customer satisfaction scores and feedback comments
Breaks down inventory turnover, stock levels, and order history
Analyzes travel time efficiency, route deviations, and suggestions for improvement
Provides insights into pending work orders and reasons for delays
Lists training completion rates, certifications, and upcoming training requirements
Regularly reviewing KPIs, dashboards, and reports enables organizations to make data-driven decisions, identify areas for improvement, and optimize field force operations for increased efficiency and customer satisfaction.