What are we measuring: Time Range: All time - Work tickets in open status with an anticipated start date in the past through today divided by the number of active branches in your system.
Why are we measuring: Identify work that should have already been scheduled based on our anticipated start date. This prevents your company from possibly forgetting work that has been sold.
Scoring: 0-50, 51-100, 100+
Recreate Metric: Work Ticket Module – Filters: Status in Open, Anticipated Start Date through today
False Negative: Service schedules were never set for that occurrence number, this results in an anticipated start date for the first of the contract
Common Issues:
- Subcontractor tickets are overlooked to be scheduled until the vendor invoice is received
- Service Schedules are set causing all tickets to be for the first day of the contract until scheduled
- Contract is won but client ultimately decides no and the opportunity isn’t cleaned up
Practical:
- Set up service schedules
- Bulk change start dates on services that will occur in the future
Resources: