KPI and Insight Screen – Completed Labor Efficiency View
  • 26 May 2023
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KPI and Insight Screen – Completed Labor Efficiency View

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Article summary

The Completed Labor Efficiency KPI depicted below shows management how hours have been spent providing services compared to hours budgeted on work tickets and/or hours scheduled for visits.

The Completed Labor Efficiency view of the KPI screen shown above allows the user to define the information represented on the Completed Labor Efficiency KPI Chart which is shown below. 

The Client Management KPI Chart shows up to three lines representing:

  • Budget – Each month, the Budget line shows the number of hours estimated for the work tickets completed during that month.
  • Schedule – Each month, the Schedule line shows the number of hours scheduled on visits for the work tickets completed during that month.
  • Actual – In each month, the Actual line shows the number of hours spent on work tickets completed during that month.

The different lines on the chart can be toggled off and on by clicking on the labels in the legend below the line chart. Hovering over the data points on the chart display popups showing additional detail as follows:

Hovering Over…Shows…
Data point on Budget line
  • Hours budgeted during the estimating process for work tickets completed in the month.
  • Percent of the actual hours spent in the same month.
    Calculation: budgeted (estimated) hours / actual hours
Data point on Schedule line
  • Hours scheduled for work ticket visits completed in the month.
  • Percent of the actual hours spent in the same month.
    Calculation: scheduled hours / actual hours
Data point on Actuals line

Hours spent on work tickets completed in the month.

The opportunities whose values are represented by the Completed Labor Efficiency KPI Chart are further refined by the selections made on the Completed Labor Efficiency view of the KPI screen as described in the table below.

Screen ElementDescription
KPI TypeWhen creating a new KPI element for display, this field allows the user to choose one of the six KPI types and determines which view is used for accepting KPI parameters. When editing an existing KPI element, this field is read-only.
KPI NameAllows the user to specify the name of the KPI element displayed in the Home page's KPI section.
Start Date and End DateThese two fields allow the user to specify a period to be represented on the forecast. The period is specified by a start month and an inclusive end month. It may be common to specify a range of January through December of a certain year; however, any time range shorter or longer than a year can be specified. The time range determines which months are represented on the chart.
BranchAllows the user to specify the branch(es) for which work tickets will be included when calculating displayed hours. If no branch is selected, work tickets for all branches will be considered.
DivisionAllows the user to specify the division(s) for which work tickets will be included when calculating displayed hours. If no division is selected, work tickets for all divisions will be considered.

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