Overservicing Dashboard

Modified on Tue, 09 Jan 2024 at 09:28 AM

This dashboard gives you insight into how your much time is being spent in client projects versus what has been budgeted for in a selected period. This allows you to identify if you are under/overservicing clients.

How to access this report:

  • Navigate to Analytics>Dashboards>Overservicing


  1. Filters. Filter by Company or Period. Default is current month to date.

  2. Average overservicing hours and value. Displays the average of overservicing hours and corresponding overservicing value per client based on the added filters. Negative values indicate underservicing and positive indicates overservicing

  3. Dashboard showing under/over budget
    Displays under budget / over budget value per client. Click on either legend to show/hide

  4. Client and Job Owner overservicing breakdown. This displays the amount of hours and equivalent value of overservicing per client or per job owner (either positive or negative)

  5. Breakdown of hours per client job/project including estimates vs actuals and overservicing values.
    Completion Rate is set manually on the job/project
    Use the toggle to switch between currency values or time values

Examples of how Overservicing is calculated:

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article