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
Breakdown:
- Filters: Filter by Company or Period. Default is current month to date.
- Average over-servicing hours and value: Displays the average of over-servicing hours and corresponding over-servicing value per client based on the added filters. Negative values indicate under-servicing and positive indicates over-servicing.
- Dashboard showing under/over budget
Displays under budget / over budget value per client. Click on either legend to show/hide.
- Client and Job Owner over-servicing breakdown: This displays the amount of hours and equivalent value of over-servicing per client or per job owner (either positive or negative).
- Breakdown of hours per client job/project including estimates vs actuals and over-servicing values.
Completion Rate is set manually on the job/project.
Use the toggle to switch between currency values or time values.
Examples of how over-servicing 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
Feedback sent
We appreciate your effort and will try to fix the article