Purpose of the Report
The Job KPI's dashboard provides a high-level operational overview of key job performance indicators across the organisation. It consolidates job statistics, operational KPIs, and job distribution metrics into a single dashboard, enabling users to monitor workload, job progression, priority trends, and overall operational performance.
The dashboard is divided into two pages:
Job KPI's – Focuses on job-related KPIs, including job state, priority, cost codes, and root cause analysis.
All KPI's – Provides a broader operational overview by combining job KPIs with additional business metrics such as hire contracts, purchase orders, equipment safety, and site downtime.
Together, these pages provide management with an executive-level view of operational performance while allowing users to identify trends, bottlenecks, and areas requiring attention.
How to Access the Dashboard
From the main navigation menu, select the Self Service module.
Open the All Standard Dashboards folder.
Locate Job KPI's.
Click Preview to open the dashboard.
Apply any desired filters. The dashboard will automatically refresh based on the selected filter values.
Dashboard Overview
The dashboard contains two pages:
Page 1 – Job KPI's
Provides an overview of job performance using key job state indicators, workload distribution, priorities, root causes, and job cost codes.
Page 2 – All KPI's
Provides a consolidated operational dashboard containing both job-related KPIs and wider business performance indicators, giving management a comprehensive operational snapshot.
Job KPI's
Dashboard Filters & Descriptions
Issued Date Range
Type: Date range selector
Description: Filters the dashboard using the job issued date, allowing users to analyse KPIs for a selected reporting period.
KPI Indicators
Cancelled
Displays the distinct count of jobs that have been cancelled.
Applied Filter - Job State = Cancelled
All Open Jobs
Displays the total number of open jobs.
Applied Filters
Job State = Issued
Job State = Unissued
Unissued
Displays jobs awaiting engineer assignment.
Applied Filter - Job State = Unissued
Issued
Displays jobs that have been issued to engineers.
Applied Filter - Job State = Issued
All Completed
Displays the total number of completed operational jobs.
Applied Filters
Job State = Completed
Job State = Submitted
Job State = Invoiced
Completed
Displays jobs currently in the Completed state.
Applied Filter - Job State = Completed
Submitted
Displays completed jobs awaiting invoicing or final processing.
Applied Filter - Job State = Submitted
Invoiced
Displays jobs that have been successfully invoiced.
Applied Filter - Job State = Invoiced
Other
Displays jobs that do not belong to the primary operational job states.
Applied Filter - Job State is not:
Issued
Unissued
Completed
Submitted
Invoiced
Cancelled
Treemap – Job Distribution by State
Displays the proportion of jobs across each job state.
How It Works
Values: Distinct Count of Jobs
Details: Job State
This treemap provides a quick visual summary of the organisation's current workload distribution.
Pie Chart – State vs Priority
Displays how job priorities are distributed across each job state.
How It Works
Values: Distinct Count of Jobs
Legend: Job State
Trellis Columns: Priority
This chart enables users to compare job states across different priority levels.
Stacked Column Chart – Jobs by State vs Priority
Displays the relationship between job states and priorities.
How It Works
Values: Distinct Count of Jobs
Category Axis: Job State
Legend: Priority
Sort Order
Job states are displayed in the following order:
Cancelled
Issued
Completed
Submitted
Invoiced
Unissued
Treemap – Jobs by Cost Code
Displays the distribution of jobs across job cost codes.
How It Works
Values: Distinct Count of Jobs
Details: Job Cost Code
This visual helps identify which cost codes generate the highest workload.
Treemap – Jobs by Root Cause
Displays the distribution of repair jobs by root cause.
How It Works
Values: Distinct Count of Jobs
Details: Root Cause
This visual assists in identifying recurring operational issues.
Treemap – Jobs by Priority
Displays the distribution of jobs by priority level.
How It Works
Values: Distinct Count of Jobs
Details: Priority
This allows users to understand the overall balance of urgent versus routine work.
All KPI's
Dashboard Filters & Descriptions
Date Range
Type: Date range selector
Description: Filters all KPIs and visualisations using the selected reporting period.
KPI Kanban
Displays a summary of job volumes grouped by job state.
How It Works
Values: Distinct Count of Job Numbers
Category: Job State
The KPI Kanban provides a quick overview of the distribution of jobs across all job states.
KPI Indicators
Cancelled
Displays cancelled jobs.
Applied Filter - Job State = Cancelled
Issued
Displays issued jobs.
Applied Filter - Job State = Issued
Site Downtime
Displays the overall site downtime recorded during the selected reporting period, helping users monitor operational impact caused by equipment or service interruptions.
All Open Jobs
Displays the combined total of issued and unissued jobs.
Applied Filters
Issued
Unissued
All Completed
Displays completed operational jobs.
Applied Filters
Completed
Submitted
Invoiced
Closed Tasks
Displays the total number of completed tasks.
Applied Filter - Job State = Completed
Suspended Hire Contracts
Displays the total number of hire contracts currently in a suspended status.
Hire Equipment Over Predicted Hours
Displays the number of hire assets that have exceeded their predicted operating hours, helping identify equipment that may require servicing or review.
Open Breakdowns
Displays the number of active breakdown jobs.
Applied Filter - Priority = Breakdown
Expiring Order References
Displays the number of order references approaching expiry, allowing users to take action before they expire.
Delayed Overdue Skipped
Displays jobs or activities that are delayed, overdue, or have been skipped according to system rules, helping identify operational exceptions requiring attention.
Equipment Not Safe For Use
Displays the number of equipment assets currently marked as unsafe for operation.
Invoiced
Displays invoiced jobs.
Applied Filter - Job State = Invoiced
Completed
Displays completed jobs.
Applied Filter - Job State = Completed
Total Open Purchase Orders
Displays the number of purchase orders that remain open.
Applied Filter - Order Status <> Closed
Unissued
Displays unissued jobs.
Applied Filter - Job State = Unissued
Submitted
Displays submitted jobs.
Applied Filter - Job State = Submitted
Other
Displays jobs outside the primary operational job states.
Applied Filter - Job State is not:
Issued
Unissued
Completed
Submitted
Invoiced
Cancelled
Treemap – Jobs by Cost Code
Displays the distribution of jobs across job cost codes.
How It Works
Values: Distinct Count of Jobs
Details: Job Cost Code
Treemap – Jobs by Priority
Displays the distribution of jobs across priority levels.
How It Works
Values: Distinct Count of Jobs
Details: Priority
Treemap – Jobs by Root Cause
Displays recurring job root causes.
How It Works
Values: Distinct Count of Jobs
Details: Root Cause
Treemap – Number of Jobs by Job State
Displays the distribution of jobs across all job states.
How It Works
Values: Distinct Count of Jobs
Details: Job State
This visual provides an immediate overview of the current operational workload.
Final Remarks
The Job KPI's dashboard serves as a comprehensive operational performance dashboard, bringing together key job statistics and wider business KPIs into a single reporting solution. By monitoring job states, workload distribution, priorities, root causes, operational exceptions, and business metrics, users can quickly assess the overall health of day-to-day operations.
Regular use of this dashboard enables managers to identify bottlenecks, monitor workload trends, track operational performance, and respond proactively to issues affecting service delivery. Whether reviewing current job activity or broader business indicators, the dashboard provides valuable insights that support informed decision-making and continuous operational improvement.