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Resource Management Dashboard
Monitor resource utilization, performance efficiency, and burnout risk. You can compare individual metrics against team and organizational benchmarks.
To refine your view, select from the filters and review the high-level statistics. In the charts, you can see technician use over time, appointments that can't be completed, and the average resource travel time and distance. Lastly, drill into details for each service resource.
| KPI | CALCULATION |
|---|---|
| Total Active Resources | Total number of service resources with an Active status. |
| Average Technician Utilization (%) | Percentage of hours that resources work out of their total available hours. |
| Average Travel Time (Hours) | Estimated travel time for all resources. |
| Average Travel Distance | Estimate from the Travel Time field on the Assigned Resource object, which links the Service Resource and Service Appointment objects. |
| On Time Arrival | Total number of appointments where the Actual Start time occurs before the Scheduled Start time. |
| Overtime (Hours) | Total number of hours that are identified as overtime. |
| Average Closed Service Appointments | Total number of service appointments with a status of Closed compared to the number of resources for the defined date range. |
| Average Incomplete Service Appointments | Average number of service appointments with a Cannot Complete status compared to the number of resources for the defined date range. |
| Technician Utilization | Hours that a resource works out of their total available hours by day, week, month, or year based on Scheduled Start Date. |
| Average Travel Time by Resource | The estimated travel time from the assigned Resource object for the appointment. |
| Average Travel Distance | Average based on the Distance field on the Assigned Resource object, which links the Service Resource and Service Appointment objects. |
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