Help CenterPerformance Metrics page provides quick access to key job,project and customer statistics.Some of the metrics that can are shown in this page include overdue jobs, total jobs, completed jobs, top 5 customers by month, and total projects won. Each metric has a “View” button for detailed reports.
Benefits
- Access real-time statistics to guide business strategy and resource allocation.
- Get a quick snapshot of your operation's health through intuitive charts and metrics.
- Monitor key indicators to identify trends, strengths, and areas for improvement.
- Track team and individual performance against targets and goals.
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At the mobile app’s navigation bar, click “Metric”.
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Click the “three lines” icon to filter the performance metrics.
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Click “Select” to filter the date.
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Select the date range to filter.
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Click “Select User” to filter.
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Select the user by ticking the box beside the user’s name.
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Click “SAVE”.
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Click “Select Group”.
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Click on the group you want to view.
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Click “SAVE”.
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The performance metrics have been filtered successfully and shown as below.
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Click on the “Chart” icon to view the chart of the specific category.
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For example, the “Total Job” chart has been shown below.
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Click “View” to view more details of the category.
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Click the “>” button to view other category’s details.
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Click on “three lines” icon to filter the page.
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Use the filter you want.
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Click “SEARCH”.
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For example, the job status’s filter has been changed to “Completed” and below is the filtered page.
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