Field Service Territory Performance Analytics dashboard
Summarize
Summary of Field Service Territory Performance Analytics Dashboard
The Field Service Territory Performance Analytics dashboard enables users to analyze key performance metrics such as open work order tasks, agent utilization, and average travel time across different territories. It is essential for optimizing field service operations and resource allocation.
Show less
Key Features
- Required Role: To manage work orders, users need the wmadmin role.
- Accessing the Dashboard: Navigate to Workspaces > Platform Analytics Workspace > Dashboards > Field Service Territory Performance Analytics.
- Data Visualizations: The dashboard provides visualizations including:
- Open Work Order Tasks
- Mean Time to Resolve Work Order Tasks
- % Productive Time for Work Order Tasks
- % Agent Utilization for Work Order Tasks
- Average Travel Time for Work Order Tasks
- Total Work Order Tasks per Territory
- Filters: Users can filter reports based on selected territories and dates for more targeted insights.
Key Outcomes
By utilizing this dashboard, users such as FSM Territory Planners and Managers can create and manage territories effectively, leading to improved allocation of resources and actionable insights based on performance data. This enhances overall operational efficiency in field service management.
Use this dashboard to view and analyze performance analytics such as open work order tasks, agent utilization on work order tasks, and average travel time across territories.
Required ServiceNow AI Platform roles
The wm_admin role is needed to manage work orders.
Access the Field Service Territory Performance Analytics dashboard
To open the dashboard, navigate to Workspaces > Platform Analytics Workspace > Dashboards > Field Service Territory Performance Analytics.
Use cases
| User | Dashboard use |
|---|---|
| FSM Territory Planner | Can create new territories and see how the territories are being used for better allocation of field service resources and take actions based on the data shown. |
| FSM Territory Manager | Can manage territories, create new child territories and see how the territories are being used for better allocation of field service resources and take actions based on the data shown. |
Data visualizations
| Title | Type | Source table | Description |
|---|---|---|---|
| Open Work Order Tasks | Single Score |
[wm_task] | Number of open work order tasks. |
| Mean Time to resolve work order tasks | Single Score |
[wm_task] | Average Closing time of work. |
| % Productive time for Work Order Tasks | Single Score |
[wm_task] | Number of hours agents spent working on the tasks in the last 60 days. |
| % Agent utilization for work order tasks | Single Score |
[wm_task] | Number of agents assigned to work on the tasks in the last 60 days. |
| Average Travel Time for Work order tasks order tasks shown territory wise | Single Score |
[wm_task] | Average Travel time for work order tasks shown territory wise. |
| Total WOT per Territory | Single Score |
[wm_task] | Number of Work Order Tasks per territory. |
Filters
| Name | Filter type | UI control type | Description |
|---|---|---|---|
| Territory | Reference | Multi select Input | Filter the report results based on a selected territory. |
| Date | Date | Single select date | Filter the report based on the selected date. |