Workforce Optimization for Field Service Manager Workspace dashboard

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read
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    Summary of Workforce Optimization for Field Service Manager Workspace dashboard

    The Workforce Optimization dashboard for Field Service Manager enables workspace managers to effectively monitor team performance and task management. This tool provides insights into work order statuses and helps ensure that organizational efficiency is maintained.

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    Key Features

    • Role-Based Access: Users with the 'snwfofsm.manager' role can access the Manager Workspace dashboard.
    • Performance Monitoring: Analyze work orders, track tasks with breached SLAs, and review performance metrics of teams within a defined period.
    • Visual Indicators: Key performance indicators include open work orders, mean time to resolve, productive time percentage, and agent utilization percentage.
    • Data Breakdown: View data by assignment group and date range to facilitate targeted analysis.
    • Data Visualizations: Various charts and scores provide visual insights into tasks by SLA, priority, approval status, closed work orders, and more.

    Key Outcomes

    By utilizing the Workforce Optimization dashboard, managers can expect to:

    • Stay updated on the status of work orders and agent performance.
    • Make informed decisions based on real-time data visualizations regarding task management and team efficiency.
    • Identify areas needing attention, such as tasks overdue for approval or those at risk of breaching SLAs.

    This dashboard ultimately helps improve operational performance and ensures that teams are effectively managed, leading to enhanced service delivery in the field.

    Monitor your teams' work and organizational performance using Workforce Optimization for Field Service. Stay on top of the status of the tasks your teams are working on at a given time.

    Dashboard showing active agent statuses and work order tasks filtered by priority and status.

    End user and roles

    End user and goal Required role
    As a workspace manager, you can do the following:
    • Analyze the work order tasks your team is currently working on or tasks that have not yet been assigned.
    • Monitor tasks with SLAs that have been breached, escalated, or not been open for 30 days.
    • Track a team's work, chats, and work assignments to analyze the performance of your whole organization.
    		 sn_wfo_fsm.manager

    Access the Manager Workspace dashboard

    To open the dashboard, navigate to All > Workspaces > Manager Workspace.

    Use cases

    User Dashboard use

    Manager

    Monitor the work of your agents when you start your day, view reports that need your attention, and navigate to the tasks on which you want to take action. Analyze the performance of a specific team for a desired time period.

    Indicators

    Manager Workspace offers the following indicators:
    Open work orders
    Displays the number of open work orders.
    Mean time to resolve work orders
    Displays the average number of days required to resolve work orders
    % Productive time for tasks
    Displays the percentage of productive time and how much it has increased or decreased for a specified period.
    % Agent utilization for tasks
    Displays the percentage of agent utilization and displays how much it has increased or decreased for a specified period.

    Breakdowns

    Manager Workspace includes the following breakdowns:
    • Assignment Group
    • Date Range

    Data visualizations

    Manager Workspace provides the following visualizations.
    Title Type Description

    Tasks by SLA

    		 Single Score

    Number of breached and cancelled tasks.
    Tasks by priority Single Score Number of critical and high priority tasks.
    Pending approval Single Score Number of approval requests and requests that are due today.
    Closed work orders Stacked bar chart Displays the work orders that were closed by agents.
    Weekly new vs. closed work orders Line and Stacked bar chart Displays the new and closed work orders that were assigned to the assignment group by week.
    Planned vs actual task duration Stacked bar chart Displays the planned duration for the job and the duration taken to finish.
    Weekly variance from total planned duration Line and Stacked bar chart Displays the weekly variance from the total planned duration.
    Active Agent Status Single Score Displays the number of agents and their statuses.
    Active Work order tasks Single Score Displays the number of active tasks and their statuses.
    Top assignment groups Donut Displays the number of active work order tasks and how many tasks each assignment group has.
    Pending tasks by status Donut Displays the number of pending tasks and a breakdown of pending tasks according to status, such as Draft and Pending Dispatch.
    Active Tasks by status Donut Displays the number of active tasks and a break down of active tasks according to status, such as Accepted, Assigned, and Work in Progress.
    Tasks by closure status Donut Displays the number of closed tasks and a breakdown of closed tasks according to status, such as Closed Incomplete, Closed Complete, and Cancelled.
    Tasks by status List Displays the list of active tasks by status.