Field Service Territory Performance Analytics dashboard
Summarize
Summary of Field Service Territory Performance Analytics dashboard
The Field Service Territory Performance Analytics dashboard enables ServiceNow customers to monitor and analyze key performance metrics related to field service territories. It provides insights into open work order tasks, agent utilization, average travel time, and other critical indicators to support better resource allocation and territory management.
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Access to this dashboard requires the wmadmin role for managing work orders and is available via Workspaces under Platform Analytics Workspace > Dashboards > Field Service Territory Performance Analytics.
Key Features
- Performance Metrics Visualizations: The dashboard features single score visualizations derived from the
wmtasktable, including:- Number of open work order tasks
- Mean time to resolve work order tasks
- Percentage of productive time spent on work order tasks over the last 60 days
- Agent utilization for work order tasks in the last 60 days
- Average travel time for work order tasks by territory
- Total work order tasks per territory
- Filters: Users can filter analytics data by territory (multi-select reference) and date (single-select), enabling focused analysis tailored to specific regions and timeframes.
- Role-Specific Use Cases:
- FSM Territory Planner: Can create new territories and analyze usage to optimize field service resources and take informed actions.
- FSM Territory Manager: Can manage territories, create child territories, and utilize the data to improve resource allocation and operational decisions.
Key Outcomes
- Improved visibility into territory-level field service operations, enabling proactive management of work order tasks.
- Enhanced decision-making for territory planners and managers based on real-time analytics of agent productivity, workload, and travel efficiency.
- Ability to optimize resource allocation and reduce operational inefficiencies by monitoring utilization and travel metrics.
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. |