Company Dashboard - Review Widgets
In Version 18.7, we have made a neat update in the Company Dashboard in order to see how well your Technician are doing in terms of Review Ranking and Review Completion. You can find this as two new widgets under the Company Technician KPI.
Clicking on Review Completion will take you to the Internal Review Report to show you the breakdown of the data. On this Report you will also notice that we've implemented a Technician Filter so you can view the reviews per Tech.
You can set the goal from the KPI Settings which is adds a nice touch to see if your technicians are performing well (green) or are a bit behind (red).
Setting Review KPI Goals:
- From the Left Menu, click Settings
- Find Company Settings
- Click KPI & Conversions
- Click KPI Settings Tab
- Set the Review Ranking and Review Completion goal
Screenshots
New Widgets - Review Ranking and Review Completion
A Closer Look
Setting the Goal
Notes:
- No additional setup to enable this - only User Permission to said Reports and Settings.
- Going below the goal will make the widgets become Red indicating under performance. Hitting the goal and above will make the widgets become Green.
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