Field Service Platform Analytics dashboard

  • Release version: Xanadu
  • Updated August 1, 2024
  • 2 minutes to read
    • Summarize
    Summarized using AI
    This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete.

    Summary of Field Service Platform Analytics Dashboard

    The Field Service Platform Analytics dashboard provides insights into the daily and weekly progress of work orders and tasks for assignment groups. It requires specific ServiceNow AI Platform roles: wmadmin for installation and activation, and wmmanager for viewing performance metrics.

    Show full answer Show less

    Key Features

    • Access: Navigate to Field Service > Performance Analytics to open the dashboard.
    • User Roles: Field Service Managers can measure overall productivity, agent utilization, and compare agent performance.
    • Key Performance Indicators:
      • Open Work Orders: Total work orders not yet closed.
      • Mean Time to Resolve: Average resolution time for work orders.
      • % Productive Time: Hours agents worked on tasks in the last 60 days.
      • % Agent Utilization: Number of agents assigned to tasks in the last 60 days.
      • Closed Work Orders: Total work orders that have been closed.
      • Weekly New vs Closed Work Orders: Comparison of new and closed work orders weekly.
      • Planned vs Actual Duration: Comparison of planned and actual time taken for tasks.
      • Weekly Variance: Difference in hours between planned and actual task durations.
    • Filters: Users can filter results based on Assignment Group, State, Assigned To, and Priority.

    Key Outcomes

    By utilizing the Field Service Performance Analytics dashboard, customers can effectively monitor and enhance work order management, assess agent productivity, and identify areas for improvement in operational efficiency. This leads to better resource allocation and improved service delivery.

    The Field Service Platform Analytics dashboard displays the daily and weekly progress of work orders and work order tasks for your assignment groups.

    Overview dashboard with charts showing work order and work order task information organized by priority, stage, state, and assignment group.

    Required ServiceNow AI Platform roles

    • wm_admin to Install and activate this Analytics and Reporting Solution.
    • The wm_manager role is needed to view the performance of work orders and work order tasks.

    Access the Field Service Performance Analytics dashboard

    To open the dashboard, navigate to Field Service > Performance Analytics.

    Use cases

    For examples of how different people in your organization would use this dashboard, see these use cases.
    Table 1. Field Service Performance Analytics dashboard access by user role
    User Dashboard use

    Field Service Manager

    		 Measures overall agent productivity and agent utilization.

    Compares performance of agents within the assignment group.

    Measures variance from planned durations of tasks.

    Indicators

    The Field Service Performance Analytics dashboard presents the following key performance indicators:
    Open work orders
    Number of work orders that are not yet closed.
    Mean time to resolve work orders
    The average time taken to resolve work orders.
    % Productive time for work order tasks
    Number of hours agents spent working on the tasks in the last 60 days.
    % Agent utilization for work order tasks
    Number of agents assigned to work on the tasks in the last 60 days.
    Closed work orders
    Number of work orders in the closed state.
    Weekly new work orders vs closed work orders
    Comparison of total number of work order open in a week, and the number of work order closed in that week
    Planned vs Actual duration for work order tasks (hours)
    Comparison of total planned hours, for work order tasks and actual time taken to resolve work order tasks by agents.
    Weekly Variance from planned work order task duration
    Difference in hours between the planned duration and actual time taken to complete the work order tasks in a week.

    Breakdowns

    • Assignment Group
    • State
    • Assigned To
    • Priority

    Filters

    Table 2. Performance Analytics dashboard filters
    Name Type UI control type Description

    Assignment Group

    Reference

    		 Select Single Input

    Filter the work order tasks indicator results based on the selected assignment group.