Field Service Performance Analytics dashboard in the configurable workspace

  • Release version: Yokohama
  • Updated January 30, 2025
  • 2 minutes to read
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    Summary of Field Service Performance Analytics dashboard in the configurable workspace

    The Field Service Performance Analytics dashboard in the configurable workspace provides ServiceNow customers with a comprehensive view of the daily and weekly progress of work orders and work order tasks for their assignment groups. It is designed to help dispatchers and managers monitor and improve field service operations by tracking key performance indicators (KPIs) related to agent productivity and task completion.

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    This dashboard requires the Field Service Management application and appropriate ServiceNow AI Platform roles: wmadmin to install and activate the solution, and wmdispatcher role to access and view the dashboard data.

    Accessing the Dashboard

    To access the Field Service Performance Analytics dashboard, navigate through the application menu: All > Field Service > Performance Analytics.

    Key Features

    • Performance Indicators: The dashboard displays essential KPIs including:
      • Open work orders: Count of work orders not yet closed.
      • Mean time to resolve work orders: Average resolution time.
      • % Productive time for work order tasks: Hours agents spent on tasks over the last 60 days.
      • % Agent utilization for work order tasks: Number of agents assigned to tasks during the last 60 days.
      • Closed work orders: Number of work orders marked closed.
      • Weekly new vs closed work orders: Comparison of work orders opened and closed each week.
      • Planned vs actual duration for work order tasks: Comparison of planned hours versus actual hours spent on tasks.
      • Weekly variance from planned duration: Difference between planned and actual task durations on a weekly basis.
    • Breakdowns: Data can be segmented by assignment group, work order state, assigned agent, and priority.
    • Filters: Users can filter dashboard data by assignment group using a single input selector, enabling focused analysis on specific teams or units.

    Use Cases

    The dashboard is primarily used by dispatchers to:

    • Measure overall agent productivity and utilization.
    • Compare agent performance across different assignment groups.
    • Analyze variances between planned and actual task durations to identify efficiency gaps.

    Benefits for ServiceNow Customers

    By leveraging this dashboard, ServiceNow customers can expect to gain actionable insights into field service operations, improve resource allocation, and optimize work order completion times. This enables better decision-making and enhances overall service delivery performance.

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

    Required ServiceNow AI Platform roles

    • wm_admin to Install and activate this Analytics and Reporting Solution.
    • The wm_dispatcher 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 All > 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. Use case scenarios for Performance Analytics dashboard
    User Dashboard use
    Dispatcher Measures overall agent productivity and agent utilization.

    Compares performance of agents across the assignment groups owned by the dispatcher.

    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. Filter options on the Performance Analytics dashboard
    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.