Build your own reports: Metric × Grouping × Filter/period × Appearance. Saved reports appear in the Statistics (if ticked) and are available in the Live dashboard as a widget. Templates are built with the same builder and can also be changed.
| Sort | Title | Metric | Grouping | Appearance | Statistics | |
|---|---|---|---|---|---|---|
| 0 | Open orders Template | Open jobs (current) | Total | KPI tile | yes | edit |
| 5 | Completion rate Template | Rate (%) = numerator A / base B: is completed / Closed (incl. cancellations) Target ≥ 90 | Total | KPI tile | yes | edit |
| 6 | First-time fix rate Template | Rate (%) = numerator A / base B: First-time fix (completed with only 1 feedback, no rescheduling) / Closed jobs (excl. cancellations) Target ≥ 80 | Total | KPI tile | yes | edit |
| 7 | SMS confirmation rate Template | Rate (%) = numerator A / base B: SMS confirmed/rebooked / SMS appointment proposals Target ≥ 70 | Total | KPI tile | yes | edit |
| 8 | Time window compliance Template | Rate (%) = numerator A / base B: within time window / Planned appointments with time window Target ≥ 95 | Total | KPI tile | yes | edit |
| 9 | Cancellation rate Template | Rate (%) = numerator A / base B: is cancelled / Intake (new jobs) Target ≤ 5 | Total | KPI tile | yes | edit |
| 10 | Completed in period Template | Closed jobs (excl. cancellations) | Total | KPI tile | yes | edit |
| 10 | First-time fix rate by feedback reason Template | Rate (%) = numerator A / base B: Feedback reason with result “Completed” / Closed (incl. cancellations) Target ≥ 80 | Feedback reason | Horizontal bars | yes | edit |
| 11 | Completion rate per resource Template | Rate (%) = numerator A / base B: is completed / Closed (incl. cancellations) Target ≥ 90 | Resource | Bars | yes | edit |
| 12 | Checkboxes (feedback) Template | Closed jobs (excl. cancellations) | Checkbox (feedback) | Horizontal bars | yes | edit |
| 20 | Avg. duration received → completed Template | Ø duration received → done (days) | Total | KPI tile | yes | edit |
| 30 | Item revenue Template | Item revenue (€ gross) | Total | KPI tile | yes | edit |
| 40 | Open orders by order type Template | Open jobs (current) | Order type | Pie | yes | edit |
| 50 | Completed by order type Template | Closed jobs (excl. cancellations) | Order type | Bars | yes | edit |
| 60 | Feedback reasons Template | Closed jobs (excl. cancellations) | Feedback reason | Ring | yes | edit |
| 70 | Feedback: sub-items Template | Closed jobs (excl. cancellations) | Sub-item | Horizontal bars | yes | edit |
| 80 | Completed by service area Template | Closed jobs (excl. cancellations) | Service area | Pie | yes | edit |
| 90 | Completed per resource Template | Closed jobs (excl. cancellations) | Resource | Bars | yes | edit |
| 100 | Kilometres per resource (planning) Template | Kilometres (planning) | Resource | Bars | yes | edit |
| 110 | Received per day Template | Intake (new jobs) | Day | Line | yes | edit |
| 120 | Completed per day Template | Closed jobs (excl. cancellations) | Day | Line | yes | edit |
| 130 | SMS appointment proposals: status Template | SMS appointment proposals | SMS-Status | Pie | yes | edit |
| 140 | Cancellations by reason Template | Cancelled jobs | Cancellation reason | Bars | yes | edit |
| 150 | Cancellations per day Template | Events: customer cancels | Day | Line | yes | edit |
| 160 | Rescheduled appointments by order type Template | Events: appointment moved | Order type | Bars | yes | edit |
| 170 | Rescheduled appointments per resource Template | Events: appointment moved | Resource | Horizontal bars | yes | edit |
| 180 | Events by type Template | Events | Event type | Horizontal bars | yes | edit |
| 190 | Time window met Template | Planned appointments with time window | Time window met? | Ring | yes | edit |
| 200 | Revenue by item Template | Item revenue (€ gross) | Items | Table | yes | edit |
| 900 | Extra jobs & rebooking · Extra jobs from intake Template | Events: extra job from intake (tradesperson takes it) | Total | KPI tile | yes | edit |
| 901 | Extra jobs & rebooking · Jobs brought forward Template | Events: brought forward (with days) | Total | KPI tile | yes | edit |
| 902 | Extra jobs & rebooking · Days brought forward (total) Template | Days brought forward (total) | Total | KPI tile | yes | edit |
| 903 | Extra jobs & rebooking · Rebookings Template | Events: rebooked (resource/date) | Total | KPI tile | yes | edit |
| 904 | Extra jobs & rebooking · Extra jobs per tradesperson Template | Events: extra job from intake (tradesperson takes it) | Resource | Bars | yes | edit |
| 905 | Extra jobs & rebooking · Brought forward per tradesperson Template | Events: brought forward (with days) | Resource | Bars | yes | edit |
| 906 | Extra jobs & rebooking · Rebookings per day Template | Events: rebooked (resource/date) | Day | Line | yes | edit |
| 907 | Extra jobs & rebooking · Rebookings by user Template | Events: rebooked (resource/date) | Who (user, events only) | Horizontal bars | yes | edit |
| 950 | Extra jobs & rebooking · Revenue by job origin Template | Item revenue (€ gross) | Job origin (normal / taken / brought forward / rebooked) | Bars | yes | edit |
| 951 | Extra jobs & rebooking · Avg. revenue per job by origin Template | Ø revenue per job (€ gross) | Job origin (normal / taken / brought forward / rebooked) | Bars | yes | edit |
| 952 | Total revenue (items, gross) Template | Item revenue (€ gross) | Total | KPI tile | yes | edit |
| 953 | Avg. revenue per order Template | Ø revenue per job (€ gross) | Total | KPI tile | yes | edit |
| 954 | Revenue per tradesperson Template | Item revenue (€ gross) | Resource | Bars | yes | edit |
| 955 | Revenue per day Template | Item revenue (€ gross) | Day | Line | yes | edit |
| 956 | Revenue by order type Template | Item revenue (€ gross) | Order type | Horizontal bars | yes | edit |