Use your account’s analytics to understand workload, resources, safety activity, and financial performance. Managers and administrators can use the Analytics Dashboard for an overview, then open the monthly key performance indicator review for team and individual bonus metrics.
Both areas are available to managers and administrators. They are hidden on shared tablet accounts. Staff members without manager access cannot open them.
The dashboard combines several views:
Financial information is shown only to people who have financial viewing permission. An administrator can remove that permission for an individual. When it is unavailable, financial cards and the Financial view are not shown; resource information remains available.
Management KPIs contains two monthly views:
The sales reference states that no bonus is paid below a 40% average gross profit margin. It also shows that a management KPI not achieved halves the bonus. Treat the figures and reference information as a basis for your internal review and payment process.
To return to the unfiltered view, select Clear. The selected dates and manager affect the period-based analytics. Resource utilisation also shows operational summaries such as Pending Approvals this Week, Time Sheets Approved this Week, Total Labour Hours So Far, and Total Machinery Hours So Far.
The dashboard may show a message instead of a trend when there is not enough history: at least two months of data are required for the Expense vs Profit — Trend chart.
On the team view, administrators can enter dates and attendees for Monthly BBQ, Managers Meeting, Sales Meeting, Fleet Meeting, and Safety Meeting. They can also record pass or fail results, notes, staff review entries, non-conformances, and the managers included in the pool. Select Save when the review is ready, then use the approval action when it has been checked.
On the individual sales view, administrators can use Participants to choose who appears for that month. Only managers and administrators are candidates; tablets and inactive staff are excluded. Select Save participants after changing the list. Administrators can also record direct-damage and unpaid-invoice deductions, their reasons, and whether the management indicator was not achieved.
Managers can review indicator information but cannot edit it unless they are also an administrator. A sales period with no selected people shows No salespeople selected for this month.
Managers and administrators can open the analytics areas. Staff members without manager access cannot. Shared tablet accounts are blocked from these screens.
Your account may not have financial viewing permission. The money-related cards and the Financial view are hidden when that permission is not available. Access can be reviewed by an account administrator.
It starts at the beginning of the current financial year and ends today. You can replace either date with Date From and Date To.
If you do not choose a forecast date, it covers 60 days. The forecast card shows the ending date; use the forecast control to choose a different end date when available.
An administrator may not have selected any salespeople for that month. The page then shows No salespeople selected for this month. The participant list can be updated by an administrator.
Administrators can edit and approve management and sales reviews. Managers can view the reviews but do not receive the editing controls unless they also have administrator access.
The Expense vs Profit — Trend chart needs at least two months of data. Select a wider period if your current range contains less history.