Zoho FSM | Dashboards

Dashboards

In Zoho FSM, you handle several types of transactions. Astute processing of this data can help you get insights into your customer behaviour and accurately gauge the trajectory your business is on. A Dashboard presents this data to you in a manner that will help you make sense of it easily. You can identify discernible patterns, and areas of improvement that can be translated to actionable items. The dashboards will be accessible to users of all profiles (including custom profiles) except Limited Field Agent.

A dashboard consists of two components:
  1. KPIs: Key performance indicators (KPIs) are metrics pertaining to the logged in user. They provide a comparative analysis of the logged in user's activities for the current month w.r.t the previous.
  2. Views: They are lists based on pre-defined filters that offer you useful groupings of the activities in FSM.
In Zoho FSM, there are four dashboards available:
  1. Overview
  2. Appointment Management
  3. Request Management
  4. Technician Overview

 
Click on an entry in the view to navigate to the record. Click the Refresh [] icon to get the latest data.

Overview

In this dashboard, you will be able to see the following:

KPIs



Views
  1. New Requests: All requests in the New status
  2. New Work Orders: All work orders in the New status
  3. Approved Estimates: All estimates in the Approved status
  4. Estimates Waiting for Approval: All estimates in the Waiting For Approval status

Appointment Management  

In this dashboard, you will be able to see the following:

KPIs



Views
  1. New Work Orders: All work orders in the New status
  2. Scheduled Service Appointments: All service appointments in the Scheduled status
  3. Dispatched Service Appointments: All service appointments in the Dispatched status



  4. In Progress Service Appointments: All service appointments in the In Progress status
  5. Completed Service Appointments: All service appointments in the Completed status
  6. Cancelled Service Appointments: All service appointments in the Cancelled status
  7. Terminated Service Appointments: All service appointments in the Cannot Complete status

Request Management 

In this dashboard, you will be able to see the following:

KPIs



Views
  1. New Requests: All requests in the New status
  2. New Estimates: All estimates in the New status
  3. Completed Requests: All requests in the Completed status
  4. Cancelled Requests: All requests in the Cancelled status



  5. Approved Estimates: All estimates in the Approved status
  6. Cancelled Estimates: All estimates in the Cancelled status

Technician Overview 

In this dashboard, you will be able to see the following:

KPIs



Views
  1. My Dispatched Service Appointments: All the service appointments assigned to the logged in user that is in the Dispatched status.
  2. My In Progress Service Appointments: All the service appointments assigned to the logged in user that is In Progress status.
  3. My Completed Appointments: All the service appointments assigned to the logged in user that is in Completed status
  4. My Cancelled Appointments: All the service appointments assigned to the logged in user that is in the Cancelled status.


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