Provides the owner with insight and shows trends in key areas of the business from data entered into FieldCentral.
Report looks at Visits To Do and Incomplete Visits for the year. The report breaks down the total number of Visits To Do and Incomplete Visits. Provides data for each service for the current and previous year. Additionally, it calculates the difference to display growth or decline. The report also includes scheduled services within 30 days from and 30 days in the future.
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Field Name |
Data Source |
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Incomplete Visits |
Visits that have been marked incomplete and have a proposed date for the current year |
|
Visits To Do |
Visits that have a proposed date for the current year |
|
Service |
Services |
|
Created to date last year |
Amount of visits that were created last year |
|
Created to date this year |
Amount of visits that were created this year. |
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Difference |
Subtract this years totals from last years to get the difference between years |
|
Sched Next 30 |
Visits that have a proposed date to be completed within the next 30 days |
|
Sched after 30 |
Visits that have a proposed date scheduled after 30 days time. |
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Total Last year |
Adds all the data from the "Created to date last year" column to get the total |
|
Total this year |
Adds all the data from the "Created to date this year" column to get the total |
|
Diff |
Subtracts the total from this year from the total from last year to get the difference. |