REPORTING | Self-Serving Reporting and Trend Analysis for Commercial Clients
Description:
A customer has expressed the need for self-serving reporting and trending analysis through a client portal to better serve commercial clients, particularly those in the food manufacturing and dairy industries.
The customer has noted that commercial clients have requested the ability to access their latest reports and trend analysis through a portal.
Details:
Trending Analysis Reporting: Introduce trending analysis reports that provide valuable insights for commercial clients, helping them make informed decisions.
Self-Serving Reports: Develop a feature that allows commercial clients to generate and access their own reports through the client portal.
User-Friendly Interface: Ensure that the reporting features are user-friendly and easy to navigate, similar to the existing tech side of the platform.
Client Portal: Leverage the client portal (suggested in another card here) to facilitate self-serving reporting and trend analysis for commercial clients.
Benefits:
Enhanced client satisfaction by providing easy access to reports and valuable insights through the client portal.
Streamlined reporting process, making it easier for clients to access and analyze their data.
Increased user-friendliness, ensuring that clients have a positive experience when interacting with the platform.
Improved competitive advantage by offering features that are in demand by commercial clients.
Note:
This feature is a suggestion from a customer and is currently under consideration. We will review its feasibility and potential benefits to our platform before proceeding.
The client portal has been suggested in another card, and this card focuses more on facilitating self-serving reporting and trend analysis through the client portal
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Comments6
Keith Azzopardi
May 1
•Merged request
•10 votes
REPORTING | Trend Analysis and Reporting Dashboards
Summary:
Introduce a customizable Trend Analysis Dashboard specifically for Assets,
alongside a generic Reporting Dashboard for broader business areas such as Accounting, Forms, Jobs, and more. These dashboards will enable users to track and analyze trends across various metrics, providing visual insights to drive informed decision-making.
Intended Outcome:
Equip users with a powerful tool to monitor trends within Assets and other
business areas, allowing for real-time data analysis and improved operational efficiency.
Benefits:
Dedicated Asset Trend Analysis Dashboard.
Comprehensive Reporting Dashboard covering multiple business areas.
Enhanced data-driven decision-making with customizable visual insights.
Vicki Smith
Oct 29, 2024
Just wondering how you coming along with the trend analysis?
Pest2Kill
Nov 26, 2024
Totally agree with this. It is absolutely necessary for businesses to be able to keep track of and have instant and real-time access to key business metrics.
I run a pest control business of 25 people and similar to Keith above, I would like to see metrics such as:
Revenue company wide day / per week / per month (i.e forward facing on what is booked in on the schedule. Backward facing financial data has it’s uses but it’s often too late!)
Revenue per tech per day / week / month
Recurring customer %
Customer retention %
Utilisation rate - i.e revenue against labour for the day / down-time / drive time
Customer Satsifaction Scores (maybe would require an integration with other software to receive the data but at least could present scores.
Technician Satisfaction / Employee Satisfaction scores
Having these features would really enable Formitize to become a one-stop-shop platform and give business owners a much greater understanding of how their business is operating in a quick & real time snapshot!