Below are several sample reports generated by the ProfitMaxx software program.
| Key Performance Indicators |
 |
|
| The KPI report contains all of the most important numbers from all of the other high level reports and puts them in a format which is quick and easy to read. The KPI’s are shown in the left hand
goal column with the technician’s actual performance numbers in columns across the report, the KPI goals are user defined in set up.
Note: The Key Performance Indicator goals have default settings. These settings are derived from
an analysis of thousands of service calls in real companies. These are Preeminent Technology's recommended settings, however, you may click the edit button and change any of them you wish.
|
| Performance Summary |
|
|
This is the highest level report. It shows
the technician’s monthly goal and their actual performance against that goal.
Technician performance on this report is expressed in three ways:
1. Overall actual revenue dollars generated against expected revenue goals. Also,
expected revenue per billable hour against actual revenue per billable hour.
2. Revenue dollars blended with maintenance work done under maintenance
agreements (pre-collected dollars). ProfitMaxx shows the profitability by team
and by individual technician after all of their contributions (Labor Credits) are
blended with revenue and factored together.
3. Performance in ProfitSmart activities. |
| Service Team OnTrac |
|
|
| Service Team Report Card - All key
performance Indicators for tracking the service manager’s performance against
the business plan and the most important profit-related performances of the
entire team. |
| Lost Opportunity |
|
|
| This report shows where time and revenue were
lost by team and by technician for customer no-shows, managers-applied time,
unapplied time and call-backs. It also accounts for the revenue generated from
lost opportunity calls, showing gross and net lost opportunity dollars. |
| Revenue Watch |
|
|
| This report helps you keep your bearings as
to monthly revenue against goal. Where are you now, i.e., daily, month-to-date and
monthly? Where should you be? What’s still possible to achieve if you take
action? It shows the projected achievable goal percentage at the current pace. |
| Technician OnTrac |
|
|
All Key Performance Indicators that the
individual service technician can change through his or her own efforts--all the
performance information is on this report. Nothing is beyond their control on
this report.
This report shows the technician's goal shown as Expected Revenue Goal (determined
at set
up). However, since technicians don't dispatch themselves, ProfitMaxx
automatically adjusts their goals, and expresses it as a revenue goal from
opportunity, which is their expected goal adjusted for transfer time, vacation,
sick/personal time, formal training time, early off work, when the technician is
sent home early, and for when the technician is told not to come in at all
because there is not enough work available.
Their goal is redefined (adjusted) by these factors, which are beyond their
control, and then their actual revenue is measured against this adjusted goal
and expressed as a Percent of Revenue Goal From Opportunity, which puts them in
direct control of the performance outcome.
Also tracked on this report are percent of callbacks by technician no matter who
ran the callback, and the percent of all service department callbacks by
technician.
In the Key Indicators section, you will see how profitable your technicians are
showing their labor as a percent of cost of goods sold against their actual
revenue. Also sales leads and maintenance agreements are tracked for each
technician.
Finally, Time Management where their productive time overall to each hour of
non-productive time and their billed hours to their non-productive hours, and
sick personal time are compared. |
| Time Analysis |
|
|
The Time Analysis Report gives you quick
answers to questions you would normally have to wait for someone to research,
such as who was on vacation, or who was in formal training, who was on call, who
is currently into overtime, who was sent home early or given days off because it
was slow. Without these "bites" of information, you can't eliminate or explain a
technician’s performance behavior as acceptable or unacceptable, and you can't
afford to wait hours and/or days every time you need it.
Travel analysis is a big part of this report, as it gives complete
accountability of the technician's travel efficiency and is a very good companion
report to the Dispatch Order Report for evaluating your dispatching efficiency. |
| Billing Efficiency |
|
|
The efficiency of your technicians to bill
out fully and correctly has been a "hunch" until now. This report shows their
"overall" expected target billing revenue per hour, and then goes even further
and breaks it down by repair time, travel time and diagnostic time examined in
detail on this report, with expected target and actual in both time and dollars
in each area.
If you have technicians billing out 10 hours in an 8-hour day it will show on
this report. This report will also show the technician who bills out only three
hours for five hours in billable time.
This report deals only with service calls where the technician is in control of
billing for his time. Fixed price tune up calls (S05) and scheduled maintenance
(all M series) calls are not included. |
| Daily Technician Activity |
|
|
| This report is designed as a snapshot of the
most important consistent performances for the technician. It allows you to
catch or monitor problematic behavior immediately.
An important daily key indicator for revenue against goal, calls, callbacks,
no-shows, revenue per hour, sales leads, maintenance agreements sold & renewed
and direct billing on residential calls. |
| Completion And Trip Analysis |
|
|
| You will know your service call first-time
completion percentage as well as the reason for non-completion. You will also
know the number of trips per repair to get a service call complete as well as
the amount of un-billable travel used by each technician. |
| Customer Acquisition And Retention |
|
|
This report is one of many reporting elements
of ProfitMaxx designed to show the health of your company’s maintenance program.
Maintenance agreements, both new and renewed, are shown on this report by
the opportunity a technician had to sell or renew one. An opportunity is only
counted if the customer for which the service call was being performed did not
already have a maintenance agreement with your company. No other performance
analyzing report engine can make this distinction in the opportunity, thus
showing the technician's true performance on each call to the actual opportunity
afforded them.
If your company renews maintenance agreements through your technicians then this
report also shows your net customer gain or loss by technician. |
| Sales Lead Evaluation |
|
|
| Sales Leads by Number of Opportunities and
Equipment Age. This report also analyzes sales lead opportunities from customers
with a maintenance agreement. |
| Market Location Analysis |
|
|
| This report gives invaluable marketing
information about any geographical location you wish to set up. You can dissect
your market into any number of geographies and any number of sub-geographical
locations within that geography and have this information for each location. |
| Actualized Residential Maintenance |
|
|
Actual performance vs. maintenance agreement
structure, in labor and maintenance dollars (maintenance dollars are shown as
labor credits since monies are taken in prior to the applied labor, and then
dolled out through out the year/s as labor is applied).
These reports also show the percent of Maintenance Agreement Efficiency for the
technician’s performance against the structure of the maintenance agreement in
both time and revenue.
Repair and accessories revenue is also factored in on the Actualized Maintenance
Reports, then combined with the Labor Credit performance which is then shown as
a percent of efficiency on maintenance when repairs and accessories are factored
in.
This report clearly shows the strengths and weaknesses of the contractor’s
maintenance program, and the strength and weaknesses of the technicians when
they are performing contractual maintenance. Every contractor needs to know how
effective their technicians are at enhancing maintenance calls with sales leads,
maintenance agreements sold new on equipment which was not previously covered by
an agreement, as well as renewing maintenance agreements. The total number of
technician enhancements on maintenance calls is an important part of this
report.
There are three reports, which show actualized performance against a pre-sold
maintenance, which are residential, commercial and commercial filter change. |
|
