KPI Dashboards: Service Overdue

KPI configuration and dashboard reference

Service Overdue Chart

The Service Overdue Chart identifies contracts that are overdue for a service by service interval term (months) and kilometres. It does not include contracts of contract types which has "Include in Service Due / Overdue Reports?" checkbox not selected.

This chart can be made available to External users only.

Export Data

Users can click on the Export icon ([Export to Excel]) to export data based on the User and/or Workgroup filters selected. For External users the data will be restricted according to the client or group they have been granted access to (See Restrict Table).

Vehicles On Order Chart

The Vehicles On Order chart identifies contracts on order grouped by Contract Group.

It is limited to contracts where the 'Approximate Delivery' date is not blank, or has a date within the next 6 calendar months.

Data Filters

This chart can be made available to both Internal and External users.

If the Home screen is filtered by an Internal user, the chart will display contracts where the user is also the Clients / Contact "A/C Manager". If Workgroup is used, any contracts linked to users in that workgroup will be selected.

If the Home screen is filtered by an External user, this chart will be restricted according to the client or group they have been granted access to (See Restrict Table).

Export Data

Users can click on the Export icon ([Export to Excel]) to export data based on the filters selected.

Charts Setup

Set Up

KPI Charts will work effectively without any additional set up requirements. Read the following set-up points which can enable changes from the default settings.

Chart Design and Style

Chart customisation settings are stored in the gb_templates table, specifically in the 'template' field which contains the bulk of the customisable settings such as:

Colours — There are many colour settings available. The following elements can all be customised at a global level: Font (Colour, type and size), Data points (Bars/Columns/Lines/Pie pieces), Legend (font/background/border)
Chart Type — Current development has centred around creating multiple chart types including Bar, Column, Line, and Pie Chart to replace the outgoing KPI boxes. Many other chart types are also available such as spline, area, areaspline, scatter, angular gauges, arearange, areasplinerange, columnrange, bubble, box plot, error bars, funnel, waterfall, and polar chart types, however may need additional development to integrate into Catch-e
Logarithmic settings — When a chart's data contains values that are significantly larger than others you may find that the smaller values are almost unnoticeable. It may be worthwhile to make use of the logarithmic axis settings. By default logarithmic settings are turned off
Background — Background colours can be solid or semi-transparent colours as well as linear and radial gradients

gb_kpis

Each KPI has a gb_kpi record that defines permissions and may contain a link to gb_queries.

Field	Description
name	KPI name
internal_access_flag	Determines if internal users can access this KPI
external_access_flag	Determines if external users can access this KPI
query_id	Links to gb_queries record
cached_by_scheduler_flag	Flag to indicate if KPI is cached by scheduled job
allow_all_data_export_flag	Flag to allow data export

Warning: These fields are to be used by experienced developers ONLY. Note that referential integrity is enforced at the application level not the database level, so updating arbitrary field(s) can have unforeseen consequences. Please contact Catch-e Support if in any doubt.