HVAC KPI Reporting & Dashboard

Real-Time Technician and Business Performance Dashboard

HVAC Key Performance Indicators (KPIs)

We all want to improve our business. The hard part is knowing what to change. That’s where KPIs or “key performance indicators” come into play. These variables tell you what’s working in your business and areas that you could improve on. It takes the guesswork out of what steps to take next in your business.

The next problem is tracking all of this data. There is such a thing as too much data, especially when you’re not using it to further your growth. You want to make sure you’re collecting the essential data that will actually help you grow your business.

With the KPI Reporting Software it’s never been easier to track and monitor and improve data about your business.

As your team goes about their day, the software automatically keeps track of and reports on performance. This data is summarized for the entire team as well as breaks out the performance of each technician and CSR.

The HVAC KPI Dashboard is drag-and-drop configurable allowing you to easily choose the metrics that are best suited for your HVAC business.

Why is this important? If you’re experiencing any amount of success – it could seem unnecessary to purchase and teach others how to use a software like this. There are a variety of reasons why you should be using field service reporting software to track key performance indicators in your business.

These metrics tell you about the overall health of the company. When you have all the data in one place, it might become very clear to you what steps you can take to move the company in a different direction. You may realize things you’ve never thought about before. Plus, you’ll be able to easily identify problems and bottlenecks that may be holding you back.

Best of all, these KPIs help you plan your HVAC business management. You can set goals, keep track of your performance, and plan accordingly. Having all of this data in one place is a great way to anticipate slow or busy periods so you can optimize staffing as well.

KPI Company Dashboard Data Includes

 Average Invoice
 Total Service Sales
 Average Service Ticket
 Average Maintenance Ticket
 Total Service Agreements Sold
 Service Agreement Closing Rate
 Equipment Sales
 Average Equipment Sales Price

KPI CSR Dashboard Data Includes

 Total Calls Booked
 Average Booking Rate
 Average Service Ticket

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