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 P3 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 P3 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
Total Service Sales
Average Service Ticket
Average Maintenance Ticket
Total Service Agreements Sold
Service Agreement Closing Rate
Average Equipment Sales Price
KPI CSR Dashboard Data Includes
Total Calls Booked
Average Booking Rate
Average Service Ticket
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