DME: Service-Repair
- *Revenue Goal / Actual / Week Forecast (Total; by Tech) (SR-D1)
- *Tech Comp Goal /Actual by Tech (Total; Actual/Hr; % Comp to Revenue) (SR-D1)
- PO Goal / Actual (Total; by Tech) (SR-D1)
- Gross Margin (Total; by Tech) (SR-D1)
- *Receivables (Total, 30, 60, 90, over 90) (SR-D2)
- *Issues (SR-D3)
- Jobs (Target #, Actual)
- Job Type Number (A, B)
- Closing Rate
- Average Ticket
DME: Weekly / 1 X Items/ Call Center
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General
- *Tech Schedule / Capacity ( by 4 city areas)
- *Techs – Work Skill Map
- Receivables (Total, 30, 60, 90, over 90)
-
Weekly Maint
- *Revenue Goal / Actual/ Week Forecast (Total; by Tech)
- *Tech Comp Goal /Actual by Tech (Total; Actual/Hr; % Comp to Revenue)
- PO Goal / Actual (Total)
- Gross Margin (Total)
- *Pool count #s
- Current (by type, by Houston/DFW)
- Gained (by type, by Houston/DFW)
- Lost (by type, by Houston/DFW), Why?
- *Issues
-
1 X Items
- *Revenue Goal / Actual/ Week Forecast
- *List of ToDos
- Filter clean, Salt Cell Clean, PPCs
- *Current PPCS (by type, by Houston/DFW)
- Gained (by type, by Houston/DFW)
- Lost (by type, by Houston/DFW), Why?
- *Issues
-
Call Center
- *# Calls to Extension 109
- Total Incoming
- Total Booked & % (by Call taker, by Weekly, by 1 X, by Repair, by City)
- *Office Schedule (at office, after hours phone)
- *Issues
- *# Calls to Extension 109