DataSelf Analytics
Construction and Services Sample Templates
Salesperson Dashboard
Provides a 360-degree view of customer touch points. This example requires Sales, CRM Opportunities, AR Aging, and Email Marketing.
WIP Reporting
Extensive WIP Reporting with one-click drill-down to tasks and transactions.
Contract Dashboard
Insightful and easy ways to spot how contracts and tasks are affecting the bottom line.
Field Service KPIs
Monitoring technician utilization, 1st-time fix rates, avg times to fix, uptime, etc.
Job and Customer Dashboard
Monitoring actuals, contract amounts, variances, gross profit, and other Job KPIs.
Technician Utilization
Slicing and monitoring your Billable Sales, Contracted Sales, and Utilization Rates.
Year-Over-Year Sales
Easy and extensive ways to slice and dice sales information such as by period, region, customer, and projects/jobs.
Cash Flow Projection
Slice and dice and do what-if cash flow projection scenarios.
AR Aging (with Proforma – optional)
Easily combine AR Aging with proforma invoices for a more complete view of receivables.
Payables
Easy analysis of payables trends.
Natural Language Query (NLQ)
Like searching on the internet, type in keywords about your data and an instant and accurate report is created.
Searching for “Contract Remain Amt by Project” yields:
Searching “Sales by Salesperson by Month in 2019 as a text table” yields:
Google Analytics and E-Commerce
These templates have a wide range of configuration possibilities to adapt to unique business needs. Actual templates might vary. Some might
require additional configuration not included in the SOW.
Add-On: these templates are optional and available as an add-on (additional subscription fee). Please consult us for details.
Actual dashboards might be slightly different.
All dashboards above are also included with Enterprise Analytics by DataSelf.
Contact our Construction BI Experts!
Call 888-910-9802 x1 or email Sales @ DataSelf.com