What are we measuring: Time Range: All time - Work tickets in open status with an anticipated start date in the past through today divided by the number of active branches in your system.
Why are we measuring: Identify work that should have already been Scheduled based on our anticipated start date. This prevents your company from possibly forgetting sold work.
Scoring: 0-50, 51-100, 100+
Recreate Metric: Work Ticket Module – Filters: Status in Open, Anticipated Start Date through today
False Negative: Service schedules were never set for that occurrence number, this results in an anticipated start date for the first of the contract
Common Issues:
Subcontractor tickets are overlooked to be scheduled until the vendor invoice is received
Service Schedules are set causing all tickets to be for the first day of the contract until scheduled
Contract is won but client ultimately decides no and the opportunity isn’t cleaned up
Practical:
Set up service schedules
Bulk change start dates on services that will occur in the future
Resources: