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Service Orders

The data model includes measures for estimated and actual service quantities, durations, and revenue amounts tied to service orders, appointments, and billable items. It enables tracking of service performance against estimates, client invoicing, and overall revenue generation. Associated views offer perspectives on customer preferences and product demand within service orders.

Benefits of This Data Model​

  • Improved Service Performance Tracking: The data model allows for tracking service performance against estimated quantities, durations, and revenue amounts, enabling businesses to identify areas for improvement.
  • Enhanced Customer Invoicing Accuracy: By capturing actual service quantities and durations tied to service orders, the data model helps ensure accurate and timely customer invoicing based on the services provided.
  • Insightful Analysis of Product Demand: Through the analysis of product popularity and demand trends within service orders, businesses can make informed decisions regarding inventory levels and marketing strategies.
  • Efficient Revenue Generation Monitoring: The model facilitates monitoring overall revenue generation by providing visibility into billable quantities and amounts associated with service appointments and items.

Key Performance Indicators (KPIs)​

  • Estimated Quantity: The anticipated quantity of service to be provided for a given order.
  • Estimated Duration: The expected duration of service provision for a specific order.
  • Estimated Amount HC: The estimated amount of revenue for the service order before tax and other charges in the home currency.
  • Estimated Amount TC: The projected total amount of revenue for the service order including tax and other charges.
  • Appointment Quantity: The quantity of service actually performed during the appointment.
  • Appointment Duration: The actual duration of the service provided during the appointment.
  • Appointment Amount HC: The total amount of revenue generated from the service provided during the appointment before tax and other charges in the home currency.
  • Appointment Amount TC: The total revenue earned from the services provided during the appointment including tax and other charges.
  • Billable Quantity: The quantity of service that can be billed to the client based on the work completed.
  • Billable Amount HC: The total amount that can be invoiced to the client for the completed service before tax and other charges in the home currency.
  • Billable Amount TC: The total amount that can be charged to the client for the completed service including tax and other charges.

Available Visualizations​

View NameDescription
Service Orders by CustomersOffers insights on customer preferences and behaviors in service ordering.
Service Orders by ProductProvides analysis on product popularity and demand trends in service orders.