Jobs

The data model includes measures such as total debited amounts for services, labor, contractors, and items at both header level and overall, billed amounts and costs across phases, tax base, quantities on backorder and on hand, job phases count, and total debits and credits. It also provides insights on job types, job cards, sites, items, phases, and status for in-depth analysis, decision-making, revenue tracking, and performance evaluation.

Benefits of This Data Model

• Improved Financial Monitoring: Provides insights on billed amounts and costs across phases, allowing for detailed financial monitoring and analysis.
• Enhanced Project Progress Tracking: Breakdown of job card amounts by phase aids in monitoring project progress and identifying potential bottlenecks for more efficient project management.
• Effective Revenue Trends Analysis: Sum of billed amounts grouped by year enables tracking revenue trends over time, facilitating strategic decision-making and forecasting.
• Optimized Resource Allocation: Categorization of job cards by item supports inventory management and resource allocation, leading to better utilization of resources and cost control.
• Streamlined Performance Evaluation: Key performance indicators for billed amounts and costs at both header level and overall offer comprehensive performance evaluation insights for improved decision-making and revenue tracking.

Key Performance Indicators (KPIs)

• Number of Job Cards: Total count of job card records in the system.
• Debit Service Amount Header Level: Total amount debited for services at the header level.
• Debit Labor Amount Header Level: Total amount debited for labor at the header level.
• Debit Contractors Amount Header Level: Total amount debited for contractors at the header level.
• Debit Item Amount Header Level: Total amount debited for items at the header level.
• Tax Base 1: Tax base amount for tax category 1.
• Qty On backorder: Quantity of items on backorder.
• Qty On hand: Quantity of items currently on hand.
• Number of Phases: Total count of phases associated with the job.
• Billed Phase Service Amount: Total amount billed for services in all phases.
• Billed Phase Labor Amount: Total amount billed for labor in all phases.
• Billed Phase Contractors Amount: Total amount billed for contractors in all phases.
• Billed Phase Item Amount: Total amount billed for items in all phases.
• Total Billed Phase Amount: Total amount billed across all phases.
• Billed Phase Labor Cost: Total cost of labor billed across all phases.
• Billed Phase Service Cost: Total cost of services billed across all phases.
• Billed Phase Contractors Cost: Total cost of contractors billed across all phases.
• Billed Phase Item Cost: Total cost of items billed across all phases.
• Debit Service Amount: Total amount debited for services.
• Debit Labor Amount: Total amount debited for labor.
• Debit Contractors Amount: Total amount debited for contractors.
• Debit Item Amount: Total amount debited for items.
• Total Debit Amount: Total amount debited across all categories.
• Total Credit Amount: Total amount credited.
• Billed Service Amount: Total amount billed for services.
• Billed Labor Amount: Total amount billed for labor.
• Billed Contractors Amount: Total amount billed for contractors.
• Billed Item Amount: Total amount billed for items.
• Total Billed Amount: Total amount billed across all categories.
• Billed Service Cost: Total cost of services billed.
• Billed Labor Cost: Total cost of labor billed.
• Billed Contractors Cost: Total cost of contractors billed.
• Billed Item Cost: Total cost of items billed.
• Total Billed Cost: Total cost of all billed items.

Available Visualizations

View Name	Description
JC - No Manager or Description	Identifies jobs missing manager or description for further action or data entry.
JC - No Technician assigned	Highlights jobs without a technician assigned for quick resolution and assignment.
JC - To be invoiced	Displays jobs pending invoicing to ensure timely billing and revenue recognition.
Job with multiple phases	Shows jobs with multiple phases to track progress and identify bottlenecks.
JC - General	Overview of general job information for comprehensive analysis and decision-making.
Jobs Not in AR	Identifies jobs not in accounts receivable for follow-up and tracking outstanding balances.
Top Job Types by Total Billed Amount	Ranks job types based on total billed amount for performance evaluation and prioritization.
Top Job Types by Number of Job Cards	Lists top job types by the number of job cards issued for workload management.
Top Job Cards by Billed Amount	Highlights top job cards by billed amount for financial monitoring and analysis.
Top Sites by Number of Job Cards	Provides insights into site activity by ranking sites based on the number of job cards.
Billed Amounts by Type	Breakdown of billed amounts by job type for financial planning and forecasting.
Total Billed Amount by Year	Sum of billed amounts grouped by year for tracking revenue trends over time.
Job Cards By Item	Categorizes job cards by item for inventory management and resource allocation.
Job Cards by Phase Amounts	Breakdown of job card amounts by phase to monitor project progress and costs.
Top Job Phases by Billed Amount	Lists top job phases based on billed amount for project prioritization and tracking.
QV - To follow up	Flags jobs needing follow-up actions for timely resolution and customer satisfaction.
Top Items by Number of Job Cards	Graphs top items by the number of job cards used for item popularity assessment.
Top Job Types by Total Billed Cost	Ranks job types by total billed cost for profitability assessment and improvement.
JC - Billed Amount & Costs KPI	Provides key performance indicators for billed amounts and costs for performance evaluation.
Job Card by Status	Segments job cards by status for monitoring progress and identifying delays.
Inventory Check - Parts received by store	Tracks parts received by store for inventory control and stock management.