Getting Started with FieldCamp Analytics
Unlock Actionable Insights: A Guide to FieldCamp Analytics Features and Benefits
FieldCamp Analytics—a powerful tool designed to provide actionable insights into your field service operations. With real-time data visualization, you can monitor performance, identify trends, and make informed decisions to enhance efficiency and customer satisfaction.
Accessing Analytics
To access the Analytics module:
- Log in to your FieldCamp dashboard.
- Navigate to the Analytics section from the main menu.
- Choose the desired report or dashboard to view detailed metrics.
Key Analytics Dashboards
FieldCamp offers several dashboards to monitor various aspects of your operations:
- Overview
This dashboard provides a comprehensive view of job statuses, completion rates, and average completion times. It enables users to track operational efficiency and identify areas needing attention.
Key Metrics Displayed
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Total Jobs Total Revenue
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Total Clients
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Total Team Members
Visual Data Insights
- Job Volume Trends
This chart visually represents the number of jobs created per month. It helps identify peak periods and seasonal fluctuations in job scheduling.
- Revenue Trends
Displays the monthly revenue generated over the past six months. This insight supports financial forecasting and helps detect trends in business growth or decline.
- Job Status Distribution
A donut chart illustrating the proportion of jobs based on their current status:
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Completed
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In Progress
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Open
This visualization helps identify workflow bottlenecks and job backlog scenarios at a glance.
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Job Status by Month
A timeline graph that shows how job statuses have evolved over time. This helps track monthly performance trends and gain deeper insights into pipeline health.
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Job Types
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A pie chart depicting the ratio between:
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One-off Jobs (e.g., emergency repairs)
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Recurring Jobs (e.g., scheduled maintenance)
Understanding this distribution supports better resource allocation and service planning.
- Team Skills Distribution
A bar graph representing the availability of different skills across your team. Each bar corresponds to a specific skill. This aids in workforce planning, training needs analysis, and recruitment strategy.
2. Playground
The Playground is an interactive analytics tool designed to help you visualize and explore your data using customizable charts. Follow the steps below to make the most of this feature.
The section is divided into two main sections:
A) Chart Configuration (Left Panel)
This is where you define the parameters of your chart:
Metric Selector:
Use the dropdown menu labeled “Metric (What to measure)” to choose the data point you want to visualize. These include.
- Job Status Distribution
- Job Type Distribution
- Total Jobs Over Time
- Visit Status Breakdown
- Role Distribution
- Clients Stages
- Total Items by Type
- All Clients
Chart Type Toggle:
Choose between two chart styles:
- Bar Chart – Ideal for comparing values across categories.
- Line Chart – Suitable for visualizing trends over time.
B) Chart Preview (Right Panel)
- This area displays a live preview of the chart based on your selected metric and chart type.
- If no metric is selected or data is unavailable, it will show the message: “No data available.”
3. Reports
The Reports section allows you to export and manage your data files in a structured, downloadable format. It is especially useful for maintaining records, sharing insights with stakeholders, or performing in-depth offline analysis.
What You’ll See
Each row in the list represents an individual, downloadable report. The following details are displayed for each report:
- File Name
Indicates the name of the exported report file, usually including a timestamp for easy identification. - Export Date
Shows the exact date when the report was generated and exported. - File Size
Displays the size of the report file, helping you assess the amount of data it contains.
Download Icon
A clickable icon that allows you to download the report file to your local system.
How to Use the Reports Section
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Browse Reports
View a list of all previously exported reports in order. -
Download a Report
Click on the download icon next to any report entry to save the file locally. -
Open the File
Reports are exported in CSV format and can be opened using Microsoft Excel, Google Sheets, or any compatible text editor.
This section simplifies access to historical data and ensures that you always have reliable backups of your exported metrics and insights.
4. Boards
A Board is like a personalized dashboard where you can pin and organize multiple chart widgets, each representing a key performance metric. These could include:
- Visit status breakdowns
- Client lifecycle stages
- Technician efficiency
- Job completion timelines
- Repeat service frequency
Each widget helps you monitor different parts of your operation—quickly, visually, and in real time.
Customization
FieldCamp allows you to customize reports to suit your specific needs:
- Date Range Selection: Filter data by specific time frames.
- Technician Filters: View data for individual technicians or teams.
- Service Type Filters: Analyze performance based on service categories.
- Export Options: Download reports in PDF or Excel formats for sharing and record-keeping.
By leveraging analytics features, you can make informed decisions that enhance operational efficiency, improve customer satisfaction, and drive business growth.