This article will guide you on how to access and use the KPIs dashboard in Moralius.
To access the KPIs list screen, simply click on ‘KPIs' on the menu on the left part of the screen.
On the upper part of the screen, you can view the ticket-related KPIs. More specifically, the following KPIs are displayed:
From this part of the screen, you are able to filter the results of the KPIs that will appear below.
There are 3 available filters to use:
You can select ‘Last Year’ to view the KPIs of the last year, ‘Current Year’ to view the KPIs of the current year, or ‘Set Filter’ to view the KPIs of your custom date selection.
Use this filter to view the KPIs that are relevant only to the selected properties.
Use this filter to view the KPIs that are relevant only to the selected service types.
This part of the dashboard shows the inspection visit evaluations submitted by your customers. The following information is displayed:
The date and time when the evaluation was submitted.
The service for which the inspection visit took place.
The inspection form template used at the inspection visit.
The average grade provided by the customer.
Also, the graph in this section displays the average customer grades per evaluation area for all inspection visits of the selected criteria.
This part of the dashboard shows the inspection visit evaluations submitted by your supervisors. The following information is displayed:
The date and time when the inspection visit took place.
The service for which the inspection visit took place.
The supervisor that performed the inspection visit.
The inspection form template used at the inspection visit.
The average grade provided by the supervisor.
Also, the graph in this section displays the average supervisor grades per month for all inspection visits of the selected criteria.
This part of the dashboard shows KPIs related to the service requests. More specifically, 2 graphs are displayed:
This part of the dashboard shows KPIs related to the corrective actions. More specifically, 2 graphs are displayed:
This part of the dashboard shows KPIs related to the quality surveys. More specifically, 2 graphs are displayed:
This part of the dashboard shows the inspection visits that are in progress. The following information is displayed:
Note that you can export any table or graph on this page by clicking on the export icon on the top-right part of the respective table or graph. Alternatively, you can export the content of this page altogether by clicking on the export icon on the top-right part of the screen's filter section.