The Service Management dashboard provides a bird's-eye view of your company's service offerings. To see the Service Management dashboard, go to “Service” in the left navigation menu.
Here, you can see data for all service contracts and service calls.
Widgets
At the top of the page, you can see the following widgets: service contract counts by status, contract acceptance rate, and service calls by status.
Click the data in the widgets to go to the Contracts or Calls page with a filtered view.
Select a duration in the Time filter at the top to limit the widgets to monthly, quarterly, or yearly data.
Service calls list
Below the widgets, you can see a list of service calls. This view of service calls is identical to what you see on the Calls page. Service calls display the following data: account, project, priority, issue, resource, scheduled date, issue reported, and call status.
Click a call to open the call log for review or edits. This is helpful if you are a back-office manager or oversee services.
Filter the service calls by the following filters: Status, Resource, Priority, Account, Project, Include archived calls, and Call Created on.
Filters persist across Cloud login sessions. Setting the Time and Service Call filters to what matters most can help you get a focused view of calls.
Priority calls
If you oversee Enterprise-level service contracts, set the Projects filter to projects on Enterprise-level service contracts.
If you always want top-priority calls, set the Priorities filter to “High.”
Call of specific status
If you are overseeing the procurement of products, set the Statuses filter to "Awaiting Parts.
If you are overseeing payments for service calls, set the Statuses filter to "Ready for Invoice."
Account
If you are a salesperson or account manager overseeing some accounts, set the Accounts filter to your accounts.