Service Management Dashboard

A birds-eye view of all your Service offerings

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Written by Ashok P
Updated over a week ago

Service Management Dashboard provides a birds-eye view of all the Service offerings provided by your company. To see the Dashboard, go to “Service > Home” in the left navigation menu.

Here, you can see data for all Service Contracts and Services Calls.

Widgets

At the top of the page, you will find a set of widgets with metrics for Service Contracts, Attachment Rates, and Services Calls. Upcoming releases will bring even more widgets to this section.

For service contracts and service calls widgets, clicking on the data will take you directly to the Contracts page or Calls page with a filtered view of the relevant information.

Additionally, a Time filter can be found on top of the widgets to set the entire Dashboard data to monthly, quarterly, or yearly.

Service Calls listing

Beneath the widgets, a list of service calls will be displayed based on the Time filter. This view of service calls is identical to what you see on the Calls page. Some of the details shown here are client, project, priority, issue, resource, and call status.

Service calls listed here can be further filtered based on resource, project, priority, and client.

Clicking a call will open the call log for review or edits. This is helpful if you are a back-office manager or are responsible for overseeing services.

Filtering service calls

Filters persist across the login sessions on D-Tools Cloud. Setting the Time and Service Call filters to what you are most interested in can help you get a focused view of the calls.

Priority calls

For example, if you are overseeing Enterprise-level service contracts, set the Projects filter to projects that are on Enterprise-level service contracts. Another scenario would be that you are always interested in top priority calls, and you set the Priorities filter to “Urgent.”

Call Status

You can also filter calls by their Call Status. Type in the status in the Search box next to the filters, and the page will only populate with the relevant calls.

For example, if you are looking for replacement calls with the “Awaiting Parts” status to expedite ordering replacement products, or completed calls that are “Ready for Payment Request” to expedite payment requests.

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