Maintenance Performance Dashboard
Monitor maintenance effectiveness, service mix, and product-level risk across your install base through KPI cards, a geographic heatmap, a product risk list, and donut charts.
The Maintenance Performance & Cost Overview Dashboard in PTC Orbit provides a single analytical view of how effectively the assets in your install base are being maintained. The dashboard brings together work order activity, the out-of-the-box Maintenance Score on the Asset object, and asset, product, account, and location data to highlight planned versus reactive service, regional risk hotspots, and the products that contribute the most to unplanned service.
The dashboard is accessible from the Dashboard page and can benefit a wide variety of users, such as Service Providers, Dealers, Operations Managers, Finance and Cost Controllers, Reliability Engineers, Product and Asset Managers, and C-Suite leaders who need a high-level, install-base-wide view of maintenance performance.
Default Dashboard Location and Timeframe
The dashboard applies a default timeframe filter of the last 12 months (today minus 12 months) on initial load. This default is shown as a filter pill below the AI filter prompt box and is honored by every card on the dashboard. There are the following types of geographically-based Maintenance dashboards out-of-the-box in PTC Orbit:
• Maintenance Performance & Cost Overview: It shows assets with addresses located in the United States only
• Maintenance Performance & Cost Overview (EU): It shows assets with addresses located in Europe only.
Dashboard Layout
The dashboard is organized into the following areas, from top to bottom.
• Header KPI cards. A row of out-of-the-box KPI cards that summarize Total Completed Service Count, Unplanned Service Count, Planned Service Count, Mean Time to Repair, and Overall Maintenance Score for the filtered data set. For details, see
Header KPI Cards on the Maintenance Performance Dashboard.
• Donut charts. A Was Service Planned? donut showing the count of planned and unplanned service of assets.
Data Sources
The dashboard uses data integrated from SVMX Core into PTC Orbit, including the Asset (Installed Product), Product, Account, Location, and Work Order objects. Work order activity within the dashboard timeframe is determined by the work order's Completed Date/Time field. The Overall Maintenance Score and Risk tiers are driven by the out-of-the-box Maintenance Score on the Asset object.
Use Cases
The Maintenance Performance Dashboard supports several real-world scenarios across the personas that operate and oversee a maintained install base. The following use cases describe how each persona can use the dashboard to answer a specific business question and take action.
• A Service Provider monitors the performance of maintained assets across customer accounts. The Service Provider opens the dashboard and uses the AI filter prompt to scope the view to a specific customer account and a relevant timeframe. The Header KPI cards reveal how many work orders were completed, how many were planned, and how many were reactive, while the Overall Maintenance Score indicates the maintenance effectiveness for those assets. The Product Risk List surfaces the products on that account that are generating disproportionate reactive service, so the Service Provider can target systemic quality issues and adjust the maintenance strategy for those products.
• A Dealer reviews regional planned-maintenance performance across dealers. The Dealer uses the geographic heatmap (United States or Europe) to identify regions where the average Maintenance Score is in the High or Medium risk tier. Hovering over a state or country shows the number of assets and the average Maintenance Score for that region, allowing the Dealer to compare regional outcomes, identify problem regions, and investigate root causes of unplanned service.
• An Operations Manager investigates the impact of unplanned service on operations. The Operations Manager filters the dashboard to the install base they are responsible for and uses the Unplanned Service Count KPI card together with the Mean Time to Repair KPI card to quantify how much reactive service is occurring and how long each reactive event takes to resolve. The Service Count Breakdown donut shows the planned-versus-unplanned mix for the filtered set, helping the Operations Manager justify operational changes that reduce downtime.
• A Finance or Cost Controller evaluates the service activity mix across the maintained install base. The Finance or Cost Controller filters the dashboard by account or product family to see the ratio of planned to unplanned work orders. A higher proportion of unplanned service in the Service Count Breakdown donut, combined with a lower Overall Maintenance Score and a High risk concentration on the heatmap, helps the Finance or Cost Controller identify segments where the cost of reactive service is likely overrunning the cost of planned maintenance.
• A Reliability Engineer identifies failure patterns and root causes. The Reliability Engineer uses the Root Cause Overview donut chart to see how the reactive work orders of maintained assets within the filtered timescale break down by Order Type. The Engineer then uses the Product Risk List to identify which products are producing the most reactive service relative to planned service, and uses the Mean Time to Repair KPI card to understand how quickly reactive events are being resolved.
• A Product or Asset Manager understands product-level performance. The Product or Asset Manager filters the dashboard by product family and reviews the Product Risk List, which ranks products from highest to lowest risk and shows the number of assets, planned work orders, and unplanned work orders for each product. The Risk column highlights the products whose average Maintenance Score indicates poor effectiveness, enabling the Product or Asset Manager to prioritize design, documentation, or maintenance-strategy changes.
• A C-Suite leader reviews high-level maintenance KPIs and strategic risk. The C-Suite leader uses the unfiltered dashboard (or a top-level filter such as region or business unit) to read the Header KPI cards and the heatmap at a glance. The Overall Maintenance Score, the planned-versus-unplanned mix, and the regional risk distribution provide a strategic, install-base-wide indicator of how well the organization's maintenance program is performing.
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