Reports & Dashboards
A bundle of reports and dashboards covering all the metrics is available out of the box. It is not installed by default, and can be deployed in your org separately. To get this bundle, contact your ServiceMax Account Executive. You can then edit/clone these reports, to suit your business requirements.
After you deploy this bundle in your org, you will see the link View Dashboard in the SPM configuration screen for each metric. Clicking this will open the dashboard for the associated metric, in a new browser tab.
You can also create reports & dashboards in Salesforce, to analyze the Service Performance Metrics generated in your org.
Create the dashboards in a folder named SPM Dashboard and with the following unique names, to see the View Dashboard link in SPM configuration screen:
Metric Name
Dashboard Unique Name
First Time Fix
SPM_First_Time_Fix
Mean Time To Repair
SPM_Mean_Time_To_Repair
Contract Up Time
SPM_Contract_Up_Time
Attach Rate
Attach_Rate
Mean Time To Complete
Mean_Time_To_Complete
Average Response Time
Average_Response_Time
Utilization
Utilization_Effectiveness
Repeat Visit
Repeat_Visit
Mean Time Between Failures
SPM_Mean_Time_Between_Failures
Account Summary
Account Summary
SPM Top Level Summary
SPM Top Level Summary - Service Request
SPM Top Level Summary - Primary Work Order
SPM Top Level Summary - Case
To know more details about the OOTB reports and dashboards, and for some pointers on the reports, you can create for each metric, refer to the related section for each metric.
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