KPIKPI ColumnCalculation using the fields in the datasetLogic (Settings in the formlist will be applied) Number formatColumn 1

Average Billable Hoursbillable_hours_kpi
billable_hours_kpi
sum(actual_hours) where billable_option ='Billable'

Numeric

2 decimal
Productive Time (Billable hours over Daily Capacity)
productive_time_kpi
billable_hours_kpi/daily_capacity
sum(actual hours where billable_option ='Billable')/ (connectwise user daily capacity or 8)

Numeric


2 decimal



Billable Utilization Rate
billable_utilization_rate
billable_hours_kpi/actual_hours
sum(actual hours where billable_option ='Billable')/ actual_hours

Numeric


Whole number


Average Tickets Resolved per day
resolved_tickets_kpi
resoved_tickets_kpi
count of tickets resolved by the member
Integer
3 decimal Places

% P1 SLA Compliance - Response
p1_sla_response_kpi
response_met_p1/(response_met_p1+response_unmet_p1)
met/(met+unmet)  from priority settings dashboard

Numeric


3 decimal Places


% P2 SLA Compliance - Response
p2_sla_response_kpi

response_met_p2/(response_met_p2+response_unmet_p2)
met/(met+unmet)  from priority settings dashboard

Numeric


3 decimal Places


% P3 SLA Compliance - Response
p3_sla_response_kpi

response_met_p3/(response_met_p3+response_unmet_p3)
met/(met+unmet)  from priority settings dashboard

Numeric


3 decimal Places


% P1 SLA Compliance - Resolution Plan

p1_sla_resplan_kpi
resplan_met_p1/(resplan_met_p1+resplan_unmet_p1)
met/(met+unmet)  from priority settings dashboard

Numeric


3 decimal Places


% P2 SLA Compliance - Resolution Plan
p2_sla_resplan_kpi
resplan_met_p2/(resplan_met_p2+resplan_unmet_p2)
met/(met+unmet)  from priority settings dashboard

Numeric


3 decimal Places


% P3 SLA Compliance - Resolution Plan
p3_sla_resplan_kpi
resplan_met_p3/(resplan_met_p3+resplan_unmet_p3)
met/(met+unmet)  from priority settings dashboard

Numeric


3 decimal Places


% P1 SLA Compliance - Resolved
p1_sla_resolve_kpi
resolve_met_p1/(resolve_met_p1+resolve_unmet_p1)
met/(met+unmet)  from priority settings dashboard

Numeric


3 decimal Places


% P2 SLA Compliance - Resolved
p2_sla_resolve_kpi
resolve_met_p2/(resolve_met_p2+resolve_unmet_p2)
met/(met+unmet)  from priority settings dashboard

Numeric


3 decimal Places


% P3 SLA Compliance - Resolved
p3_sla_resolve_kpi
p1_sla_resolve_kpi
resolve_met_p3/(resolve_met_p3+resolve_unmet_p3)
met/(met+unmet)  from priority settings dashboard

Numeric


3 decimal Places


First Call Resolution

first_call_resolution_kpi

first_call_resolution_kpi
count of tickets resolved by the member  where time entry count =1
Integer


Whole number

Same Day Closesame_day_close_kpisame_day_close_kpi
count of tickets where date_entered = date_closed and counted for each resources

Integer

Whole number

Late Time Entrylate_timeentry_kpi
late_timeentry_kpi
Count of time entries that date_entered - end time > 15 mins / Configured in the setting
Integer


Whole number

Client Retentionclient_retention_kpi
client_retention_kpi
Count of clients that is from company teams settings
Integer

Whole number


Ticket Touchesticket_touches_kpi
ticket_touches_kpi
Count of ticket that there was notes or time entry
Integer

Whole number


Unscheduled Leave
unscheduled_leave_kpi
unscheduled_leave_kpi
Count of time entries with set work type from the settings that the time start is earlier then time entry created
Integer

Whole number