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Feature

Plan with the numbers you have

Delivery, capacity, collections and parts demand without invented certainty.

Plan with the numbers you have

The problem

A dashboard can look confident while the underlying data is missing. A blank travel distance, an uncosted hour or an invoice with no history should be visible, not silently treated as zero.

What you get

Delivery outcomes

On-time completion, response time, contractual SLA outcomes and PPM due/completed/late/missed/on-hold.

Time and travel

Recorded, billable and unbilled minutes, known travel miles and missing travel distances.

Repeat-visit proxy

A 14-day repeat-visit signal labelled as a proxy, not a causal guarantee.

Capacity and utilisation

Booked minutes against estimated capacity, with unavailable periods subtracted and overload visible.

Collection rate proxy

Historical cash collection by customer or global rate, applied to open balances by aging bucket.

Parts demand proxy

Trailing consumption projected four weeks against available stock and reorder levels.

How it works

Step 1

Choose the period

Open the operations report and set the date range.

Step 2

Read the outcomes

Start with SLA, PPM, time and data quality. Unknowns stay visible.

Step 3

Review capacity

Compare booked minutes with current-availability capacity and inspect uncapped utilisation.

Step 4

Plan cash and parts

Use the collection and parts proxies as prompts, with their limitations beside the numbers.

Operations report with delivery metrics and forecast
From the FieldElite demo workspace.

Questions about analytics

Is the collection figure a guarantee?

No. It applies a historical cash-allocation rate to open balances. Disputed and insolvent customers are not modelled.

Does the parts forecast create purchase orders?

No. It highlights projected shortfalls. Purchasing remains a human decision.

Why is a metric blank?

The report reports missing clocks, cost rates, travel distance or completion times as unknown instead of zero.

Does it use historical availability?

Utilisation subtracts recorded unavailable periods. Capacity still uses current availability and workspace working hours.

See the report with your own jobs

Bring a month of jobs, invoices and stock movements to a short walkthrough.

Book a walkthrough

Keep reading

Help articles for this feature

From the blog