Reading Your Performance Metrics
Understand what each metric means and how to use it to make better business decisions.
Use your dashboard metrics to spot problems early, balance work across your team, and plan for slow or busy periods.
Each metric on the Reports dashboard answers a different business question. When you read the numbers together instead of in isolation, you can see where work is moving well, where quality is slipping, and where to act next.
This page covers the same metrics shown on the Reports dashboard. The dashboard is available to Owners and Managers only.
Metric definitions
Use the table below to understand what each dashboard card or chart is telling you.
| Metric | What It Measures | How to Read It |
|---|---|---|
| Completion rate | Percentage of scheduled jobs that were completed | Higher is better. A sudden drop may signal scheduling or staffing issues. |
| Issue rate | Percentage of jobs with an issue flag | Lower is better. The card turns red above 5%. Track trends over time to spot recurring problems. |
| Revenue | Total value of completed jobs in the selected date range | Compare week to week to spot busy and slow periods. |
| Jobs completed | Total number of completed jobs in the selected date range | Track volume alongside completion rate to understand overall workload. |
| Client feedback | Positive versus negative feedback from post-job feedback forms | A high negative ratio needs attention. Review issue-flagged jobs for patterns. |
| Team breakdown | Completed jobs per team member | Compare workload and productivity across your team. Top 6 are shown individually, and the rest are grouped as Other. |
| Weekly trend | How jobs completed and revenue change week over week | Look for patterns, such as seasonal dips, improvement after process changes, or growth over time. |
Turning metrics into decisions
Start with movement, not single numbers. A metric becomes useful when you compare it against past weeks, recent changes in workload, and what you already know about your team and clients.
If issue rate is rising, review feedback forms and job notes for common themes. A cluster of similar issues may point to a training gap, a process problem, or a specific client with recurring concerns.
When one team member completes far more jobs than others, check the full picture before assuming stronger performance. You may need to rebalance assignments, or you may find that other team members are carrying harder or more time-consuming jobs.
A predictable dip in revenue usually gives you time to act. If the same week tends to slow down, plan marketing, outreach, or schedule adjustments ahead of time to fill the gap.
If completion rate drops, look at how work is being scheduled and assigned. Too many jobs on the same day, or too many unassigned jobs waiting too long, can reduce completion even when demand is strong.
Where to go next
Use the dashboard to monitor trends, then review client details when you need to understand what is driving them.