The Vital Signs reports and dashboards offer excellent insight into overall shop work categories. The combination of visual elements—like graphs and pie charts—paired with quick drill-down access to supporting data, makes it a powerful tool for quickly spotting trends in the types of work coming through the shop.
However, it would be even more useful if we could filter this data down to the employee level—specifically by technician and/or service advisor—and have the graphs and pie charts update accordingly to reflect only that filtered data for quick and accurate review.
This enhancement would help answer key operational questions like:
-How is the workload truly being distributed among techs?
-Is there a noticeable imbalance or possible favoritism?
-When a tech says, “I always get this kind of work,”—is that actually true?
-Are certain techs consistently receiving jobs that don’t align with their strengths?
-Which types of repairs does each tech excel at?
-Are certain service advisors better at selling specific categories of work?
The ability to view this kind of data would go a long way in identifying patterns, improving workflow distribution, and having more honest conversations with the team—backed by real numbers.
From the outside, it might seem like it's just a matter of adding filters to the existing dashboards and reports—but I understand there’s more complexity under the data hood.
Still, if this could be added or developed as a new report set, I think it would be a major win for shop owners and managers trying to lead with data.