Dashboard and Scorecards - FAQLast updated on 02/23/2023

Scorecards show technician key performance indicators (KPIs) based on completed jobs whose business unit (BU) is mapped to that scorecard.

If no BUs are mapped to the scorecard, you see the message, Looks like your scorecards need some setting up. To set up your scorecard, or to include additional BUs, map business units to Technician Scorecards.

If there are no completed jobs to report on, you see the message, No data available due to selected filters. Filter the dashboard for a wider date range or additional BUs.

Scorecards are based on completed jobs whose business unit (BU) is mapped to that scorecard, not the technician’s BU. If a technician works on jobs assigned to different BUs, they can appear on different scorecards.

Double click a KPI for a technician on a scorecard to open their individual scorecard in a new window. Their scorecard lists KPIs for all the jobs they worked on for all BUs.

The Sales scorecard shows KPIs for sales jobs whose BUs are mapped to the scorecard. If a technician sells estimates on a non-sales job, the KPIs appear on that job BU's scorecard in the Sales tab.

Replacement opportunities are used to track aging equipment to identify opportunities to sell customers new equipment. Make sure your pricebook is set up with equipment types and opportunity tags. For more, see Set up replacement opportunities.

For a membership sale to appear on the Modular Dashboard, the membership must be sold or renewed on an invoice. Make sure your membership types are configured with membership sale and renewal tasks in your pricebook. For more, see Create membership types.

Each key performance indicator (KPI) on the Modular Dashboard is calculated differently. Click the Information icon at the top of a scorecard or module to view a scrollable list of the reported KPIs that includes:

• Equivalent report template and column of the KPI

• Brief definition

• Calculation of the KPI

• Dependencies and additional notes

It depends. This setting affects the key performance indicators (KPIs), Completed Revenue with Adjustments and Adjustment Revenue in the Technician Performance report template. By default, Technician Scorecards and individual technician scorecards do not include these KPIs. In this case, scorecard KPIs are not affected.

If your account is configured to include adjustment invoices on Technician Scorecards, then yes, adjustment invoices with this checkbox selected will affect scorecard KPIs.

The Modular Dashboard uses invoice items that are mapped to income general ledger (GL) accounts to calculate revenue. Make sure that all the pricebook items you want to count as revenue are mapped to income GL accounts.

For more, see Map Pricebook items to a QuickBooks General Ledger Account and Set up general ledger accounts.

If your Technician Scorecard charts display undefined instead of your technician’s initials, it’s likely that there are empty spaces around their name in their profile, which causes this error.

To fix it, go to Settings > People > Technicians and click Edit for the technician with this error. In the Name field, remove any extra spaces around their name and save your changes. Refresh the dashboard to update the charts.