Using Operations Dashboards

Start on Dashboard

Open Dashboard.
Review urgent operational and commercial cards first.
Open the owning desk from the card rather than trying to fix the summary.
Use quote, work-order, finance, inspection, defect, and scheduling links to continue the workflow.

The dashboard includes commercial finance attention such as accepted quotes not invoiced, completed work orders not invoiced, overdue invoices, PO blockers, and credit-hold accounts. It also includes sent quote aging, so old sent quotes do not disappear from daily triage.

Use Data Quality for record hygiene

Open Data Quality.
Check Open Issues, Critical, Warnings, and Active Rules.
Review rule coverage badges to see which rules are enabled by current workspace capabilities.
Open each sample from the owning rule.
Fix the source record in the owning desk.
Mark the sample reviewed only when it has genuinely been handled.

Data Quality currently checks:

Rule	Owner
Missing Site Location	Sites
Sites Without Assets	Assets
No Billing Contact	Customers
Routine Scope Gaps	Routines
Stale Open Defects	Defects
Draft Report Queue	Reports
Draft Handover Packages	Client Handover
CRM Link Mismatch	Customers

Rules that depend on CRM or Reports are disabled when that workspace capability is not available.

Use Workforce Productivity for aggregate delivery review

Open Workforce Productivity.
Choose 30 Days, 90 Days, or This Month.
Review completed jobs, assets inspected, late or rebooked jobs, and QA follow-up.
Use the engineer table to compare completed work, job split, average hours, acknowledgement rate, late or rebooked counts, and QA counts.
Drill into Jobs or QA from the table.

Workforce Productivity is an aggregate management surface. Use it to find patterns, then open Scheduling, Work Orders, Inspections, or Defects for source-level correction.

Use PPM Forecast for future workload

Open PPM Forecast.
Review the 12-month volume and estimated-hours charts.
Check unassigned and bucketed workload.
Review service-line pressure, regional load, and site load.
Drill into Scheduling from the month, service line, region, or site.

PPM Forecast uses future inspections, work orders, and planner tasks. It is most useful when target-month work and generated routine work are maintained honestly.

Fix in the owning desk

Signal	Owning desk
Missing postcode or geocode	Sites
Empty asset register	Assets or Systems
Billing contact gap	Customers
Routine scope or generation blocker	Customers, then Scheduler
Stale defect	Defects, then Quotes or Work Orders
Draft handover package	Client Handover
Accepted quote not invoiced	Quotes, then Finance
Completed work order not invoiced	Work Orders, then Finance
Late or rebooked jobs	Scheduling
QA follow-up	Defects or Inspections

Troubleshooting

Problem	What to check
A dashboard looks empty	Check workspace capability, role, and whether the source desk has matching data.
Data Quality marks a rule disabled	The required workspace capability is not enabled.
Workforce numbers look low	Check the selected date range and whether work is completed inside that period.
PPM Forecast has no future workload	Confirm work has future scheduled dates or target months.
A summary card seems wrong	Open the owning desk first; dashboards are derived surfaces.

Reference surfaces

Use Dashboard, Data Quality, Workforce Productivity, and PPM Forecast for route-level details.
Use the Admin Route Interaction Matrix to decide which desk owns the next action.