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Real-time dashboard generation for KPIs

Purpose

1.1. Provide real-time, actionable visual analytics for air compressor repair KPIs (job tickets, parts inventory, response time, technician utilization, revenue, and downtime).
1.2. Aggregate, normalize, and visualize multi-source operational data for executive reporting, team performance reviews, and fast corrective action.
1.3. Support compliance, SLA adherence, and predictive maintenance decisions via live metric feeds and historical trend analysis.

Trigger Conditions

2.1. New repair request logged in work order system.
2.2. Technician status update (job start, pause, complete).
2.3. Inventory decrease below safety threshold.
2.4. Revenue entry for completed job.
2.5. Scheduled or ad-hoc dashboard refresh times (e.g., every 10 minutes).
2.6. External API push from IoT/compressor sensors.

Platform Variants


3.1. Google Data Studio
• Feature: Data Source Connector (BigQuery, Sheets); configure scheduled refresh and filters for real-time metrics.

3.2. Microsoft Power BI
• Feature: Power BI Gateway/API; enable live connection to ERP (e.g., Dynamics 365) and set auto refresh intervals.

3.3. Tableau Desktop/Online
• Feature: Web Data Connector; connect to ServiceMax API for live work order and workforce data.

3.4. Amazon QuickSight
• Feature: SPICE Data Set; set S3/Redshift update triggers to refresh dashboard immediately after data arrival.

3.5. Klipfolio
• Feature: REST/SQL Connector; automate data pulls from job management system, configure with auto-refresh every 5 minutes.

3.6. Databox
• Feature: API Integrations; connect with Freshdesk and set KPI widgets for open jobs, closed jobs, and revenue per technician.

3.7. Zoho Analytics
• Feature: Data Sync; schedule real-time sync with Zoho Creator (field service app), configure KPI charts.

3.8. Sisense
• Feature: Elasticube Live; map live connections with repair tracking software and use conditional alerts.

3.9. Grafana
• Feature: Data Source (MySQL, Prometheus); enable periodic query for compressor telemetry updates.

3.10. Redash
• Feature: Query Scheduler; set SQL queries for ServiceNow incidents and display live metrics widget.

3.11. Plotly Dash
• Feature: REST API Integration; set up real-time polling of inventory APIs and auto-update visuals.

3.12. Looker
• Feature: LookML Model; link to operation DB for real-time job status, set custom dashboard refresh.

3.13. Qlik Sense
• Feature: Direct Discovery; use live links to repair CRM for ongoing updates and session-based metrics.

3.14. Domo
• Feature: DataSet via API; ingest work order and financial data, set up alerts for anomalies.

3.15. Cyfe
• Feature: Data Widgets; periodically fetch Zendesk, Xero, and field telematics data.

3.16. Smartsheet
• Feature: Live Data Connector; auto-update reports from job log sheets via built-in API integration.

3.17. Geckoboard
• Feature: Push API; configure endpoints to send live ticket/repair data from FSM system.

3.18. Monday.com
• Feature: Dashboard Widgets; pull work status from board API, set instant updates and chart rendering.

3.19. Notion
• Feature: API Database Integration; automate KPI block updates from field logger apps.

3.20. SAP Analytics Cloud
• Feature: Live Data Connection; connect to SAP ERP repair/order modules, enable data action triggers.

3.21. Salesforce Einstein Analytics
• Feature: Dataflow Editor; set live sync with FSM object and visualize cases/jobs per technician.

3.22. Airtable
• Feature: Scripting/Automations; link forms/tables on job completions to auto-refresh dashboard views.

Benefits

4.1. Instant status visibility for management and teams, without manual data gathering delays.
4.2. Faster anomaly detection and incident response for operational bottlenecks or SLA breaches.
4.3. Increased resource allocation efficiency by tracking technician workloads and part needs in real time.
4.4. Data-driven decision making for HR, inventory, and customer communications validated by live metrics.
4.5. Standardizes performance tracking and automates compliance-ready internal reporting.

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