Download a free package of Field Service dashboards and reports from Salesforce Labs AppExchange. Use these optional dashboards to create customized reports and dashboards for your field service operation.
Required Editions
| Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience |
| The Agentforce Field Service and Operations core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions. |
The package easily installs three standard dashboards that chart objects in your Field Service org. It’s a good starting point for customizing performance and management dashboards that you can reconfigure and modify as needed.
Some of metrics tracked include:
- Number of completed appointments by a resource
- Management by territory and utility
- Total hours worked by resource
- Number of maintenance plan checkins
- Resource capacity by territory
- Upcoming priority appointments
- Total number of completed appointments by week
- Products consumed by work orders
- Average appointment and travel times
System Administrator Dashboard
This dashboard displays metrics - such as products needed and consumed, and overall performance for each type of work.
Inventory Manager Dashboard
This dashboard displays information on how products are consumed and used, and by work order types.
Service Manager Dashboard
This dashboard focuses on the work performance of resources and additional work order metrics.
Download
To download the dashboards, click Get It Now on the the Field Service Dashboards page on AppExchange.