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TEAM Software: Introducing the Insights Dashboard


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TEAM’s insights dashboard is the next generation of analytics designed to unlock more value from the data you already have in WinTeam. Think of it like a virtual report card of key performance indicators (KPIs), metrics and trends. The slides highlight the out-of-the-box features that help you understand the business metrics you should be tracking, and we’ll give you the scoop on when and how you can access it to start making smarter decisions ASAP.

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TEAM Software: Introducing the Insights Dashboard

  1. 1. © 2017 TEAM Software, Inc. Introducing TEAM’s Insights Dashboard Wednesday, October 4, 2017
  2. 2. © 2017 TEAM Software, Inc. • Leverage the extensive data from WinTeam. • Visualization of data. • Industry-specific metrics. • No configuration needed — preloaded analytics and reports. How We Got Here Available for TEAM SaaS clients at no additional cost.
  3. 3. © 2017 TEAM Software, Inc. How many of you have already used the insights dashboard or at least seen a demo of it? I have used it. I have seen a demo. I have not used the dashboard or seen a demo. What’s a dashboard? Poll Question
  4. 4. © 2017 TEAM Software, Inc. • Virtual report card of KPIs, metrics and trends. • Near real-time updates on job financials, overtime information, customer analytics and Checkpoint stats • At-a-glance information displayed in handy charts and graphs. New Insights Dashboard
  5. 5. © 2017 TEAM Software, Inc. Out-of-the-Box Reporting KPI Tab • Designed for executives • Set alert notifications when a threshold is reached Map Tab • Show your customers your reach Overtime and Checkpoint Tabs • Trending metrics • Drill-down capabilities Job Financials and Customer Analysis Tabs • Revenues, expenses and margins
  6. 6. © 2017 TEAM Software, Inc. KPI tab
  7. 7. © 2017 TEAM Software, Inc. KPI tab
  8. 8. © 2017 TEAM Software, Inc. KPI tab
  9. 9. © 2017 TEAM Software, Inc. KPI tab
  10. 10. © 2017 TEAM Software, Inc. KPI tab
  11. 11. © 2017 TEAM Software, Inc. Map Tab
  12. 12. © 2017 TEAM Software, Inc. Job Financials Tab
  13. 13. © 2017 TEAM Software, Inc. Customer Analysis Tab
  14. 14. © 2017 TEAM Software, Inc. Overtime Analysis Tab
  15. 15. © 2017 TEAM Software, Inc. Checkpoints Tab
  16. 16. © 2017 TEAM Software, Inc.
  17. 17. © 2017 TEAM Software, Inc. • 24/7 help on Solutions Online • Reporting & Analytics web page • At-A-Glance Analytics blog • Share feedback via the Idea Portal or email Travis Graham. Want access to the dashboard? Contact your account manager today! Additional Resources