Job Margin Board — Field Service

Jobs

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Blended margin

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Avg margin / job

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completed jobs

Jobs at a loss

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Margin leaked

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on loss-making jobs

Quote → actual by job type

Average quote vs average actual cost per job type · the bar runs quote→cost · red = over quote (margin leak)

Jobs by margin band

How the job book splits · loss · thin · healthy · strong

Work orders

Every completed job on current filters · worst margin first · click a row to drill into the client

Job	Client	Type	Crew	Quote	Actual	Margin ▲	Band

Median overrun

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actual vs quote

Jobs over quote

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Worst job type

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Margin leaked to overruns

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actual above quote

Overrun spread by job type — P10 → P90

Overrun % (actual vs quote) per job type · light bar = P10–P90, amber = middle-half, navy tick = median. Wide = unpredictable pricing.

Margin leaked to overruns — by job type

Total £ lost to jobs running over quote (bars) + cumulative share

First-time-fix

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fixed on first visit

Avg revenue / tech / day

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quote value booked

Utilisation

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on-site hrs ÷ available

Best crew margin

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Technician scorecard — utilisation vs first-time-fix

Each dot a technician · x = utilisation · y = first-time-fix % · size = revenue. Bottom-right = busy but sloppy. Utilisation assumes 8 billable hrs/tech/working day.

Margin by crew

Total margin £ per crew · navy = profit, red = loss · click to drill

Clients

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with completed jobs

Profitable clients

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Top client margin

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% margin from top 5

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client concentration

Client profit cliff — who pays, who costs

Clients ranked by margin £ (bars, navy = profit / red = loss) + cumulative line. The dip is the loss-making clients dragging the book down.

Margin by client × job type

Margin % for the busiest clients × job type · navy = healthy, red = loss · thin cells (<5 jobs) greyed

Jobs / working day

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across the quarter

Busiest day

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Peak hour

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most jobs start

Scheduled / open

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not yet completed

Dispatch board — jobs by day × hour

Job starts by weekday and hour · darker = busier. Illustrative of the scheduling shape this data models (synthetic).

quietbusy

Booked vs completed, by week

Completed jobs vs still-scheduled jobs per week

First-time-fix

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excl. warranty

Callback rate

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jobs generating a return

Cost of rework

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actual cost of callbacks

Worst job type

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Callback rate by job type

Share of jobs generating a return visit (bars) + cumulative £ rework cost · modelled from job records for this demo

Weekly callback rate — signal vs noise

Callback % per week against the mean and ±3σ control limits · points outside the band are special-cause

Outstanding

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invoiced, not yet paid

Overdue > 45 d

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Overdue jobs

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need chasing

Avg days to pay

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paid jobs

Receivables aging

Outstanding invoice value by age · redder = older

Outstanding by client

Who to chase Monday · worst 12 clients by unpaid value