Case Study
Technician Dashboard
Built a unified technician performance dashboard to uncover productivity gaps, service quality issues, and operational inefficiencies, enabling better coaching, scheduling, and resource allocation.
- Client
- Pest Company
- Industry
- Field Services
- Role
- Data Analyst & Dashboard Developer
- Date
- June 2026
01 / Business Problem
The business lacked a consistent way to measure technician performance across branches, making it difficult to identify productivity gaps, service quality issues, and operational inefficiencies. Without a single source of truth, leadership had limited visibility for coaching, staffing, scheduling, and capacity decisions.
02 / Goals
- 01
Create a single source of truth for technician performance
- 02
Measure productivity, service quality, and operational efficiency consistently
- 03
Identify performance gaps and operational bottlenecks across technicians and branches
- 04
Support data-driven coaching and recognition with objective KPIs
- 05
Improve staffing, scheduling, routing, and capacity planning through better performance visibility
- 06
Establish performance baselines for future improvement initiatives
03 / Process
From fragmented information to a usable system.
04 / Solution
The solution consolidated fragmented operational data into a centralized technician performance dashboard with standardized, reusable KPIs. It gives leadership a clear view of technician productivity, service quality, utilization, and operational performance, making it easier to compare technicians, identify performance gaps, and support better coaching and planning decisions.
05 / Results
Evidence over decoration.
- 11
- Core KPIs
- 2
- Branch Coverage
- 5
- Dashboard Views
- 1 Unified View
- Reporting System
Established a centralized reporting system for technician performance, creating consistent KPI visibility across productivity, service quality, and operational efficiency. The dashboard provides a foundation for identifying performance gaps, comparing technicians and branches, and making more informed coaching, scheduling, and capacity decisions.
06 / Project Gallery
The system in practice.
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