Performance Tracker now reads each automatic metric from a specific source file name and marks the remaining operations metrics as manual.
Use file names containing active review final, TicketQC REVIEW, TicketQC FINAL, Ticket Quality Error, invoice cycle time, total cycle time, or open jobs so rows go into the right calculation group.
Date-based KPIs use the selected From and To dates. Active/Review/Final and Invoice Cycle Time are current snapshots, so the newest upload becomes the displayed value. Invoice Cycle Time can exclude tickets from a selected date onward.
Open-job reports are grouped by customer and prepared from the uploaded open-jobs data.
The parser reads a single sheet with a header row. Active/Review/Final expects Status in column F, and Invoice Cycle Time expects Deliver/Pickup in column J.
Ticket # or TicketIDCustomer ID, CustomerOrderType, Order Category, StatusJob #, Type, CityDeliver/Pickup, Rental Start, Date RecvStatusDeliver/PickupCustomer / Customer IDJob #, Ticket #Order Type, Address, StatusAge, Technician, NotesAlso supports the grouped "Customer: KEY - Name" section layout and displays regardless of the dashboard date range.
business days from the oldest included Deliver/Pickup date to today, or to the day before an optional exclude-from date, excluding weekendsColumn J: Deliver/PickupThis is a current snapshot. An optional exclude-from date omits tickets dated on or after that day and stops the calculation on the preceding day. The newest Invoice Cycle Time upload replaces older snapshots.
TicketQC FINAL imported rows / TicketQC REVIEW imported rows x 100TicketQC REVIEW rowsTicketQC FINAL rowsThe dashboard waits until both QC files exist for the selected date range, then compares final-stage tickets to review-stage tickets.
count Ticket Quality error rows dated inside the selected rangeTicket Quality Date of Occurance / Date of OccurrenceTicket Quality Ticket NumberThe dashboard displays the number of quality errors, not a percentage. TCR Total is no longer required. Error rows are identified by ticket number, so rows with a blank driver name still count when they have a usable date.
saved value for each selected Monday-Friday weekThe user selects a true work-week range such as Monday through Friday. The range detail view shows saved weeks; dashboard editors can delete a value and admins can edit it.
sum saved safety event counts for every selected Monday-Friday weekSafety violations, including speeding violations, are tracked outside the TCR ticket export. The dashboard card shows the selected-month total while range detail keeps the week-by-week audit trail.
sum saved incomplete-ticket counts for every selected Monday-Friday weekLabor TimeInternal NotesThe current TCR ticket export does not consistently include every field needed to detect incomplete tickets automatically. The dashboard card shows the selected-month total while range detail keeps the week-by-week audit trail.
saved weekly total for missed jobs + late jobs + client callbacks + reworksThese exceptions are tracked by operations because some missed jobs do not create a ticket row. The dashboard shows selected weeks without averaging them.
count Status values in column F: A is Active, E or R is Review, and F is Final EditColumn F: StatusThis is a current snapshot. Uploading a new Active/Review/Final file replaces the older snapshot and the dashboard shows the new counts without using the selected date range.