KPIs: Execution

Overview

All three read the jobs completed in the period, and two of them read the crew's approved hours. The utilisation card reads the guaranteed hours on each worker's record; without that, it has nothing to compare hours against and says so.

On-time completion

On-time completion is the share of completed jobs that finished on or before the date of their last scheduled visit. The hint says the rest: “Finished on or before the last scheduled visit date. Not cycle time — jobs carry no start date to measure that against.”

• The scheduled date is the visit's current date. A rescheduled visit is overwritten in place, so the date compared is the one actually agreed with the client — a job is not scored late for finishing exactly when it was told to.
• A completed job with no visit at all has no schedule to measure against; it is counted and excluded: “No completed job in this period had a visit scheduled to measure against.”
• It needs 10 measurable jobs before a percentage prints.

Labour utilisation

Labour utilisation is the hours that reached a job, over the hours the company guaranteed: approved job hours in the period ÷ (each field worker's guaranteed hours per week × the weeks in the period). The hint: “Hours that reached a job, against the hours a guaranteed week promised. Office staff aren't counted — their time is overhead by design.”

• Only workers with a guaranteed week on their record are in the denominator. With none: “No active field worker has a guaranteed week set, so there is nothing to compare hours against.”
• Office workers are excluded outright — asking what share of a bookkeeper's Tuesday belongs to a job is the wrong question.
• Hours from a worker with no pay rate are counted as hours but not as money; the card is marked incomplete and says how many workers it could not cost.
• The unabsorbed hours behind this rate — paid for, never on a job — are shown as money on Overhead and your minimum price. They are reported there and deliberately not yet added to your minimum price.

Estimate accuracy (median variance)

Estimate accuracy (median variance) is a small bar chart: for Labour hours, Labour cost and Materials and other job costs, the median of how far actual ran from the estimate, as a percentage — positive means over. A Full report → link opens the full Estimate accuracy report.

• It draws from completed jobs that carry both a costed quote and actual costs. Under 5 such jobs: “Not enough completed, costed jobs this period to draw a rate from.”
• A dimension is drawn only when it is reportable on its own sample; a dimension with too few jobs is left off rather than drawn thin.
• Positive bars are coloured as overruns, so a quick glance says which side you are missing on.

The schedule strip

Recent jobs: scheduled window vs. completion appears when at least one completed job had a visit: up to twenty rows, most recent first, each drawn from the first scheduled visit to the last, with the completion date marked and the row coloured Finished on time or Finished late. It is the same data the rate above was computed from, shown one job at a time.

Who can see it

Part of the page's single gate — see The KPI dashboard: Manager, owners and administrators. The guaranteed hours and the pay rate that utilisation reads are set per person on the team screens; the visit dates come from the job's visits.

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