Metrics

This guide explains the key metrics available in Taskr analytics and how to interpret them.

Understanding Metrics

What are Metrics?

Metrics are quantifiable measures used to track business performance. Taskr provides metrics across:

Financial performance
Operational efficiency
Customer relationships
Team productivity

Financial Metrics

Revenue

Metric	Definition	Calculation
Total Revenue	All income in period	Sum of paid invoices
Invoiced Amount	Bills issued	Sum of invoice totals
Collected	Payments received	Sum of payments
Outstanding	Unpaid invoices	Invoiced - Collected

Revenue Trends

Track revenue over time:

Daily/weekly/monthly totals
Year-over-year comparison
Rolling averages
Growth rate

Profitability

Metric	Definition	Formula
Gross Profit	Revenue minus direct costs	Revenue - Cost of Goods
Profit Margin	Profit as percentage	(Profit / Revenue) × 100
Job Profit	Profit per job	Job Revenue - Job Costs

Cash Flow

Metric	Description
Cash In	Payments received
Cash Out	Expenses paid
Net Cash Flow	Cash In - Cash Out
Days Sales Outstanding	Average collection time

Operational Metrics

Job Metrics

Metric	Definition
Jobs Created	New jobs in period
Jobs Completed	Finished jobs
Jobs in Progress	Active jobs
Backlog	Jobs awaiting start

Job Performance

Metric	Definition	Good Value
Completion Rate	On-time completions	>90%
First-Time Fix	Resolved first visit	>80%
Average Duration	Time to complete	Varies by type
Rework Rate	Jobs needing redo	Less than 5%

Average Job Value

Metric	Calculation
Average Job Value	Total Revenue / Job Count
By Type	Breakdown by job category
By Customer	Average per customer
By Team	Average per team member

Customer Metrics

Customer Acquisition

Metric	Definition
New Customers	First-time customers
Acquisition Rate	New per period
Acquisition Cost	Marketing spend / New customers

Customer Value

Metric	Definition
Customer Lifetime Value	Total revenue from customer
Average Revenue/Customer	Revenue / Active customers
Job Frequency	Average jobs per customer

Customer Retention

Metric	Definition	Formula
Retention Rate	Customers who return	(Retained / Total) × 100
Churn Rate	Customers lost	(Lost / Total) × 100
Repeat Rate	Multiple purchases	Repeat / Total customers

Customer Satisfaction

Metric	Source
Reviews/Ratings	Customer feedback
Complaints	Issue count
Response Time	Time to respond
Resolution Rate	Issues resolved

Team Metrics

Productivity

Metric	Definition
Jobs per Person	Job count / Team size
Revenue per Person	Revenue / Team size
Billable Hours	Time charged to jobs
Non-Billable	Admin/travel time

Utilization

Metric	Calculation	Target
Utilization Rate	Billable / Available hours	70-85%
Capacity	Available work hours	Based on schedule
Over/Under	Actual vs target	Balance workload

Time Tracking

Metric	Description
Hours Worked	Total time logged
Overtime Hours	Beyond standard hours
Average Hours/Job	Time efficiency
Travel Time	Non-productive time

Quote Metrics

Quote Performance

Metric	Definition
Quotes Sent	Proposals issued
Quotes Accepted	Converted to jobs
Win Rate	Accepted / Sent
Average Quote Value	Total quoted / Count

Quote Timing

Metric	Description
Response Time	Inquiry to quote
Decision Time	Quote to decision
Follow-up Rate	Quotes followed up

Asset Metrics

Asset Performance

Metric	Definition
Assets Under Management	Total assets tracked
Maintenance Compliance	On-schedule maintenance
Fault Rate	Issues per asset
Downtime	Time out of service

Viewing Metrics

Dashboard Widgets

Metrics displayed as:

Numeric values
Percentage changes
Trend indicators
Comparison charts

Metric Cards

Element	Shows
Value	Current metric
Change	vs previous period
Arrow	Up/down indicator
Sparkline	Mini trend chart

Drill-Down

Click metrics to:

See detailed breakdown
View underlying data
Export specifics

Setting Targets

Defining Goals

Go to Settings > Targets
Select metric
Set target value
Choose period
Save

Tracking Progress

Indicator	Meaning
Green	Meeting/exceeding target
Yellow	Within 10% of target
Red	Below target

Metric Alerts

Setting Alerts

Select metric
Click Set Alert
Define threshold
Choose notification method
Save

Alert Types

Type	Triggers When
Above	Metric exceeds value
Below	Metric falls under value
Change	Significant change detected

Best Practices

Choosing Metrics

Focus on actionable metrics
Limit to key indicators
Align with business goals
Review and refine regularly

Interpretation

Consider context
Look at trends, not just snapshots
Compare to benchmarks
Investigate anomalies

Action

Set improvement targets
Identify root causes
Make data-driven decisions
Track initiative impact

Troubleshooting

Common Issues

Issue	Solution
Metric shows zero	Check date range, filters
Numbers don’t match	Verify data is complete
Missing metrics	Check permissions
Slow loading	Reduce date range

Back to Analytics Overview | Back to Documentation Index

​Metrics

​Understanding Metrics

​What are Metrics?

​Financial Metrics

​Revenue

​Revenue Trends

​Profitability

​Cash Flow

​Operational Metrics

​Job Metrics

​Job Performance

​Average Job Value

​Customer Metrics

​Customer Acquisition

​Customer Value

​Customer Retention

​Customer Satisfaction

​Team Metrics

​Productivity

​Utilization

​Time Tracking

​Quote Metrics

​Quote Performance

​Quote Timing

​Asset Metrics

​Asset Performance

​Viewing Metrics

​Dashboard Widgets

​Metric Cards

​Drill-Down

​Setting Targets

​Defining Goals

​Tracking Progress

​Metric Alerts

​Setting Alerts

​Alert Types

​Best Practices

​Choosing Metrics

​Interpretation

​Action

​Troubleshooting

​Common Issues