TEMPLATES > General Services

Service Management

Template	Service Desk	Call Center
Description
	Analyze the efficiency of your teams and agents. Challenge your ability to close cases. Manage your daily activity and monitor your backlog.	Assess and monitor the performance of your Call Center: Incoming Calls, Abandon %, Average Talk Time., Peak Hours...
Required attributes	10 attributes	8 attributes
	Case # Case Description Open Date Close Date Case Category Case Priority User Case Status Agent Agent Group	Call Date Time Call Id Abandon Flag Caller Customer Agent Wait Time (s) Talk Time (s)
KPIs	10 KPIs	18 KPIs
	Open Cases Open Cases Duration Time (min) High Priority Open Cases Closed Cases Resolution Duration (min) Closed Cases per Agent Created Cases Created Cases per User Users Agents	Total Incoming Calls Total Abandoned Calls Abandoned Calls % Avg Wait Time Avg Wait Time until Answer Avg Wait Time until Abandon Avg Talk Time Nb of Agents Incoming Calls per Agent Answered Calls per Agent Nb of Callers Calls per Caller Nb of Customers Calls per Customer Total Answered Calls Answered Calls % Incoming Calls (Weekly) Incoming Calls (Daily)
Dashboard pages	9 pages	7 pages
	Service Desk Cockpit Service Desk Home Performance of Agent Groups Created Cases by Category Resolution Duration by Category Servicing Users Open Cases Case Opening Peaks Service Desk Adhoc Analysis	Call Center Cockpit Call Center Home Call Center Top Performers Agent Performance Call Center Adhoc Analysis Call Center Seasonality Analysis Top 4 KPIs Trends (MTD/YTD)
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	CreateService DeskDashboard	CreateCall CenterDashboard

Travel Management

Template	Business Travel (Air)	Business Travel (Hotel)
Description
	Travel Management: Get a complete understanding of your Business Travel (Air) Expenses: Total Air Spend, Average Ticket Price, Online Adoption Rate, Lowest Fare Available, Travelers Behavior...	Travel Management: Get a complete understanding of your Business Travels (Hotel) Expenses: Total Booking Volume, Average Room Price, Online Adoption Rate, Lowest Rate Available, Travelers Behavior...
Required attributes	14 attributes	14 attributes
	Invoice Date Booking Date Travel Start Date Airlines Booking Class Online Booking Flag Origin City Origin Country Destination City Destination Country Reason Travel Traveler Lowest Available Fare Ticket Amount	Invoice Date Booking Date Hotel Check-in Date Country PoS Hotel Hotel Chain Online Booking Flag Hotel City Hotel Country Reason Travel Traveler Lowest Rate Available Hotel Room Amount Hotel Room Nights
KPIs	15 KPIs	18 KPIs
	Total Air Spend Nb of Tickets Avg Ticket Price ABW - Advance Booking Window Nb of Tickets (booked online) OAR - Online Adoption Rate Lowest Fare Accepted Rate Nb of Travelers Air Spend per Traveler Total △ Ticket vs Lowest Fare Avg △ Ticket vs Lowest Fare Ticket vs Lowest Fare % Tickets per Traveler Destination Cities Destination Countries	Total Booking Volume Nb of Bookings Nb of Nights Nights per Booking Avg Room Price ABW - Advance Booking Window Nb of Tickets (booked online) OAR - Online Adoption Rate Lowest Rate Accepted % Nb of Travelers Booking Volume per Traveler Total △ Booking vs Lowest Rate Avg △ Ticket vs Lowest Rate Ticket vs Lowest Rate % Bookings per Traveler Nights per Traveler Destination Cities Destination Countries
Dashboard pages	9 pages	8 pages
	Business Travel (Air) Home Business Travel (Air) Cockpit Ticket Price per Advance Booking Window Air Traveler Behavior Evolution of Online Booking Adoption Rate Business Travel (Air) Top Performers Business Travel (Air) Adhoc Analysis Business Travel (Air) City Analysis Top 4 KPIs Trends (MTD/YTD)	Business Travel (Hotel) Home Business Travel (Hotel) Cockpit Hotel Traveler Behavior Evolution of Online Booking Adoption Rate Business Travel (Hotel) Top Performers Business Travel (Hotel) Adhoc Analysis Business Travel (Hotel) City Analysis Top 4 KPIs Trends (MTD/YTD)
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	More info on Business Travel (Air)	More info on Business Travel (Hotel)
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	CreateBusiness Travel (Air)Dashboard	CreateBusiness Travel (Hotel)Dashboard

Project Management

Template	PMO
Description
	What are the projects at risk? How to better involve resources? Ensure your project portfolio is progressing according to plans.
Required attributes	11 attributes
	Status Date Project Start Date Project End Date Project Project Category Project Manager Project Risk Project Priority Budget Consumed Budget Progress %
KPIs	7 KPIs
	Total Budget Total Consumed Budget Consumed Budget % Nb Projects Nb High Risk Projects Global Progress % Spent Time %
Dashboard pages	4 pages
	Project Management Cockpit PMO Home Projects Overview Project Detail
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	More info on PMO
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	CreatePMODashboard

Risk & Compliance

Template	Risk Register
Description
	Identify and manage risks your are facing in your organization. Use the risk register to keep track for of them. Get an overview of the Status and ERM Type of your risks.
Required attributes	10 attributes
	Risk # Risk Description Root Cause Open Date Closed Date Risk Category Risk Priority Risk Status Risk Owner Risk ERM Type
KPIs	6 KPIs
	Open Risks Open Risks Duration Time (day) High Priority Open Risks Closed Risks Duration until Closure (day) Created Risks
Dashboard pages	3 pages
	Risk Register Home Risk Register Cockpit Historical Risks
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	More info on Risk Register
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	CreateRisk RegisterDashboard