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Home / Features / Operations Pipeline and KPIs

Available in the web platform

Operations Pipeline and KPIs

A work list and a reporting view should refer to the same delivery workflow.

Workflow illustration
  1. 01Review the stage
  2. 02Choose a time window
  3. 03Inspect the work

Operations & field

Who it was designed for

Authorized operations staff coordinating survey delivery.

Available to authorized SSAI staff within the existing role permissions. Client and technician accounts do not inherit administrative access.

What it does

See work by status and review 7-, 30- and 90-day operational measures. On phones, admin jobs appear as readable cards, with collapsible filters and counts of active filters. Reporting follows role permissions, with financial information restricted to authorized staff.

How it fits your workflow

STEP 1

Review the stage

Open the permitted operations board or job view.

STEP 2

Choose a time window

Review available 7-, 30- or 90-day measures.

STEP 3

Inspect the work

Use status and site details to investigate the next handoff.

Illustrated workflow. These cards explain the process; they are not screenshots of a customer project.

The practical value

Status visibility and time-window measures help staff identify where to inspect the process. Role restrictions keep financial information with its authorized audience.

A concrete use case

An operations user reviews work by stage, then compares the available 7-, 30- and 90-day measures to focus the next operational review.

Requirements and limits

Reporting follows account permissions. Financial information is restricted to authorized staff.

Operational measures are workflow signals; they do not establish a guaranteed turnaround or margin.

Explore related workflows

See how operations pipeline and kpis fits your team

Bring your current workflow and the handoff that needs attention. We can discuss the available feature, appropriate access and relevant survey services.

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