Executive SOP 051: Executive Dashboard, Reports & Widgets

Purpose 

This procedure provides information for Executives and their supporting staff to leverage myAvail reporting metrics to track and respond key performance indicators. The process covers using a reports dashboard by first selecting appropriate measures and using the dashboard to monitor those KPIs.  

Operational Impact and Metrics

Operational Impact: It is important for the leadership team to be able to actively monitor KPIs they have identified as having strategic importance to ensure the agency is achieving the desired results.  

Metrics: User defined KPIs 

Definitions

ITS  Intelligent Transportation Systems 
CAD/AVL  Computer-Aided Dispatch and Automatic Vehicle Location 
Block  All the routes run by a vehicle 
MDT  Mobile Data Terminal 

Frequency

Determine preferences at the implementation of your ITS project, or during the initial use of DataPoint and BI reporting tools. Regularly review metrics and create new dashboards as needed. 

Positions and Responsibilities 

This procedure is intended for executives and managers to monitor KPIs through myDash and use the data to make operational and strategic decisions. 

Procedure

  1. Use your Business Intelligence tools to build out a customized dashboard of reports. Then monitor your agency KPIs 
  2. Add report panels to personalize your myDash to keep the metrics you need front and center for monitoring purposes
  3. Analysis - Filtering and tabs to provide deeper analysis drill downs to better understand KPIs displayed  

Operations Reports

    • Events dashboard 

Planning Reports

    • Schedule Adherence 
    • Ridership and APCs
    • Schedule Health 
    • Pull in and Pull out 

Maintenance Reports

    • Maintenance Dash
    • Pretrip issues 
    • Maintenance issues (VHM, ITS) 

Finance Reports

    • Coming soon...

NTD Reports

    • DataPoint card ( ETMS> Operations product suite)
    • Summary Reports> NTD Summary, NTD Trips Sampled, NTD Sample Failures report
    • Use filters, etc. to focus on and analyze metrics 
    • Report generation

Self Service Reports

    • Customize reports – provides metrics pulled from the database, select columns and tables to generate custom display 
    • Corrective Actions 
    • Utilize data to identify corrective actions needed
    • Develop and implement corrective action plan

Supporting Documents

Related SOPs  

  1. SP-040-01 System Administration – General Responsibilities 
  2. SP-050-01 Executive – Organizational Change Management 
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