Using the FO&M Dashboard report

This guide offers a comprehensive overview of how to effectively utilize the FO&M Dashboard in Planon, highlighting key features such as data filtering, KPI metrics, and data drill-down capabilities. By understanding how to navigate and interpret the dashboard, users can gain valuable insights into their team's performance, track key orders, and make informed decisions.

Jennifer Fullerton
19 steps
2 minutes

Dartmouth

Microsoft Power BI

Log in to Planon and open the FO&M Dashboard using the [Accessing PowerBi Dashboards](https://scribehow.com/shared/Accessing_PowerBi_Dashboards_through_Planon__Ws2Kq7foTpiATfcN6YlN-w) documentation. When successful, the FO&M Dashboard is displayed in a new browser tab.

Alert! Data for the FO&M Dashboard is refreshed six times per day: 12AM, 6AM, 9AM, 12PM, 3PM, and 6PM. *It is possible for there to be a discrepancy between the dashboard and Planon if the data has not yet been refreshed.*

Filtering the Dashboard

The dropdowns at the top of the page can be used to filter the data displayed below.

Click the dropdown arrow at the right of the field you want to filter by to open the available options.

Click on the black box next to "select all". This will deselect all current selections.

Select the check box for the field you want to filter by. Use **CTRL + Click** to select more than one value for a single field.

Click on the up arrow at the right corner of the dropdown box to close it.

The displayed data is updated to only the selections shown at the top of the page.

KPI Cards

The green cards shown at the top of the dashboard display Key Performance Indicator (or KPI) metrics that have been defined as important by Campus Services. These KPI cards give you a quick glance into the status of your team based on these measures: - Open Orders - Priority Orders - Unassigned Orders - Overdue Orders:

**Open Orders:** all orders with a status *between* Reviewed and Technically Complete.

**Priority Orders:** all orders with a priority of 1 or 2

**Unassigned Orders:** order in a status of Reported or Reviewed without a tradesperson assigned to them.

**Overdue Orders:** orders which are 7 days or more past the Estimated Completion Date.

Using the Dashboard

The bar graph at the far left of the dashboard can be further filtered to display data by Order Group, Trade, or Tradesperson. **Click to select an option.**

**Hovering the mouse over a graph field will display additional metrics.** Not all fields will have this function. The data displayed below can be read as: *For the Trade: EL, for orders with an Order Group of Appliance, there are 3 open orders and 24 closed orders giving EL a closed percentage of 89% for this Order Group.*

**Clicking on a report field will apply a filter to all other graphs on the page.** In the screenshot below the bar for the Appliance order group has been selected. The relevant data for this selection is shown in a solid bar while the total values remain displayed in a lighter shade. The data displayed below can be read as: *For the Trade: EL, for orders with an Order Group of Appliance, there are 3 Priority-4 orders, and they are all in a status of In Progress.*

Graphical data can be drilled into to display a table of orders which match the criteria currently selected. **Right-click on a report field and select: Drill through > Order details.**

Tip! You can also right-click and drill through the KPI cards at the top of the dashboard.

Drill Through Reports

A new report layout is loaded.

Click on any of the column headers to sort by that column.

Alert! This function is not working for supervisors yet.

Click the icon under the column Planon Link to be returned to Planon to view the order selected.