Monthly KPIs Report

Tip: Tip! Wait until the 17-19th of the month to do the previous months KPIs. Always confirm with Jennifer first.

1. Open Monthly KPI Report

2. Click the “Month/Year (ex. April 2023)” field.

3. Type in the Month and Year you are doing the report for.

4. Click “Direct Payroll to Revenue
=Technician Payroll/Revenue Reports – Stats by Week”

5. Switch over to Maid Central- Click “All Reports”

6. Click the “Search:” field.

7. Type “Stats by week”

8. Click “Stats by Week”

9. Click “Data”

10. Click “January 7, 2024 – June 30, 2024”

11. Click “Last Month”

12. Click here.

13. Click the “Direct Payroll to Revenue” field.

14. Type in the %

15. Click “Bill Rate per Job
=Revenue/Job Count (Report – Stats by Week)”

16. Switch to tab “Stats By Week – GreenTree Cleaning Services”

17. Gather the revenue amount& the job count

18. Click the “Bill Rate per Job” field.

19. Enter the %

20.

21. switch back to stats by week report- locate the job count

22. locate number of homes count

23. switch back to report and enter the data

24. Click “Productivity

25. switch back to stats by week report and locate allowed hours

26. now locate job hours

27. switch back to report and input the data

28. “Skip Rate”

29. Return to maid central and Click “All Reports”

30. Click the “Search:” field.

31. Type “job count”

32. Click “Job Count by Date and Status”

33. scroll and located skipped number of houses

34. find number of lockouts

35. then scroll until you find total number of jobs

36. switch back to report and fill in the data.

37. Click “Home Count”

38. switch to maid central Click “All Reports”

39. Click the “Search:” field.

40. Type “customer count”

41. Click “Customer Counts”

42. locate home count

43. switch back to report and update data

44. Click “Attrition per Month”

45. switch back to maid central Click “All Reports”

46. Click the “Search:” field.

47. Type “stats by week”

48. Click “Stats by Week”

49. click the date at the top of page to update.

50. Click “Last Month”

51. locate customer count

52. Click “Sales KPIs” to locate recurring cancelations

53. Click date at top of page

54. Click “Last Month” to update to right dates

55. locate the recurring loss rate

56. return to report and fill in the data.

57. now time for efficiency

58. switch to maid central Click “All Reports”

59. Click the “Search:” field.

60. Type ” stats by”

61. Click “Stats by Week”

62. Click date box at top of the page

63. update to dates needed by clicking “last month”

64. Click “Data”

65. locate job hours

66. locate clock hours

67. switch back to report and fill in the data

68. Click “Technician Turnover per Month”

69. switch back to maid central Click “All Reports”

70. Click the “Search:” field.

71. Type “stats by week”

72. Click “Stats by Week”

73. click the date at top of page

74. update to dates needed “last month”

75. Click “Data”

76. locate staff lost

77. locate staff count

78. return to report insert data

79. Click Rev per Tech per day

80. switch to maid central and Click “Reports”

81. Click “All Reports”

82. Click the “Search:” field.

83. Type “employee stats”

84. Click “Employee Stats”

85. Click here to change the dates to dates needed

86. Click “Last Month”

87. locate total revenue

88. locate number of days worked

89. return to report and update data

90. total technician count

91. Switch to tab “Employee Attendance Stats – GreenTree Cleaning Services”

92. count total techs

93. return to report and update data

94. absentee rate

95. switch back to maid central – employee stats

96. locate number of excused

97. locate unexcused

98. locate off

99. locate total number of days worked

100. return to report and update data.

101. Click “Recurring Close Rate %”

102. switch to maid central -click reports- Click “Sales KPIs”

103. click the date box at top of screen

104. Click “Last Month”

105. locate recurring sales

106. locate total quotes received

107. return to report and update data

108. Click “# of New Recurring Clients”

109. Switch to tab “Sales KPI – GreenTree Cleaning Services”

110. locate recurring sales

111. return to report and update data

112. Click # of lost recurring clients

113. switch back to maid central KPI reports and locate recurring lost

114. return to report and update data

115. Click # of leads received

116. Switch to tab “Sales KPI – GreenTree Cleaning Services”

117. locate the number of leads

118. switch back to Report and update data

119. quotes per week

120. return to maid central Sales KPI report and locate number of quotes received

121. return to report and update data

122. Click “Total # of Quotes Received”

123. Switch to tab “Sales KPI – GreenTree Cleaning Services”

124. locate quotes received

125. switch back to Report and update data

126. Click “Scorecard Response Rate

127. switch to maid central and Click “All Reports”

128. Click the “Search:” field.

129. Type “employee”

130. Click “Employee Stats”

131. click date at top of page

132. Click “Last Month”

133. scroll and locate response rate

134. return to report and update data

135. Click “Average Scorecard Score”

136. return to maid central employee stats report and locate average scorecard score

137. return to report and update data

138. Click “#Scorecard Complaints”

139. return to maid central employee stats report and locate the number of complaints (scores of 0-1-2) are added together

140. return to report and update data

141. Click “Submit”