One key to understand how to use Vantaca IQ effectively is to understand where Vantaca pulls the data from that populates the tables and graph. This article is designed to help you understand the Why and a bit of the How behind Vantaca IQ.
| Table / Graph Name |
Description |
Why did we build it? |
Where are we getting the data from? |
Which Dashboard(s) is it on? |
| Employee Listing | A list of all employees in the organization. Portfolios and roles assigned to them and the number of associations and properties each employee managers are included | Provides a one-page view of all employees and related information to make searching easier and allow faster comparisons to be performed between employees. | Each data set is pulled from their associated pages under Settings. Association and Property Count will populate based on the User's Portfolios and Portfolios that have been assigned to specific responsibilities. |
Employee IQ |
| Table / Graph Name |
Description |
Why did we build it? |
Where are we getting the data from? |
Which Dashboard(s) is it on? |
| Open Service Requests | The total number of Service Requests that have been open for longer than 48 hours for each association. These include all Action Types within the Work Order category. | Provides insights about the volume of Service Requests coming in and the turnaround time for each. | The utility pulls each Association's Open Work Order Request Action Items (ex: Work Order, Service Request, Service/Maintenance Request Action Items) that have been open for greater than or equal to 48 hours. | Business IQ Association IQ |
| Table / Graph Name | Description | Why did we build it? | Where are we getting the data from? | Which Dashboard(s) is it on? |
| Open Invoices | The total number of invoices by an Association that have been open for longer than 48 hours. | Provides insights about the volume of Invoices coming in and the turnaround time for each. | The utility pulls each Association's Open Invoice Action Items with an ActionCategoryID = 4 (Invoice related) that have been open for greater than or equal to 48 hours. | Business IQ Association IQ |
| Table / Graph Name | Description | Why did we build it? | Where are we getting the data from? | Which Dashboard(s) is it on? |
| Action Item Activity |
The number of Action Items that have been advanced or taken action on, including messages and step activity by (depending on the current utility): - All Associations - One Association - One Employee |
Provides a view of specific action items the employee is actively working on, along with a timestamp of the last activity that occurred on each item to ensure that the items are being handled efficiently. | Each Activity (Note or Step on an Action Item) that appears on the All Action Items grid will count as one (1) activity for a user. The grid and bar graph will only show the top ten (10) action types with the highest amount of activity. Note: Because each action on an action item is tracked as one (1) activity, the grid has the possibility to show duplicate action items. This is by design and is simply capturing each performed action on the action item. |
Business IQ Association IQ Employee IQ Note: On the Business IQ Dashboard, Team Overview will display info as a Bar Graph and Individual Metrics will display as an itemized list of XNs per individual employee. The bar graph can be found on Association IQ and itemized list found on individual employee pages on Employee IQ. |
| Table / Graph Name | Description | Why did we build it? | Where are we getting the data from? | Which Dashboard(s) is it on? |
| Invoice Data Entry |
Number of invoices processed through Complete Data Entry and the average entry time by (depending on the current utility): Note: The utility only tracks data entry performed in the Vantaca Core app. Data entry performed via third-party integrations is excluded from this metric. Note: This will show as 0% if your associations do not use the Complete Data Entry step. |
Provides insight into how efficiently employees are coding invoices and how their performance compares to other employees within the same association. | Data Entry Completed: Number of Additional Action Items Advanced where Completed Data Entry step was performed and completed vs the total number of action items where the Data Entry Completed was started but not completed. Hover over each chart section to see complete vs incomplete totals. Example: 95 (Completed) of 104 (Incomplete) Data Entry Completed: Number of Additional Action Items Advanced where Data Entry was completed by the individual employee. Average Entry Time: Time it took the employee to perform the data entry and advance the action item. Each entry is calculated by an individual's time spent creating the Invoice on the Completed Data Entry step. The arrow represents the trending average within your Business/Association for the selected date range. Example: If the default Last 7 Days range is currently selected, the average entry time will only pull data from the last 7 days, so you may see the value change from day-to-day. -A Red arrow -A Green arrow Tip: You want your trends to be green because this means that the average coding times is going down and your employees are still coding efficiently, but now they're coding faster too. |
Business IQ Association IQ |
| Table / Graph Name | Description | Why did we build it? | Where are we getting the data from? | Which Dashboard(s) is it on? |
| Open My Items By Type | A breakdown by Action Type of the current employee's Open Action Items in their My Items queue. | Provides insights into the total number of open items per employee to ensure the volume aligns with the expectations for employees. | Each Action Item in the Employee's My Action Item queue is broken out by Action Type along with the total number of Action Items in each category. | Employee IQ |
| Table / Graph Name | Description | Why did we build it? | Where are we getting the data from? | Which Dashboard(s) is it on? |
| Employee Activity Trend | A breakdown of the employee's daily Action Item activity. | Provides insights into the activity each employee is performing on a daily basis. | The graph displays the daily sum of the information in the Employee's Action Item Activity utility. | Employee IQ |
| Table / Graph Name | Description | Why did we build it? | Where are we getting the data from? | Which Dashboard(s) is it on? |
| Open My Items | The employees list of Open Action items currently visible in their My Action Items list. | Provides insight into the status of open items for each employee and ensure that the items are being worked on in a timely manner and the turnaround time aligns with the association's expectations. | Pulls data from the Action Items > My Action Items grid. By default, the grid will be in descending order by the XN Number. | Employee IQ |
| Table / Graph Name | Description | Why did we build it? | Where are we getting the data from? | Which Dashboard(s) is it on? |
| Action Items Completed | Total number of action items, by type, that have been completed across all associations or by a single association. | Allows the user to compare the completion of action items as it relates to each type to ensure items are being completed in a timely manner across all associations or a single association. | Action Items > All Action Items per the specified Association and date range. | Business IQ Association IQ |
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