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Complex Field Service Efficiency Dashboard

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Andrew Arbuckle

Need help linking data from sales orders with field service tasks to dashboard. Using Odoo V17

  • All field Service Tasks are created from Sales Orders
  • Service Products (technician labour) and Physical products are sold on above Sales Orders
  • Field Service Tasks are assigned to a Technician
  • Service Products (multiple) are in Product Category "All / Service"
  • Dashboard to track sales of all products from "All / Service" category for a given month and quarter
  • Dashboard to split all products from "All / Service" by Technician assigned to linked field service task
  • Dashboard to compare total revenue from above and compare to attendance records to track Technician efficiency (total charged vs total hours worked)

We can add the attendance records to the dashboard without problem but we are struggling to find a way to get the service product information with assignee.

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