00:02
Mike Kelly here with uh simple
00:03
Mike Kelly here with uh simple growth wanted to make a quick
00:05
growth wanted to make a quick video. I had a lot of people
00:06
video. I had a lot of people asking about our KPI report or
00:10
asking about our KPI report or key performance indicator
00:10
key performance indicator reports. So this video actually
00:12
reports. So this video actually is going to be twofold for our
00:14
is going to be twofold for our existing clients uh to answer
00:17
existing clients uh to answer some questions and how it works
00:18
some questions and how it works and if you’re not using a KPI
00:20
and if you’re not using a KPI report in your software uh such
00:22
report in your software uh such as service Autopilot, I wanna
00:23
as service Autopilot, I wanna at least lift the hood and show
00:25
at least lift the hood and show you uh some of the benefits
00:27
you uh some of the benefits whether you utilize simple
00:29
whether you utilize simple growth, KPI reports to build
00:30
growth, KPI reports to build some of your own. There are
00:33
some of your own. There are massive gains of knowledge that
00:34
massive gains of knowledge that we can find so once we’ve
00:36
we can find so once we’ve released. Out to the general
00:39
released. Out to the general public, there was a lot of
00:40
public, there was a lot of questions and concerns around
00:42
questions and concerns around general database hygiene a good
00:43
general database hygiene a good data and good data out maybe no
00:46
data and good data out maybe no data in no data out and
00:47
data in no data out and everything else in between. I’m
00:48
everything else in between. I’m gonna pull my screen here um
00:51
gonna pull my screen here um kinda breakdown what we’ve got
00:53
kinda breakdown what we’ve got here So this is uh the simple
00:57
here So this is uh the simple growth uh yesterday reports so
00:59
growth uh yesterday reports so what it does is it
01:00
what it does is it automatically emails you a
01:02
automatically emails you a report of your budget versus
01:04
report of your budget versus actual from the day before and
01:05
actual from the day before and then uh on. And say Monday it
01:08
then uh on. And say Monday it gives you the previous week, so
01:10
gives you the previous week, so you have an idea of where
01:12
you have an idea of where you’re at as far as good data
01:13
you’re at as far as good data and good data out so on the
01:15
and good data out so on the screen here. If you can see it
01:16
screen here. If you can see it is we’ve got the number of men
01:17
is we’ve got the number of men and ladies on the crew here.
01:19
and ladies on the crew here. we’ve got the uh either the
01:22
we’ve got the uh either the solo person or the crew the
01:25
solo person or the crew the date the service the clock in
01:27
date the service the clock in and clock out time. So this is
01:28
and clock out time. So this is the start and stop time right
01:30
the start and stop time right out of the mobile inside
01:32
out of the mobile inside service Autopilot, so we have a
01:33
service Autopilot, so we have a clock time and we’ve gone in
01:35
clock time and we’ve gone in and confirm the time. so where
01:37
and confirm the time. so where you may be having an issue in
01:39
you may be having an issue in your reports and service
01:40
your reports and service Autopilot is a lot of times
01:42
Autopilot is a lot of times service auto pilot. If you
01:44
service auto pilot. If you customize and down will
01:46
customize and down will suppress bad or missing data
01:48
suppress bad or missing data because if they don’t it will
01:49
because if they don’t it will lock up the reports. So we’ve
01:50
lock up the reports. So we’ve gone in and created uh some
01:52
gone in and created uh some logic in here to let you know
01:54
logic in here to let you know you’ve got good data here. I’m
01:56
you’ve got good data here. I’m gonna show you a little bit
01:57
gonna show you a little bit later in the video. What
01:58
later in the video. What happens when you have bad data
01:59
happens when you have bad data and how we’ve alerted you but
02:00
and how we’ve alerted you but right now, this is the best
02:01
right now, this is the best case scenario. All the data is
02:03
case scenario. All the data is good, so we have a clock in and
02:04
good, so we have a clock in and clock out time. That’s uh over
02:06
clock out time. That’s uh over a minute we have billable
02:08
a minute we have billable hours. we have budgeted time
02:09
hours. we have budgeted time for each job. We have a job of
02:11
for each job. We have a job of them. Yes, a job amount. I
02:12
them. Yes, a job amount. I will. I can’t tell you how many
02:13
will. I can’t tell you how many people have called this one.
02:15
people have called this one. we’ve released our. Version of
02:16
we’ve released our. Version of the KPI here that didn’t have
02:17
the KPI here that didn’t have either budget or time or even a
02:20
either budget or time or even a price in here so uh what
02:22
price in here so uh what happens here is that if you are
02:25
happens here is that if you are beating your um well, let’s
02:26
beating your um well, let’s just say if you are budgeted
02:29
just say if you are budgeted for X amount of hours and you
02:30
for X amount of hours and you hit your budget at time to
02:32
hit your budget at time to budget and actual equal, this
02:33
budget and actual equal, this average is 100% now um and I’ve
02:37
average is 100% now um and I’ve got an apples apples comparison
02:39
got an apples apples comparison for the 86% and 70% for myself
02:43
for the 86% and 70% for myself here um and basically, if
02:44
here um and basically, if you’re under 100% you’re over
02:46
you’re under 100% you’re over budget so the difference
02:47
budget so the difference between the. 100. 130% down
02:50
between the. 100. 130% down here on Chad’s So Chad is 30%
02:52
here on Chad’s So Chad is 30% over budget. We’ve done that so
02:54
over budget. We’ve done that so you could explain to your
02:55
you could explain to your teams. Hey you only gave 70%
02:58
teams. Hey you only gave 70% today. you did not give 100%
03:00
today. you did not give 100% and if Chad had beaten his
03:02
and if Chad had beaten his score and say he was at 130%,
03:04
score and say he was at 130%, he was then 30% under budget.
03:06
he was then 30% under budget. so you can say, hey, you guys
03:07
so you can say, hey, you guys kick butt and gave 130% today
03:10
kick butt and gave 130% today with the equality constraint.
03:12
with the equality constraint. So I’m gonna go in here on uh
03:14
So I’m gonna go in here on uh 825, which is yesterday. I made
03:15
825, which is yesterday. I made this video and this is the uh
03:17
this video and this is the uh close-out days. Service
03:19
close-out days. Service Autopilot I’m gonna go in here
03:21
Autopilot I’m gonna go in here and show you this is what we
03:23
and show you this is what we recommend for good day. is we
03:23
recommend for good day. is we wanna go in and make sure we
03:25
wanna go in and make sure we have a good start and stop time
03:27
have a good start and stop time that make sense a budget and
03:30
that make sense a budget and time for each job and a price
03:32
time for each job and a price or a rate that is going to be
03:35
or a rate that is going to be um the things that we want. We
03:36
um the things that we want. We also wanna have our default in
03:38
also wanna have our default in for variance and actual hours
03:39
for variance and actual hours that will give us some clarity
03:41
that will give us some clarity of if we’re over budget or
03:43
of if we’re over budget or under budget based on the
03:45
under budget based on the variance. So what I’m gonna do
03:47
variance. So what I’m gonna do here is um. Manipulate this top
03:51
here is um. Manipulate this top one here and put in some bad
03:53
one here and put in some bad data, so I’m gonna say they
03:55
data, so I’m gonna say they clocked in at 8 AM and at 8 AM.
03:57
clocked in at 8 AM and at 8 AM. So obviously it’s a bad day. We
03:59
So obviously it’s a bad day. We wouldn’t have that scenario so
04:01
wouldn’t have that scenario so we go back to the report center
04:03
we go back to the report center here and refreshes and show you
04:04
here and refreshes and show you what the report does when we
04:05
what the report does when we actually have bad data um a bad
04:08
actually have bad data um a bad date will lock up your reports.
04:10
date will lock up your reports. so if you didn’t have the
04:11
so if you didn’t have the methodology that simple growth
04:12
methodology that simple growth built in these reports uh you
04:15
built in these reports uh you would never be able to open
04:16
would never be able to open this report up and I’ll
04:17
this report up and I’ll actually show you one of the
04:18
actually show you one of the reports before we built this
04:19
reports before we built this logic that actually locked up
04:21
logic that actually locked up um but you can see here now, it
04:23
um but you can see here now, it says. Check. Time Check your
04:25
says. Check. Time Check your billable time what the report
04:26
billable time what the report now is doing if you’re using
04:29
now is doing if you’re using the simple growth report is you
04:31
the simple growth report is you need to go in and if you see a
04:33
need to go in and if you see a red checked clocks time or
04:35
red checked clocks time or check your budget at time or
04:36
check your budget at time or check your job amount we need
04:38
check your job amount we need to go in and adjust that so
04:41
to go in and adjust that so Chad was average at 70%. Now
04:44
Chad was average at 70%. Now the bad data has bumped up to
04:45
the bad data has bumped up to 90% so we don’t have a
04:47
90% so we don’t have a realistic look of what was
04:49
realistic look of what was going on there so if you’re
04:51
going on there so if you’re using a simple growth report,
04:52
using a simple growth report, you’re going to be getting.
04:54
you’re going to be getting. Report every day so Monday is
04:57
Report every day so Monday is gonna come Tuesday and so on so
04:58
gonna come Tuesday and so on so if you work on Fridays, you
04:59
if you work on Fridays, you have an automated report on
05:01
have an automated report on Saturday as well. So you’ll get
05:03
Saturday as well. So you’ll get an automated report at six to 7
05:04
an automated report at six to 7 AM from the previous day to
05:06
AM from the previous day to make sure you have good day and
05:07
make sure you have good day and if you see any of these red
05:09
if you see any of these red boxes we need to go in and
05:10
boxes we need to go in and change that data because it’s
05:12
change that data because it’s not accurate in addition, uh
05:15
not accurate in addition, uh the whole week of reviews so
05:17
the whole week of reviews so this whole week that we did
05:17
this whole week that we did work for next Monday, we will
05:19
work for next Monday, we will get an automated report and we
05:22
get an automated report and we would get. Now, what we’re
05:24
would get. Now, what we’re gonna do with this data here is
05:26
gonna do with this data here is in my opinion is going in and
05:29
in my opinion is going in and create a true buying in public
05:31
create a true buying in public accountability so right here
05:32
accountability so right here where it says percent of budget
05:34
where it says percent of budget where it says 100 here uh I
05:36
where it says 100 here uh I would be on this job here I
05:39
would be on this job here I would be putting the 86% on my
05:42
would be putting the 86% on my crew so I knew I was 86% now
05:46
crew so I knew I was 86% now let’s go in on my jobs here as
05:49
let’s go in on my jobs here as well and take a quick look at
05:51
well and take a quick look at it and and add less budgeted.
05:54
it and and add less budgeted. Um manipulate the budget of
05:56
Um manipulate the budget of time, so you can actually see
05:57
time, so you can actually see what this looks like if I am
06:02
what this looks like if I am going in and uh beating my time
06:04
going in and uh beating my time as well. So I’ve got one job
06:08
as well. So I’ve got one job here and I’m gonna put the
06:10
here and I’m gonna put the budgeted hours fictitious. see
06:12
budgeted hours fictitious. see here for 5 hours just so we can
06:15
here for 5 hours just so we can see the difference here. uh
06:16
see the difference here. uh what happens on that dispatch
06:19
what happens on that dispatch board uh and that report so I’m
06:20
board uh and that report so I’m gonna go in and refresh the
06:21
gonna go in and refresh the report, But the idea is we’re
06:22
report, But the idea is we’re taking the percentage and we’re
06:24
taking the percentage and we’re putting it in into a public
06:26
putting it in into a public Dry-erase board or TV screen
06:28
Dry-erase board or TV screen where you have Monday through
06:29
where you have Monday through Friday and Sunday, whatever
06:30
Friday and Sunday, whatever that is and we’re tracking the
06:32
that is and we’re tracking the percent of budget so whether
06:33
percent of budget so whether over under budget with the
06:35
over under budget with the quality score like something
06:36
quality score like something out of a DS or NPS social
06:37
out of a DS or NPS social review that simple growth has
06:38
review that simple growth has then we have our weekly. So
06:40
then we have our weekly. So this is public accountability
06:42
this is public accountability with quality and then if I go
06:45
with quality and then if I go back into this report, it’s
06:48
back into this report, it’s going to break down um the
06:50
going to break down um the difference of percentage.
06:52
difference of percentage. Hopefully if I did the math
06:52
Hopefully if I did the math right so obviously on this job
06:56
right so obviously on this job here we crushed it and we’re at
07:00
here we crushed it and we’re at 100. 11700%. Obviously it’s
07:02
100. 11700%. Obviously it’s completely fictitious, but you
07:03
completely fictitious, but you can see the average here goes
07:05
can see the average here goes up well above 100%. So what
07:07
up well above 100%. So what you’re gonna see is most
07:08
you’re gonna see is most companies are gonna be between
07:10
companies are gonna be between 70% about 30% of our budget and
07:12
70% about 30% of our budget and then you’re gonna see um most.
07:14
then you’re gonna see um most. There are are gonna be probably
07:16
There are are gonna be probably five to 10% on your budget when
07:18
five to 10% on your budget when they start utilizing this, but
07:19
they start utilizing this, but the idea here is if you’re
07:22
the idea here is if you’re doing this yourself, you’re
07:22
doing this yourself, you’re using a simple product. you see
07:23
using a simple product. you see a red box and here we need to
07:25
a red box and here we need to update that data and anything
07:27
update that data and anything below 100% is over budget
07:29
below 100% is over budget anything over 100% is under
07:31
anything over 100% is under budget. That’s what we’re
07:32
budget. That’s what we’re looking at and we’re probably
07:33
looking at and we’re probably get into a public
07:34
get into a public accountability board. So what
07:36
accountability board. So what this does is it’s going to
07:37
this does is it’s going to track your um on average, are
07:40
track your um on average, are we over under budget for each
07:41
we over under budget for each day and each week, and then at
07:43
day and each week, and then at the end of? Year or July, and
07:45
the end of? Year or July, and the end of the year we would
07:47
the end of the year we would send out an automated job
07:49
send out an automated job costing reports so we wanna
07:49
costing reports so we wanna make sure the daily weekly
07:51
make sure the daily weekly information doesn’t have any
07:52
information doesn’t have any red buttons in it there and
07:53
red buttons in it there and they’re adjusted. so when we
07:54
they’re adjusted. so when we run this report uh it’s gonna
07:57
run this report uh it’s gonna grab like one client here.
07:58
grab like one client here. We’ve done three jobs. you may
07:59
We’ve done three jobs. you may have fifteen or thirty jobs
08:01
have fifteen or thirty jobs here um for the whole season
08:03
here um for the whole season for lawn, mowing or cleaning,
08:05
for lawn, mowing or cleaning, but what it says is hey if my
08:07
but what it says is hey if my hourly goals so you would let
08:08
hourly goals so you would let us know what your hourly
08:10
us know what your hourly revenue goal is and it let’s
08:12
revenue goal is and it let’s say it was. In this example, so
08:15
say it was. In this example, so this one that isn’t highlighted
08:17
this one that isn’t highlighted right here uh up above my head,
08:21
right here uh up above my head, the average price increase to
08:21
the average price increase to hit $50 per hour is zero, but
08:24
hit $50 per hour is zero, but the other two is 1290 and $2.02
08:28
the other two is 1290 and $2.02 so on average, we need to raise
08:30
so on average, we need to raise our price $5.04 with no emotion
08:33
our price $5.04 with no emotion based on this data so um if
08:36
based on this data so um if you’re looking to get more
08:37
you’re looking to get more information on how we built
08:38
information on how we built this out if you’re interested
08:39
this out if you’re interested in this uh if you go to the
08:41
in this uh if you go to the website, simple growth KPI.com,
08:44
website, simple growth KPI.com, that’s where you can find out
08:45
that’s where you can find out more about this for our
08:46
more about this for our automated report. I wanted to
08:48
automated report. I wanted to kinda make a public service
08:50
kinda make a public service announcement Video for simple
08:51
announcement Video for simple growth clients using our KPI
08:53
growth clients using our KPI reports what it means and if
08:54
reports what it means and if you’re not using our KPI
08:55
you’re not using our KPI reports, but using service
08:57
reports, but using service autopilot, I think it’s very
08:58
autopilot, I think it’s very important that um when you get
09:00
important that um when you get a daily report, automated like
09:02
a daily report, automated like we have in our KPI product that
09:03
we have in our KPI product that we have data checking. We’re
09:05
we have data checking. We’re always updating this data so it
09:07
always updating this data so it makes sense and we have a
09:09
makes sense and we have a percentage average for the
09:12
percentage average for the cruise on a daily weekly
09:14
cruise on a daily weekly And then um be able to move
09:18
And then um be able to move forward with this to a yearly
09:20
forward with this to a yearly or twice a year job costing
09:24
or twice a year job costing report for accountability. So
09:25
report for accountability. So those are the things that I
09:26
those are the things that I would highly recommend that you
09:27
would highly recommend that you try on a daily weekly basis and
09:29
try on a daily weekly basis and if you’re using this report, if
09:30
if you’re using this report, if you do see any of the red areas
09:32
you do see any of the red areas here um so I go into this job
09:38
here um so I go into this job on uh 825. I don’t wanna go
09:39
on uh 825. I don’t wanna go back to my dispatch board and
09:42
back to my dispatch board and say okay. I’ve got some bad
09:43
say okay. I’ve got some bad data. I need to go in and
09:45
data. I need to go in and correct that. Um so if I go
09:49
correct that. Um so if I go back to the report center and I
09:50
back to the report center and I look at it for client test, one
09:53
look at it for client test, one for lawn mowing in the clock in
09:55
for lawn mowing in the clock in clock time is 8 AM to 8 AM.
09:58
clock time is 8 AM to 8 AM. Obviously they didn’t do a job
09:59
Obviously they didn’t do a job that was budgeted for an hour
10:02
that was budgeted for an hour in no time. so you need to go
10:03
in no time. so you need to go back to that dispatch or close
10:06
back to that dispatch or close out day screen hop back in and
10:07
out day screen hop back in and have a accountability for your
10:09
have a accountability for your cruise each day. So let’s say
10:10
cruise each day. So let’s say we talk to the crew and yeah we
10:11
we talk to the crew and yeah we clocked in at eight and we left
10:13
clocked in at eight and we left there around 830. maybe we can
10:15
there around 830. maybe we can check our GPS We plugged that
10:17
check our GPS We plugged that in. You’ve got good data and
10:19
in. You’ve got good data and good data out what I’m
10:19
good data out what I’m recommending is on a daily
10:21
recommending is on a daily basis. you’re at the shop every
10:23
basis. you’re at the shop every day with this sheet and if
10:25
day with this sheet and if there is bad day work holding
10:27
there is bad day work holding the cruise accountable to get
10:28
the cruise accountable to get the good data and good data out
10:29
the good data and good data out and then we can run those daily
10:31
and then we can run those daily and weekly reports and then job
10:33
and weekly reports and then job costing at the end of the year.
10:34
costing at the end of the year. Now if I go back to this report
10:35
Now if I go back to this report center now that I’ve updated
10:37
center now that I’ve updated it, I’ve been shared good data.
10:39
it, I’ve been shared good data. so once this refreshes I pull
10:40
so once this refreshes I pull this report up. this is what we
10:42
this report up. this is what we need to be doing on a daily
10:43
need to be doing on a daily basis and it’s not only enough
10:44
basis and it’s not only enough to hold your um. Your crews
10:48
to hold your um. Your crews accountable daily you need to
10:49
accountable daily you need to hold your office staff or if
10:51
hold your office staff or if you’re in your office, you need
10:51
you’re in your office, you need to hold yourself accountable to
10:53
to hold yourself accountable to make sure that this data is
10:56
make sure that this data is good and once we do that we
10:58
good and once we do that we have a real clean look at
11:00
have a real clean look at what’s going on in your
11:03
what’s going on in your business. So there’s a lot of
11:04
business. So there’s a lot of data behind this. It does take
11:05
data behind this. It does take a few minutes to load um that’s
11:07
a few minutes to load um that’s not a flaw and service
11:09
not a flaw and service autopilot. the dated amount of
11:10
autopilot. the dated amount of data that we have in this test
11:11
data that we have in this test account is uh pretty enormous
11:14
account is uh pretty enormous um but considering the amount
11:15
um but considering the amount of data it actually, it’s
11:16
of data it actually, it’s pretty good but you can see
11:17
pretty good but you can see here on the screen now um now
11:18
here on the screen now um now that I’ve. 8 AM to 830 All the
11:21
that I’ve. 8 AM to 830 All the data is good and Chad has
11:24
data is good and Chad has beaten his time so by 123%, so
11:27
beaten his time so by 123%, so he’s 23% under budget when we
11:30
he’s 23% under budget when we have a positive number the
11:31
have a positive number the number below 100 is over
11:33
number below 100 is over budget. That’s Chad kick butt
11:34
budget. That’s Chad kick butt today he gave 123% so he’s 23%
11:38
today he gave 123% so he’s 23% under budget with the quality
11:40
under budget with the quality control so comment your
11:41
control so comment your questions drop below. Uh I want
11:42
questions drop below. Uh I want to make this video about KPI’s.
11:44
to make this video about KPI’s. Reporting in service Autopilot
11:45
Reporting in service Autopilot have a really clear picture of
11:47
have a really clear picture of what’s going on in your
11:47
what’s going on in your business, but the only. Can
11:48
business, but the only. Can have a clear picture is when
11:50
have a clear picture is when you go in using um the simple
11:53
you go in using um the simple KPI and job cautions we need to
11:55
KPI and job cautions we need to go in daily and check any of
11:57
go in daily and check any of the cells that are in red and
11:58
the cells that are in red and drive them back to good day.
11:59
drive them back to good day. and that’s the only way we can
12:01
and that’s the only way we can go in and raise those prices
12:03
go in and raise those prices and give the team It’s
12:04
and give the team It’s accountability. Feedback daily
12:06
accountability. Feedback daily Weekly so comments or questions
12:07
Weekly so comments or questions drop below. and if you are a
12:08
drop below. and if you are a simple growth, KPI client and
12:10
simple growth, KPI client and you have not gotten this uh we
12:11
you have not gotten this uh we do need access to your service
12:14
do need access to your service Autopilot Report Center. Please
12:16
Autopilot Report Center. Please email us at help at. Get help
12:19
email us at help at. Get help at simple growth systems.com
12:22
at simple growth systems.com and if you are interested in
12:24
and if you are interested in getting clarity in your
12:26
getting clarity in your business with your numbers and
12:27
business with your numbers and understanding where you’re
12:29
understanding where you’re going go to the website. Simple
12:31
going go to the website. Simple growth KPI.com and there’ll be
12:33
growth KPI.com and there’ll be more information on how to
12:34
more information on how to build this out yourself or uh
12:36
build this out yourself or uh how we can help you if you need