Analytics

The Analytics section provides deeper insights beyond the dashboard’s daily metrics. Where the dashboard answers “what is happening now”, Analytics answers “what has been happening and why”.

Who can access Analytics

Admins and Provider Managers have full access to Analytics. Field workers and client users do not have access to this section.

Provider Managers see analytics scoped to their organisation only. Admins see platform-wide data.

Date range selection

All analytics charts respond to the date range picker at the top of the page. Select from presets (last 7 days, last 30 days, last 3 months) or choose a custom range. Changing the range updates all charts simultaneously.

Trend charts

View how your key metrics change over time:

• Tasks completed per week — last 12 weeks, useful for spotting seasonal demand changes
• On-time completion rate — trend over time, shows whether service quality is improving or declining
• Worker attendance rate — weekly trend, helps identify recurring absence patterns

A declining on-time completion rate over multiple weeks usually signals a staffing or scheduling issue rather than a one-off problem. Use this chart to build the case for adding resources at a specific property.

Property performance

Compare properties side by side:

• Which properties have the most overdue tasks (may need more workers or longer cleaning windows)
• Which venues consistently take the longest to clean (may need process review or additional resources)
• Client satisfaction score by property (from feedback submitted via the client portal)

Tip

Sort the property table by Overdue Rate descending to instantly identify your highest-risk properties for the current period.

Worker performance

Identify top performers and those who may need support:

• Tasks completed per worker over the selected period
• On-time rate per worker — useful for targeted coaching conversations
• Attendance record — shows punctuality trends and absence frequency

Note

Worker performance data is visible to admins and provider managers only. Individual workers cannot see each other’s performance data. Workers can see their own completed task history from their profile.

Using analytics to improve operations

Practical actions you can take based on analytics findings:

1. High overdue rate at one property → Review the task schedule — are too many tasks assigned per shift? Is the venue coverage time accurate?
2. Declining on-time rate across all properties → Check workforce availability — are you understaffed on certain days?
3. One worker with consistently low on-time rate → Compare their assigned task load vs other workers. May indicate over-assignment rather than underperformance.
4. Low client satisfaction at a specific site → Cross-reference with task completion rate and overdue counts for that property.

Umami integration

HelpYard uses Umami for product analytics (how users navigate the platform). This data is separate from the operational metrics shown in Analytics and is used internally by the HelpYard team for product improvements — not accessible to FM companies or clients.