Reporting dashboards for field service and engineering teams
Track jobs, engineers, parts usage, SLAs, and profitability with MBI dashboards connected to your field service and finance systems.
Common challenges
Reporting pain points for Field Service & Engineering Companies
Many teams in this sector rely on spreadsheets, static reports, and disconnected data — slowing decisions and hiding margin, performance, and operational issues.
Job profitability unclear
Technician performance hard to measure
SLA reporting takes too long
Parts usage not visible
Customer response times difficult to track
The MBI approach
How MBI helps Field Service & Engineering Companies
MBI connects to your existing systems and gives users self-service dashboards, grids, and KPIs — without replacing your core ERP or database.
Build dashboards for jobs, engineers, parts, customers, and SLAs
Give managers visibility of performance and profitability
Connect to existing field service and finance systems
Help service leaders identify bottlenecks and margin issues quickly
Reduce manual MI packs for customers and internal reviews
Example dashboards & KPIs
Metrics teams typically track with MBI
Build dashboards and operational grids around the KPIs that matter most to your team — then save layouts, drill into detail, and share trusted views across the business.
Interactive dashboards
Present high-level performance, trends, and exceptions in clear dashboard views — ideal for management reviews and daily operational monitoring.
Operational grids & drill-down
Move from summary to line-level detail with filterable grids, saved layouts, and related reports — without exporting to Excel.
Platform compatibility
Works with your existing systems
MBI is designed for businesses with complex operational data. There is no need to replace your core ERP or database — MBI adds a modern reporting layer on top of the systems you already trust.
Keep your core systems
- No ERP replacement required
- Connect to live operational databases
- Self-service reporting for business users
Reduce Excel dependency
- Dashboards, grids, and KPIs in one platform
- Saved layouts and reusable report views
- Role-based access over governed data models
Connects to existing data
Works with IBM i and SQL Server without replacing your core platform.
Self-service BI
Empower users to build dashboards and reports without developer bottlenecks.
Less spreadsheet work
Reduce manual exports and repeated Excel reporting cycles.
See MBI working for Field Service & Engineering Companies
Book a focused demonstration or request a dashboard review using your reporting scenarios — we will show how MBI connects to your existing systems and delivers the KPIs your team needs.
Prefer to explore first? View the MBI product page or start a free trial.
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