YESCO Business Coaching

YESCO Sign & Lighting Service Leaders can set Alerts to be notified when specific metrics cross thresholds that they set. Notifications are received via email, as well as in Tableau; and can be set to come to a single user, or multiple. Data alerts are a great way for users to keep key metrics in front of themselves, as well as other management team members that they designate. From their inbox, report images can be clicked as a shortcut to the live report, forwarded to others, as well as downloaded. Create Alerts Sample screenshot outlined below: A. Select Icon To set up a new alert, select “Alerts” in the top menu bar. B. Select Axis Select the y-axis of the metric you wish to set the alert for in the report. In the side menu, select “Create”. C. Set Conditions In the popup menu, specify “Condition” & “Threshold” (i.e. when you will receive an alert). D. Customize Email Add “Subject” (i.e. the alert name). Select alert frequency from the dropdown menu. E. Select Recipients Tag other alert recipient(s) if desired by typing @[Insert Tableau Display Name] in the identified box. F. Create Select “Create Alert”. Manage Alerts Sample screenshot outlined below: A. Select Icon To adjust, update, or otherwise edit a previously created Alert, select “Alerts” in the top menu bar. B. Select “Actions” In the side window, select “Actions” on desired Alert. C. Update Update Alert as desired (i.e. remove, edit, change, etc). Login to your Tableau Account to check them out! Also, feel free to book a time here if you’d like a walk thru / refresher: https://lnkd.in/gCGKUU-T

YESCO Sign & Lighting Service Leaders can create Custom Views to pre-set the report attributes that they will use on a recurring basis - including filters, parameters, highlights, data exclusions, etc. Users can create private Views, as well as public ones to share with others. Custom Views are a great way to save time, every time a report is used. Multiple saved Views make studying a report easier by allowing users to toggle between multiple views of the same data set with one click. Create Views Sample screenshot outlined below: A. Customize Start by customizing the dashboard to reflect the view you want to save (set filters, exclusions, etc.). B. Select Icon Select “View” in the top menu bar, and a window will pop up. Name the view in the pop-up where indicated to describe what the view represents. C. Make Default Select “Make default” (if desired) - this will cause the dashboard to auto-default to this view going forward. D. Save Lastly, select “Save”. Apply Views Sample screenshot outlined below: A. Select Icon To see a previously created and saved View, select “View” in the top menu bar B. Select View Select the desired view. You can toggle between multiple views as desired. Manage Views Sample screenshot outlined below: A. Select Icon To adjust, update, or otherwise edit a previously created View, select “View” in the top menu bar. B. Navigate In the popup window, select “Manage Views”. C. Edit In the “My views” section, you can edit views as desired (i.e. change names, change visibility, delete, etc) by selecting the appropriate button next to the View. Login to your Tableau Account to check them out! Also, feel free to book a time here if you’d like a walk thru / refresher: https://lnkd.in/gCGKUU-T

All of our Tableau reporting is stored in quick-access Tableau Collections, organized by management area. YESCO Sign & Lighting Service Leaders can keep each Collection private, share selectively with individual managers, or grant carte blanche access to their whole management team (provided they each have a Tableau User License). Collections provide a curated reporting experience. They make it easy to delegate the right reports to the right users, without oversharing. They also make it easy for each user to find, access, and use their reports, without sifting through everyone else’s. Owner Collection: The Owner Collection contains all reports pertaining to YESCO Sign & Lighting Service Franchise owners. Reports focus primarily on financial performance of an owner's Tenant (entity) and Locations; compared to benchmarks, the network, and individual peers. Operator Collection: The Operator Collection contains all reports pertaining to YESCO Sign & Lighting Service operators. Reports focus primarily on operational performance of Tenants, Locations, and Territories; compared to benchmarks, the network, individual peers, and geography. Manager Collections: There is a Manager Collection for each department of a YESCO Sign & Lighting Service business: Patrols, Routes, Sales, Service, Scheduling, and Billing. Reports focus on the performance of that specific department, its teams, and individuals; compared to benchmarks, the network, and individual peers. Login to your Tableau Account to check them out! Also, feel free to book a time here if you’d like a walk thru / refresher: https://lnkd.in/gCGKUU-T

YESCO Business Coaching's Tableau Snapshots are for "at-a-glance" assessments, summarizing elements from multiple other reports. They give users a high-level performance overview, acting as a springboard to the rest of their reporting portfolio. Snapshot reports are available for viewing the performance of YESCO Sign & Lighting Service Tenants and Locations (versions for Territories and Employees coming soon). Sample report outlined below: A. Bar Charts Bar Charts summarize actual performance compared to benchmark for the completed period. B. Box Plots Box Plots summarize actual performance compared to network peers for the completed period. C. Up / Down Arrows Green up-facing arrows indicate growth. Red down-facing arrows indicate decline. # and % of change is annotated, as relevant. D. Reporting Period This filter represents the time period that the report will show data for. E. Name This filter determines which instances are included in the report. Use the dropdown menu to select the name you wish to view, or start typing it. F. Tooltips This pop up window can be viewed by hovering over any element in the chart. It includes further details about the data the bar represents. G. Tooltip Menu By clicking on an element in the chart, you can choose to either view just that element, or to exclude it from the chart. *Remember that each report has an attached "User Guide" in case you need a refresher on any of these report elements. Login to your Tableau Account to check them out! Also, feel free to book a time here if you’d like a walk thru: https://lnkd.in/gCGKUU-T

YESCO Business Coaching's Tableau Heat Maps display users' actuals geographically. Heat Maps make it possible to see performance hot spots, gaps, and correlations, across a service area. Heat Map reports are available for viewing the performance of YESCO Sign & Lighting Service Tenants and Territories (versions for Locations and Employees coming soon). Sample report outlined below: A. Map The map consists of metric totals, per postal codes, colored based on quantity B. Name This filter determines which instance is featured in the report. Use the dropdown menu to select the name you wish to view postal codes for, or start typing it. D. Zoom Menu This menu allows you to zoom, pan, and otherwise navigate the map as needed D. Tooltips This pop up window can be viewed by hovering over any postal code on the chart. It includes further details about the data the postal code represents. E. Tooltip Menu By clicking on a postal code in the chart, you can choose to either view just that postal code, or to exclude it from the chart. *Remember that each report has an attached "User Guide" in case you need a refresher on any of these report elements. Login to your Tableau Account to check them out! Also, feel free to book a time here if you’d like a walk thru: https://lnkd.in/gCGKUU-T

YESCO Business Coaching's Tableau Crosstabs measure users' actuals against individual peers. Crosstabs are great for benchmarking performance against comparables - whether in the same region, of the same size, comparable age, etc. Crosstab reports are available for viewing the performance of YESCO Sign & Lighting Service Tenants, Locations, Territories, Teams, and individual Employees. Sample report outlined below: A. Crosstab The crosstab consists of instances along one axis, and time along the other. Cells include each instance’s totals for each designated time frame. B. Start Date This filter represents the first date that the report will show data for. To use this filter, simply select the first date you wish to view. C. End Date This filter represents the last date that the report will show data for. To use this filter, simply select the last date you wish to view. D. Date Granularity This filter represents how granular the data will be displayed. You can choose to see data by day, week, month, quarter, or year. E. Name This filter determines which instances are included in the report. Use the dropdown menu to select the name(s) you wish to view, or start typing it. F. Tooltips This pop up window can be viewed by hovering over any cell on the chart. It includes further details about the data the cell represents. G. Tooltip Menu By clicking on a cell in the chart, you can choose to either view just that cell of data, or to exclude that cell from the chart. *Remember that each crosstab report has an attached "User Guide" in case you need a refresher on any of these report elements. Login to your Tableau Account to check them out! Also, feel free to book a time here if you’d like a walk thru: https://lnkd.in/gCGKUU-T

YESCO Business Coaching's Tableau Box Plots (aka Box & Whisker Charts) measure users' actuals compared to peers. Box Plots are great for benchmarking performance against the network to see where performance is low, on par, and high, relative to the population Box Plot reports are available for viewing the performance of YESCO Sign & Lighting Service Tenants, Locations, Territories, Teams, and individual Employees. Sample report outlined below: A. Box Plots The box plot includes squares for each instance in the network. The highlighted square is orange, peer squares are transparent. B. Start Date This filter represents the first date that the report will show data for. To use this filter, simply select the first date you wish to view. C. End Date This filter represents the last date that the report will show data for. To use this filter, simply select the last date you wish to view. D. Highlight This filter determines which instance is highlighted. Use the dropdown menu to select the name you wish to highlight, or start typing it. E. Tooltips This pop up window can be viewed by hovering over any box on the chart. It includes further details about the data the box represents. F. Tooltip Menu By clicking on a box in the chart, you can choose to either view just that box of data, or to exclude it from the chart. *Remember that each box plot report has an attached "User Guide" in case you need a refresher on any of these report elements. Login to your Tableau Account to check them out! Also, feel free to book a time here if you’d like a walk thru: https://lnkd.in/gCGKUU-T

YESCO Business Coaching's Tableau Bar Charts measure users' actuals compared to their benchmarks. Bar Charts are great for benchmarking performance against plan, spotting bottlenecks, waste, and trends. Bar Chart reports are available for viewing the performance of YESCO Sign & Lighting Service Tenants (entities), Locations, Territories, Teams, and Individuals. Sample report outlined below: A. Bars Colored bars indicate actual values. Transparent bars indicate benchmark values, which are set by the user as part of our proprietary Operations System. B. Start Date This filter represents the first date that the report will show data for. To use this filter, simply select the first date you wish to view. C. End Date This filter represents the last date that the report will show data for. To use this filter, simply select the last date you wish to view. D. Date Granularity This filter represents how granular the data will be displayed. You can choose to see data by day, week, month, quarter, or year. E. Tooltips This pop up window can be viewed by hovering over any bar on the chart. It includes further details about the data the bar represents. F. Tooltip Menu By clicking on a bar in the chart, you can choose to either view just that bar of data, or to exclude that bar from the chart. *Remember that each bar chart report has an attached "User Guide" in case you need a refresher on any of these report elements. Login to your Tableau Account to check them out! Also, feel free to book a time here if you’d like a walk thru: https://lnkd.in/gCGKUU-T

YESCO Business Coaching's Tableau portfolio consists of 5 primary report types: Bar Charts, Box Plots, Crosstabs, Heat Maps, and Snapshots. These measure performance against plan (Bar Charts), network (Box Plots), individual peers (Crosstabs), geography (Heat Maps), and in summary (Snapshots). Individually, each report type helps YESCO Sign & Lighting Service Managers study a key dimension of performance. Collectively, they provide a panoramic performance picture. This week, we will break down each report type, it's purpose, attributes, and applications. Stay tuned!

Tableau is YESCO Business Coaching's preferred platform for business intelligence. Using Tableau, we have developed a holistic reporting portfolio for Owners, Operators, and Managers across the YESCO Sign & Lighting Service Footprint. Over the coming weeks, we will be recapping your Tableau reports, how to access them, analyze them, and share with others. Stay tuned!