Liveboards overview
Updated
by
Arianne G.
Liveboards are dashboards where you can collect related charts and tables. You can also share liveboards with other users, and you can filter liveboards and drill down to see more specific information. You can find a list of your saved liveboards on the Liveboards tab.
Create a liveboard
- In Insights, click the Liveboards tab.
- Click
. The New Liveboard window will appear. - Enter a name and description for your liveboard.
- Click Create.
Save an answer to a liveboard
- On the answer, click
. The Pin to Liveboard window will appear. - Click the name of the liveboard that you want to add your answer to.
- You can also click Create Liveboard if you have not already created the liveboard. You can then add your answer to the newly created liveboard.
- Click Pin.
Provided liveboards
XactAnalysis Insights also provides several pre-built liveboards for your use:
Assignment Activity and Volume (Contractor)
Assignment Activity and Volume (Contractor) overview
The Assignment Activity and Volume liveboard allows you to quickly view assignment activity and volume statistics for your company at the country, state, and postal code level.
Assignment Activity tab
There are eight KPI charts across the top of the liveboard.
Four of the boxes provide overview numbers for the assignments and estimates that fall within your selected filters:
- Total Assignment Count
- This box displays the total number of assignments that fall within your selected filters.
- Number of Estimates with Corrections
- This box displays the total number of estimates with corrections that fall within your selected filters.
- Average Estimate Value
- This box displays the average estimate value of the estimates that fall within your selected filters.
- Total Estimate Value
- This box displays the sum of all estimate values that fall within your selected filters.
The other four boxes each contain an XactAnalysis status and the number of assignments in the liveboard that have that status:
- Total In Progress
- The number of assignments that are currently assigned to an assignee or collaborator.
- Total Returned
- The number of assignments that were completed and uploaded to XactAnalysis.
- Total Canceled
- The number of assignments that were canceled.
- Total Rejected
- The number of assignments that were rejected by an assignee.
Maps
The two maps in the liveboard are visual representations of the number of assignments and returned assignments your company has in each state. The darker the color, the higher the concentration of claims. Areas with a gray color don’t contain any data.
Charts and graphs
There are also several charts and graphs to help you visualize your data, including Assignment Volume by Month and Data Set.
Assignment Volume tab
The Assignment Volume tab displays assignment statistics such as the total number of closed assignments, the total number of open assignments, and the Assignment Distribution by File Status.
Average Value (Contractor)
The Average Value liveboard displays the average estimate value for your organization.
Average Value (Contractor) overview
You can filter this information several ways, including by data set, job type, and type of loss.
The liveboard begins with four key performance indicators (KPIs): Total Estimate Count, Total Estimates, Average Estimate Value, and Total Estimate Value.
There are also several charts and graphs to help you visualize your data.
Billing (Contractor)
Billing for XactAnalysis SP moved to a new Customer Portal on October 1, 2024. Due to this transition, you will no longer be able to download invoices from the XactAnalysis Billing Report page. For billing data after August 2024, please use the new Billing (Contractor) liveboard in Insights. This liveboard has the same data as the Billing report, along with additional visualizations and improved customizability!
Billing (Contractor) overview
The Overview tab has multiple charts and tables, including Claim Count by Estimate Value Range, Estimate Value Range by Data Set and Claim Count, and Billing Activity Details.
The Aggregated Billing Activity tab hosts the Billing Activity by Monthly Billing Month Year visualization, which allows you to view aggregated data at the level of your choice.
Contractor Activity
The Contractor Activity liveboard displays various contractor statistics for your account.
Contractor Activity overview
You can filter this information several ways, including by data set, received date, and organization level.
The liveboard begins with four key performance indicators (KPIs): Total Assignment Count, Total Estimates, Average Estimate Value, and Total Estimate Value.
There are also several charts and graphs to help you visualize your data.
Flooring (Contractor)
The Flooring liveboard allows you to quickly view flooring statistics for your company.
Flooring overview
Filters
You can filter the entire Flooring (Contractor) liveboard by data set, received date, CAT/non-CAT, category code, job type, selector code, and type of loss. These filters are located at the very top of the liveboard.
You can also see filtered data for single graphs or tables:
- Hover over the desired visualization and click Explore. The Explore window opens.
- Click Filter.
- Either select one of the suggested filters or create and apply your own.
Visualizations
This liveboard contains several graphs and tables to help you analyze your flooring data.
Total Flooring Square Footage by Month
This graph displays the total square footage of different flooring items for each month. You can see monthly totals for carpet, carpet pad, tile, stone, wood, and more. You can click each flooring type to remove it from the graph.
Total Item Value by Flooring Category and Unit
This graph displays the total values of flooring items for different categories and units.
Total Item Quantity by Flooring Category and Unit
This graph displays the total quantities of flooring items for different categories and units.
Total Item Value by Month and Flooring Category
This graph displays the total item values of different flooring for each month. You can see monthly totals for carpet, carpet pad, tile, stone, wood, and more. You can click each flooring type to remove it from the graph.
Total Item Quantity by Month and Flooring Category
This graph displays the total item quantities of different flooring for each month. You can see monthly totals for carpet, carpet pad, tile, stone, wood, and more. You can click each flooring type to remove it from the graph.
Total Flooring Square Footage by Flooring Category and Risk State
This table filters for flooring items with square feet as the unit and displays the price and quantity of those line items based on their square footage. You can change the order that the total item quantity and total item price appear in by dragging them to the upper left corner of the table.
You can also filter and sort the table by risk state, flooring category, total item price, and total item quantity.
Flooring Metrics by Data Set
This table displays various statistics for each of your data sets, including Average Line Item ACV, Total Line Item ACV, Average Line Item RCV, Total Line Item RCV, Average Item Labor Amount, Total Item Labor Amount, Average Item Material Amount, and Total Item Material Amount.
Line Item (Contractor)
Line Item (Contractor) overview
The Line Item liveboard allows you to quickly view line item information, including the average line item ACV, the average item equipment amount, and the average item labor amount.
There are also several charts and graphs to help you visualize your data.
Response Time (Contractor)
The Response Time liveboard allows you to quickly view response time statistics for your company. The liveboard is interactive and updates itself based on the filters that you select.
Response Time (Contractor) overview
The four boxes across the top of the liveboard provide overview numbers for the assignments and estimates that fall within your selected filters.
Total Assignment Count
This box displays the total number of assignments that fall within your selected filters.
Total Estimates
This box displays the total number of estimates that fall within your selected filters.
Average Estimate Value
This box displays the average estimate value of the estimates that fall within your selected filters.
Total Estimate Value
This box displays the sum of all estimate values that fall within your selected filters.
Cycle Time
The Cycle Time graph displays the average response times for your company, according to your filter selections.
Cycle Time Metrics by Data Set
The table at the bottom of the liveboard allows you to view and compare the response times for your company's data sets.
Roofing (Contractor)
Roofing (Contractor) overview
The Roofing liveboard allows you to quickly view roofing statistics for your company, including Average Roofing Squares, Percent of Assignments with RCV > $0, and Roofing Metrics by Data Set.
Filters
You can filter the entire liveboard by data set, received date, CAT/non-CAT, job type, and type of loss. These filters are located at the very top of the liveboard.
You can also see filtered data for single visualizations:
- Find the desired visualization and click Explore. The Explore window opens.
- Click Filter.
- Either select one of the suggested filters or create and apply your own.
Key Performance Indicator (KPI) charts
There are four KPI charts across the top of the liveboard: Total Repair Estimate Count, Repair Estimate Count by Month, Total Replace Estimate Count, and Replace Estimate Count by Month.
- Total Repair Estimate Count
- This shows the total number of estimates that had roof damage claims that were classified as a repair.
- Repair Estimate Count by Month
- This shows the number of estimates in the selected month that had roof damage claims that were classified as a repair. The month for this KPI defaults to the most recent, but you can change it in the filters.
- Total Replace Estimate Count
- This shows the total number of estimates that had roof damage claims that were classified as a replacement.
- Replace Estimate Count by Month
- This shows the number of estimates in the selected month that had roof damage claims that were classified as a replacement. The month for this KPI defaults to the most recent, but you can change it in the filters.
Visualizations
This liveboard contains several charts, graphs, and tables to help you analyze your roofing data, including:
Average Roofing Squares
This graph displays the average roofing square quantity over time. It also differentiates between different types of roofing squares: 25-year, 30-year, flat, metal, and premium architectural/laminated. You can click each roofing square type to remove it from the graph.
Percent of Assignments with RCV greater than $0
This graph displays the percentage of assignments that had an RCV greater than $0 over time. It also differentiates between CAT and Non-CAT assignments. You can click the CAT or Non-CAT labels to remove that assignment type from the graph.
Roofing Metrics by Data Set
This table displays various statistics for each of your data sets, including: Roof Damage Type, Total Line Item RCV, Total Line Item ACV, Average Line Item RCV, Average Line Item ACV, Average Item Labor Amount, Total Item Labor Amount, Average Item Material Amount, and Total Item Material Amount.
