CSO Dashboard

Smart360 CSO Dashboard - Frequently Asked Questions

Getting Started & Access

Q: How do I access the Command Center Dashboard in Smart360?

A: To access the Command Center Dashboard:

Log into your Smart360 account
Navigate to the main navigation menu
Select "Command Center" from the dashboard options
The system will load the unified dashboard with real-time data refresh
You'll see a welcome message with the last update timestamp

Q: What user roles can access the CSO Dashboard?

A: The CSO Dashboard is accessible to authorized users with the following roles:

Utility Administrator: Full access to all dashboard sections and analytics
CSO Manager: Access to customer service focused sections and metrics
Other management roles may have restricted access based on your organization's permission settings

Q: How often does the dashboard data refresh? A: The dashboard automatically refreshes data every 5 minutes during business hours. Critical metrics update in real-time when changes occur, such as when payments are processed or service requests are updated.

Executive KPIs & Analytics

Q: What do the Executive KPI cards show and how are they calculated?

A: The Executive KPI section displays four key metrics:

Total Revenue: Current month's total billed amount (includes all billed amounts regardless of payment status)
Service Requests: All requests created in the current period regardless of status
Collection Rate: Calculated as (Payments Received / Total Amount Due) × 100 for the period
Active Complaints: All unresolved complaints regardless of creation date Each metric shows percentage change compared to the previous month.

Q: What do the color indicators mean on the KPI cards? A: Color indicators provide quick visual status assessment:

Green: Positive performance or improvement
Red: Negative performance or decline requiring attention
Yellow: Moderate performance or caution threshold
Collection Rate specific: Green >80%, Yellow 60-80%, Red <60%

Q: How are month-over-month percentage changes calculated? A: Percentage changes are calculated as: ((Current Month - Previous Month) / Previous Month) × 100. The calculation excludes weekend and holiday variations to provide accurate performance comparisons.

Revenue Performance & Analytics

Q: What information is available in the Revenue Performance section? A: The Revenue Performance section includes:

Revenue Trend Chart: 6-month historical data showing revenue patterns
Revenue by Consumer Category: Breakdown by Residential, Commercial, and Industrial customers
Monthly comparisons: Performance against historical trends
Interactive charts: Click-through capability to detailed reports

Q: How can I analyze revenue by customer segments? A: Use the Revenue by Consumer Category chart which displays:

Blue bars for Residential customers
Green bars for Commercial customers
Orange bars for Industrial customers
Monthly data for the current 6-month period
Hover tooltips showing exact values and percentages

Q: What does the Account Health Score represent? A: The Account Health Score (displayed as a percentage) is calculated based on:

Payment history patterns
Complaint frequency
Service usage patterns
Color coding: Green >85%, Yellow 70-85%, Red <70%

Service Request Management

Q: How do I monitor service request performance? A: The Service Requests section provides:

Active Requests: Count of requests with status 'Open' or 'In Progress'
Overdue Requests: Active requests where current date > due date
Average Completion Time: Mean resolution time for completed requests
First Resolution Rate: Percentage resolved on first attempt
Category Breakdown: Service requests by type (Water Supply, Metering Issues, etc.)

Q: What triggers alerts for overdue service requests? A: Alerts are automatically triggered when overdue requests exceed 10% of total active requests. The system monitors this threshold continuously and provides visual indicators when immediate attention is required.

Q: How are service request priorities categorized? A: Service requests are categorized by priority levels:

Urgent: Highest priority, typically resolved within hours
High: Important issues requiring prompt attention
Medium: Standard requests with normal processing time
Low: Non-critical requests that can be scheduled flexibly Each priority level has different target resolution times and color coding.

Complaint Management

Q: How does the complaint tracking system work? A: The Complaints section tracks:

Active Complaints: All complaints with status ≠ 'Resolved'
Resolved Today: Complaints closed on the current date
Escalation Rate: Percentage of complaints that required escalation
Resolution Rate: Percentage of total complaints resolved
Top Categories: Complaint types with highest volume (Water Quality, Billing Issues, etc.)

Q: What happens when complaint resolution rates fall below targets? A: The system triggers alerts when resolution rates drop below 75%. This includes:

Visual indicators on the dashboard
Automated notifications to CSO managers
Escalation workflows for immediate attention
Historical tracking for trend analysis

Q: How are complaints categorized by severity? A: Complaints are categorized with color coding:

Critical (Red): Emergency issues requiring immediate response
High (Orange): Important issues needing prompt attention
Medium (Yellow): Standard complaints with normal processing
Low (Green): Minor issues that can be addressed routinely

Payment Performance & Collections

Q: What payment metrics are available on the dashboard? A: The Payment Performance section includes:

Total Payments: Sum of all payments received in current month
Outstanding Amount: Total unpaid balances across all accounts
On-Time Payment Rate: Payments made by due date / total payments × 100
Digital Payment Adoption: Digital payments / total payments × 100
Aging Breakdown: Outstanding amounts categorized by age (Current, 30, 60, 90+ days)

Q: How is the Collection Rate calculated and what does it indicate? A: Collection Rate = (Payments Received / Total Amount Due) × 100 for the period. This metric indicates:

Overall collection efficiency
Customer payment behavior trends
Potential cash flow issues
Effectiveness of collection strategies

Q: What does the Payment Aging Breakdown show? A: The aging breakdown displays outstanding balances in four categories:

Current (0-30 days): Recent bills, typically 60% of total
30 Days (31-60 days): Slightly overdue, typically 25%
60 Days (61-90 days): Significantly overdue, typically 10%
90+ Days (>90 days): Seriously delinquent, typically 5% Color gradient from green (current) to red (90+ days) provides visual priority indication.

Digital Adoption & Self-Service

Q: How do I track digital adoption metrics? A: Digital adoption is tracked through:

Mobile App Usage: Unique active users / total registered users × 100
Web Portal Usage: Unique portal sessions / total customers × 100
Self-Service Transactions: Count of transactions completed without agent assistance
Digital Payment Adoption: Percentage of payments made through digital channels

Q: Why is digital adoption important for utility operations? A: Digital adoption provides benefits including:

Reduced call center load and operational costs
Improved customer convenience and satisfaction
Faster payment processing and collection
Better customer engagement and communication
Real-time self-service capabilities for customers

Disconnection Management

Q: How does the disconnection tracking system work? A: The Disconnection section monitors:

Pending Disconnections: Requests with status 'Pending' (24)
Completed Today: Disconnections executed on current date (12)
Service Interruptions: Unplanned service disruptions (8)
Average Process Time: Mean time from request to completion (3.2 days)
Reason Categories: Non-Payment, Violation, Maintenance

Q: What compliance requirements are monitored for disconnections? A: The system ensures regulatory compliance by:

Tracking notification timeframes for customer communication
Monitoring proper documentation and approval workflows
Ensuring compliance with regulatory disconnection procedures
Maintaining audit trails for all disconnection activities
Alerting when compliance timeframes are at risk

Quick Actions & Workflow Management

Q: What Quick Actions are available from the dashboard? A: The Quick Actions panel provides one-click access to:

New Service Request: Create service requests with priority assignment
Record Payment: Process payments with account reconciliation
Register Complaint: File complaints with automatic routing
New Connection: Initiate customer onboarding process
Rate Transfer: Process rate changes with approval workflow
Disconnection: Manage disconnection procedures with notifications

Q: Do Quick Actions require special permissions? A: Yes, Quick Actions require appropriate role-based permissions and include validation requirements:

Customer account validation for service requests
Payment method verification for payment recording
Address verification for new customer additions
Technical requirements validation for connections
Approval workflows for rate transfers based on account value thresholds

Water Usage & Operational Analytics

Q: How do I analyze water usage patterns? A: The Water Usage section provides:

Usage by Segment: Monthly consumption by Residential, Commercial, and Industrial customers
Peak Usage Times: Hourly consumption patterns from 6 AM to 9 PM
Seasonal Analysis: Historical comparisons considering seasonal variations
Interactive Charts: Click-through to detailed consumption reports

Q: What does Peak Usage analysis help with? A: Peak Usage analysis supports:

Resource Planning: Optimal staffing and equipment allocation
Demand Forecasting: Predicting future capacity requirements
Infrastructure Planning: Identifying system upgrade needs
Cost Management: Understanding usage patterns for rate optimization
Emergency Preparedness: Planning for high-demand scenarios

Troubleshooting & Technical Issues

Q: What should I do if dashboard data appears outdated? A: If data seems outdated:

Check the last update timestamp in the welcome message
Refresh your browser page to force a data update
Verify your internet connection stability
Clear browser cache if the issue persists
Contact IT support if data hasn't updated for more than 15 minutes during business hours

Q: Why might some metrics show as "N/A" or appear blank? A: Metrics may show as "N/A" due to:

Insufficient data for the calculation period
System integration issues with source data
Permission restrictions for certain data access
Scheduled maintenance on backend systems
Data validation processes still in progress

Q: How do I export dashboard data for reports? A: Dashboard data can be exported through:

Click on individual chart elements for detailed drill-down reports
Use browser print functionality for visual dashboard snapshots
Access detailed reports through chart click-through functionality
Contact your system administrator for custom report generation
Utilize API endpoints if configured for your organization

Mobile Access & Responsiveness

Q: Can I access the CSO Dashboard on mobile devices? A: Yes, the dashboard is fully responsive and optimized for mobile access:

All dashboard sections adapt to mobile screen sizes
Touch-friendly interface for tablet and smartphone use
Optimized load times for mobile networks
Full functionality available on mobile devices
Location-based usage tracking for field management

Q: Are there any limitations when using the dashboard on mobile? A: Mobile access provides full functionality with some considerations:

Complex charts may require horizontal scrolling on smaller screens
Quick Actions remain fully functional with touch optimization
Data refresh rates remain the same as desktop (5 minutes)
Export functionality may require desktop browser for optimal experience

Integration & Data Sources

Q: What systems does the CSO Dashboard integrate with? A: The dashboard integrates with:

Customer service ticketing systems for complaint management
Field operations scheduling for service requests
Payment processing systems for real-time financial data
Meter reading systems for usage analytics
Customer relationship management (CRM) systems
Billing and accounting systems for revenue tracking

Q: How accurate is the dashboard data? A: Dashboard data maintains 99.5% accuracy through:

Automated real-time data integration
Validation processes for data quality
Cross-system data reconciliation
Regular data integrity checks
Audit trails for all data modifications

Q: What happens during system maintenance? A: During scheduled maintenance:

Users receive advance notification of maintenance windows
Dashboard may show cached data with appropriate timestamps
Critical alerts continue to function during brief maintenance periods
System automatically resumes real-time updates post-maintenance
Any data gaps are backfilled once systems are restored