Liveboards

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

  1. In Insights, click the Liveboards tab.
  2. Click . The New Liveboard window will appear.
  3. Enter a name and description for your liveboard.
  4. Click Create.

Save an answer to a liveboard

  1. On the answer, click . The Pin to Liveboard window will appear.
  2. Click the name of the liveboard that you want to add your answer to.
  3. 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.
  4. Click Pin.

Provided liveboards

XactAnalysis Insights also provides several pre-built liveboards for your use:

Assignment Activity and Volume

Assignment Activity and Volume overview

The Assignment Activity 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 boxes 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 county. 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 liveboard 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

The Average Value liveboard displays the average estimate value for your organization.

Average Value 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.

Closure Summary

Closure Summary overview

The Closure Summary liveboard provides summary information about closed assignments. You can easily see the total closed assignments count, total assignments received count, and more.

There are also several charts and graphs to help you visualize your data.

Contractor Activity

Contractor Activity overview

The Contractor Activity liveboard displays various contractor statistics for your account. You can filter this information several ways, including by data set, received date, and organisation 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.

Estimate Values

Estimate Values overview

The Estimate Values liveboard allows you to quickly view estimate values for your company based on your company estimates from the past two years. The liveboard is interactive and updates based on the filters that you select.    

Total Estimate Value for Open Assignments

This box displays the value of all the estimates for open assignments.

Total Assignment Count

This box displays the total number of assignments that fall within your selected filters.

Average Estimate Value

The Total Estimate Value divided by the Total Assignment Count.

Total Estimate Value

The value of all the estimates.

Visualizations

Assignment Distribution by Data Set

This donut chart displays the percentage of assignments that belong to each of the data sets in your company.

There are also several other charts and graphs to help you visualize your data.

Line Item

Line Item overview

The Line Item liveboard allows you to quickly view line item information, including the average 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.

Price Deviation

Price Deviation overview

The boxes across the top of the liveboard provide overview numbers for the estimates that fall within your selected filters.

Visualizations

There are several charts and graphs to help you visualize your data.

Response Time

Response Time 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

Roofing 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.

The Roofing Industry liveboard contains the same roofing statistics as the Roofing liveboard, but it also allows you to compare your roofing data to industry data. For more information, see Industry Data.
Filters

You can filter the entire liveboard by data set, received date, CAT/non-CAT, job type, and peril. These filters are located at the very top of the liveboard.

You can also see filtered data for single visualisations:

  1. Find the desired visualisation and click Explore. The Explore window opens.
  2. Click Filter.
  3. Either select one of the suggested filters or create and apply your own.
The filtered data will display within the Explore window. Once you exit the Explore window, the visualisation will return to its original state.
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.
Visualisations

This liveboard contains several charts, graphs, and tables to help you analyse 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 Labour Amount, Total Item Labour Amount, Average Item Material Amount, and Total Item Material Amount.

Variation Returns

The Variation Returns liveboard allows you to quickly view variation statistics for your company from the past two years. The liveboard is interactive and updates based on the filters that you select.    

Variation Returns overview

The boxes across the top of the liveboard provide variation return numbers for the estimates that fall within your selected filters.

There are also several charts and graphs to help you visualize your data.  

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