Scheduling metrics in Aliquot provides visibility into customer schedules, service delivery, and compliance with reporting timelines. By learning how to navigate and interpret these metrics, you can monitor performance, pinpoint any areas for improvement, and guarantee that service obligations are being fulfilled.
Accessing Scheduling Information
Log in to Aliquot using a supported browser such as Chrome or Edge.
From the top navigation bar, go to Customers.
Select Customer Schedules to open the Customer Schedule List.
Here you can view:
Customer Name
Manager and Sales Rep assigned
In Progress – shows if reports are being worked on
Service Met – indicates if schedules were completed on time
Historic schedules – filter by year, month, service met option, manager or sales rep by using the left panel.
Viewing a Single Customer’s Schedules
In the Customer Schedule List Page, Click on a customer to open their Customer Window.
The Schedules tab shows:
Manager and Sales Rep for that customer
Service by Month (active months appear in blue)
Report Type – each active month must have a report type (Service, Operator, Lab, or Visit Report). Currently, Only one report type can be assigned in a month
Unassigned Users – Can be reassigned to the customer’s manager.
Gaps in Scheduling – For example, if January through July are active with March omitted , it shows where a schedule was not set./ assigned.
Always confirm that every active month has a report type to avoid missed services.
Schedule History & Compliance
In the Customer Schedule List Page, Click on a customer to open their Customer Window.
The History tab provides compliance metrics for each schedule:
Report Name: The specific type of report delivered.
Schedule Date vs. Report Date: Highlights the timeliness of report completion.
Author: The Sales Rep/ User who completed the report.
Report Status: This shows if the report is a draft or final report
Schedule Report Status : This shows whether the report was completed, past due or not started.
This historical view allows you to measure consistency, monitor performance, and demonstrate accountability for service delivery.
Key Metrics to Track
When reviewing schedules, focus on:
Completion Status – Was the schedule fulfilled on time?
Service Met Rate – Percentage of schedules completed by the due date.
Monthly Coverage – Are all active months assigned a report type?
Report Timeliness – Difference between scheduled and actual report dates.
Customer Trends – Use analytics and history to identify how the customer has been performing (e.g. on time vs delayed) over recent periods.
In summary:
Use the Customer Schedule List to see overall progress and on-time completion.
Open an individual customer to check which months are scheduled, whether report types are assigned, and who is responsible.
The Service Met metric tells you if the work was completed by the deadline, making it a key indicator of compliance.
By consistently reviewing these scheduling metrics in Aliquot, managers and Sales reps can improve accountability, reduce missed deadlines, and strengthen customer satisfaction.