diff --git a/content/applications/hr/fleet.rst b/content/applications/hr/fleet.rst index 2565e91cac..7c1795d689 100644 --- a/content/applications/hr/fleet.rst +++ b/content/applications/hr/fleet.rst @@ -10,3 +10,4 @@ Fleet fleet/new_vehicle fleet/service fleet/accidents + fleet/cost_analysis diff --git a/content/applications/hr/fleet/cost_analysis.rst b/content/applications/hr/fleet/cost_analysis.rst new file mode 100644 index 0000000000..5cd32ec876 --- /dev/null +++ b/content/applications/hr/fleet/cost_analysis.rst @@ -0,0 +1,96 @@ +==================== +Cost analysis report +==================== + +The **Fleet** app allows for analysis on :ref:`total vehicle costs `, including +both contract costs and service and repair charges. Data can be adjusted to view total costs by +:ref:`vehicle ` or :ref:`driver `. Additionally, costs can be +compared with the previous year, quarter, or month, to view changes in fleet costs over time. + +.. _fleet/total-costs: + +Total costs +=========== + +To view the *Cost Analysis Report*, navigate to :menuselection:`Fleet app --> Reporting --> Costs`. +The default report shows a bar chart of service and contract costs for the current year, organized +by month. + +.. example:: + In this report, it is possible to determine that June had the highest total costs, with almost + $14,000 dollars in contract and repair costs, while January had the lowest costs, with less than + $2,000 of contract costs and no repairs. + + .. image:: cost_analysis/cost-analysis.png + :alt: The default cost analysis report showing contract and service costs. + +.. _fleet/by-vehicle: + +Cost by vehicle +=============== + +Some companies want to view costs not by month, but by vehicle. This allows fleet managers to +determine which vehicles cost the most to keep on the road, aiding in decision making for future +purchases and repairs. + +To view these metrics, open the default :ref:`cost analysis report `. Next, click +into the search bar, and click :guilabel:`Vehicle` under the :icon:`oi-group` :guilabel:`Group By` +column. + +.. example:: + From this report, it can be determined the `Toyota Corolla` with the license plate `STU-1718` + cost the most, with almost $14,000 in costs for the year. Additionally, the both `Nissan Micro` + vehicles and the `Ford Focus` cost the least, with under $5,000 in total costs each. + + .. image:: cost_analysis/by-vehicle.png + :alt: The cost analysis report showing annual costs by vehicle. + +.. _fleet/by-driver: + +Cost by driver +============== + +Another useful metric is to determine which drivers incur the most repair costs, allowing fleet +managers to determine which vehicles to assign which drivers. To view this configuration, open the +default :ref:`cost analysis report `. Next, click into the search bar, and click +:guilabel:`Driver` under the :icon:`oi-group` :guilabel:`Group By` column. Finally, click the +:icon:`oi-view-pivot` :guilabel:`(Pivot)` icon. + +The report now shows the totals for both :guilabel:`Contract` and :guilabel:`Service` costs for each +driver in the database. This allows fleet managers to see which drivers incur the most repair costs. + +.. example:: + This report shows that `Sandra Elvis` had no service costs for the year, while both `Doris Cole` + and `David Armstrong` had almost $9,000 in repairs. While this does not explain why those two + drivers incurred the most costs, it is possible for the fleet manager to :ref:`investigate the + service records ` for those two drivers, to determine why there were such + high costs for the year. + + .. image:: cost_analysis/by-driver.png + :alt: The cost analysis report showing costs by driver in a pivot table. + +Detailed comparison +=================== + +All reports in the **Fleet** app are able to compare costs from previous time periods, either year, +quarter, or month. To view a detailed cost comparison between the third and fourth quarter, open the +default :ref:`cost analysis report `, then click the :icon:`oi-view-pivot` +:guilabel:`(Pivot)` icon. Next, click into the search bar and click :guilabel:`Q4` in the +:icon:`fa-filter` :guilabel:`Filters` column, then :guilabel:`Date: Previous Period` in the +:icon:`fa-adjust` :guilabel:`Comparison` column. + +The report now shows detailed contract and service costs for each vehicle, with a +:guilabel:`Variation` column, showing increases or decreases in costs from the third and fourth +quarter of the current year. + + +.. example:: + In this example, it can be determined that the `Ford Focus` had the greatest change in terms of + lowered total costs, with a 75.25% reduction in costs. Additionally, the `Nissan Micro` with the + license plate of `DEF-456` was the only vehicle with an overall increase in total costs, with an + increase of 41.78%. + + .. image:: cost_analysis/detailed-costs.png + :alt: A pivot table with a detailed cost comparison between the current and previous year. + + diff --git a/content/applications/hr/fleet/cost_analysis/by-driver.png b/content/applications/hr/fleet/cost_analysis/by-driver.png new file mode 100644 index 0000000000..c5b713e3ba Binary files /dev/null and b/content/applications/hr/fleet/cost_analysis/by-driver.png differ diff --git a/content/applications/hr/fleet/cost_analysis/by-vehicle.png b/content/applications/hr/fleet/cost_analysis/by-vehicle.png new file mode 100644 index 0000000000..2d04cc69e9 Binary files /dev/null and b/content/applications/hr/fleet/cost_analysis/by-vehicle.png differ diff --git a/content/applications/hr/fleet/cost_analysis/cost-analysis.png b/content/applications/hr/fleet/cost_analysis/cost-analysis.png new file mode 100644 index 0000000000..66950dc873 Binary files /dev/null and b/content/applications/hr/fleet/cost_analysis/cost-analysis.png differ diff --git a/content/applications/hr/fleet/cost_analysis/detailed-costs.png b/content/applications/hr/fleet/cost_analysis/detailed-costs.png new file mode 100644 index 0000000000..3dfd296dc5 Binary files /dev/null and b/content/applications/hr/fleet/cost_analysis/detailed-costs.png differ diff --git a/content/applications/hr/fleet/service.rst b/content/applications/hr/fleet/service.rst index 34383cf36e..dea9772354 100644 --- a/content/applications/hr/fleet/service.rst +++ b/content/applications/hr/fleet/service.rst @@ -105,6 +105,8 @@ Vendors are added with the **Contacts** app. Refer to the :doc:`documentation Different tabs or fields may be visible on the :guilabel:`Create Vendor` form, depending on what other applications are installed. +.. _fleet/view-services: + View services =============