Metric Trees
Metric Tree Node Types
North Star Metrics: Top-level business outcomes that represent ultimate success
Component Metrics: Metrics with direct mathematical relationships to their parent metrics
Influence Metrics: Metrics that impact components but not through direct mathematical formulas
flowchart TD
classDef northStar fill:#ff6b6b,stroke:#333,stroke-width:1px;
classDef component fill:#4ecdc4,stroke:#333,stroke-width:1px;
classDef influence fill:#45b7d1,stroke:#333,stroke-width:1px;
Revenue["Revenue
(Revenue = Completed Jobs × Average Revenue per Job)"] --> CompletedJobs["Completed Jobs
(Completed Jobs = Booked Jobs × Job Completion Rate)"] Revenue --> AvgRevenue["Average Revenue per Job
(Average Revenue per Job = Base Revenue per Job + Upsell Revenue per Job)"] CompletedJobs --> BookedJobs["Booked Jobs
(Booked Jobs = Lead Volume × Booking Conversion Rate)"] CompletedJobs --> CompletionRate["Job Completion Rate
(Job Completion Rate = (Completed Jobs / Booked Jobs) × 100%)"] BookedJobs --> LeadVolume["Lead Volume
(Lead Volume = Sum of all inbound service requests)"] BookedJobs --> BookingRate["Booking Conversion Rate
(Booking Conversion Rate = (Booked Jobs / Lead Volume) × 100%)"] AvgRevenue --> BaseRev["Base Revenue per Job
(Base Revenue per Job ≈ Standard service charge)"] AvgRevenue --> UpsellRev["Upsell Revenue per Job
(Upsell Revenue per Job = Average Revenue per Job – Base Revenue per Job)"] Revenue:::northStar CompletedJobs:::component AvgRevenue:::component BookedJobs:::component CompletionRate:::component LeadVolume:::component BookingRate:::component BaseRev:::component UpsellRev:::component
(Revenue = Completed Jobs × Average Revenue per Job)"] --> CompletedJobs["Completed Jobs
(Completed Jobs = Booked Jobs × Job Completion Rate)"] Revenue --> AvgRevenue["Average Revenue per Job
(Average Revenue per Job = Base Revenue per Job + Upsell Revenue per Job)"] CompletedJobs --> BookedJobs["Booked Jobs
(Booked Jobs = Lead Volume × Booking Conversion Rate)"] CompletedJobs --> CompletionRate["Job Completion Rate
(Job Completion Rate = (Completed Jobs / Booked Jobs) × 100%)"] BookedJobs --> LeadVolume["Lead Volume
(Lead Volume = Sum of all inbound service requests)"] BookedJobs --> BookingRate["Booking Conversion Rate
(Booking Conversion Rate = (Booked Jobs / Lead Volume) × 100%)"] AvgRevenue --> BaseRev["Base Revenue per Job
(Base Revenue per Job ≈ Standard service charge)"] AvgRevenue --> UpsellRev["Upsell Revenue per Job
(Upsell Revenue per Job = Average Revenue per Job – Base Revenue per Job)"] Revenue:::northStar CompletedJobs:::component AvgRevenue:::component BookedJobs:::component CompletionRate:::component LeadVolume:::component BookingRate:::component BaseRev:::component UpsellRev:::component
flowchart TD
classDef northStar fill:#ff6b6b,stroke:#333,stroke-width:1px;
classDef component fill:#4ecdc4,stroke:#333,stroke-width:1px;
classDef influence fill:#45b7d1,stroke:#333,stroke-width:1px;
OperationalEfficiency["Operational Efficiency
(Composite index from multiple metrics)"] --> Utilization["Technician Utilization Rate
(Utilization Rate = (Billable Hours / Available Hours) × 100%)"] OperationalEfficiency --> FirstFix["First-Time Fix Rate
(First-Time Fix Rate = (Jobs resolved on first visit / Total jobs) × 100%)"] OperationalEfficiency --> OnTime["On-Time Arrival Rate
(On-Time Rate = (Jobs where tech arrived on-time / Total jobs) × 100%)"] OperationalEfficiency --> LaborPct["Labor Cost % of Revenue
(Labor Cost % = (Total Technician Labor Costs / Revenue) × 100%)"] Utilization --> Billable["Billable Hours
(Total hours technicians spend on job sites)"] Utilization --> Available["Available Hours
(Available Hours = Number of Technicians × Work Hours per Technician)"] OperationalEfficiency:::northStar Utilization:::component FirstFix:::component OnTime:::component LaborPct:::component Billable:::component Available:::component
(Composite index from multiple metrics)"] --> Utilization["Technician Utilization Rate
(Utilization Rate = (Billable Hours / Available Hours) × 100%)"] OperationalEfficiency --> FirstFix["First-Time Fix Rate
(First-Time Fix Rate = (Jobs resolved on first visit / Total jobs) × 100%)"] OperationalEfficiency --> OnTime["On-Time Arrival Rate
(On-Time Rate = (Jobs where tech arrived on-time / Total jobs) × 100%)"] OperationalEfficiency --> LaborPct["Labor Cost % of Revenue
(Labor Cost % = (Total Technician Labor Costs / Revenue) × 100%)"] Utilization --> Billable["Billable Hours
(Total hours technicians spend on job sites)"] Utilization --> Available["Available Hours
(Available Hours = Number of Technicians × Work Hours per Technician)"] OperationalEfficiency:::northStar Utilization:::component FirstFix:::component OnTime:::component LaborPct:::component Billable:::component Available:::component
Home Services Metrics
Overview
This document outlines our key performance indicators (KPIs) and their relationships. Each metric is shown with its definition, formula, and direct dependencies.
Business Performance Metrics
No Results
Revenue Metric Dependencies
No Results
Operational Metrics
No Results
Operational Dependencies
No Results
Data Quality & Governance
Validation Rules
- No metric should exceed 100% unless explicitly defined
- Time-based metrics must be in standard units
- Currency values must be in USD
- Rates and ratios must have consistent denominators
Update Frequency
No Results