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Reporting and Analytics

This document defines key KPIs and analytics for the Employment Services SaaS domain. It is written for product managers, business analysts, and engineers building reporting and analytics capabilities.

Reporting and analytics provide visibility into platform performance, customer success, and business metrics. This document defines KPIs, data sources, and dashboard requirements.

Note

Analytics are built on events from domain services and Audit Platform. Real-time dashboards provide immediate visibility, while historical reports enable trend analysis.

Key KPIs

KPI Description Calculation Target
Active Engagements Count of active engagements per tenant/time Count of engagements with status=Active Track growth
Squad Utilization Percentage of squad capacity used (Assigned capacity / Total capacity) × 100 70-80%
Time-to-First-Deliverable Days from engagement start to first deliverable First deliverable date - Engagement start date < 14 days
Revenue per Tenant Total revenue per tenant over period Sum of invoice amounts per tenant Track growth
Engagement Completion Rate Percentage of engagements completed successfully (Completed / Total) × 100 > 85%
Customer Satisfaction (NPS) Net Promoter Score from customer surveys NPS calculation > 50
Average Engagement Duration Average duration of completed engagements Average(End date - Start date) Track efficiency

Data Sources and Events

Domain Events

Events from Domain Services:

Event Source Data Captured
EngagementCreated Project & Engagement Service Engagement ID, customer, squad, start date
EngagementActivated Project & Engagement Service Activation timestamp
MilestoneCompleted Work Management Service Milestone ID, completion date, engagement ID
EngagementCompleted Project & Engagement Service Completion date, duration, status
InvoiceIssued Billing & Invoicing Service Invoice ID, amount, customer, engagement
PaymentReceived Billing & Invoicing Service Payment ID, amount, invoice ID, date

Audit Platform Events

Events from Audit Platform:

Event Type Description Use Case
User Actions User login, engagement creation, invoice viewing User behavior analysis
System Events Engagement status changes, squad assignments System activity tracking
Compliance Events Data access, configuration changes Compliance reporting

See: Audit Platform API Overview for audit API details.

Data Pipeline

ETL Flow: 1. Domain services emit events to event bus 2. Events consumed by Analytics service 3. Events transformed and stored in data warehouse 4. Dashboards query data warehouse for metrics

See: Data Pipelines and ETL for ETL patterns.

Dashboards and Views

Customer Dashboard

Purpose: Customer-facing dashboard showing their projects and engagements

Metrics: - Active engagements count - Recent deliverables - Upcoming milestones - Billing summary - Squad utilization for their engagements

Views: - Project overview - Engagement timeline - Deliverables tracker - Billing summary

Operations Dashboard

Purpose: Internal operations dashboard for platform management

Metrics: - Total active engagements - Squad utilization across all squads - Revenue metrics - Engagement completion rates - Customer satisfaction scores

Views: - Platform health - Engagement pipeline - Revenue trends - Squad performance

Squad Performance Dashboard

Purpose: Dashboard for squad leads showing squad performance

Metrics: - Squad utilization - Engagement completion rate - Average time-to-deliverable - Customer satisfaction for squad engagements

Views: - Squad capacity and assignments - Engagement progress - Performance metrics - Historical trends

Example Metrics for Factory and Squads

Factory Metrics

Metrics Bridging to Factory:

Metric Description Source
Services Generated per Engagement Number of microservices generated for engagement Factory run logs
Lead Time Time from feature request to release Factory run timestamps
Code Quality Test coverage, architecture compliance Factory QA reports
Factory Utilization Percentage of Factory capacity used Factory metrics

See: Factory Strategic Goals for Factory goals.

See: Factory Overview for Factory capabilities.

Squad Metrics

Metrics for Squad Performance:

Metric Description Source
Deliverables per Month Number of deliverables per squad per month Work Management events
Engagement Success Rate Percentage of engagements completed successfully Engagement events
Customer Satisfaction Customer satisfaction scores per squad Customer surveys
Time-to-Value Average time from engagement start to first deliverable Engagement and milestone events

See: Squads Business Model for squad details.