Capture consistent status data
Use shared project, job, request and review states across the operating workflow.
Built for Australian geotechnical teams
Operational dashboards for geotechnical workload and delivery.
See what is scheduled, unassigned, completed, awaiting technical work or ready for the next commercial handoff without rebuilding the numbers in Excel.
Live operational indicators
Workload visibility
Delivery and billing context
Australian geotechnical workflow
Use live project records to understand the operation.
Useful geotechnical dashboards should answer operational questions, not just display attractive charts. Managers need to know what is unassigned, overdue, waiting for review, approaching capacity or likely to delay a client commitment. Because GeoCRM connects projects, jobs, field records, laboratory requests and technical outputs, dashboards can use the same operational data teams work with each day. Views can be aligned to roles and supported by drill-down records.
[01] Operational visibility
/ Connected GeoCRM workflow
Turn current project activity into a useful operating view. Use dashboards and registers to understand what is scheduled, unassigned, completed, awaiting review or ready for billing.
Workload
See scheduled and unassigned work with team and department context.
Delivery
Track jobs and dockets through field completion, reporting and issue.
Commercial handoff
Keep billing readiness and invoicing context attached to delivery records.
Drill-down context
Move from a headline indicator to the client, project, job or docket behind it.
Available capability A practical capability set for Australian geotechnical operations. Configure terminology, permissions and workflow to suit your business and technical procedures.
- Scheduled and unassigned work
- Allocated hours and capacity context
- Job and docket status
- Reporting readiness
- Billing visibility
- Project-level drill-down
How it works in GeoCRM A practical workflow from setup and capture through review, delivery and retained project evidence.
Select decision-focused measures
Define the workload, ageing, turnaround or exception measures that matter to each role.
Review trends and bottlenecks
Use filters and drill-down records to understand what is driving the headline numbers.
Act and improve
Reallocate work, resolve exceptions and refine the process using current operational evidence.
Operational detail for geotechnical teams Concrete capabilities for Australian consultancy, field and laboratory workflows.
Workload visibility
See open, assigned and unassigned work by team, office or workflow.
Due-date and ageing views
Identify overdue requests and records approaching agreed deadlines.
Laboratory pipeline
Monitor samples, pending tests, review queues and work-request status.
Project delivery status
Track field completion, technical review and reporting progress.
Role-based views
Present coordinators, managers and directors with information relevant to their decisions.
Drill-down context
Move from a metric to the underlying project, job or request instead of reconciling another report.
Dashboards & Business Insights FAQs
Which KPIs should a geotechnical business track?
Useful measures often include unassigned work, utilisation context, overdue items, laboratory turnaround, review queues and delivery status. Definitions should match your operating model.
Are dashboards real time?
They are based on the current records in GeoCRM; usefulness depends on timely and consistent workflow updates.
Can we copy our existing spreadsheet dashboard?
Often, but it is better to confirm the decision each measure supports and remove metrics that are duplicated or poorly defined.
Do dashboards replace financial reporting?
No. Operational dashboards complement, rather than replace, accounting and formal financial reporting.
See it with your own workflow
See the operating view behind your current project workload.
Bring a real project, schedule, field record, laboratory request or report. We will show how the workflow can be configured without asking you to share confidential client data.