OneSolar CRM

Academy

Performance Matrix

1. Accessing Performance Matrix

  • From the left-hand navigation menu, click on Performance Matrix.
  • The screen displays the Vendor Leaderboard, along with performance indicators.

2. Key Metrics Overview (Top Panel)

At the top of the module, summary indicators are shown:

  • Active Vendors – The total number of EPC vendors currently working.
  • Projects In Progress – Ongoing projects under execution.
  • Projects Completed – Total number of successfully completed projects.
  • Completion Ratio (%) – Percentage of projects completed against assigned projects.

3. Vendor Leaderboard (Detailed Table)

The leaderboard ranks EPC vendors based on performance metrics.

Columns in the Leaderboard:

  • # (Rank) – Vendor’s rank based on performance.
  • Vendor – Name of the EPC vendor.
  • District – Location/district of the vendor’s projects.
  • Scheme – Scheme under which the vendor is executing projects (e.g., PM-KUSUM, Govt Building Solarization, Residential Rooftop).
  • Category – Project category (e.g., Solar Pumps, Government & Institutional, Residential Rooftop).
  • On-Time % – Percentage of projects completed within the scheduled timeline.
  • Quality % – Quality compliance percentage.
  • CSAT – Customer Satisfaction Score, represented in star ratings.
  • Total Projects – Number of total projects handled by the vendor.
  • Active Projects – Ongoing projects.
  • Completed Projects – Number of finished projects.
  • Completion Ratio % – Completed projects divided by total projects.
  • Delayed Projects – Projects delayed beyond the scheduled timeline.
  • Avg Days – Average number of days taken for completion.
  • Fund Utilization % – Percentage of allocated funds utilized by the vendor.
  • Payment SLA % – Adherence to payment Service Level Agreement timelines.

4. Actions

  • View – Opens detailed vendor performance reports, project data, and fund utilization.

5. Example Insights

  • Kiran Solar Innovations (#4): On-Time %: 94%
  • Quality %: 96%
  • CSAT: 4.8★
  • Completion Ratio: 80.4% (highest in list)
  • Vikram Energy Solutions (#8): On-Time %: 88%
  • Quality %: 91%
  • CSAT: 4.3★
  • Avg Days: 31

6. Filters & Search Options

At the top, Admins can refine results using filters:

  • Scheme filter – View vendors by specific schemes.
  • Category filter – Narrow down by project categories.
  • Search bar – Search vendors, districts, or schemes directly.

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