Analytics: How to Use the Maintenance Pro Closed Dashboard

The closed tiles follow the tap-to-filter pattern, grouped into Due Status and Criticality. In the example view there are 29,257 closed checklists:

Each tile is a clickable lens on that completed work — give any one a tap and the whole dashboard filters to it. They fall into two natural groups, Due Status and Criticality:

On-Time — the reassuring pile: everything that got finished before or right at its due window.

Overdue — the "we were late on these" pile: work that did get done, just after its due date had already slipped by.

No Due Date — completed items that never had a due date to miss in the first place. There's nothing to be late against, so these sit comfortably in the on-time camp.

Critical vs Non-Critical — a quick feel for where the completed work lived: how much sat on your safety- and mission-critical systems, versus the everyday routine work (with anything unclassified falling into N/A).

Running Hours — the count of completed running-hours checklists, pulled out here as its own clickable KPI tile so it's front and centre. Give it a tap to step straight into the running-hours detail view.

One handy control sits over the overdue numbers: the Overdue Category: Split / Grouped toggle.

Split breaks lateness into tiers to show how late tasks ran; Grouped collapses those tiers into a simpler on-time-vs-overdue view for a top-line picture.

An Overdue Category: Split / Grouped toggle controls how overdue completions are grouped. Split breaks lateness into tiers; Grouped consolidates them into a simpler on-time vs. overdue view.

On-time / Overdue donut

A donut showing the completion mix by overdue band, calculated as a percentage of each checklist's own interval: On Time (dark green), <10% overdue (light green), 10–20% overdue (yellow), >20% overdue (red), and N\A (no due date, grey). Basing "how late" on the interval keeps it fair — a 500-hour service completed at 560 hours is 12% overdue, which is very different from a daily check finished a day late.
The Split / Grouped toggle at the top controls the granularity: Split fans the overdue work out into its separate bands, while Grouped rolls them back up into a simpler on-time-vs-overdue view.

Checklists by Frequency

A horizontal bar chart showing completed checklists by schedule type (On Demand, Weekly, Daily, Monthly, Bi-Weekly, Quarterly, Yearly, Cumulative Readings – Running Hours, Semi-Annual, Biannual). It reveals where the bulk of completed volume comes from.

A stacked area chart of monthly completions coloured by overdue band — as the caption says, "more green = more on time, more red = further overdue; the number above each month = total completions."

• What the colours mean — As the caption puts it: more green = more on time, more red = further overdue.

• The number above each month — that month's total completions, so you can see volume and mix at the same time.

• Read the shape, not the detail — a band that stays mostly green is a fleet on top of its maintenance; a red wedge swelling up in a given month is a flag that something slipped, worth asking why.

• Hover for the breakdown — the tooltip splits any month band by band, showing the count and percentage for each, so you can go from "something looks off in May" to the actual numbers without leaving the chart.

• The two questions it answers — are we getting better at closing work on time, and did any single month spike in lateness?

Dynamic Breakdown (by category)

Stacked bars showing each category's completion mix by overdue band, with the total checklist count above each bar.

Switchable via Select Category. Use it to compare divisions or assets on both volume and quality at once — a tall bar that is mostly green is your benchmark; a short bar that is mostly red needs help.

Top Failing Checklist Items

A dedicated failure-analysis band showing the rate of No/Fail responses across all checklists over the last 12 months, from three angles:

• Top failing items – Asset: fail rate by vessel (fails / total responses), so you can see which assets generate the most failed checks.

• Top failing items – Checklist: which checklist templates fail most often.

• Top failing items – Checklist Items: the individual questions/steps failing most.

Why it's built this way: completion rate alone hides quality problems — a checklist can be done on time and still fail its inspection points. These charts surface the components and questions that are actually flagging faults, which is where reliability issues really live. Each bar is clickable to drill down.

Completion Details

The full completed-item pivot table: Asset, Checklist, Due Date, Finished Date, On Time, % Overdue, Calendar Frequency, Interval Start, Reading Frequency, Reading at Due, Open History (View link), Interval (Days), and Days. This is the validation layer — drill any chart down to a single asset and confirm exactly which completions drove the numbers, with a direct View link into Helm CONNECT.

Asset Breakdown

A bubble/scatter chart where each dot is an asset: further right = more checklists completed, higher up = higher % completed on time. A dashed fleet average line (e.g. 63.85%) marks the cut-off, and the shaded green "safe zone" sits above it. A toggle switches the vertical measure between % Completed On Time and Tasks per Checklist (planned vs. unplanned maintenance).

Why it's built this way: it separates high performers from outliers at a glance and puts performance in the context of volume — 100% on-time on two checklists is not the same as 85% on 140. Assets below the line and to the left are the priorities.

Crew – Closed Maintenance & Inspections

A table of completion performance by person (Completed By), with columns for On-Time, <10%, 10–20%, >20%, and Total Items, plus a Grand Total row. It gives accountability and coaching visibility at the crew-member level — who is completing the most work, and who is consistently late.

1. Read the tiles. Get the total completed count and the on-time/overdue/no-due-date split, then click a tile to filter the whole page. Use the Split/Grouped toggle to change how lateness is banded.

2. Check the quality mix. The On-time/Overdue donut and the Completions trend show how on-time completions look now and over time.

3. Compare groups. Switch the Dynamic Breakdown's Select Category to Division or Asset and look for red-heavy bars alongside their total volume.

4. Investigate failures. Use the Top Failing Checklist Items charts to pinpoint the assets, checklists, and individual questions flagging the most faults; click to drill down.

5. Benchmark assets and crew. Use the Asset Breakdown scatter (safe zone above the fleet average) and the Crew table to see performance in context of volume.

6. Confirm in the detail table. Scroll to Completion Details and use the View link to open a record in Helm CONNECT.

• Overdue is interval-relative. The overdue bands (<10%, 10–20%, >20%) are a percentage of each checklist's own interval, so lateness is comparable across daily, monthly, and running-hours schedules.

• Items with no due date count as on-time and appear under "No Due Date".

• Finished Date drives the Closed charts (default This & Last Year).

• Failure charts use No/Fail responses over the last 12 months — a checklist can be completed on-time and still register failed inspection points.

• Read the Dynamic Breakdown and Asset Breakdown together — one shows quality, the other shows quality relative to volume.

• Check Top Failing Checklist Items regularly; recurring failures on critical components are early warnings of reliability problems.

• Use Reset Filters between investigations so a leftover selection doesn't distort the next view.