Bring Results into Focus with Optimization Insights (Beta)
Learn at a glance how global optimization affects your KPIs. When you tweak a scheduling policy and optimize the schedule, you can see if the change lowers travel times or improves utilization. A results snapshot shows metrics before and after the optimization.
Where: This feature applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions with the Field Service Lightning managed package installed.
How: In, enable Optimization Insights. Using Lightning App Builder, edit an optimization request page and add the three custom Lightning components. After a global optimization completes, the components provide metrics (1), KPIs by territory (2), and a summary that includes optimization and scheduling policy details (3).