This app contains dashboards that use data from time entries to calculate the Utilization, Realization, and Billable Utilization of a team. The different widgets included in this suite will help Business Owners and Service Managers reach their target utilization and answer questions such as:

  • Are your team members recording their time entries correctly?
  • Is your team working on too many internal or non-billable tickets?
  • Is your team's workload managed effectively?

This page contains the following information:

1. List of Dashboards and Descriptions

Dashboard Name

Description

Team Utilization - SummaryThis dashboard shows key team metrics and highlights the Utilization, Realization, and Billable Utilization for the selected date range. It also has column charts that show the monthly trend for these metrics over the last 12 months.
Team Utilization - ComparisonThis dashboard contains a table that shows a breakdown of KPIs on a per-technician level to allow managers to review the performance of specific teams or individuals. It also has graphs that show the top technicians or teams based on utilized and realized hours.
Team Utilization - Compare PeriodsThis dashboard has two similar tables showing the breakdown of KPIs on a per-technician level to allow the comparison of an individual's utilization with other members or across different periods.
Team Utilization - Compare TeamsThis dashboard has two similar tables showing the breakdown of KPIs on a per-team level to allow the comparison of a team's utilization across different periods or against other teams.
Team Utilization - Work CategoryThis dashboard shows recorded hours for each Work Category and Business Unit on a per-team or technician level.
Team Utilization - Non-Billable TimeThis dashboard gives a complete breakdown of time entries tagged as Do Not Bill or No Charge on a per-team and technician level. It also shows the proportion of non-billable time recorded against customer and internal teams.
Team Utilization - Daily Time SpanThis dashboard shows a comparison between the computed Total Daily Span (hours spent by a technician) and Total Labor Hours (hours logged for work by a technician).
Team Utilization - Daily ChartThis dashboard shows the daily average and trend for the KPIs Utilization, Realization, Billable Utilization, Do Not Bill, and No Charge.
Team Utilization - Weekly ChartThis dashboard shows the weekly average and trend for the KPIs Utilization, Realization, Billable Utilization, Do Not Bill, and No Charge.
Team Utilization - Non-Business HoursThis dashboard gives a breakdown of Time Entries under Non-Business Hours on a per-technician and date entry level.
(SETTINGS) Team Utilization Suites Settings for App Package

This contains settings for dashboards under the Team Utilization suites for ConnectWise Manage Integration.

For Team Utilization, users can select which among their companies should be tagged as internal and also assign teams to technicians.

2. Terms and Calculations

Term

Definition/Calculation

Available HoursDaily capacity recorded per member multiplied by the number of weekdays for the selected date range
Staff Available HoursAvailable Hours less PTO hours
Staff Billable DaysStaff Available Hours divided by 8 hours. This is used to compute for utilized/day, realized/day, and billable utilized/day.
Utilized HoursActual hours worked based on time entries excluding PTO hours
Utilization %Utilized Hours / Staff Available Hours
Realized HoursUtilized Hours excluding time entries against internal companies
Realization %Realized / Staff Available Hours
Billable Utilized HoursAll time entries that are considered Realized and are Billable
Billable Utilization %Billable hours / Staff Available Hours
PTOTotal hours of recorded Paid Time Off such as Holiday, Lunch, Vacation, and Personal
InvoiceableTime entries that are Billable but not against an agreement
No ChargeTotal hours of time entries tagged as No Charge
Do Not BillTotal hours of time entries tagged as Do Not Bill
Business HoursLabor / Actual hours spent working within business hours
Non-Business HoursLabor / Actual hours spent working outside of business hours
Daily SpanLatest time entry End Time less the earliest time entry Start Time of each member for each day
Labor HoursTotal actual hours worked based on time entries

3. Team Utilization - Summary Dashboard

The Summary dashboard shows key team metrics and highlights the Utilization, Realization, and Billable Utilization for the selected date range. It also has column charts that show the monthly trend for these metrics over the last 12 months.

The available slicers are Business Group, Team, Technician, and Date Range slicers.

 Team Utilization - Summary Dashboard Team Utilization - Summary Dashboard

4. Team Utilization - Comparison Dashboard

This dashboard contains a table that shows a breakdown of KPIs on a per-technician level to allow managers to review the performance of specific teams or individuals. It also has graphs showing the top technicians or teams in terms of utilized and realized hours.

The available slicers are Business Group, Team, Technician, and Date Range slicers.

Team Utilization - Comparison Dashboard

5. Team Utilization - Compare Periods Dashboard

This dashboard has two similar tables showing the breakdown of KPIs on a per-technician level to allow users to compare an individual's utilization across different periods or against other members.

The available slicers are Business Unit, Team, Technician, and Date Range slicers.

Team Utilization - Compare Periods Dashboard

6. Team Utilization - Compare Teams Dashboard

This dashboard has two similar tables showing the breakdown of KPIs on a per-team level to allow users to compare a team's utilization across different periods or against other teams.

The available slicers are Business Unit, Team, Technician, and Date Range slicers.

Compare Teams Dashboard

7. Team Utilization - Work Category Dashboard

This dashboard shows recorded hours for each Work Category and Business Unit on a per-team or technician level.

The available slicers are Business Group, Team, Technician, and Date Range slicers.

Work Category Dashboard

Work Category Dashboard2

8. Team Utilization - Non-Billable Time Dashboard

This dashboard gives a complete breakdown of time entries tagged as Do Not Bill or No Charge on a per-team and technician level. It also shows the proportion of non-billable time recorded against customer and internal teams.

The available slicers are Business Group, Team, Technician, and Date Range slicers.

Non-Billable Time Dashboard 
Team Utilization - Non-Billable Time Dashboard

9. Team Utilization - Daily Time Span Dashboard

This dashboard shows a comparison between the computed Total Daily Span (hours spent by a technician) and Total Labor Hours (hours logged for work by a technician).

The available slicers are Team, Technician, and Date Range slicers.

Daily Time Span Dashboard

10. Team Utilization - Daily Chart Dashboard

This dashboard shows the daily average and trend for the KPIs Utilization, Realization, Billable Utilization, Do Not Bill, and No Charge. The available slicers are Business Unit, Team, Technician, and Date Range slicers.

 Daily Chart Dashboard

11. Team Utilization - Weekly Chart Dashboard

This dashboard shows the weekly average and trend for the KPIs Utilization, Realization, Billable Utilization, Do Not Bill, and No Charge. 

The available slicers are Business Unit, Team, Technician, and Date Range slicers.


12. Team Utilization - Non-Business Hours Dashboard

This dashboard gives a breakdown of Time Entries under Non-Business Hours on a per-technician and date entry level.

The available slicers are the Business Unit, Team, Technician, and Date Range slicers.

Weekly Chart Dashboard


13. Team Utilization Suites Settings for App Package

  • Internal Company Selection: Allows users to select which among their companies should be tagged as internal. These will not be included in the computation of Realized Hours.
  • ConnectWise Team Name FormlistIf the user does not want to utilize the ConnectWise mapping for Job Title, the user can list down all technicians and assign a team to each one.

 Internal Company Selection