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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:
Table of Contents style none
List of Dashboards and Descriptions
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Table of Contents
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Dashboard Name | Description |
---|---|
Team Utilization - Summary |
This 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 - Comparison | 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 |
that show the top technicians or teams based on utilized and realized hours |
. | |
Team Utilization - Compare Periods | This 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 Teams | This 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 Category | This dashboard shows recorded hours for each Work Category and Business Unit on a per-team |
or technician level. | |
Team Utilization - Non-Billable Time | 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. | |
Team Utilization - Daily Time Span | 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). |
Team Utilization - Daily Chart | This dashboard shows the daily average and trend for the |
KPIs |
Utilization, Realization, Billable Utilization, Do Not Bill, and No Charge. | |
Team Utilization - Weekly Chart | This dashboard shows the weekly average and trend for the |
KPIs |
Utilization, Realization, Billable Utilization, Do Not Bill, and No Charge. | |
Team Utilization - Non-Business Hours | This dashboard gives a breakdown of Time Entries under Non-Business Hours on a per-technician and date entry level |
Definition of Terms
. | |
(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. |
Terms and Calculations
TermTerms | Definition/Calculation |
---|---|
Available HoursAvailable Hours (8 hrs x working days?) | Daily capacity recorded per member multiplied by the number of weekdays for the selected date range |
Staff Available Hours | Available Hours minus less PTO hours |
Staff Billable Days | Computed as Staff Available Hours / 8 Used divided by 8 hours. This is used to compute for utilized/day, realized/day, and billable utilized/day. |
Utilized Hours | All time entries (*insert types*)Actual hours worked based on time entries excluding PTO hours |
Utilization % | Computed as Utilized hours Hours / Staff Available Hours |
Realized Hours | All time entries that are tagged as *insert types* onlyUtilized Hours excluding time entries against internal companies |
Realization % | Computed as Realized / Staff Available Hours Hours |
Billable Utilized Hours | All time entries that are considered Realized and are Billable |
Billable Utilization % | Computed as Billable hours / Staff Available HoursTeam Level |
PTO | Number Total hours of recorded Paid Time Off hours such as Holiday, lunchLunch, Vacation/, and Personal |
Invoiceable | Time entries that are billable Billable but not tagged as part of an Agreementagainst an agreement |
No ChargeTime | entries that are Total hours of time entries tagged as No Charge |
Do Not BillTime | entries that are Total hours of time entries tagged as Do Not Bill |
Business Hours | Tune entries under Labor / Actual hours spent working within business hours |
Non-Business HoursTune | entries under non-Labor / Actual hours spent working outside of business hours |
Daily Span | Available Hours or (Latest Time Entry End Time - Earliest Time Entry Start Time), whichever is higherLatest time entry End Time less the earliest time entry Start Time of each member for each day |
Labor Hours | Actual Total actual hours worked based on time entries |
Team Utilization - Summary Dashboard
The Summary dashboard shows key KPIs team metrics and highligths highlights the resulting 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.
Available The available slicers are : Business UnitGroup, Team, Technician, and Date Range slicers.
Team Utilization - Comparison Dashboard
This dashboard contains a table that shows a breakdown of key KPIs on a per-technician level to allow Managers managers to review the performance of specific teams /or individuals. For a quick view, it It also has graphs showing the top technicians or teams in terms of utilized and realized hours recorded for each Work Category.
Available The available slicers are : Business UnitGroup, Team, Technician, and Date Range slicers.
Team Utilization - Compare Periods Dashboard
This dashboard has 2 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.
Available The available slicers are : Business Unit, Team, Technician, and Date Range slicers.
Team Utilization - Compare Teams Dashboard
This dashboard has 2 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.
Available The available slicers are : Business Unit, Team, Technician, and Date Range slicers.
Team Utilization - Work Category Dashboard
This dashboard shows recorded hours for each Work Category and Business Unit on a per-team /or technician level.
Available The available slicers are : Business UnitGroup, Team, Technician, and Date Range slicers.
...
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. Also It also shows the proportion of non-billable time recorded against customer and internal teams.
Available The available slicers are : Business UnitGroup, Team, Technician, and Date Range slicers.
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).
Available The available slicers are : Team, Technician, and Date Range slicers.
Team Utilization - Daily Chart Dashboard
This dashboard shows the daily average and trend for the following KPIs : Utilization, Realization, Billable Utilization, Do Not Bill, and No ChargeAvailable . The available slicers are : Business Unit, Team, Technician, and Date Range slicers.
Team Utilization - Weekly Chart Dashboard
This dashboard shows the weekly average and trend for the following KPIs : Utilization, Realization, Billable Utilization, Do Not Bill, and No Charge.
Available The available slicers are : Business Unit, Team, Technician, and Date Range slicers.
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.
Available The available slicers are : the Business Unit, Team, Technician, and Date Range slicers.
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 Formlist: If 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.
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