|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.|
|(SETTINGS) ConnectWise Team Utilization Suites Settings for App PackagesPackage|
This contains settings for dashboards under the Financial and 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.
The available slicers are the Business Unit, Team, Technician, and Date Range slicers.
Team Utilization Suites Settings for App
- 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.