N O T I C E
MSPbots WIKI is moving to a new home at support.mspbots.ai
to give you the best experience in browsing our Knowledge Base resources and addressing your concerns. Click here for more info!
Page History
...
Dashboard Name | Description |
|---|---|
| Summary | The Summary dashboard shows the monthly trend of key KPIs and highligths the resulting Utilization, Realization, and Billable Utilization . Users can also customize the KPIs widgets to show specific date-team combinations through the available slicers: Location, Business Unit, Team, Technician, Date Rangefor the selected date range. It also has column charts that show the monthly trend for these metrics over the last 12 months. |
| Comparison | This dashboard gives contains a table that shows a breakdown of key KPIs on a per technician level to allow users Managers to compare review the performance of specific peopleteams/teams. Also, there are widgets showing Realized Hours per individuals. For a quick view, it also has graphs showing realized hours recorded for each Work Category. |
| Compare Periods | This dashboard has 2 similar tables showing breakdown of KPIs on a per technician level to allow users to compare an individual's utilization across different periods or against other members. |
| Compare Teams | This dashboard has 2 similar tables showing breakdown of KPIs on a per team level to allow users to compare a team's utilization across different periods or against other teams. |
| Work Category | This dashboard shows recorded hours by for each Work Category and Business Unit on a per team/technician level. |
| Non Billable Time | This dashboard gives a complete breakdown of time entries tagged as Do Not Bill or No Charge on a per team , technician, customer leveland technician level. Also shows proportion of non billable time recorded against customer and internal teams. |
| Daily Time Span | This dashboard shows a comparison between the computed Total Daily Span (hours spent by a technician) and Total Labor Hours of selected teams/technicians(hours logged for work by a technician). |
| Daily Chart | This dashboard shows the daily average and trend for the following KPIs: Utilization, Realization, Billable Utilization, Do Not Bill, and No Charge. |
| Weekly Chart | This dashboard shows the weekly average and trend for the following KPIs: Utilization, Realization, Billable Utilization, Do Not Bill, and No Charge. |
| 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
Terms | Definition/Calculation |
|---|---|
| Available Hours | Available Hours (8 hrs x working days?) |
| Staff Available Hours | Available Hours minus PTO hours |
| Staff Billable Days | Computed as Staff Available Hours / 8 Used to compute for utilized/day, realized/day, billable utilized/day |
| Utilized Hours | All time entries (*insert types*) |
| Utilization % | Computed as Utilized hours / Available Hours |
| Realized Hours | All time entries that are tagged as *insert types* only |
| Realization % | Computed as Realized / Staff Available Hours |
| Billable Utilized Hours | All time entries that are considered Realized and are Billable |
| Billable Utilization % | Computed as Billable hours / Staff Available Hours |
| Team Level | |
| PTO | Number of Paid Time Off hours such as Holiday, lunch, Vacation/Personal |
| Invoiceable | Time entries that are billable but not tagged as part of an Agreement |
| No Charge | Time entries that are tagged as No Charge |
| Do Not Bill | Time entries that are tagged as Do Not Bill |
| Business Hours | Tune entries under business hours |
| Non-Business Hours | Tune entries under non-business hours |
| Daily Span | Available Hours or (Latest Time Entry End Time - Earliest Time Entry Start Time), whichever is higher |
| Labor Hours | Actual hours worked based on time entries |
Summary Dashboard
The Summary dashboard shows the monthly trend of Utilization, Realization, and Billable Utilization. Users can also customize the KPIs widgets to show specific date-team combinations through the available slicers: Location, Business Unit, Team, Technician, Date Range.
*insert screenshot*
Comparison Dashboard
This dashboard gives a breakdown of KPIs on a per technician level to allow users to compare the performance of specific people/teams. Also, there are widgets showing Realized Hours per Work Category.
...
Overview
Content Tools