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The Team Utilization dashboards uses data on time entries to calculate for the Utilization, Realization, and Billable Utilization of a team. The different widgets included will help Business Owners and Service Managers reach their target utilization, and answer questions such as: Are the team members recording their time entries correctly? Are we working on too much internal or non-billable tickets? Is the team's workload managed effectively?

Table of Contents

List of Dashboards

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Dashboard Name
Description
Team Utilization - Summary 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.
Team Utilization - Comparison This dashboard contains a table that shows a breakdown of key KPIs on a per technician level to allow Managers to review the performance of specific teams/individuals. For a quick view, it also has graphs showing top technicians/teams in terms of utilized and realized hours.
Team Utilization - 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.
Team Utilization - 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.
Team Utilization - Work Category This dashboard shows recorded hours for each Work Category and Business Unit on a per team/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. Also shows 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 following 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 following 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.
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Versions Compared

Old Version 21

New Version 22

Key

List of Dashboards

Dashboard Name	Description
Team Utilization - Summary	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.
Team Utilization - Comparison	This dashboard contains a table that shows a breakdown of key KPIs on a per technician level to allow Managers to review the performance of specific teams/individuals. For a quick view, it also has graphs showing top technicians/teams in terms of utilized and realized hours.
Team Utilization - 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.
Team Utilization - 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.
Team Utilization - Work Category	This dashboard shows recorded hours for each Work Category and Business Unit on a per team/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. Also shows 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 following 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 following 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.