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Dashboards List and Description

Dashboard Name

Description

SummaryThe 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.
ComparisonThis 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.
Compare Periods
Compare Teams
Work CategoryThis dashboard shows recorded hours by each Work Category and Business Unit on a per team/technician level.
Non Billable TimeThis dashboard gives a complete breakdown of time entries tagged as Do Not Bill or No Charge on a per team, technician, customer level.
Daily Time SpanThis dashboard shows a comparison between the computed Total Daily Span and Total Labor Hours of selected teams/technicians.
Daily ChartThis dashboard shows the daily average and trend for the following KPIs: Utilization, Realization, Billable Utilization, Do Not Bill, and No Charge.
Weekly ChartThis dashboard shows the weekly average and trend for the following KPIs: Utilization, Realization, Billable Utilization, Do Not Bill, and No Charge.
Non Business HoursThis dashboard gives a breakdown of Time Entries under Non-Business Hours on a per technician and date entry level.

Definition of Terms


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.

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.

Compare Periods Dashboard

Compare Teams Dashboard

Work Category Dashboard

This dashboard shows recorded hours by each Work Category and Business Unit on a per team/technician level.

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, technician, customer level.

Daily Time Span Dashboard

This dashboard shows a comparison between the computed Total Daily Span and Total Labor Hours of selected teams/technicians.

Daily Chart Dashboard

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

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.

Non Business Hours Dashboard

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


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