[Product Draft] Team Utilization and Realization for Connectwise Manage

The Team Utilization and KPIs for Connectwise Manage app contains reports that give useful insights to MSP Business Owners and Service Managers.
These aim to help the team reach its target efficiency and ensure that each member has the ideal amount and type of work.

Dashboards List and Description

Dashboard Name	Description
Summary	The Summary dashboard shows key KPIs and highligths 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.
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 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 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 and 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 (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 key KPIs and highligths 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.