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!
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!
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?
List of Dashboards
Dashboard Name | Description |
|---|---|
| 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 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. |
Terms and Calculations
Term | Definition/Calculation |
|---|---|
| Available Hours | Daily capacity recorded per member * # of weekdays for selected date range |
| Staff Available Hours | Available Hours less PTO hours |
| Staff Billable Days | Staff Available Hours divided by 8 hours. Used to compute for utilized/day, realized/day, and billable utilized/day. |
| Utilized Hours | Actual hours worked based on time entries excluding PTO hours |
| Utilization % | Utilized hours / Staff Available Hours |
| Realized Hours | Utilized Hours excluding time entries against internal companies |
| Realization % | Realized / Staff Available Hours |
| Billable Utilized Hours | All time entries that are considered Realized and are Billable |
| Billable Utilization % | Billable hours / Staff Available Hours |
| PTO | Total hours of recorded Paid Time Off such as Holiday, Lunch, Vacation, Personal |
| Invoiceable | Time entries that are billable but not against an Agreement |
| No Charge | Total hours of time entries tagged as No Charge |
| Do Not Bill | Total hours of time entries tagged as Do Not Bill |
| Business Hours | Labor/Actual hours spent working within business hours |
| Non-Business Hours | Labor/Actual hours spent working outside of business hours |
| Daily Span | Latest time entry End Time - earliest time entry Start Time of each member for each day |
| Labor Hours | Total actual hours worked based on time entries |
Team Utilization - Summary Dashboard
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.
Available slicers are: Business Group, Team, Technician, and Date Range.
Team Utilization - Comparison Dashboard
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.
Available slicers are: Business Group, Team, Technician, and Date Range.
Team Utilization - Compare Periods Dashboard
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.
Available slicers are: Business Unit, Team, Technician, Date Range.
Team Utilization - Compare Teams Dashboard
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.
Available slicers are: Business Unit, Team, Technician, Date Range.
Team Utilization - Work Category Dashboard
This dashboard shows recorded hours for each Work Category and Business Unit on a per team/technician level.
Available slicers are: Business Group, Team, Technician, and Date Range.
Team Utilization - 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 and technician level. Also shows proportion of non billable time recorded against customer and internal teams.
Available slicers are: Business Group, Team, Technician, and Date Range.
Team Utilization - Daily Time Span Dashboard
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).
Available slicers are: Team, Technician, Date Range.
Team Utilization - 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
Available slicers are: Business Unit, Team, Technician, Date Range.
Team Utilization - 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
Available slicers are: Business Unit, Team, Technician, Date Range.
Team Utilization - Non-Business Hours Dashboard
This dashboard gives a breakdown of Time Entries under Non-Business Hours on a per technician and date entry level.
Available slicers are: Business Unit, Team, Technician, Date Range.
Overview
Content Tools
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!