You can get to the Dashboard by clicking the “Dashboard” button in the main menu’s Analyze section.

Only the Admins can see all the data shown on the aggregate company level, while other roles can see only their personal Dashboards.

The data in the upper boxes is shown as a sum from the last 30 days, while the graphs show the monthly fluctuations.

Data and Graphs Explained

• Total hours – allll hours recorded in last 30 days, also displays the increase (or decrease) compared to the previous comparable period. This is the sum of working and time off hours
• Work hours – hours recorded as working acitivities in last 30 days, also displays the increase (or decrease) compared to the previous comparable period. This is the sum of billable and non-billable hours.
• Billable hours – the portion of work hours that is billable to the clients; also displays the increase (or decrease) compared to the previous comparable period
• Billable utilization – the sharehare of billable hours in work hours; also displays the increase (or decrease) compared to the previous comparable period
• Total hours graph – the green columns show total recorded work hours by month, the light gray part indicates time off
• Work hours graph – the purple columns show total billable time by month, while the light gray columns show non-billable time
• Billable utilization graph – the fluctuation of the share of billable hours within total work hours

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Hourly based revenue (variable fees)

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You can view reports in table and graph form.

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1. Click the Reports section in the main menu
2. Click the Time Off tab in the header
3. Choose your preferred date range from the calendar (Alternatively, you can select a pre-determined date range, including Today, This Week, Last Week, This Month, Last Month, This Year).

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1. Click the Reports section in the main menu
2. Click the Tasks tab in the header
3. Pick a date range from the calendar (Alternatively, you can select a pre-determined date range, including Today, This Week, Last Week, This Month, Last Month, This Year

You will see the table view of all tasks.If you want a visual report, click the “Graph” button.

The data relating to tasks includes:

• Work hours – hours recorded on work activities – this is the sum of billable and non-billable hours
• Utilization – the share of billable hours in work hours
• Revenue – billable hours multiplied by the involved team members’ billing rates entered in the Timer
• Cost – total recorded hours multiplied by the employee cost (pay) rate
• Profit – revenue – costs

Insight into details

Click the “Details” button and you will get more details for each task:

• The team involved in the task with a breakdown of the hours structure per team member
• Clients related to the task with hours structure per client
• Tasks performed within the project with hours structure
• Total number of team members involved in the task and clients that are related to the task

Calculations in the Report Columns:

• Work hours = Billable + Non-billable
• Utilization = Billable hours / Work hours
• Revenue = Each team member’s hours x each team member’s billing rate entered in the tracker/timesheet
• Cost = Each team member’s hours x each team member’s cost rate set up in the Team Setup
• Profit = Revenue – Costs

Graphic Overview

If you want to see the graphic overview, click the “Graph” button.

The tasks will be listed in the table view order by default.

How to make a Task Performance Assessment based on this report

• If you compare the revenues, costs and profits among thetasks, you will get insights into your most productive and least productive tasks
• In case you see more hours or costs than expected for some tasks, you can reorganize work activities among employees

Need more support? Get in contact with our support team via chat or email.

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1. Click the Reports section in the main menu
2. Click the Project tab in the header
3. Choose the date range from the calendar (Alternatively, you can select a pre-determined date range, including Today, This Week, Last Week, This Month, Last Month, This Year).

You will see the table view of all projects.If you want a visual report, click the “Graph” button.

The data relating to projects includes:

• Work hours – hours recorded on work activities – this is the sum of billable and non-billable hours
• Billable hours –the portion of work hours that is billable to clients
• Non-billable – the portionart of work hours that is non-billable to clients (e.g. internal work, proposal preparation, initial meetings, administrative work that is not payable)
• Utilization – the share of billable hours in work hours
• Revenue – billable hours multiplied by the involved team members’ billing rates entered in the timer
• Cost allocated to the projects – total recorded hours multiplied by the employee cost (pay) rate
• Profit – revenue – costs

Insight into details

Click on the “Details” button and you will get more details for each project:

• The team involved in the project with a breakdown of the hours structure per team member
• Clients related to the project with hours structure per client
• Tasks performed within the project with hours structure
• Total number of team members involved in the project, total number of tasks and clients that are related to the project

Calculations in the Report Columns:

• Work hours = Billable + Non-billable
• Utilization – Billable hours / Work hours
• Revenue = Each team member’s hours x each team member’s billing rate entered in the tracker/timesheet
• Cost = Each team member’s hours x each team member’s cost rate set up in the Team Setup
• Profit = Revenue – Costs

Graphic Overview

If you want to see the graphic overview, click the “Graph” button.

The projects will be listed in the table view order by default.

How to make a Project Performance Assessment based on this report

• If you compare the revenues, costs and profits among the projects, you will get insight into your best performing and low performing projects
• If you notice a project is taking more time or costs, you can re-negotiate terms with the client or terminate relationships with your loss-generating clients
• Use hours and costs invested in a project to determine prices for future and current similar projects

Need more support? Get in contact with our support team via chat or email.

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1. Click the Reports section in the main menu
2. Click the Clients tab in the header
3. Choose your date range from the calendar (Alternatively, you can select a pre-determined date range, including Today, This Week, Last Week, This Month, Last Month, This Year)

You will see a table view for all clients – if you want a visual report click the “Graph” button.

So, be able to see each client’s:

• Work hours – hours recorded on work activities – this is the sum of billable and non-billable hours
• Billable hours – the portion of work hours that is billable to the client
• Non-Billable the postion of work hours that is non-billable to the client (e.g. proposal preparation, initial meetings, administrative work that is not payable)
• Utilization – the share of billable hours in total work hours
• Revenue – billable hours multiplied by the involved team members’ billing rates entered in the timer
• Cost allocated to the client – total recorded hours multiplied with employee cost (pay) rate
• Profit – revenue minus costs

Insight into details

Click the “Details” button and you will get more details for each client:

• The team involved in the client engagement with a breakdown of the hours structure per team member
• Projects performed for the client with the hours structure for different types of projects
• Tasks performed for the client with hours structure
• Total number of team members involved in the client engagement, as well as the total number of tasks and projects related to this client

Calculations in the Report Columns:

• Work hours = Billable + Non-billable
• Utilization – Billable hours / Work hours
• Revenue = Each team member’s hours x each team member’s billing rate entered in the tracker/ timesheet
• Cost = The number of hours for each team member x the cost rate set up in the Team Setup for every team member
• Profit = Revenue – Costs

Graphic Overview

If you want a graphic overview, click the “Graph” button

Clients will be listed in the order given in the table view by default.

How to Make a Client Performance Assessment Based on This Report

• If you compare the revenues, costs and profits among the clients you will get insight into your best performing and low performing clients
• If you see a client is taking more hours or resources than expected, you will be able to re-negotiate the terms with that client or terminate relationships with your loss-generating clients
• Use hours and costs invested in a project to determine prices for further similar engagements with established or new clients

Need more support? Get in contact with our support team via chat or email.

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1. Click the Reports section in the main menu
2. Click the Team tab in the header
3. Choose the date range from the calendar (Alternatively, you can select a pre-determined date range, including Today, This Week, Last Week, This Month, Last Month, This Year)

You will get a table view for all employees by default. If you want a visual report, you can get it by clicking the “Graph” button.

Here is a list of statistics you can see for every employee:

Effectiveness Performance

• Total recorded hours by the employee – when you compare this statistic to the capacity hours you will know whether an employee used up their capacity or not
• Work hours – hours recorded on work activities – you will see how many work hours there were within total recorded hours

Efficiency Performance

• Overtime – if there are more total recorded hours than capacity hours
• Unrecorded hours – if there are fewer total recorded hours than capacity hours. You should check whether an employee simply didn’t log their hours or wasn’t working enough

Productivity Performanc

• Billable hours – the portion of work hours is are billable to the clients
• Non-Billable – the portion of work hours that is non-billable to the clients (e.g. proposal preparation, initial meetings, administration work that is not payable)
• Utilization – the share of billable hours in total work hours

You can compare the realized utilization rate to the planned rate entered in the Team member profile, so you can track whether they utilized their time according to the expectations.

Profitability Performance

• Revenue – billable hours multiplied by the involved team members’ billing rates entered in the Timer
• Cost allocated to the client – total recorded hours multiplied by the employee cost (pay) rate
• Profit – revenue minus costs

Insight into Details

Click the “Details” button and you will get more details for each employee:

• All clients the employee was engaged with and the hour structure per client
• All projects the employee was involved in with the hour structure per project
• All tasks performed by an employee with their hour structure
• Total number of clients, projects and different tasks a team member was involved in

The Calculations in the Report Columns:

• Work hours = Billable + Non-billable hours
• Total hours = Work hours + Time off
• Utilization = Billable hours / Work hours
• Revenue = Every team member’s hours x every team member’s billing rate entered in the tracker/ timesheet
• Cost = Every team member’s hours x every team member’s cost rate entered in the Team setup
• Profit = Revenue – Costs

Graphic Overview

If you want to see a graphic overview of the performances, click the “Graph” button.

The clients are listed in the order given in the table view by default.

The visual overview gives you complete insight in one glance into:

• Employees who didn’t log all hours or didn’t have enough tasks
• Employees who worked overtime
• Employees with the most absences
• Employees with the most billable hours
• Employees with good billing utilization
• Employees making a profit, and the size of the profit

Need more support? Get in contact with our support team via chat or email.

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