Low Productivity
Provides a list of staff members who are below their productivity targets.
Report View Options:
Firm View: All productivity metrics
My Own as Team Member: Personal productivity metrics
My Own as Team Manager: Team's productivity metrics
Columns:
Team
Staff Name
Billable Hours
Non-Billable Hours
Leave Hours
Total Timesheet Hours
Capacity Hours
Completed Timesheets
Productivity Target (%)
Productivity Actual (%)
Threshold meaning:
This allows to set alerts for staff members once actual productivity (%) has not been met against their targets.
Incomplete Timesheets
Provides a list of staff members who have not been completing their timesheets based on their total timesheet hours against their capacity.
Report View Options:
Firm View: All incomplete timesheets
My Own as Team Member: Personal incomplete timesheets
My Own as Team Manager: Team's incomplete timesheets
Columns:
Team
Staff Name
Billable Hours
Non-Billable Hours
Leave Hours
Total Timesheet Hours
Capacity Hours
Completed Timesheets
Productivity Target (%)
Productivity Actual (%)
Threshold meaning:
This indicates that a member is below their expected timesheets.
Team Member Summary
Provides a KPI summary of all teams and team members selected.
Report View Options:
Firm View: All team member metrics
My Own as Team Member: Personal summary only
My Own as Team Manager: Managed team members' summary
Columns:
Team
Staff Name
Staff Status
Target Productivity (%)
Actual Productivity (%)
Variance Productivity (%)
Target Billing
Actual Billing
Variance Billing
Target Production
Actual Production
Variance Production
Target Chargeable Hours
Actual Chargeable Hours
Variance Chargeable Hours
Target Recoverability (%)
Actual Recoverability (%)
Variance Recoverability (%)
WIP Target
WIP Balance
WIP Variance
Threshold meaning:
This Report will provide a recurring setup to receive Team Member Summary updates at a specific time interval or period.