Platform: ConnectWise On-premise.
Billable Utilization Trend
This gadget is a graphic line chart with dots that displays the trend from the billable percentage of a team over a period of time to analyze team members and their productivity.
Double click to see a sortable grid of the billable hours, notes and actual hours.
Adjust this gadget to your liking by setting the parameters of the “Billable Utilization Trend”:
|Teams||‘connectsmart – sales’ or ‘connectsmart – administrationt’ etc.|
|Exclude teams above||(checked) Does not calculate the teams mentioned in the field above.|
|Exclude teams above||(unchecked) Calculates all the teams there are in the field above.|
|Locations||New York, Hollywood etc.|
|Exclude locations above||(checked) Does not calculate the locations mentioned in the field above.|
|Exclude locations above||(unchecked) Calculates all locations there are in the field above.|
|Exclude active only||(checked) Only calculates the idle opportunities by member that are active.|
|Exclude active only||(unchecked) Also calculates the idle opportunities by member that are inactive.|
What can I do with it?
You can use this gadget to acquire a view of the billable utilization per member over a period of three weeks back. Your company can use this to see a trend of the employees by who excels, and who is just not improving in a billable hours of time entries to take action on this.
This gadget can be bundled in a dashboard to see a visual report on the members’ productivity per week and the billable utilization trend from three weeks back. From the number of hours worked in a day by tech or the billable utilization from a week to year- to- date and whether or not individual members have exceeded their goal or underperformed. In short this dashboard provides insightful data on employee productivity and it is a motivational tool (when the employees see themselves on the board).
What do you bundle your “ Billable Utilization Trend” gadget with?
Next week we’ll be inspecting the “Open Close Ratio” gadget which will show you the ratio of open, closed and new tickets in a single glance. So no more scrolling through endless lists! Make sure you tune in for next week!
Until next week! GO- GO Gadget Rocket Booster!