Billable Utilization Trend: Track your team productivity
Hi everyone! This week Inspector Gadget we’ll be focusing on the GO-GO Gadget……”Billable Utilization Trend”!
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.
Drilldown
Double click to see a sortable grid of the billable hours, notes and actual hours.
Customize!
Adjust this gadget to your liking by setting the parameters of the “Billable Utilization Trend”:
| Parameter: | Example: |
| 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.
Select this gadget in the “Team Productivity” pack with ConnectSMART Silver or choose ConnectSMART Gold and get them all!
Related gadgets
Examples are: “Hours by Tech”, “Utilization Over Under”, “Billable Utilization” and the ”Utilization by Member” gadget.
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!
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