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Analytics: Performance

LiveFor: All with Insights

Revenue and operations tiles, hours and production by month.

Analytics in the sidebar opens Performance.

Analytics Performance with From, To, Client, Team member, Work type and Billable filters, and tiles for revenue (Production, WIP, WIP Billed, Billed, Write On/Off, Realization, Effective Billed Rate) and operations (hours, capacity, utilization, completed and overdue work, over budget).
Analytics > Performance.
  1. Set From and To, or press This Month, Last Month, Last 3 Months or Last 12 Months.
  2. Narrow by Client, Team Member, Work Type or Billable, and press Apply.

Revenue shows Production, WIP, WIP Billed, Billed, Write On / (Off), Realization and Effective Billed Rate. Operations shows billable and non-billable hours, hour capacity, Utilization, % Billable, completed and overdue work, and work over budget. Charts of Hours by Month and Production and Billed by Month follow.

Original View saves and reopens your own views; Definitions explains every figure.