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Purpose
To monitor daily staff utilization in the current week, showing logged horus and remaining hours (based on an 8-hour workday) by team member. This allows managers to track productivity, capacity, and workload distribution in real time.
Visualization Type | Pivot Table |
Liveboard | Team Member Production Analysis |
Tab | Staff Utilization |
Function | Capacity |
| Includes |
Parameter | 8 Hours |
Need-to-know Glossary of Terms
Time Entry User Name - The name of the team member who logged time.
Time Entry Start Date - Starting timestamp of time entry duration.
Client Name - Customer name, if a display name exists, that will be the primary search term. If there is no display name, first and last name will be displayed.
Task URL - Clickable link for a specific task record.
Time Entry Hours - Length of time entry.
Daily Work Hours parameter - Value of β8β to represent an 8-hour workday.
Remaining Hours formula - Calculated by taking the parameter of 8 hours and subtracting the sum of the time entry hours for the day.
Daily Work Hours - sum ( Time Entry Hours )
Report Structure Overview
Time Entry Start Date filter - Filtered for current week
Parameter - Value equal to the number 8 (used to be a placeholder for an 8 hour workday)
Row- Time Entry User Name
Expanded Row Level 2- Client Name
Expanded Row Level 3 - Task Name
Columns - Time Entry Start Date daily
Values - Logged Hours (this is the data point Time Entry Hours)
Values - Remaining Hours formula
Suggested Modifications
Does your firm work more than 8 hours a day during tax season?
Update the 8-hour parameter to another number by simply selecting the parameter bubble and adjusting the number.
Primary Use Case Scenario
An Operations Manager reviews this pivot table daily during the current week to ensure staff are on track to log close to 8 hours per day and to identify underutilization and overwork.
Actionable Insights
Identification of daily gaps (remaining hours not logged) so managers can follow up on missing entries or idle time and early detection of over-scheduling if hours logged consistently exceed the 8-hour baseline.