Purpose
To measure how each staff member allocates their time during a given week and to compare logged hours against the standard 40-hour work week to track utilization, identify gaps, and ensure workload balance.
Visualization Type | Pivot Table |
Liveboard | Team Member Production Analysis |
Tab | Staff Utilization |
Function | Capacity |
Parameters | 40 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.
Weekly Work Hours parameter - Value of ‘40’ to represent a 40-hour work week.
Remaining Hours formula - Calculated by taking the parameter of 40 hours and subtracting the sum of the time entry hours for the week.
Weekly Work Hours - sum ( Time Entry Hours )
Report Structure Overview
Parameter - Value equal to the number 40 (used to be a placeholder for an 40 hour workweek)
Row- Time Entry User Name
Expanded Row Level 2- Client Name
Expanded Row Level 3 - Task Name
Columns - Time Entry Start Date weekly
Values - Logged Hours (this is the data point Time Entry Hours)
Values - Remaining Hours formula
Suggested Modifications
Does your firm work more than 40 hours a week during tax season?
Update the 40-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 at the end of each week to confirm whether each staff member is logging close to 40 hours and to quickly identify underutilization and potential overwork.
Actionable Insights
The Remaining Hours calculated field makes it easy to see how far off they are from the target of 40 hours and helps users quickly spot imbalances in workload across staff.