Purpose
To measure how each staff member allocates their time over the course of a 173-hour work month. This provides visibility into productivity, capacity usage, and workload balance.
Visualization Type | Pivot Table |
Liveboard | Team Member Production Analysis |
Tab | Staff Utilization |
Function | Capacity |
Parameters | 173 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.
Monthly Work Hours parameter - Value of ‘173’ to represent a 173-hour work month.
Remaining Hours formula - Calculated by taking the parameter of 173 hours and subtracting the sum of the time entry hours for the month.
Monthly Work Hours - sum ( Time Entry Hours )
Report Structure Overview
Parameter - Value equal to the number 173 (used to be a placeholder for a 173 hour work month)
Row- Time Entry User Name
Expanded Row Level 2- Client Name
Expanded Row Level 3 - Task Name
Columns - Time Entry Start Date monthly
Values - Logged Hours (this is the data point Time Entry Hours)
Values - Remaining Hours formula
Suggested Modifications
Does your firm work more than 173 hours a month during tax season?
Update the 173-hour parameter to another number by simply selecting the parameter bubble and adjusting the number.
Primary Use Case Scenario
A Managing Partner reviews this pivot table at month-end to verify if staff are logging close to their expected 173 hours and to quickly spot underutilization and detect overwork.
Actionable Insights
The Remaining Hours calculated field shows whether employees are on track to meet monthly targets and helps leadership make decisions on reallocation, staffing, or workload redistribution to improve efficiency and avoid burnout.