Purpose
To compare actual hours worked and billed amounts against budgeted targets for specific team members enabling leadership to track performance, manage costs, and ensure profitability.
Visualization Type | Pivot Table |
Liveboard | Time Dashboard |
Tab | Overview |
Function | Time |
Filters | Includes Tasks with the status of Completed Clients who have not been archived Tasks that have not been archived
Excludes Archived time entries |
Need-to-Know Glossary of Terms
Time Entry Hours - Length of time entry.
Time Entry User Name - The name of the team member who logged time.
Time Variance Formula - Calculates the variance by taking the total task and subtask budgeted hours and subtracting them from the sum of the total time entry hours.
Time & Subtask Budgeted Hours - sum(Time Entry Hours)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 Name - Name of the parent task (project name).
Task & Subtask Budgeted Hours - Total hours budgeted for both the task and its subtasks.
Billable Rate Formula - Divides the sum of the time entry billable amount by the billable time entry hours.
safe_divide(sum( Time Entry Billable Amount), Billable Time Entry Hours)Budgeted Amount - Billable rate multiplied by task & subtask budgeted hours.
Billable Rate * Task & Subtask Budgeted HoursAmount Variance Formula - Calculates the variance by taking the budgeted amount and subtracting the sum of the time entry billable amount.
Budgeted Amount - sum( Time Entry Billable Amount)
Report Structure Overview
Client Archived At Filter - Filtered to exclude any clients that have a client is archived date.
Task Archived At Filter - Filtered to exclude any tasks that have been archived.
Time Entry is Archived Filter - Filtered to exclude any time entries that are archived.
Task Status Filter - Filtered to only include tasks with a completed status.
Row - Time Entry user name.
Expanded Row Level 2 - Client name
Expanded Row Level 3 - Task name
Expanded Row Level 4 - Subtask name
Column - Logged Hours (time entry hours)
Column - Budgeted Hours (task & subtask budgeted hours)
Column - Time Variance formula
Column - Logged Amount formula
Column - Budgeted Amount formula
Column - Amount Variance formula
Suggested Modifications: Want to update the conditional formatting rules for the Variance Columns?
Navigate to the Configure panel on the right-hand side.
Find the Values section and select either Time Variance or Amount Variance.
Scroll down to Conditional Formatting.
Click on either Less than 0 or Greater than 0 to update the rules.
Primary Use Case Scenario
A Partner reviews this report monthly to monitor to monitor whether the firm is staying within budgeted labor hours and revenue goals.
Actionable Insights
Immediate visibility into overages or underutilization of budgeted time and revenue per team member and insights into operational efficiency and whether time is being spent productively.