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Insights: Team Member Hours by Service Item

Updated yesterday

Purpose

To visualize how each team member's time is distributed across various service items, enabling leadership to assess role alignment, workload balance, and service line contribution.


Visualization Type

Stacked Bar

Liveboard

Time Dashboard

Tab

By Service Item

Function

Time

Filters

Includes

Time Entry Start Date Rolling Filter: 365 days (1 year)


Need-to-Know Glossary of Terms

  • Service Item Name - Refers to the designation used to identify the specific service billed to the client.

  • Time Entry Hours - Length of time entry.

  • Time Entry User Name - The name of the team member who logged time.
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Report Structure Overview

  1. Time Entry Start Date Filter - Filtered for the previous 30 days

  2. Y-Axis - Time Entry User Name

  3. X-Axis - Total Time Entry Hours

  4. Legend - Service Item that had hours logged to them in the last 30 days segmented by color
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Suggested Modifications: Want to move the value columns in a different order?

  1. Navigate to the Configure panel on the left hand side.

  2. Scroll down to the Values section.

  3. Click Apply.


Primary Use Case Scenario

An admin reviews this report monthly to understand which services each team member is spending the most time and ensure staff are aligned with their roles or specialties.
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Actionable Insights

Provides a clear breakdown of how individual team members allocate their time across service lines and can use this report to rebalance workload s and optimize resource allocation for efficiency and profitability.

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