Purpose
To provide a visual breakdown of total hours worked across different service items in a single time period, helping admins quickly assess how staff time is being allocated across service lines.
Visualization Type | Donut |
Liveboard | Time Dashboard |
Tab | By Service Item |
Function | Time |
Filters | Includes Time Entry Start Date Rolling Filter: Previous 30 days |
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 Start Date - Starting timestamp of time entry duration.
Report Structure Overview
Time Entry Start Date Filter - Filtered for the previous 30 days
Category Slices - Represents service items that have had time logged to them in the last 30 days.
Suggested Modifications: Want to change the colors associated with the category slices?
Navigate to the Configure panel on the left hand side.
Click on Service Item Name under Category.
Scroll down to Color Formatting.
Update the colors as needed.
Primary Use Case Scenario
An Operations Lead reviews this chart during monthly meetings to get a high-level view of where the firm's time resources are going. They can evaluate if certain service lines are receiving disproportionate time allocation.
Actionable Insights
A clear percentage based visualization of time distribution across service items and easy identification of over-or-under utilized service areas based on logged hours.